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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
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $831M | +$122M | +17% | 24.1% | 2,136% | 22 | 31.82% | 1.3 |
|
| 2027 |
CC
2027
Cornerstone Capital
Palo Alto,
California
| $830M | -$34.7M | -4% | 2.44% | 91.2% | 93 | 7.53% | 5.7 |
|
| 2028 |
2028
RVW Wealth
Los Angeles,
California
| $830M | -$17.8M | -2% | 2.85% | 65.8% | 384 | 62.76% | 1 |
|
| 2029 |
2029
Jag Capital Management
St Louis,
Missouri
| $829M | -$36.1M | -4% | 2.45% | 230% | 192 | 13.54% | 3.3 |
|
| 2030 |
2030
QVR
San Francisco,
California
| $829M | -$202M | -20% | 5.62% | – | 6 | 66.67% | 1.2 |
|
| 2031 |
2031
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $829M | -$35M | -4% | 4.51% | 58.6% | 104 | 2.88% | 0.7 |
|
| 2032 |
2032
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $827M | -$97.9M | -11% | 1.86% | 89.9% | 10 | 10% | 2.6 |
|
| 2033 |
2033
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $827M | -$23M | -3% | 2.48% | 34% | 411 | 23.36% | 1.8 |
|
| 2034 |
2034
Duality Advisers
Miami,
Florida
| $827M | +$31.1M | +4% | 5.99% | 18.3% | 754 | 63.93% | 0.3 |
|
| 2035 |
2035
Matthews International Capital Management
San Francisco,
California
| $827M | -$26.8M | -3% | 6.42% | 227% | 47 | 23.4% | 2.6 |
|
| 2036 |
2036
Lincluden Management
Mississauga,
Ontario, Canada
| $827M | -$41.5M | -5% | 6.62% | 56.6% | 75 | 5.33% | 5.8 |
|
| 2037 |
2037
Naples Global Advisors
Naples,
Florida
| $825M | -$27.3M | -3% | 3.79% | 103% | 416 | 9.38% | 5.1 |
|
| 2038 |
2038
DT Investment Partners
Chadds Ford,
Pennsylvania
| $825M | -$54.2M | -6% | 3.01% | 58% | 473 | 2.75% | 1.7 |
|
| 2039 |
2039
Taurus Asset Management
New York
| $824M | -$36.2M | -4% | 3.41% | 26.9% | 92 | 3.26% | 6.8 |
|
| 2040 |
2040
Silicon Valley Community Foundation
Mountain View,
California
| $824M | -$7.51M | -0.9% | 0.26% | 309% | 19 | 10.53% | 2.3 |
|
| 2041 |
2041
Smith Anglin Financial
Dallas,
Texas
| $823M | -$1.22M | -0.1% | 4.07% | 52.8% | 183 | 11.48% | 1.7 |
|
| 2042 |
2042
Palisade Asset Management
Minneapolis,
Minnesota
| $823M | -$39.7M | -5% | 4% | 61.8% | 182 | 2.2% | 7.1 |
|
| 2043 |
2043
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $822M | +$10.1M | +1% | 0.88% | 96.6% | 209 | 17.7% | 1.1 |
|
| 2044 |
2044
Campbell Wealth Management
Alexandria,
Virginia
| $821M | +$43.4M | +6% | 3% | 11.2% | 81 | 13.58% | 2.4 |
|
| 2045 |
2045
Deer Management Company
Larchmont,
New York
| $821M | -$290M | -26% | 8.28% | 154% | 15 | 6.67% | 1.6 |
|
| 2046 |
2046
SoFi Wealth
San Francisco,
California
| $820M | +$10M | +1% | 3.23% | 62.2% | 11 | 0% | 1.5 |
|
| 2047 |
2047
Narwhal Capital Management
Marietta,
Georgia
| $819M | -$31.4M | -4% | 3.1% | 93.8% | 177 | 11.3% | 5 |
|
| 2048 |
2048
Helikon Investments
London,
United Kingdom
| $819M | -$121K | -0% | 0.7% | 282% | 15 | 0% | 1 |
|
| 2049 |
2049
Central Securities
New York
| $819M | -$21.8M | -3% | 3.16% | 90.2% | 28 | 7.14% | 6.7 |
|
| 2050 |
2050
RKL Wealth Management
Lancaster,
Pennsylvania
| $817M | -$27.7M | -3% | 3.38% | 76.8% | 136 | 8.09% | 5.4 |
|