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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
WBH Advisory
Baltimore,
Maryland
| $749M | -$65.2M | -8% | 12.7% | 57.6% | 326 | 12.27% | 5 |
|
2027
Charles-Lim Capital
Central,
Hong Kong
| $748M | -$191M | -20% | 28.3% | 4.44% | 11 | 54.55% | 1.9 |
|
2028
James Investment Research
Alpha,
Ohio
| $747M | -$206M | -22% | 11.4% | 110% | 562 | 18.51% | 3.4 |
|
2029
Journey Strategic Wealth
Summit,
New Jersey
| $747M | -$170M | -19% | 16.1% | 62.2% | 228 | 63.16% | 0.3 |
|
2030
Jacobs & Co
San Francisco,
California
| $747M | -$156M | -17% | 12.6% | 105% | 125 | 6.4% | 6.3 |
|
2031
GeoWealth Management
Chicago,
Illinois
| $747M | -$391M | -34% | 11.4% | 58% | 419 | 27.21% | 1.2 |
|
2032
RVW Wealth
Los Angeles,
California
| $746M | -$119M | -14% | 13.3% | 65.8% | 150 | 24% | 1.8 |
|
2033
Chai Trust Company
Chicago,
Illinois
| $746M | -$151M | -17% | 8.49% | 12.7% | 34 | 29.41% | 3.3 |
|
2034
Hazelview Securities
Toronto,
Ontario, Canada
| $745M | -$27M | -3% | 17% | – | 27 | 11.11% | 1.8 |
|
2035
Nations Financial Group
Cedar Rapids,
Iowa
| $745M | -$87.4M | -10% | 12.8% | 105% | 572 | 18.71% | 2.1 |
|
2036
Quadrant Capital Group
Cincinnati,
Ohio
| $744M | -$81.5M | -10% | 13.9% | 118% | 2,869 | 14.6% | 3.8 |
|
2037
Crestview Partners II
New York
| $744M | -$152M | -17% | 17% | 157% | 3 | 0% | 3.7 |
|
2038
Executive Wealth Management
Brighton,
Michigan
| $744M | -$178M | -19% | 9.46% | 18.4% | 208 | 22.12% | 2.1 |
|
2039
Kahn Brothers Group
New York
| $743M | -$44.8M | -6% | 5.2% | 53.4% | 46 | 2.17% | 5.2 |
|
2040
First Business Financial Services
Madison,
Wisconsin
| $742M | -$162M | -18% | 14.4% | 74% | 185 | 21.62% | 3.2 |
|
2041
DigitalBridge Group
Boca Raton,
Florida
| $742M | -$57.7M | -7% | 12% | 161% | 58 | 22.41% | 1 |
|
2042
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $742M | -$107M | -13% | 14.2% | 73.7% | 201 | 15.92% | 3 |
|
2043
Tanglewood Wealth Management
Houston,
Texas
| $741M | +$75.3M | +11% | 10.1% | 64.6% | 37 | 37.84% | 2.1 |
|
2044
Marathon Asset Management (New York)
New York
| $741M | +$349M | +89% | 22.6% | 490% | 25 | 36% | 1.1 |
|
2045
Landscape Capital Management
Englewood,
New Jersey
| $740M | -$45.1M | -6% | 15.2% | 92.5% | 1,123 | 34.55% | 0.6 |
|
2046
Redwood Capital Management
New York
| $739M | -$382M | -34% | 23.1% | 313% | 46 | 10.87% | 2.5 |
|
2047
E-L Financial Corp
Toronto,
Ontario, Canada
| $738M | -$119M | -14% | 16.4% | 68.6% | 1 | 0% | 5.5 |
|
2048
TD Capital Management
Memphis,
Tennessee
| $738M | -$100M | -12% | 10.5% | 40.5% | 95 | 13.68% | 5.3 |
|
2049
Nottingham Advisors
Amherst,
New York
| $737M | -$106M | -13% | 12% | 44.3% | 145 | 17.24% | 3.9 |
|
2050
Discerene Group
Stamford,
Connecticut
| $737M | -$47M | -6% | 4.24% | 48.6% | 16 | 6.25% | 1.3 |
|