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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
TRUE Private Wealth Advisors
Salem,
Oregon
| $470M | -$183M | -28% | 14.5% | 89.2% | 902 | 27.16% | 0.9 |
|
| 2027 |
2027
Kopernik Global Investors
Tampa,
Florida
| $470M | -$88M | -16% | 27.6% | 128% | 28 | 14.29% | 3.1 |
|
| 2028 |
2028
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $469M | -$64.2M | -12% | 20.9% | 114% | 92 | 8.7% | 0.9 |
|
| 2029 |
2029
Hengehold Capital Management
Cincinnati,
Ohio
| $469M | -$120M | -20% | 13.5% | 54.5% | 141 | 20.57% | 3.4 |
|
| 2030 |
2030
Sector Gamma AS
Oslo,
Norway
| $469M | -$155M | -25% | 14.1% | 61.8% | 40 | 30% | 2.1 |
|
| 2031 |
2031
Transform Wealth
Greenwood Village,
Colorado
| $469M | -$162M | -26% | 18.6% | 48.4% | 242 | 21.07% | 1.7 |
|
| 2032 |
SC
2032
Serenity Capital
Palo Alto,
California
| $469M | -$50.9M | -10% | 7.84% | – | 8 | 25% | 1.6 |
|
| 2033 |
2033
Hikari Tsushin Inc
Tokyo,
Japan
| $468M | -$98.6M | -17% | 20.2% | 58.7% | 48 | 27.08% | 4.2 |
|
| 2034 |
2034
Greenwich Wealth Management
Greenwich,
Connecticut
| $468M | -$29M | -6% | 17.8% | 214% | 207 | 19.81% | 3.7 |
|
| 2035 |
2035
American Assets Investment Management
San Diego,
California
| $467M | -$199M | -30% | 26.2% | 520% | 174 | 2.87% | 4 |
|
| 2036 |
2036
Dean Investment Associates
Beavercreek,
Ohio
| $467M | -$172M | -27% | 25.8% | 71% | 272 | 39.71% | 2.3 |
|
| 2037 |
WC
2037
Walthausen & Co
Malta,
New York
| $467M | -$297M | -39% | 29.6% | 63.3% | 150 | 22% | 2.2 |
|
| 2038 |
2038
EnCap Energy Capital Fund X
Houston,
Texas
| $467M | – | – | 77.8% | – | 1 | – | 0 |
|
| 2039 |
2039
Third Security
Radford,
Virginia
| $466M | -$154M | -25% | 26.6% | 28.2% | 12 | 16.67% | 4.7 |
|
| 2040 |
2040
SeaCrest Wealth Management
Purchase,
New York
| $465M | -$132M | -22% | 16.4% | 153% | 604 | 23.68% | 1.8 |
|
| 2041 |
2041
Almanack Investment Partners
Wayne,
Pennsylvania
| $465M | -$59M | -11% | 10.5% | 82.2% | 331 | 57.7% | 0.8 |
|
| 2042 |
2042
Jacobi Capital Management
Pittston,
Pennsylvania
| $465M | -$82.9M | -15% | 17.7% | 83.4% | 1,247 | 15.24% | 2.4 |
|
| 2043 |
2043
Van Hulzen Asset Management
El Dorado Hills,
California
| $464M | -$51.9M | -10% | 13.4% | 93% | 315 | 33.65% | 2 |
|
| 2044 |
2044
Salesforce Inc
San Francisco,
California
| $464M | +$118M | +34% | 99.5% | 33.9% | 3 | 0% | 1.4 |
|
| 2045 |
2045
Howe & Rusling
Rochester,
New York
| $464M | -$140M | -23% | 18.8% | 82% | 935 | 24.71% | 3.3 |
|
| 2046 |
2046
Narwhal Capital Management
Marietta,
Georgia
| $464M | -$80.9M | -15% | 17.1% | 109% | 150 | 22% | 4.2 |
|
| 2047 |
2047
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $464M | -$136M | -23% | 15.8% | 49.7% | 176 | 21.59% | 3.1 |
|
| 2048 |
2048
FORA Capital
Miami,
Florida
| $463M | -$529M | -53% | 21.7% | 177% | 1,478 | 73.34% | 0.1 |
|
| 2049 |
2049
Community Bank
Dewitt,
New York
| $463M | -$105M | -19% | 18.4% | 86.3% | 438 | 6.85% | 3.8 |
|
| 2050 |
BCM
2050
Bayesian Capital Management
Brooklyn,
New York
| $463M | -$122M | -21% | 25.1% | 107% | 1,051 | 73.36% | 0.2 |
|