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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 |
WC
2026
Woodstock Corp
Boston,
Massachusetts
| $619M | +$32.6M | +6% | 9.3% | 96.1% | 162 | 2.47% |
|
| 2027 |
C
2027
Chescapmanager
Baltimore,
Maryland
| $619M | +$24.5M | +4% | 23.7% | 215% | 66 | 50% |
|
| 2028 |
IA
2028
IFG Advisory
Atlanta,
Georgia
| $618M | +$63M | +11% | 7.33% | 56.9% | 423 | 12.53% |
|
| 2029 |
MCM
2029
Maple Capital Management
Montpelier,
Vermont
| $617M | +$107M | +21% | 10.2% | 94.4% | 105 | 7.62% |
|
| 2030 |
OC
2030
Oakworth Capital
Birmingham,
Alabama
| $617M | +$60M | +11% | 8.01% | 64.3% | 635 | 13.23% |
|
| 2031 |
SWM
2031
Segment Wealth Management
Houston,
Texas
| $616M | +$75M | +14% | 10.7% | 102% | 210 | 12.38% |
|
| 2032 |
CIA
2032
CCM Investment Advisers
Columbia,
South Carolina
| $616M | +$28.9M | +5% | 6.55% | 118% | 69 | 11.59% |
|
| 2033 |
AFA
2033
American Financial Advisors
Marietta,
Georgia
| $615M | -$9.2M | -1% | 5.36% | 52.7% | 112 | 6.25% |
|
| 2034 |
BWA
2034
BDO Wealth Advisors
Jacksonville,
Florida
| $614M | +$45.1M | +8% | 7.14% | 38.3% | 993 | 36.96% |
|
| 2035 |
SCP
2035
Steamboat Capital Partners
Rye,
New York
| $614M | +$76.9M | +14% | 10.8% | 189% | 60 | 20% |
|
| 2036 |
RM
2036
Resource Management
Metairie,
Louisiana
| $613M | +$35.3M | +6% | 6.47% | 82.7% | 164 | 17.07% |
|
| 2037 |
RPGK
2037
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $613M | +$68.7M | +13% | 6.88% | 39.9% | 60 | 11.67% |
|
| 2038 |
TCBWMS
2038
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $613M | +$166M | +37% | 10% | 68.2% | 165 | 39.39% |
|
| 2039 |
CAC
2039
Cowen and Company
New York
| $613M | +$11.1M | +2% | 5.03% | 120% | 630 | 70.16% |
|
| 2040 |
JC
2040
JBF Capital
Aspen,
Colorado
| $612M | -$14.9M | -2% | 9.03% | 92.9% | 180 | 62.78% |
|
| 2041 |
WWM
2041
Western Wealth Management
Golden,
Colorado
| $612M | +$60.7M | +11% | 10% | 70.1% | 481 | 17.67% |
|
| 2042 |
DGHMC
2042
Dalton, Greiner, Hartman, Maher & Co
New York
| $612M | -$405M | -40% | 5.16% | 63% | 180 | 14.44% |
|
| 2043 |
LCM
2043
Lomas Capital Management
New York
| $612M | +$141M | +30% | 7.9% | 66.3% | 28 | 42.86% |
|
| 2044 |
KTA
2044
Keeley-Teton Advisors
Chicago,
Illinois
| $612M | -$23.4M | -4% | 3.53% | 28.6% | 262 | 9.92% |
|
| 2045 |
CEI
2045
Clark Estates Inc
New York
| $612M | +$40.1M | +7% | 5.41% | 31.4% | 106 | 17.92% |
|
| 2046 |
CA
2046
Callahan Advisors
Houston,
Texas
| $612M | +$47.5M | +8% | 9.96% | 75.6% | 136 | 10.29% |
|
| 2047 |
CFIA
2047
Cantor Fitzgerald Investment Advisors
New York
| $611M | -$864K | -0.1% | 5.61% | – | 59 | 0% |
|
| 2048 |
CWM
2048
Campbell Wealth Management
Alexandria,
Virginia
| $611M | +$37.4M | +7% | 6.12% | 11.2% | 379 | 83.91% |
|
| 2049 |
SFG
2049
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $611M | +$56.2M | +10% | 7.61% | 62% | 72 | 8.33% |
|
| 2050 |
MHIC
2050
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $611M | +$35.8M | +6% | 6.51% | 55.1% | 167 | 4.79% |
|