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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%
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50
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2026 |
SCA
2026
Stieven Capital Advisors
St. Louis,
Missouri
| $802M | +$177M | +28% | 26.3% | 82.8% | 54 | 27.78% |
|
| 2027 |
SC
2027
Sasco Capital
Fairfield,
Connecticut
| $801M | +$94.1M | +13% | 15.1% | 15.5% | 51 | 11.76% |
|
| 2028 |
CB
2028
Community Bank
Dewitt,
New York
| $800M | +$64.8M | +9% | 5.79% | 58.7% | 518 | 16.22% |
|
| 2029 |
CCA
2029
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $800M | +$46.2M | +6% | 3.16% | 35% | 171 | 16.37% |
|
| 2030 |
IWP
2030
Icon Wealth Partners
Houston,
Texas
| $799M | +$166M | +26% | 5.86% | – | 341 | 22.87% |
|
| 2031 |
ACL
2031
Azora Capital LP
Miami,
Florida
| $797M | -$306M | -28% | 15.9% | 155% | 65 | 70.77% |
|
| 2032 |
SI
2032
Sapience Investments
Newport Beach,
California
| $797M | +$77.6M | +11% | 19.4% | 54.9% | 94 | 11.7% |
|
| 2033 |
MB
2033
MPM BioImpact
Boston,
Massachusetts
| $796M | +$227M | +40% | 12.6% | 441% | 14 | 14.29% |
|
| 2034 |
KL
2034
KGH Ltd
Nassau,
Bahamas
| $796M | +$106M | +15% | 36.9% | 139% | 47 | 61.7% |
|
| 2035 |
MCM
2035
Murphy Capital Management
Bedminster,
New Jersey
| $796M | +$45.2M | +6% | 5.04% | 41.6% | 222 | 4.95% |
|
| 2036 |
ICM
2036
Indaba Capital Management
San Francisco,
California
| $795M | +$229M | +40% | 5.66% | 66.7% | 57 | 54.39% |
|
| 2037 |
RC
2037
Roundview Capital
Princeton,
New Jersey
| $795M | +$63.7M | +9% | 4.52% | 63.2% | 271 | 10.7% |
|
| 2038 |
LG
2038
Leuthold Group
Minneapolis,
Minnesota
| $793M | +$34.5M | +5% | 11% | 106% | 202 | 26.24% |
|
| 2039 |
TGI
2039
TRV GP III
Boston,
Massachusetts
| $791M | -$374M | -32% | 24.3% | 170% | 8 | 25% |
|
| 2040 |
BCM
2040
Bienville Capital Management
New York
| $789M | -$193M | -20% | 5.93% | 22.3% | 163 | 36.2% |
|
| 2041 |
BHB
2041
Bank Hapoalim BM
Tel Aviv,
Israel
| $788M | +$64.6M | +9% | 4.47% | 58.6% | 248 | 26.21% |
|
| 2042 |
WC
2042
Woodstock Corp
Boston,
Massachusetts
| $787M | +$39.5M | +5% | 6.87% | 96.1% | 208 | 9.13% |
|
| 2043 |
ITP
2043
Iron Triangle Partners
Cos Cob,
Connecticut
| $786M | +$15M | +2% | 9.79% | 152% | 34 | 44.12% |
|
| 2044 |
CC
2044
Cassaday & Co
Mclean,
Virginia
| $786M | +$14.8M | +2% | 0.61% | 62.5% | 37 | 8.11% |
|
| 2045 |
JVBC
2045
J.V. Bruni & Co
Colorado Springs,
Colorado
| $786M | +$135M | +21% | 22.9% | 70.5% | 31 | 6.45% |
|
| 2046 |
SCM
2046
Simcoe Capital Management
New York
| $786M | +$153M | +24% | 17.8% | 45.9% | 17 | 47.06% |
|
| 2047 |
ICM
2047
Ionic Capital Management
New York
| $785M | +$69.3M | +10% | 39.9% | 103% | 427 | 67.92% |
|
| 2048 |
BMC
2048
Battery Management Corp
Boston,
Massachusetts
| $785M | +$390M | +99% | 18.3% | 39.3% | 8 | 25% |
|
| 2049 |
SC
2049
Skylands Capital
Milwaukee,
Wisconsin
| $785M | +$95.3M | +14% | 15.1% | 64.3% | 148 | 16.22% |
|
| 2050 |
DG
2050
DigitalBridge Group
Boca Raton,
Florida
| $784M | +$374M | +91% | 5.13% | 112% | 49 | 22.45% |
|