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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
GPCM
2026
Greenbrier Partners Capital Management
Dallas,
Texas
| $486M | -$109M | -18% | 16.8% | 96.1% | 17 | 17.65% | 4.3 |
|
| 2027 |
MG
2027
Meditor Group
Hamilton,
Bermuda
| $485M | +$20.2M | +4% | 6.37% | 41.1% | 6 | 0% | 3.2 |
|
| 2028 |
2028
First Reserve GP XI
Stamford,
Connecticut
| $485M | -$154M | -24% | 24.1% | 26.4% | 1 | 0% | 5 |
|
| 2029 |
2029
SeaCrest Wealth Management
Purchase,
New York
| $485M | -$106M | -18% | 12.4% | 153% | 2,439 | 11.69% | 0.9 |
|
| 2030 |
CCMD
2030
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $485M | -$86.7M | -15% | 11% | 25.6% | 161 | 14.91% | 2.2 |
|
| 2031 |
2031
Fiduciary Group
Savannah,
Georgia
| $484M | -$26.6M | -5% | 9.02% | 67.1% | 186 | 10.22% | 3 |
|
| 2032 |
2032
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $484M | -$69.2M | -13% | 13.7% | 80.6% | 100 | 8% | 2.5 |
|
| 2033 |
2033
Everett Capital Advisors (UK)
London,
United Kingdom
| $483M | -$204M | -30% | 11.7% | 30.7% | 35 | 68.57% | 0.4 |
|
| 2034 |
2034
Sageview Capital
Greenwich,
Connecticut
| $482M | -$64.6M | -12% | 10.8% | 335% | 2 | 50% | 0.5 |
|
| 2035 |
2035
BRR OpCo
Columbus,
Ohio
| $482M | -$25.1M | -5% | 10.6% | 23.6% | 123 | 20.33% | 3.3 |
|
| 2036 |
2036
United Bank (Virginia)
Vienna,
Virginia
| $482M | +$6.25M | +1% | 11.8% | 76.1% | 155 | 16.77% | 1.5 |
|
| 2037 |
JMH
2037
J.M. Hartwell
New York
| $481M | -$93.8M | -16% | 12.9% | 72.2% | 88 | 14.77% | 3.2 |
|
| 2038 |
2038
Next Financial Group
Houston,
Texas
| $481M | +$265M | +123% | 11.6% | 85.4% | 2,217 | 36.27% | 0.6 |
|
| 2039 |
DP
2039
DSAM Partners
London,
United Kingdom
| $481M | -$201M | -29% | 7.87% | 343% | 134 | 87.31% | 0.2 |
|
| 2040 |
2040
KG Funds Management
New York
| $481M | -$14.1M | -3% | 13.1% | 45.8% | 10 | 30% | 1.5 |
|
| 2041 |
2041
Nachman Norwood & Parrott
Greenville,
South Carolina
| $480M | – | – | 10.2% | – | 219 | – | 0 |
|
| 2042 |
2042
Opus Capital Group
Cincinnati,
Ohio
| $480M | +$35M | +8% | 10.8% | 49.7% | 245 | 19.18% | 2.2 |
|
| 2043 |
2043
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $480M | -$107M | -18% | 15.2% | 127% | 560 | 16.07% | 2.9 |
|
| 2044 |
2044
Horan Capital Management
Hunt Valley,
Maryland
| $479M | -$63.8M | -12% | 12% | 69.2% | 66 | 13.64% | 2.3 |
|
| 2045 |
2045
Planning Alternatives
Birmingham,
Michigan
| $479M | -$106M | -18% | 12.3% | 69.6% | 52 | 11.54% | 3.7 |
|
| 2046 |
2046
L. Roy Papp & Associates
Phoenix,
Arizona
| $478M | -$82.1M | -15% | 12.9% | 80.1% | 162 | 15.43% | 3.8 |
|
| 2047 |
2047
Savant Capital
Rockford,
Illinois
| $478M | -$79.3M | -14% | 12.2% | 61.2% | 306 | 15.69% | 3.8 |
|
| 2048 |
2048
Tygh Capital Management
Portland,
Oregon
| $477M | -$134M | -22% | 19.1% | 251% | 99 | 36.36% | 1.1 |
|
| 2049 |
MCTIC
2049
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $477M | -$104M | -18% | 13.4% | 38.8% | 100 | 7% | 4 |
|
| 2050 |
2050
Harvest Fund Management
Beijing,
China
| $477M | -$105M | -18% | 16% | 327% | 509 | 51.87% | 0.7 |
|