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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
Resource Management
Metairie,
Louisiana
| $578M | +$105M | +22% | 21.1% | 82.7% | 156 | 21.15% | 1.9 |
|
| 2027 |
2027
Narwhal Capital Management
Marietta,
Georgia
| $577M | +$113M | +24% | 22.8% | 93.8% | 146 | 18.49% | 3.9 |
|
| 2028 |
2028
Arete Wealth Advisors
Chicago,
Illinois
| $577M | +$69.1M | +14% | 18.7% | 85.3% | 412 | 27.67% | 2 |
|
| 2029 |
2029
Newfoundland Capital Management
Sao Paulo,
Brazil
| $576M | +$113M | +24% | 23.6% | 49.5% | 82 | 56.1% | 0.4 |
|
| 2030 |
2030
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $575M | +$67M | +13% | 22.3% | 66.7% | 167 | 13.77% | 4.5 |
|
| 2031 |
2031
Prospector Partners
Guilford,
Connecticut
| $575M | +$45.6M | +9% | 15.3% | 53.6% | 120 | 20% | 3.7 |
|
| 2032 |
2032
Kays Financial Advisory
Atlanta,
Georgia
| $575M | +$87.5M | +18% | 16.6% | 23.3% | 96 | 10.42% | 2.7 |
|
| 2033 |
2033
London & Capital Asset Management
London,
United Kingdom
| $575M | +$149M | +35% | 15.2% | 88.8% | 110 | 30.91% | 0.9 |
|
| 2034 |
2034
Investure LLC
Charlottesville,
Virginia
| $575M | +$81.1M | +16% | 19.5% | 55.4% | 16 | 62.5% | 1 |
|
| 2035 |
2035
Campbell Wealth Management
Alexandria,
Virginia
| $574M | +$116M | +25% | 15.5% | 11.2% | 379 | 86.81% | 0.2 |
|
| 2036 |
2036
Jay A. Fishman Ltd
Troy,
Michigan
| $573M | -$419M | -42% | 27.9% | 119% | 99 | 18.18% | 4.3 |
|
| 2037 |
CEI
2037
Clark Estates Inc
New York
| $572M | +$80.2M | +16% | 20% | 34.5% | 114 | 30.7% | 1.9 |
|
| 2038 |
2038
Circle Wealth Management
Summit,
New Jersey
| $571M | +$58.4M | +11% | 20.3% | 71.8% | 237 | 35.02% | 1.3 |
|
| 2039 |
2039
CWA Asset Management Group
Naples,
Florida
| $571M | +$46.1M | +9% | 22.2% | – | 263 | 31.18% | 2 |
|
| 2040 |
AIC
2040
AWM Investment Company
New York
| $571M | +$193M | +51% | 70.7% | 778% | 101 | 28.71% | 2.3 |
|
| 2041 |
2041
Bronte Capital Management
Bondi Junction,
Australia
| $570M | -$40.7M | -7% | 23.9% | 123% | 13 | 15.38% | 1 |
|
| 2042 |
2042
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $570M | +$192M | +51% | 13.4% | 60% | 64 | 10.94% | 2.7 |
|
| 2043 |
2043
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $570M | +$134M | +31% | 27.7% | 22.7% | 37 | 10.81% | 4 |
|
| 2044 |
2044
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $569M | +$100M | +21% | 19.4% | 102% | 94 | 9.57% | 1.1 |
|
| 2045 |
2045
BDO Wealth Advisors
Jacksonville,
Florida
| $569M | +$74.3M | +15% | 17.3% | 38.3% | 807 | 17.6% | 1.6 |
|
| 2046 |
2046
Tree Line Advisors
Central,
Hong Kong
| $569M | +$226M | +66% | 93.8% | 670% | 6 | 16.67% | 1.2 |
|
| 2047 |
AGM
2047
Alpine Global Management
New York
| $568M | +$87.1M | +18% | 30.7% | 149% | 477 | 83.65% | 0.1 |
|
| 2048 |
2048
Citizens Business Bank
Ontario,
California
| $567M | +$81.6M | +17% | 19.4% | 108% | 251 | 13.15% | 4.1 |
|
| 2049 |
2049
Skylands Capital
Milwaukee,
Wisconsin
| $566M | +$115M | +26% | 32.2% | 61% | 140 | 21.43% | 3.6 |
|
| 2050 |
2050
Weatherly Asset Management
Del Mar,
California
| $566M | +$108M | +24% | 24.6% | 116% | 176 | 6.82% | 4.7 |
|