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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
Singapore Technologies Telemedia
Singapore
| $896M | -$346M | -28% | 27.9% | 173% | 1 | 0% | 4.5 |
|
| 2027 |
2027
Webster Bank
Waterbury,
Connecticut
| $895M | -$18.5M | -2% | 0.59% | 77.5% | 560 | 8.75% | 4.2 |
|
| 2028 |
2028
NYL Investors
New York
| $895M | +$41.2M | +5% | 0.73% | 12.7% | 36 | 5.56% | 2.2 |
|
| 2029 |
2029
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $895M | -$67.1M | -7% | 7.73% | 140% | 32 | 3.13% | 3.2 |
|
| 2030 |
2030
Connectus Wealth
Cincinnati,
Ohio
| $894M | +$3.38M | +0.4% | 0.52% | 37.8% | 33 | 3.03% | 0.5 |
|
| 2031 |
2031
Dubuque Bank & Trust
Dubuque,
Iowa
| $894M | -$6.25M | -0.7% | 0.18% | 24% | 289 | 10.73% | 3.4 |
|
| 2032 |
2032
Cardan Capital Partners
Denver,
Colorado
| $893M | -$5.83M | -0.6% | 0.23% | 64% | 259 | 9.65% | 1.9 |
|
| 2033 |
2033
Omega Fund Management
Boston,
Massachusetts
| $891M | +$7.78M | +0.9% | 2.48% | 106% | 26 | 11.54% | 2.1 |
|
| 2034 |
2034
BTC Capital Management
Des Moines,
Iowa
| $891M | +$13.1M | +1% | 0.04% | – | 233 | 21.03% | 3 |
|
| 2035 |
2035
Kopernik Global Investors
Tampa,
Florida
| $891M | -$63M | -7% | 0.02% | 128% | 26 | 23.08% | 3.4 |
|
| 2036 |
2036
Grassi Investment Management
Santa Clara,
California
| $889M | -$31.9M | -3% | 1.62% | 170% | 149 | 8.72% | 4.1 |
|
| 2037 |
2037
Sand Grove Capital Management
London,
United Kingdom
| $889M | -$168M | -16% | 1.02% | 410% | 24 | 75% | 0.2 |
|
| 2038 |
2038
Beese Fulmer Investment Management
Canton,
Ohio
| $889M | +$4.82M | +0.5% | 0.03% | 124% | 247 | 10.12% | 4.2 |
|
| 2039 |
2039
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $887M | +$1.7M | +0.2% | 0.78% | 58.6% | 86 | 11.63% | 3.1 |
|
| 2040 |
2040
Robertson Stephens Wealth Management
San Francisco,
California
| $885M | +$52.8M | +6% | 0.41% | 109% | 354 | 18.36% | 1.2 |
|
| 2041 |
2041
BerganKDV Wealth Management
Bloomington,
Minnesota
| $882M | +$39.6M | +5% | 1.05% | 27.9% | 1,122 | 13.55% | 2.2 |
|
| 2042 |
2042
Fiduciary Group
Savannah,
Georgia
| $881M | +$17M | +2% | 0.17% | 67.1% | 244 | 4.51% | 4.1 |
|
| 2043 |
2043
Orgel Wealth Management
Altoona,
Wisconsin
| $880M | +$82.8M | +10% | 1.54% | 39.6% | 62 | 8.06% | 2.3 |
|
| 2044 |
RPGK
2044
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $880M | +$8.64M | +1% | 0.92% | 54.7% | 91 | 10.99% | 3.3 |
|
| 2045 |
MG
2045
Magnolia Group
Omaha,
Nebraska
| $879M | +$74.7M | +9% | 12% | 9.52% | 11 | 9.09% | 2.1 |
|
| 2046 |
2046
Column Group
San Francisco,
California
| $879M | +$173M | +24% | 11.4% | 95.1% | 8 | 50% | 0.4 |
|
| 2047 |
2047
Edgemoor Investment Advisors
Bethesda,
Maryland
| $878M | -$193M | -18% | 0.12% | 109% | 148 | 12.16% | 4.5 |
|
| 2048 |
2048
BRR OpCo
Columbus,
Ohio
| $878M | -$30.6M | -3% | 0.49% | 23.6% | 233 | 10.3% | 3.1 |
|
| 2049 |
2049
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $877M | +$53.8M | +7% | 0.65% | 47.5% | 345 | 6.96% | 2.1 |
|
| 2050 |
2050
Resource Management
Metairie,
Louisiana
| $876M | +$1.89M | +0.2% | 1.15% | 82.7% | 199 | 14.57% | 2.3 |
|