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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
Levin Capital Strategies
New York
| $927M | +$87.2M | +10% | 10.7% | 88.6% | 326 | 41.72% | 3.3 |
|
| 2027 |
2027
Taurus Asset Management
New York
| $926M | +$102M | +12% | 12% | 26.9% | 91 | 5.49% | 7.1 |
|
| 2028 |
2028
Amica Mutual Insurance
Providence,
Rhode Island
| $926M | +$75.7M | +9% | 10.5% | 80.4% | 130 | 26.15% | 3.8 |
|
| 2029 |
2029
RKL Wealth Management
Lancaster,
Pennsylvania
| $925M | +$107M | +13% | 10.7% | 76.8% | 155 | 17.42% | 4.7 |
|
| 2030 |
2030
DT Investment Partners
Chadds Ford,
Pennsylvania
| $925M | +$100M | +12% | 9.58% | 64.3% | 489 | 8.79% | 1.9 |
|
| 2031 |
2031
True Link Financial Advisors
San Francisco,
California
| $924M | +$90.3M | +11% | 5.92% | 27.3% | 114 | 56.14% | 2 |
|
| 2032 |
2032
Prosperity Capital Advisors
Westlake,
Ohio
| $922M | +$166M | +22% | 9.54% | 72.2% | 283 | 25.44% | 0.7 |
|
| 2033 |
2033
Central Securities
New York
| $921M | +$102M | +12% | 14.3% | 90.2% | 28 | 0% | 6.9 |
|
| 2034 |
2034
Strategy Capital
Los Altos,
California
| $920M | +$203M | +28% | 30.3% | 316% | 10 | 10% | 2.9 |
|
| 2035 |
2035
Bangor Savings Bank
Bangor,
Maine
| $917M | +$77.4M | +9% | 9.36% | 54.6% | 545 | 8.44% | 3.2 |
|
| 2036 |
2036
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $917M | +$58.4M | +7% | 8.47% | 77.5% | 167 | 3.59% | 7.6 |
|
| 2037 |
2037
MHR Fund Management
New York
| $915M | +$99.5M | +12% | 21.9% | 332% | 10 | 0% | 4.6 |
|
| 2038 |
2038
Narwhal Capital Management
Marietta,
Georgia
| $915M | +$95.7M | +12% | 11.4% | 93.8% | 175 | 10.86% | 5.1 |
|
| 2039 |
2039
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $913M | +$157M | +21% | 12.5% | 52.3% | 58 | 1.72% | 2.8 |
|
| 2040 |
CC
2040
Cornerstone Capital
Palo Alto,
California
| $913M | +$82.9M | +10% | 12.6% | 91.2% | 93 | 5.38% | 5.6 |
|
| 2041 |
2041
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $912M | +$406M | +80% | 9.96% | 64.5% | 306 | 19.61% | 1.4 |
|
| 2042 |
2042
Palisade Asset Management
Minneapolis,
Minnesota
| $912M | +$89.7M | +11% | 10.4% | 61.8% | 200 | 11.5% | 6.6 |
|
| 2043 |
2043
RVW Wealth
Los Angeles,
California
| $910M | +$80.7M | +10% | 9.72% | 65.8% | 381 | 63.78% | 2.6 |
|
| 2044 |
2044
Naples Global Advisors
Naples,
Florida
| $909M | +$84.2M | +10% | 11.2% | 103% | 422 | 9% | 5.2 |
|
| 2045 |
2045
Inspire Investing
Meridian,
Idaho
| $909M | +$126M | +16% | 12.8% | 107% | 835 | 11.26% | 2.2 |
|
| 2046 |
2046
P2 Capital Partners
New York
| $909M | +$144M | +19% | 14.1% | 7.96% | 16 | 18.75% | 2.7 |
|
| 2047 |
2047
Sound View Wealth Advisors Group
Savannah,
Georgia
| $907M | +$103M | +13% | 9.16% | 73% | 398 | 11.56% | 2.8 |
|
| 2048 |
2048
PDT Partners
New York
| $905M | +$113M | +14% | 15.6% | 211% | 703 | 43.1% | 0.7 |
|
| 2049 |
2049
Clough Capital Partners
Boston,
Massachusetts
| $904M | -$27.8M | -3% | 12.3% | 175% | 234 | 31.62% | 0.8 |
|
| 2050 |
2050
Cardiff Park Advisors
Carlsbad,
California
| $904M | +$111M | +14% | 11.5% | 88.6% | 343 | 13.7% | 1.6 |
|