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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2026 |
KCMH
2026
Keywise Capital Management (HK)
Hong Kong
| $1.3B | -$740K | -0.1% | 5.52% | 684% | 25 | 32% |
|
| 2027 |
KB
2027
Kimelman & Baird
New York
| $1.3B | +$21.1M | +2% | 2.15% | – | 310 | 16.45% |
|
| 2028 |
CIEC
2028
Crédit Industriel et Commercial
Paris France,
France
| $1.3B | +$109M | +9% | 9.55% | – | 437 | 36.61% |
|
| 2029 |
WAM
2029
Weatherly Asset Management
Del Mar,
California
| $1.3B | +$85.4M | +7% | 10.4% | 108% | 194 | 8.25% |
|
| 2030 |
GAM
2030
Gemmer Asset Management
Walnut Creek,
California
| $1.3B | +$58M | +5% | 1.66% | 90.5% | 174 | 5.75% |
|
| 2031 |
UAS
2031
United Asset Strategies
Garden City,
New York
| $1.3B | +$48.8M | +4% | 3.76% | 94.6% | 272 | 11.76% |
|
| 2032 |
KC
2032
Kryger Capital
London,
United Kingdom
| $1.29B | +$429M | +50% | 27.8% | 421% | 65 | 73.85% |
|
| 2033 |
TCA
2033
Transcend Capital Advisors
Madison,
New Jersey
| $1.29B | -$128M | -9% | 3.66% | 71.6% | 778 | 22.62% |
|
| 2034 |
PL
2034
Parkwood LLC
Cleveland,
Ohio
| $1.29B | +$193M | +18% | 0.4% | 120% | 120 | 47.5% |
|
| 2035 |
CC
2035
Crosslink Capital
Menlo Park,
California
| $1.29B | -$83.8M | -6% | 14.9% | 135% | 25 | 28% |
|
| 2036 |
KOC
2036
Koss-Olinger Consulting
Gainesville,
Florida
| $1.29B | +$79.8M | +7% | 1.49% | 57.9% | 321 | 19.31% |
|
| 2037 |
CAM
2037
Cozad Asset Management
Champaign,
Illinois
| $1.29B | +$32.6M | +3% | 3.99% | 132% | 436 | 7.11% |
|
| 2038 |
SIM
2038
Seilern Investment Management
London,
United Kingdom
| $1.29B | -$94.1M | -7% | 1.47% | – | 24 | 8.33% |
|
| 2039 |
MFWM
2039
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.29B | -$185M | -13% | 2.06% | 70.7% | 135 | 10.37% |
|
| 2040 |
TE
2040
Tema ETFs
New York
| $1.29B | +$84.1M | +7% | 7.24% | – | 609 | 24.3% |
|
| 2041 |
EIA
2041
Edgemoor Investment Advisors
Bethesda,
Maryland
| $1.29B | -$7.76M | -0.6% | 2.96% | 109% | 192 | 9.9% |
|
| 2042 |
VV
2042
Verity & Verity
Beaufort,
South Carolina
| $1.29B | +$38.4M | +3% | 1.74% | 76.4% | 157 | 17.83% |
|
| 2043 |
HCA
2043
Harbor Capital Advisors
Chicago,
Illinois
| $1.29B | +$889K | +0.1% | 2.79% | 119% | 1,393 | 8.9% |
|
| 2044 |
NHAS
2044
Novo Holdings A/S
Hellerup,
Denmark
| $1.29B | -$264M | -17% | 17.6% | 205% | 28 | 17.86% |
|
| 2045 |
PC
2045
Pureheart Capital
Singapore,
| $1.29B | +$397M | +45% | 1.36% | – | 20 | 85% |
|
| 2046 |
TF
2046
Tompkins Financial
Ithaca,
New York
| $1.29B | +$90.1M | +8% | 3.73% | 74.1% | 664 | 22.44% |
|
| 2047 |
SWM
2047
SHP Wealth Management
Plymouth,
Massachusetts
| $1.29B | – | – | 1.85% | – | 1,559 | – |
|
| 2048 |
GGS
2048
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.28B | +$50.5M | +4% | 1.3% | 53.7% | 259 | 23.94% |
|
| 2049 |
IC
2049
Ikarian Capital
Dallas,
Texas
| $1.28B | +$290M | +29% | 121% | 5,184% | 235 | 54.04% |
|
| 2050 |
CIA
2050
Capital Impact Advisors
Boston,
Massachusetts
| $1.28B | +$831M | +186% | 1.71% | – | 35 | 28.57% |
|