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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
26.9%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
2026
Jay A. Fishman Ltd
Troy,
Michigan
| $632M | +$59M | +10% | 13% | 119% | 89 | 6.74% | 4.4 |
|
2027
J.L. Bainbridge & Co
Sarasota,
Florida
| $631M | +$81.2M | +15% | 8.01% | 118% | 83 | 19.28% | 1.4 |
|
2028
Wellington Shields Capital Management
New York
| $631M | +$7.52M | +1% | 11.7% | 157% | 252 | 17.46% | 4.2 |
|
2029
Emerson Point Capital
Larchmont,
New York
| $630M | +$104M | +20% | 15% | 94.8% | 37 | 13.51% | 1.1 |
|
2030
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $630M | +$59.8M | +10% | 12.7% | 22.7% | 36 | 11.11% | 4.3 |
|
2031
RKL Wealth Management
Lancaster,
Pennsylvania
| $628M | +$44.9M | +8% | 7.01% | 76.8% | 121 | 13.22% | 3.7 |
|
|
SFG
2032
Sather Financial Group
Victoria,
Texas
| $628M | +$44.9M | +8% | 11.3% | 82.3% | 47 | 23.4% | 3 |
|
2033
Sun Life Financial
Toronto,
Ontario, Canada
| $627M | +$113M | +22% | 5.85% | 65.7% | 523 | 12.05% | 3.2 |
|
2034
Bowie Capital Management
Richardson,
Texas
| $627M | +$26M | +4% | 10.9% | 31.6% | 47 | 29.79% | 1.6 |
|
2035
M Holdings Securities
Portland,
Oregon
| $627M | +$68M | +12% | 7.52% | 94.1% | 178 | 19.66% | 2.8 |
|
2036
Sunriver Management
Greenwich,
Connecticut
| $626M | -$7.93M | -1% | 12.1% | 9.27% | 24 | 33.33% | 0.9 |
|
2037
J.M. Forbes & Co
Boston,
Massachusetts
| $625M | +$64.4M | +11% | 10.2% | 112% | 105 | 8.57% | 4.6 |
|
2038
Bracebridge Capital LLC
Boston,
Massachusetts
| $624M | +$283M | +83% | 2.51% | 156% | 13 | 15.38% | 0.5 |
|
2039
SeaCrest Wealth Management
Purchase,
New York
| $624M | +$45.4M | +8% | 9.83% | 153% | 627 | 19.46% | 1.8 |
|
2040
Kays Financial Advisory
Atlanta,
Georgia
| $624M | +$48.9M | +9% | 6.1% | 23.3% | 101 | 7.92% | 2.7 |
|
2041
Fairpointe Capital
Chicago,
Illinois
| $624M | -$62.7M | -9% | 6.56% | 48.1% | 80 | 11.25% | 3.1 |
|
2042
NewSquare Capital
Newtown Square,
Pennsylvania
| $623M | +$36.8M | +6% | 6.91% | 82.5% | 426 | 25.82% | 2.5 |
|
2043
Lingotto Investment Management
London,
United Kingdom
| $622M | +$12.4M | +2% | 8.81% | 362% | 9 | 11.11% | 1.9 |
|
2044
Waterfront Capital Partners
New York
| $622M | +$14.8M | +2% | 6.3% | 88.3% | 62 | 56.45% | 0.7 |
|
2045
Oslo Pensjonsforsikring
Oslo,
| $621M | +$31.7M | +5% | 8.85% | 79% | 17 | 11.76% | 2.8 |
|
2046
Ally Financial
Detroit,
Michigan
| $621M | +$13.7M | +2% | 3.24% | 9.28% | 121 | 14.05% | 1.9 |
|
2047
Mirova
Paris,
France
| $621M | +$186M | +43% | 43.2% | 64.6% | 230 | 39.13% | 0.9 |
|
2048
Advocacy Wealth Management Services
Atlanta,
Georgia
| $621M | +$127M | +26% | 3.71% | 48.3% | 140 | 10% | 2.4 |
|
|
DTL
2049
Dynamic Technology Lab
Singapore
| $621M | -$43.6M | -7% | 5.71% | 30.8% | 1,508 | 75.6% | 0.2 |
|
2050
Richard C. Young & Co
Newport,
Rhode Island
| $620M | +$20.1M | +3% | 7.1% | 152% | 88 | 25% | 3.3 |
|