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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 |
2026
ARS Investment Partners
New York
| $552M | +$79.9M | +17% | 21.6% | 260% | 120 | 10.83% | 2.8 |
|
| 2027 |
2027
John G. Ullman & Associates
Corning,
New York
| $552M | +$56.6M | +11% | 12.4% | 156% | 134 | 8.21% | 3.3 |
|
| 2028 |
BPIH
2028
Broad Peak Investment Holdings
Singapore
| $552M | -$57.6M | -9% | 12.4% | 52.2% | 19 | 63.16% | 0.6 |
|
| 2029 |
2029
Cevian Capital II
St. Helier,
Jersey
| $552M | +$14.9M | +3% | 2.88% | 105% | 2 | 0% | 0.8 |
|
| 2030 |
2030
J.V. Bruni & Co
Colorado Springs,
Colorado
| $551M | +$40.7M | +8% | 16.2% | 97.9% | 28 | 0% | 3.4 |
|
| 2031 |
2031
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $550M | +$69.7M | +15% | 16% | 127% | 562 | 12.46% | 3 |
|
| 2032 |
2032
Permian Investment Partners
Dallas,
Texas
| $550M | -$50.3M | -8% | 14.2% | 78.6% | 13 | 61.54% | 0.8 |
|
| 2033 |
JMH
2033
J.M. Hartwell
New York
| $550M | +$68.3M | +14% | 16.2% | 72.2% | 85 | 14.12% | 3.1 |
|
| 2034 |
2034
NBT Bank
Norwich,
New York
| $549M | -$69.5M | -11% | 12.1% | 77% | 192 | 10.42% | 4.7 |
|
| 2035 |
AA
2035
Ancient Art
Austin,
Texas
| $549M | +$51.3M | +10% | 13.5% | 168% | 15 | 26.67% | 1.9 |
|
| 2036 |
2036
Weld Capital Management
New York
| $549M | +$105M | +24% | 15.5% | – | 989 | 73.81% | 0.1 |
|
| 2037 |
2037
Ellington Management Group
Old Greenwich,
Connecticut
| $549M | +$219M | +66% | 17.3% | 16.1% | 749 | 77.7% | 0.2 |
|
| 2038 |
2038
Stewart & Patten Company
Lafayette,
California
| $548M | +$61.3M | +13% | 13.3% | 27.5% | 94 | 9.57% | 4.4 |
|
| 2039 |
2039
SG Capital Management
Chicago,
Illinois
| $548M | +$214M | +64% | 22% | 250% | 74 | 86.49% | 0.2 |
|
| 2040 |
VS
2040
VK Services
Menlo Park,
California
| $548M | +$279M | +104% | 104% | 1,605% | 1 | 0% | 0.3 |
|
| 2041 |
2041
Summit Securities Group
New York
| $548M | -$607M | -53% | 9.6% | 136% | 397 | 77.33% | 0.4 |
|
| 2042 |
2042
Stieven Capital Advisors
St. Louis,
Missouri
| $547M | +$30.1M | +6% | 8.72% | 117% | 70 | 22.86% | 2.5 |
|
| 2043 |
2043
Planning Alternatives
Birmingham,
Michigan
| $547M | +$67.9M | +14% | 9.93% | 69.6% | 53 | 24.53% | 3.9 |
|
| 2044 |
2044
Vestor Capital
Chicago,
Illinois
| $546M | +$87M | +19% | 13.4% | 188% | 155 | 34.84% | 2.3 |
|
| 2045 |
2045
Ritholtz Wealth Management
New York
| $546M | +$105M | +24% | 9.93% | 93% | 137 | 18.25% | 1.2 |
|
| 2046 |
SCM
2046
SIR Capital Management
New York
| $545M | +$244M | +81% | 16.4% | 71.1% | 69 | 59.42% | 0.4 |
|
| 2047 |
2047
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $544M | +$38.9M | +8% | 13.8% | 36.9% | 218 | 12.39% | 2.5 |
|
| 2048 |
DA
2048
DSC Advisors
Chicago,
Illinois
| $544M | -$282M | -34% | 8.39% | 3.18% | 92 | 40.22% | 1.4 |
|
| 2049 |
2049
Beryl Capital Management
Redondo Beach,
California
| $544M | -$65.3M | -11% | 75% | 3,932% | 51 | 88.24% | 0.1 |
|
| 2050 |
2050
Hunting Hill Global Capital
New York
| $544M | +$208M | +62% | 21.8% | 132% | 24 | 70.83% | 0.3 |
|