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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
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.3B | +$79.1M | +6% | 7.68% | 50.7% | 104 | 6.73% | 2.8 |
|
| 2027 |
2027
China Universal Asset Management Company
Shanghai,
China
| $1.3B | +$92.1M | +8% | 9.76% | 292% | 543 | 20.26% | 2.1 |
|
| 2028 |
2028
Keywise Capital Management (HK)
Hong Kong
| $1.3B | -$740K | -0.1% | 5.52% | 684% | 25 | 32% | 1.5 |
|
| 2029 |
2029
Kimelman & Baird
New York
| $1.3B | +$21.1M | +2% | 2.15% | – | 310 | 16.45% | 4.2 |
|
| 2030 |
2030
Crédit Industriel et Commercial
Paris France,
France
| $1.3B | +$109M | +9% | 9.55% | – | 437 | 36.61% | 0.6 |
|
| 2031 |
2031
Weatherly Asset Management
Del Mar,
California
| $1.3B | +$85.4M | +7% | 10.4% | 116% | 194 | 8.25% | 7.6 |
|
| 2032 |
2032
Gemmer Asset Management
Walnut Creek,
California
| $1.3B | +$58M | +5% | 1.66% | 96.8% | 174 | 5.75% | 5.2 |
|
| 2033 |
2033
United Asset Strategies
Garden City,
New York
| $1.3B | +$48.8M | +4% | 3.76% | 111% | 272 | 11.76% | 4 |
|
| 2034 |
2034
Kryger Capital
London,
United Kingdom
| $1.29B | +$429M | +50% | 27.8% | 421% | 65 | 73.85% | 0.1 |
|
| 2035 |
2035
Transcend Capital Advisors
Madison,
New Jersey
| $1.29B | -$128M | -9% | 3.66% | 71.6% | 778 | 22.62% | 2.3 |
|
| 2036 |
2036
Parkwood LLC
Cleveland,
Ohio
| $1.29B | +$193M | +18% | 0.4% | 120% | 120 | 47.5% | 1.3 |
|
| 2037 |
2037
Crosslink Capital
Menlo Park,
California
| $1.29B | -$83.8M | -6% | 14.9% | 135% | 25 | 28% | 3.6 |
|
| 2038 |
2038
Koss-Olinger Consulting
Gainesville,
Florida
| $1.29B | +$79.8M | +7% | 1.49% | 57.9% | 321 | 19.31% | 1.1 |
|
| 2039 |
2039
Cozad Asset Management
Champaign,
Illinois
| $1.29B | +$32.6M | +3% | 3.99% | 132% | 436 | 7.11% | 4.1 |
|
| 2040 |
2040
Seilern Investment Management
London,
United Kingdom
| $1.29B | -$94.1M | -7% | 1.47% | – | 24 | 8.33% | 0.9 |
|
| 2041 |
2041
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.29B | -$185M | -13% | 2.06% | 70.7% | 135 | 10.37% | 4.3 |
|
| 2042 |
2042
Tema ETFs
New York
| $1.29B | +$84.1M | +7% | 7.24% | – | 609 | 24.3% | 0.3 |
|
| 2043 |
2043
Edgemoor Investment Advisors
Bethesda,
Maryland
| $1.29B | -$7.76M | -0.6% | 2.96% | 109% | 192 | 9.9% | 5.6 |
|
| 2044 |
2044
Verity & Verity
Beaufort,
South Carolina
| $1.29B | +$38.4M | +3% | 1.74% | 90.4% | 157 | 17.83% | 4.4 |
|
| 2045 |
2045
Harbor Capital Advisors
Chicago,
Illinois
| $1.29B | +$889K | +0.1% | 2.79% | 128% | 1,393 | 8.9% | 1.3 |
|
| 2046 |
2046
Novo Holdings A/S
Hellerup,
Denmark
| $1.29B | -$264M | -17% | 17.6% | 205% | 28 | 17.86% | 2.9 |
|
| 2047 |
2047
Pureheart Capital
Singapore,
| $1.29B | +$397M | +45% | 1.36% | – | 20 | 85% | 0.1 |
|
| 2048 |
2048
Tompkins Financial
Ithaca,
New York
| $1.29B | +$90.1M | +8% | 3.73% | 84.4% | 664 | 22.44% | 4.7 |
|
| 2049 |
2049
SHP Wealth Management
Plymouth,
Massachusetts
| $1.29B | – | – | 1.85% | – | 1,559 | – | 0 |
|
| 2050 |
2050
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.28B | +$50.5M | +4% | 1.3% | 60.7% | 259 | 23.94% | 2.6 |
|