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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 |
AIP
2026
Almanack Investment Partners
Wayne,
Pennsylvania
| $561M | +$95.7M | +21% | 19.2% | 56.8% | 338 | 44.97% |
|
| 2027 |
JMFC
2027
J.M. Forbes & Co
Boston,
Massachusetts
| $561M | +$113M | +25% | 19.9% | 95.1% | 100 | 11% |
|
| 2028 |
EPM
2028
Elm Partners Management
Philadelphia,
Pennsylvania
| $560M | +$106M | +23% | 15.2% | 48% | 45 | 8.89% |
|
| 2029 |
BBCM
2029
Broad Bay Capital Management
New York
| $560M | +$196M | +54% | 42% | 242% | 20 | 35% |
|
| 2030 |
MHS
2030
M Holdings Securities
Portland,
Oregon
| $559M | -$117M | -17% | 19.5% | 68.2% | 245 | 40% |
|
| 2031 |
RC
2031
Randolph Company
Cincinnati,
Ohio
| $559M | +$54.5M | +11% | 16.4% | 120% | 45 | 40% |
|
| 2032 |
MYIA
2032
Mount Yale Investment Advisors
Denver,
Colorado
| $558M | +$115M | +26% | 27.6% | 69.4% | 369 | 31.71% |
|
| 2033 |
FBFS
2033
First Business Financial Services
Madison,
Wisconsin
| $558M | +$55.6M | +11% | 16.9% | 74% | 128 | 15.63% |
|
| 2034 |
PL
2034
Parkwood LLC
Cleveland,
Ohio
| $557M | +$65.1M | +13% | 27.9% | 85.8% | 118 | 48.31% |
|
| 2035 |
AHB
2035
Abner Herrman & Brock
Jersey City,
New Jersey
| $557M | +$115M | +26% | 21.9% | 139% | 119 | 12.61% |
|
| 2036 |
KGI
2036
Kopernik Global Investors
Tampa,
Florida
| $557M | +$87.3M | +19% | 76.1% | 152% | 27 | 18.52% |
|
| 2037 |
PIP
2037
Permian Investment Partners
Dallas,
Texas
| $557M | +$137M | +33% | 17.5% | 81.9% | 14 | 35.71% |
|
| 2038 |
OC
2038
Oakworth Capital
Birmingham,
Alabama
| $557M | +$131M | +31% | 19.3% | 64.3% | 611 | 12.27% |
|
| 2039 |
GC
2039
Gillson Capital
Chicago,
Illinois
| $557M | -$33.9M | -6% | 17.4% | 72.7% | 82 | 51.22% |
|
| 2040 |
SCM
2040
Silvant Capital Management
Atlanta,
Georgia
| $556M | +$97.3M | +21% | 27.9% | 148% | 352 | 11.93% |
|
| 2041 |
CU
2041
CDAM (UK)
London,
United Kingdom
| $555M | +$105M | +23% | 25.6% | 2.11% | 15 | 13.33% |
|
| 2042 |
SFG
2042
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $555M | +$24.5M | +5% | 20.2% | 62% | 74 | 12.16% |
|
| 2043 |
IA
2043
IFG Advisory
Atlanta,
Georgia
| $555M | +$107M | +24% | 19.5% | 56.9% | 401 | 15.21% |
|
| 2044 |
NPPM
2044
North Point Portfolio Managers
Orange Village,
Ohio
| $554M | +$92.7M | +20% | 27.3% | 55% | 70 | 11.43% |
|
| 2045 |
GP
2045
Girard Partners
King Of Prussia,
Pennsylvania
| $554M | +$53.7M | +11% | 18.9% | 25.7% | 217 | 9.68% |
|
| 2046 |
BST
2046
Bath Savings Trust
Bath,
Maine
| $553M | +$91.5M | +20% | 20.5% | 47.3% | 126 | 11.11% |
|
| 2047 |
FDCC
2047
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $553M | +$37.1M | +7% | 17.1% | 34% | 91 | 10.99% |
|
| 2048 |
AH
2048
Allen Holding
New York
| $553M | +$36.5M | +7% | 24.3% | 147% | 8 | 0% |
|
| 2049 |
UBV
2049
United Bank (Virginia)
Vienna,
Virginia
| $552M | +$91M | +20% | 17.4% | 64.2% | 136 | 13.24% |
|
| 2050 |
WWM
2050
Western Wealth Management
Golden,
Colorado
| $551M | +$115M | +26% | 21% | 70.1% | 459 | 25.49% |
|