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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2026 |
FNT
2026
First Nebraska Trust
Lincoln,
Nebraska
| $572M | +$17.1M | +3% | 4.54% | 67.9% | 148 | 4.05% |
|
| 2027 |
SCM
2027
SIR Capital Management
New York
| $572M | +$27.5M | +5% | 6.34% | 71.1% | 73 | 64.38% |
|
| 2028 |
GFWEX
2028
G.F.W. Energy XI
Dallas,
Texas
| $572M | -$269M | -32% | 30.9% | – | 2 | 0% |
|
| 2029 |
CLC
2029
Charles-Lim Capital
Central,
Hong Kong
| $571M | +$85.4M | +18% | 33.3% | 4.44% | 4 | 25% |
|
| 2030 |
ED
2030
Exane Derivatives
Paris,
France
| $571M | +$64.7M | +13% | 1.34% | 42.7% | 757 | 27.61% |
|
| 2031 |
AL
2031
Arnhold LLC
New York
| $570M | +$14.3M | +3% | 3.53% | 156% | 139 | 12.23% |
|
| 2032 |
PFMOSF
2032
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $569M | -$24.6M | -4% | 5.73% | 209% | 62 | 62.9% |
|
| 2033 |
FBP
2033
Flippin Bruce & Porter
Lynchburg,
Virginia
| $569M | +$10.4M | +2% | 1.57% | 44.4% | 80 | 5% |
|
| 2034 |
DA
2034
DSC Advisors
Chicago,
Illinois
| $569M | +$24.9M | +5% | 2.51% | 3.18% | 95 | 34.74% |
|
| 2035 |
JGUA
2035
John G. Ullman & Associates
Corning,
New York
| $569M | +$16.2M | +3% | 1.93% | 156% | 152 | 18.42% |
|
| 2036 |
TWI
2036
Thomas White International
Chicago,
Illinois
| $568M | +$13.9M | +3% | 0.19% | 34.9% | 257 | 9.34% |
|
| 2037 |
RCM
2037
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $568M | -$44.2M | -7% | 0% | 4.8% | 40 | 32.5% |
|
| 2038 |
GP
2038
Girard Partners
King Of Prussia,
Pennsylvania
| $567M | +$30.5M | +6% | 4.5% | 25.7% | 242 | 7.02% |
|
| 2039 |
BSB
2039
Bangor Savings Bank
Bangor,
Maine
| $567M | +$34.5M | +6% | 2.42% | 49.6% | 172 | 8.72% |
|
| 2040 |
VC
2040
Vestor Capital
Chicago,
Illinois
| $567M | +$20.4M | +4% | 4.22% | 186% | 156 | 25% |
|
| 2041 |
II
2041
INCA Investments
Miami,
Florida
| $566M | -$17M | -3% | 12.6% | 128% | 13 | 7.69% |
|
| 2042 |
JVBC
2042
J.V. Bruni & Co
Colorado Springs,
Colorado
| $566M | +$15.1M | +3% | 3.27% | 97.9% | 29 | 10.34% |
|
| 2043 |
FM
2043
Forward Management
San Francisco,
California
| $566M | -$106M | -16% | 1.01% | 36.9% | 50 | 12% |
|
| 2044 |
PTC
2044
Petrus Trust Company
Dallas,
Texas
| $564M | +$48.1M | +9% | 3.69% | 36.9% | 383 | 60.84% |
|
| 2045 |
MAA
2045
Matrix Asset Advisors
White Plains,
New York
| $564M | -$21.2M | -4% | 3.97% | 76.9% | 71 | 8.45% |
|
| 2046 |
IA
2046
IFG Advisory
Atlanta,
Georgia
| $564M | +$41.1M | +8% | 4.07% | 70.1% | 375 | 19.2% |
|
| 2047 |
3C
2047
361 Capital
Denver,
Colorado
| $563M | -$12.6M | -2% | 8.17% | 118% | 427 | 54.8% |
|
| 2048 |
SCA
2048
Stonebridge Capital Advisors
St Paul,
Minnesota
| $563M | +$24.6M | +5% | 4.01% | 80.1% | 949 | 80.61% |
|
| 2049 |
CRCM
2049
Cat Rock Capital Management
Greenwich,
Connecticut
| $563M | +$194M | +52% | 1.68% | 66.7% | 11 | 45.45% |
|
| 2050 |
FCP
2050
Fine Capital Partners
New York
| $562M | -$131M | -19% | 8.35% | 95.5% | 13 | 15.38% |
|