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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 |
BOPW
2026
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $874M | -$41.2M | -5% | 3.36% | 55.7% | 363 | 10.74% |
|
| 2027 |
CAM
2027
Carret Asset Management
New York
| $874M | -$29.8M | -3% | 2.01% | 80.2% | 308 | 7.14% |
|
| 2028 |
NM
2028
NWI Management
New York
| $873M | -$648M | -43% | 3.71% | 170% | 54 | 27.78% |
|
| 2029 |
CM
2029
Conifer Management
New York
| $873M | -$555M | -39% | 13.9% | 38.1% | 13 | 15.38% |
|
| 2030 |
CCA
2030
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $872M | -$34.1M | -4% | 3.8% | 35% | 178 | 10.11% |
|
| 2031 |
VCM
2031
Valiant Capital Management
San Francisco,
California
| $872M | +$45.5M | +5% | 10.7% | 302% | 28 | 32.14% |
|
| 2032 |
PAM
2032
Palisade Asset Management
Minneapolis,
Minnesota
| $872M | -$22.1M | -2% | 2.95% | 61.8% | 187 | 5.35% |
|
| 2033 |
CIM
2033
Chiron Investment Management
New York
| $871M | -$42.7M | -5% | 2.19% | 104% | 135 | 75.56% |
|
| 2034 |
CC
2034
Criteria Caixa
Barcelona,
Spain
| $871M | +$61.1M | +8% | 5.15% | 35.5% | 47 | 27.66% |
|
| 2035 |
SWM
2035
SeaCrest Wealth Management
Purchase,
New York
| $871M | -$41M | -4% | 1.68% | 142% | 780 | 18.85% |
|
| 2036 |
CC
2036
Clearline Capital
New York
| $870M | -$39.8M | -4% | 10.1% | 18% | 178 | 42.7% |
|
| 2037 |
SIS
2037
Sound Income Strategies
Ft Lauderdale,
Florida
| $869M | +$19M | +2% | 1.48% | 31.2% | 976 | 13.93% |
|
| 2038 |
AIA
2038
Ally Invest Advisors
Charlotte,
North Carolina
| $869M | -$17.6M | -2% | 5.6% | 32.2% | 17 | 0% |
|
| 2039 |
AF
2039
Ally Financial
Detroit,
Michigan
| $868M | -$225M | -21% | 7.01% | 8.82% | 146 | 39.73% |
|
| 2040 |
NGA
2040
Naples Global Advisors
Naples,
Florida
| $866M | +$3.17M | +0.4% | 2.85% | 103% | 406 | 6.4% |
|
| 2041 |
WIC
2041
Woodmont Investment Counsel
Nashville,
Tennessee
| $866M | +$83.3M | +11% | 1.31% | 66.8% | 256 | 19.92% |
|
| 2042 |
RW
2042
RVW Wealth
Los Angeles,
California
| $866M | -$29.5M | -3% | 5.54% | 59.3% | 149 | 13.42% |
|
| 2043 |
HR
2043
Howe & Rusling
Rochester,
New York
| $865M | +$12.2M | +1% | 0.6% | 66.1% | 1,111 | 15.03% |
|
| 2044 |
WTB
2044
Washington Trust Bank
Spokane,
Washington
| $864M | -$170M | -16% | 4.61% | 69.3% | 258 | 19.38% |
|
| 2045 |
AA
2045
Armor Advisors
New York
| $864M | +$355M | +70% | 4.41% | 98.2% | 27 | 55.56% |
|
| 2046 |
OCA
2046
OEP Capital Advisors
New York
| $864M | -$293M | -25% | 24.8% | 16.9% | 2 | 0% |
|
| 2047 |
II
2047
Inspire Investing
Meridian,
Idaho
| $864M | -$8.09M | -0.9% | 4.33% | 77.1% | 811 | 5.92% |
|
| 2048 |
MCM
2048
Murphy Capital Management
Bedminster,
New Jersey
| $864M | -$67.5M | -7% | 3.53% | 41.6% | 235 | 5.96% |
|
| 2049 |
WB
2049
Webster Bank
Waterbury,
Connecticut
| $863M | -$103M | -11% | 3.16% | 77.5% | 554 | 3.61% |
|
| 2050 |
PNAA
2050
Pictet North America Advisors
Geneva 73,
Switzerland
| $862M | -$154M | -15% | 5.37% | 65.9% | 133 | 8.27% |
|