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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
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 |
CL
2026
Croft-Leominster
Baltimore,
Maryland
| $403M | -$41.8M | -9% | 6.69% | 38% | 173 | 31.79% |
|
| 2027 |
PL
2027
Parthenon LLC
Louisville,
Kentucky
| $403M | +$4.37M | +1% | 2.08% | 80.8% | 110 | 0.91% |
|
| 2028 |
DG
2028
Davidson & Garrard
Lynchburg,
Virginia
| $403M | -$3.27M | -0.8% | 2.93% | 25.2% | 196 | 11.73% |
|
| 2029 |
ASA
2029
Armstrong Shaw Associates
New Canaan,
Connecticut
| $402M | +$9.99M | +3% | 5.18% | 51.2% | 53 | 33.96% |
|
| 2030 |
HC
2030
Hourglass Capital
Houston,
Texas
| $402M | -$2.23M | -0.6% | 6.16% | 81.1% | 113 | 13.27% |
|
| 2031 |
PAM
2031
Premier Asset Management
Chicago,
Illinois
| $402M | +$14.7M | +4% | 8.87% | 104% | 102 | 13.73% |
|
| 2032 |
WA
2032
WFG Advisors
Dallas,
Texas
| $402M | +$26.9M | +7% | 2.48% | 21.3% | 1,804 | 10.98% |
|
| 2033 |
KPAG
2033
KLS Professional Advisors Group
New York
| $402M | +$15.4M | +4% | 3.43% | 38% | 3 | 0% |
|
| 2034 |
GIM
2034
Greylin Investment Management
Orange,
Virginia
| $401M | -$1.27M | -0.3% | 0.38% | 52.1% | 75 | 9.33% |
|
| 2035 |
PCM
2035
Perritt Capital Management
Chicago,
Illinois
| $401M | +$21.6M | +6% | 14.9% | 80.9% | 235 | 8.94% |
|
| 2036 |
MMA
2036
Miracle Mile Advisors
Los Angeles,
California
| $401M | +$92.7M | +30% | 2.98% | 56% | 99 | 55.56% |
|
| 2037 |
GC
2037
Globeflex Capital
San Diego,
California
| $400M | +$35.1M | +10% | 13.3% | 135% | 610 | 44.1% |
|
| 2038 |
SLI
2038
Symetra Life Insurance
Bellevue,
Washington
| $400M | +$14.3M | +4% | 3.07% | – | 3 | 0% |
|
| 2039 |
CA
2039
Callahan Advisors
Houston,
Texas
| $400M | +$18.9M | +5% | 2.49% | 75.6% | 125 | 15.2% |
|
| 2040 |
HTHT
2040
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $400M | +$16.1M | +4% | 3.68% | 58.4% | 132 | 12.88% |
|
| 2041 |
BJ
2041
Brouwer & Janachowski
Mill Valley,
California
| $399M | +$33.1M | +9% | 2.33% | 41.8% | 50 | 14% |
|
| 2042 |
ACM
2042
Archer Capital Management
New York
| $399M | -$114M | -22% | 7.29% | 72.3% | 31 | 19.35% |
|
| 2043 |
GAM
2043
Guinness Asset Management
London,
United Kingdom
| $398M | +$33.1M | +9% | 4.18% | 57.8% | 85 | 4.71% |
|
| 2044 |
RC
2044
Randolph Company
Cincinnati,
Ohio
| $397M | +$7.8M | +2% | 2.46% | 120% | 38 | 42.11% |
|
| 2045 |
BCM
2045
Bienville Capital Management
New York
| $395M | +$22.8M | +6% | 5.56% | 22.3% | 152 | 24.34% |
|
| 2046 |
PV
2046
Private Vista
Chicago,
Illinois
| $395M | +$95.9M | +32% | 2.81% | 10.1% | 78 | 33.33% |
|
| 2047 |
AHC
2047
Adell Harriman & Carpenter
Houston,
Texas
| $395M | +$11.9M | +3% | 4.06% | 128% | 137 | 7.3% |
|
| 2048 |
SAM
2048
Serengeti Asset Management
New York
| $394M | -$69.4M | -15% | 7.69% | 14.9% | 40 | 55% |
|
| 2049 |
APCM
2049
Alaska Permanent Capital Management
Anchorage,
Alaska
| $394M | +$7.21M | +2% | 3.11% | 32.5% | 24 | 8.33% |
|
| 2050 |
FPCM
2050
Financial Partners Capital Management
New York
| $394M | +$20.1M | +5% | 5.11% | 34.2% | 109 | 16.51% |
|