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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
Crestview Partners II
New York
| $897M | -$339M | -27% | 19.4% | 157% | 3 | 0% | 3.4 |
|
| 2027 |
2027
Bell Bank
Fargo,
North Dakota
| $896M | +$19.1M | +2% | 3.49% | 71% | 186 | 11.83% | 3.9 |
|
| 2028 |
2028
Dubuque Bank & Trust
Dubuque,
Iowa
| $895M | -$57M | -6% | 3.4% | 24% | 273 | 13.55% | 3.9 |
|
| 2029 |
2029
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $895M | -$23.4M | -3% | 2.33% | 77.5% | 164 | 3.05% | 6.5 |
|
| 2030 |
2030
Cornercap Investment Counsel
Atlanta,
Georgia
| $895M | +$203M | +29% | 1.21% | 55.4% | 671 | 37.7% | 1.3 |
|
| 2031 |
2031
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $894M | -$34.1M | -4% | 3.42% | 47.5% | 393 | 22.14% | 2.2 |
|
| 2032 |
2032
Summit Securities Group
New York
| $894M | -$1.24B | -58% | 4.12% | 136% | 1,457 | 70.62% | 0.4 |
|
| 2033 |
2033
RWWM Inc
Rocklin,
California
| $893M | +$81.1M | +10% | 4.43% | 40.6% | 14 | 7.14% | 4.5 |
|
| 2034 |
2034
Empirical Finance
Havertown,
Pennsylvania
| $893M | +$45.9M | +5% | 2.78% | 124% | 484 | 5.37% | 1.6 |
|
| 2035 |
2035
Transform Wealth
Greenwood Village,
Colorado
| $892M | -$65.4M | -7% | 3.14% | 48.4% | 237 | 14.77% | 2.6 |
|
| 2036 |
MAM
2036
Mastrapasqua Asset Management
Nashville,
Tennessee
| $892M | -$128M | -13% | 7.04% | 54.9% | 151 | 15.89% | 3.6 |
|
| 2037 |
CC
2037
Cornerstone Capital
Palo Alto,
California
| $891M | -$47.1M | -5% | 5.09% | 91.2% | 96 | 10.42% | 4.6 |
|
| 2038 |
2038
LTS One Management
New York
| $891M | -$241M | -21% | 6.28% | 67.9% | 5 | 20% | 0.3 |
|
| 2039 |
2039
SQN Investors
Menlo Park,
California
| $891M | -$651M | -42% | 17.5% | – | 26 | 53.85% | 1 |
|
| 2040 |
2040
Lisanti Capital Growth
New York
| $890M | +$199M | +29% | 1.17% | 1,490% | 152 | 50% | 0.6 |
|
| 2041 |
AL
2041
Arnhold LLC
New York
| $890M | +$6.84M | +0.8% | 1.84% | 164% | 144 | 13.89% | 2.7 |
|
| 2042 |
2042
Institutional Venture Management XVI
Menlo Park,
California
| $888M | -$496M | -36% | 30.4% | 523% | 8 | 0% | 0.9 |
|
| 2043 |
2043
Hilltop Holdings
Dallas,
Texas
| $888M | -$74.1M | -8% | 1.28% | 96.7% | 649 | 24.81% | 2.8 |
|
| 2044 |
2044
Greenvale Capital
London,
United Kingdom
| $886M | +$71.8M | +9% | 6.11% | 101% | 18 | 44.44% | 0.8 |
|
| 2045 |
HVM
2045
Harvest Volatility Management
Norwalk,
Connecticut
| $885M | -$179M | -17% | 7.23% | 24.3% | 147 | 12.93% | 0.9 |
|
| 2046 |
2046
Angelo Gordon & Co
New York
| $885M | -$192M | -18% | 4.26% | 90.1% | 288 | 25.69% | 0.6 |
|
| 2047 |
2047
Sonora Investment Management Group
Tucson,
Arizona
| $884M | +$22.8M | +3% | 1.18% | 78.3% | 236 | 13.98% | 0.2 |
|
| 2048 |
ICM
2048
Indaba Capital Management
San Francisco,
California
| $883M | -$49.2M | -5% | 8.09% | 66.7% | 53 | 26.42% | 0.7 |
|
| 2049 |
2049
Summit Creek Advisors
Minneapolis,
Minnesota
| $883M | -$113M | -11% | 10.3% | 68.8% | 78 | 8.97% | 2.9 |
|
| 2050 |
2050
Berry Street Capital Management
London,
United Kingdom
| $883M | -$87.6M | -9% | 9.85% | 331% | 124 | 77.42% | 0.2 |
|