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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
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50
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250
500
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2,500
5,000
10
50
100
250
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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
Eagle Ridge Investment Management
Stamford,
Connecticut
| $827M | +$36.2M | +5% | 7.54% | 28.2% | 140 | 5% | 3.9 |
|
| 2027 |
CC
2027
Cornerstone Capital
Palo Alto,
California
| $827M | +$49.4M | +6% | 5.94% | 91.2% | 87 | 2.3% | 4.2 |
|
| 2028 |
2028
Adell Harriman & Carpenter
Houston,
Texas
| $824M | +$65.1M | +9% | 5.13% | 191% | 163 | 7.36% | 4 |
|
| 2029 |
2029
Portfolio Solutions
Royal Oak,
Michigan
| $824M | +$61.1M | +8% | 8.37% | 11.6% | 42 | 11.9% | 3 |
|
| 2030 |
2030
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $824M | +$64.7M | +9% | 7.65% | 77.5% | 155 | 5.81% | 6 |
|
| 2031 |
RP
2031
RR Partners
New York
| $823M | +$144M | +21% | 24.3% | 73.3% | 18 | 5.56% | 3 |
|
| 2032 |
2032
Columbus Hill Capital Management
Short Hills,
New Jersey
| $823M | -$523M | -39% | 13% | 151% | 48 | 52.08% | 1.1 |
|
| 2033 |
2033
Ardsley Advisory Partners
Stamford,
Connecticut
| $822M | +$213M | +35% | 13.1% | 555% | 184 | 63.59% | 0.6 |
|
| 2034 |
2034
Fiduciary Group
Savannah,
Georgia
| $822M | +$64.2M | +8% | 4.16% | 67.1% | 236 | 7.63% | 3.7 |
|
| 2035 |
2035
Oxbow Advisors
Austin,
Texas
| $821M | +$40.2M | +5% | 4.55% | 66.3% | 306 | 18.63% | 2.9 |
|
| 2036 |
HI
2036
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $821M | +$148M | +22% | 9.1% | 37.9% | 128 | 7.81% | 2.6 |
|
| 2037 |
2037
Essex Investment Management
Boston,
Massachusetts
| $820M | +$14.5M | +2% | 16.9% | 370% | 537 | 27.56% | 2.2 |
|
| 2038 |
OCM
2038
Opti Capital Management
New York
| $819M | -$77.8M | -9% | 0.01% | 0.01% | 35 | 5.71% | 0.5 |
|
| 2039 |
2039
Wildcat Capital Management
New York
| $819M | +$23.1M | +3% | 1.64% | 77.7% | 33 | 45.45% | 1.3 |
|
| 2040 |
2040
Jacobs & Co
San Francisco,
California
| $818M | +$48.4M | +6% | 5.89% | 105% | 122 | 7.38% | 5.5 |
|
| 2041 |
2041
McDaniel Terry & Co
Austin,
Texas
| $817M | +$28.5M | +4% | 3.73% | 76.6% | 87 | 2.3% | 4.2 |
|
| 2042 |
2042
Starwood Capital Group Management
Miami Beach,
Florida
| $813M | -$11.4M | -1% | 20.6% | 16.2% | 13 | 46.15% | 0.3 |
|
| 2043 |
2043
Phillips Financial Management
Fort Wayne,
Indiana
| $813M | +$81M | +11% | 5.41% | 45.6% | 88 | 5.68% | 4.9 |
|
| 2044 |
2044
Ellington Management Group
Old Greenwich,
Connecticut
| $813M | +$407M | +100% | 1.57% | 16.1% | 183 | 86.34% | 0.2 |
|
| 2045 |
2045
Godsey & Gibb Inc
Richmond,
Virginia
| $812M | +$69.6M | +9% | 6.17% | 87.5% | 107 | 12.15% | 3.5 |
|
| 2046 |
2046
Washington Trust Bank
Spokane,
Washington
| $812M | +$45.2M | +6% | 7.26% | 89.9% | 203 | 17.24% | 4.7 |
|
| 2047 |
2047
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $812M | +$52.3M | +7% | 7.82% | 70% | 62 | 6.45% | 5 |
|
| 2048 |
2048
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $812M | -$179M | -18% | 35.2% | 380% | 2 | 50% | 4.3 |
|
| 2049 |
2049
Trigran Investments
Northbrook,
Illinois
| $809M | +$26M | +3% | 24.1% | 30.2% | 21 | 14.29% | 3.1 |
|
| 2050 |
2050
Endeavour Capital Advisors
Greenwich,
Connecticut
| $809M | +$137M | +20% | 22.3% | 76.7% | 64 | 17.19% | 1.9 |
|