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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
Nachman Norwood & Parrott
Greenville,
South Carolina
| $611M | +$49M | +9% | 6.32% | – | 255 | 11.76% | 0.9 |
|
| 2027 |
2027
Phillips Financial Management
Fort Wayne,
Indiana
| $610M | +$41.3M | +7% | 4.51% | 45.6% | 79 | 5.06% | 4.5 |
|
| 2028 |
2028
Horan Capital Management
Hunt Valley,
Maryland
| $609M | +$49.7M | +9% | 10.3% | 69.2% | 56 | 12.5% | 2.8 |
|
| 2029 |
2029
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $609M | +$385M | +171% | 14.8% | 88.9% | 119 | 79.83% | 0.3 |
|
| 2030 |
2030
Pekin Hardy Strauss
Chicago,
Illinois
| $609M | +$94.6M | +18% | 9.63% | 102% | 237 | 14.77% | 3.4 |
|
| 2031 |
2031
Ally Financial
Detroit,
Michigan
| $609M | +$46.4M | +8% | 6.18% | 9.35% | 131 | 35.88% | 1.6 |
|
| 2032 |
2032
Cevian Capital II
St. Helier,
Jersey
| $608M | +$36.7M | +6% | 6.43% | 105% | 2 | 0% | 1.5 |
|
| 2033 |
2033
Bardin Hill Management Partners
New York
| $608M | +$31.5M | +5% | 29% | 214% | 50 | 68% | 0.4 |
|
| 2034 |
2034
CAS Investment Partners
Westport,
Connecticut
| $608M | +$155M | +34% | 36.6% | 527% | 6 | 0% | 1.1 |
|
| 2035 |
2035
Krilogy Financial
St. Louis,
Missouri
| $608M | +$54.5M | +10% | 5.84% | 79% | 210 | 14.76% | 2.4 |
|
| 2036 |
2036
Adell Harriman & Carpenter
Houston,
Texas
| $608M | +$55.8M | +10% | 10.1% | 176% | 142 | 4.93% | 4.3 |
|
| 2037 |
2037
Foresite Capital Management II
Larkspur,
California
| $607M | +$134M | +28% | 50.8% | 66.2% | 7 | 28.57% | 3 |
|
| 2038 |
MAM
2038
Mastrapasqua Asset Management
Nashville,
Tennessee
| $607M | +$63M | +12% | 9.41% | 54.9% | 140 | 10.71% | 3.1 |
|
| 2039 |
2039
Citizens Business Bank
Ontario,
California
| $607M | +$259K | +0% | 8.44% | 108% | 258 | 11.24% | 4.1 |
|
| 2040 |
2040
Tygh Capital Management
Portland,
Oregon
| $606M | +$42.3M | +8% | 10.5% | 251% | 90 | 31.11% | 1.3 |
|
| 2041 |
2041
Stearns Financial Services Group
Greensboro,
North Carolina
| $605M | +$38.8M | +7% | 5.37% | 26.1% | 193 | 13.99% | 3.5 |
|
| 2042 |
2042
Girard Partners
King Of Prussia,
Pennsylvania
| $605M | +$67.9M | +13% | 8.2% | 25.7% | 233 | 12.02% | 3.4 |
|
| 2043 |
2043
NewSquare Capital
Newtown Square,
Pennsylvania
| $604M | +$52.1M | +9% | 4.57% | 76.5% | 344 | 22.09% | 2.4 |
|
| 2044 |
2044
Howe & Rusling
Rochester,
New York
| $604M | +$33.6M | +6% | 10.1% | 82% | 910 | 15.49% | 3.1 |
|
| 2045 |
AIM
2045
Aigen Investment Management
New York
| $604M | – | – | 5% | 55.5% | 1,169 | – | 0 |
|
| 2046 |
2046
Brouwer & Janachowski
Mill Valley,
California
| $603M | +$30.1M | +5% | 5.05% | 41.8% | 53 | 15.09% | 3.6 |
|
| 2047 |
2047
Jackson Wealth Management
Lake Mary,
Florida
| $603M | +$125M | +26% | 9.75% | 72.1% | 156 | 25.64% | 1.3 |
|
| 2048 |
2048
Colonial Trust Advisors
Spartanburg,
South Carolina
| $603M | +$37.1M | +7% | 8.73% | 80% | 163 | 4.91% | 4.1 |
|
| 2049 |
2049
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $601M | +$17.6M | +3% | 10.3% | 146% | 37 | 8.11% | 4.3 |
|
| 2050 |
PS
2050
Presima Securities
Montreal,
Quebec, Canada
| $601M | -$8.85M | -1% | 0.81% | 10.3% | 40 | 12.5% | 2.6 |
|