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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 |
JMH
2026
J.M. Hartwell
New York
| $560M | +$19M | +4% | 1.26% | 72.2% | 91 | 14.29% | 3.1 |
|
| 2027 |
2027
Hazelview Securities
Toronto,
Ontario, Canada
| $560M | +$99.2M | +22% | 5.83% | – | 49 | 26.53% | 1.4 |
|
| 2028 |
2028
Horan Capital Management
Hunt Valley,
Maryland
| $560M | +$1.22M | +0.2% | 2.09% | 69.2% | 62 | 12.9% | 2.6 |
|
| 2029 |
2029
Mount Yale Investment Advisors
Denver,
Colorado
| $559M | +$17.2M | +3% | 3.52% | 81.9% | 343 | 19.53% | 1.2 |
|
| 2030 |
2030
TD Capital Management
Memphis,
Tennessee
| $559M | +$66.2M | +13% | 0.56% | 40.5% | 294 | 12.59% | 2.9 |
|
| 2031 |
2031
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $559M | $0 | 0% | 3.25% | 36.9% | 204 | 0% | 2.7 |
|
| 2032 |
2032
Klingman & Associates
New York
| $559M | +$20.3M | +4% | 0.4% | 64.9% | 124 | 7.26% | 3 |
|
| 2033 |
2033
Mount Lucas Management
Newtown,
Pennsylvania
| $558M | -$32.8M | -6% | 1.39% | 109% | 111 | 23.42% | 0.9 |
|
| 2034 |
2034
Exane Derivatives
Paris,
France
| $558M | -$12.9M | -2% | 1.76% | 42.7% | 718 | 16.3% | 1.8 |
|
| 2035 |
2035
Davide Leone & Partners Investment Company
London,
United Kingdom
| $557M | -$684M | -55% | 14.4% | 64.1% | 19 | 52.63% | 1.5 |
|
| 2036 |
2036
ARS Investment Partners
New York
| $557M | -$38.3M | -6% | 3.72% | 260% | 136 | 23.53% | 3.3 |
|
| 2037 |
2037
Richard C. Young & Co
Newport,
Rhode Island
| $556M | +$28.7M | +5% | 3.99% | 137% | 69 | 5.8% | 3 |
|
| 2038 |
2038
Jefferies Financial Group
New York
| $556M | -$22.4M | -4% | 4.54% | 135% | 19 | 57.89% | 0.8 |
|
| 2039 |
BSPF
2039
British Steel Pension Fund
London,
United Kingdom
| $556M | -$106M | -16% | 4.47% | 29.7% | 173 | 0.58% | 3.9 |
|
| 2040 |
2040
Prana Capital Management
Greenwich,
Connecticut
| $555M | -$1.72M | -0.3% | 0.88% | 36.6% | 73 | 57.53% | 0.4 |
|
| 2041 |
KL
2041
KGH Ltd
Nassau,
Bahamas
| $555M | -$634M | -53% | 19.6% | 139% | 61 | 50.82% | 1.1 |
|
| 2042 |
2042
Connable Office Inc
Kalamazoo,
Michigan
| $555M | +$10.6M | +2% | 0.1% | 68.3% | 192 | 14.06% | 2.8 |
|
| 2043 |
VCM
2043
V3 Capital Management
Dallas,
Texas
| $554M | +$87.8M | +19% | 7.42% | 20.5% | 19 | 36.84% | 0.9 |
|
| 2044 |
2044
Randolph Company
Cincinnati,
Ohio
| $554M | -$27.9M | -5% | 3.37% | 127% | 51 | 35.29% | 1.5 |
|
| 2045 |
2045
J.V. Bruni & Co
Colorado Springs,
Colorado
| $554M | -$12.6M | -2% | 1.15% | 97.9% | 27 | 7.41% | 3.9 |
|
| 2046 |
2046
Krilogy Financial
St. Louis,
Missouri
| $553M | +$31.8M | +6% | 1.07% | 79% | 193 | 14.51% | 2.4 |
|
| 2047 |
2047
Grosvenor Holdings
Chicago,
Illinois
| $553M | +$127M | +30% | 3.84% | 54.3% | 23 | 47.83% | 0.6 |
|
| 2048 |
2048
Pure Financial Advisors
San Diego,
California
| $553M | -$4.38M | -0.8% | 0.78% | 47.2% | 140 | 10.71% | 0.9 |
|
| 2049 |
2049
Ellington Management Group
Old Greenwich,
Connecticut
| $553M | -$32.5M | -6% | 1.77% | 16.1% | 894 | 74.61% | 0.2 |
|
| 2050 |
2050
Adams Natural Resources Fund
Baltimore,
Maryland
| $553M | -$30.8M | -5% | 4.95% | 50.6% | 65 | 7.69% | 2.7 |
|