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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
Hilltop Holdings
Dallas,
Texas
| $962M | +$49.7M | +5% | 7.08% | 96.7% | 665 | 22.26% | 2.6 |
|
2027
Mount Yale Investment Advisors
Denver,
Colorado
| $962M | +$92.6M | +11% | 11.3% | 92.1% | 508 | 20.28% | 1.7 |
|
2028
Cortland Associates
St Louis,
Missouri
| $962M | +$53.5M | +6% | 2.26% | 58.4% | 65 | 6.15% | 4.3 |
|
2029
Permian Investment Partners
Dallas,
Texas
| $962M | -$45.6M | -5% | 12.6% | 78.6% | 57 | 85.96% | 0.2 |
|
2030
Bath Savings Trust
Bath,
Maine
| $962M | +$96.7M | +11% | 12% | 57.8% | 169 | 8.88% | 4.6 |
|
2031
Beese Fulmer Investment Management
Canton,
Ohio
| $961M | +$72.8M | +8% | 9.81% | 124% | 252 | 8.33% | 4.3 |
|
2032
Journey Strategic Wealth
Summit,
New Jersey
| $961M | – | – | 10.4% | 62.2% | 211 | – | 0 |
|
2033
BerganKDV Wealth Management
Bloomington,
Minnesota
| $958M | +$75.5M | +9% | 5.94% | 27.9% | 1,157 | 12.53% | 2.4 |
|
2034
Matthews International Capital Management
San Francisco,
California
| $958M | -$692M | -42% | 11.4% | 186% | 47 | 29.79% | 2 |
|
2035
Transform Wealth
Greenwood Village,
Colorado
| $957M | +$85.1M | +10% | 11.7% | 48.4% | 232 | 9.91% | 2.5 |
|
2036
Eagle Ridge Investment Management
Stamford,
Connecticut
| $956M | +$57.4M | +6% | 10.8% | 28.2% | 161 | 11.8% | 3.9 |
|
2037
Woodstock Corp
Boston,
Massachusetts
| $955M | +$97.5M | +11% | 13.4% | 115% | 195 | 7.18% | 5.4 |
|
2038
Graypoint LLC
Albany,
New York
| $954M | +$140M | +17% | 9.79% | 72.8% | 311 | 15.76% | 1.1 |
|
2039
Growth Interface Management
Orlando,
Florida
| $954M | +$45M | +5% | 8.75% | 12% | 10 | 10% | 1.6 |
|
2040
Segment Wealth Management
Houston,
Texas
| $953M | +$111M | +13% | 10.6% | 108% | 266 | 18.05% | 3.4 |
|
2041
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $953M | +$89.3M | +10% | 12.3% | 70% | 60 | 1.67% | 5.7 |
|
2042
Principle Wealth Partners
Madison,
Connecticut
| $952M | +$86.3M | +10% | 9.61% | 90.7% | 330 | 10.3% | 1.6 |
|
2043
Dubuque Bank & Trust
Dubuque,
Iowa
| $952M | +$58.6M | +7% | 7.28% | 24% | 289 | 15.22% | 3.6 |
|
2044
Poplar Forest Capital
Pasadena,
California
| $952M | -$22.3M | -2% | 7.96% | 30% | 89 | 46.07% | 4 |
|
2045
Pier Capital
Stamford,
Connecticut
| $948M | -$16.6M | -2% | 2.42% | 223% | 131 | 23.66% | 1.6 |
|
2046
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $948M | +$78.6M | +9% | 8.95% | 112% | 414 | 22.95% | 2 |
|
2047
Arch Venture Management
Chicago,
Illinois
| $945M | – | – | 12.4% | 228% | 9 | – | 0.3 |
|
2048
First Business Financial Services
Madison,
Wisconsin
| $945M | +$71.1M | +8% | 6.98% | 80.9% | 174 | 12.64% | 2.7 |
|
2049
BDO Wealth Advisors
Jacksonville,
Florida
| $945M | +$36.7M | +4% | 5.78% | 38.3% | 1,181 | 11.94% | 1.9 |
|
2050
Keeley-Teton Advisors
Chicago,
Illinois
| $944M | +$26.5M | +3% | 7.36% | 28.6% | 338 | 10.36% | 2.2 |
|