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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
34.66%
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
Nottingham Advisors
Amherst,
New York
| $896M | +$6.15M | +0.7% | 4.62% | 44.3% | 159 | 16.35% | 2.9 |
|
2027
Roundview Capital
Princeton,
New Jersey
| $896M | +$102M | +13% | 7.16% | 77.7% | 283 | 8.48% | 3.8 |
|
2028
Novare Capital Management
Charlotte,
North Carolina
| $895M | +$64M | +8% | 6.27% | 76.5% | 168 | 14.88% | 3.4 |
|
2029
Origin Asset Management
London,
United Kingdom
| $895M | -$82.9M | -8% | 2.64% | 59.3% | 145 | 29.66% | 1.3 |
|
2030
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $894M | +$32.2M | +4% | 8.59% | 26.9% | 154 | 25.97% | 1 |
|
|
WDA
2031
Wendell David Associates
Portsmouth,
New Hampshire
| $893M | +$62.4M | +8% | 7.13% | 46% | 155 | 4.52% | 5.7 |
|
2032
Sixth Street Partners
Dallas,
Texas
| $893M | -$44.8M | -5% | 1.59% | 5.31% | 9 | 22.22% | 0.8 |
|
2033
Morningstar Investment Management
Chicago,
Illinois
| $893M | -$104M | -10% | 5% | 48.2% | 45 | 44.44% | 1 |
|
2034
Hodges Capital Management
Dallas,
Texas
| $892M | +$169M | +23% | 10.5% | 200% | 252 | 21.43% | 2.6 |
|
2035
Incline Global Management
New York
| $892M | +$397M | +80% | 6.23% | 40.1% | 28 | 42.86% | 0.9 |
|
2036
York Capital Management Global Advisors
New York
| $892M | +$196M | +28% | 13% | 74.1% | 76 | 60.53% | 0.4 |
|
2037
Dow Chemical Company
Midland,
Michigan
| $891M | +$475M | +114% | 3.77% | 29.4% | 11 | 54.55% | 1.2 |
|
2038
First Command Bank
Fort Worth,
Texas
| $891M | +$428M | +92% | 6.48% | 34.1% | 465 | 10.97% | 2.6 |
|
2039
First Command Financial Services
Fort Worth,
Texas
| $891M | +$428M | +92% | 6.48% | 34.4% | 465 | 10.97% | 2.6 |
|
2040
Bangor Savings Bank
Bangor,
Maine
| $891M | +$61.7M | +7% | 4.63% | 54.6% | 196 | 4.59% | 4.5 |
|
2041
Connectus Wealth
Cincinnati,
Ohio
| $891M | +$56.1M | +7% | 10% | 37.8% | 35 | 11.43% | 0.2 |
|
2042
Kore Private Wealth
New York
| $890M | +$149M | +20% | 8.06% | 35.9% | 441 | 19.73% | 1.3 |
|
2043
Donor Advised Charitable Giving
San Francisco,
California
| $889M | -$83.4M | -9% | 25.2% | 365% | 116 | 4.31% | 1.3 |
|
2044
GSA Capital Partners
London,
United Kingdom
| $889M | +$286M | +47% | 7.17% | 94.7% | 1,751 | 66.76% | 0.3 |
|
2045
Hilltop Holdings
Dallas,
Texas
| $888M | +$113M | +15% | 6.99% | 96.7% | 598 | 20.4% | 2.4 |
|
2046
Archon Capital Management
Seattle,
Washington
| $887M | +$192M | +28% | 8.05% | 222% | 43 | 37.21% | 1.1 |
|
2047
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $886M | +$15M | +2% | 5.91% | 58.6% | 82 | 7.32% | 2.9 |
|
2048
Bank Hapoalim BM
Tel Aviv,
Israel
| $884M | +$96.4M | +12% | 7.58% | 76.6% | 249 | 11.65% | 2.3 |
|
2049
Beese Fulmer Investment Management
Canton,
Ohio
| $884M | +$51.3M | +6% | 7.1% | 124% | 240 | 10.42% | 4.2 |
|
2050
Omega Fund Management
Boston,
Massachusetts
| $884M | -$174M | -16% | 7.74% | 106% | 24 | 4.17% | 2.1 |
|