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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
40.91%
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
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 |
WA
2026
WBH Advisory
Baltimore,
Maryland
| $749M | -$65.2M | -8% | 12.7% | 57.6% | 326 | 12.27% |
|
| 2027 |
CLC
2027
Charles-Lim Capital
Central,
Hong Kong
| $748M | -$191M | -20% | 28.3% | 4.44% | 11 | 54.55% |
|
| 2028 |
JIR
2028
James Investment Research
Alpha,
Ohio
| $747M | -$206M | -22% | 11.4% | 107% | 562 | 18.51% |
|
| 2029 |
JSW
2029
Journey Strategic Wealth
Summit,
New Jersey
| $747M | -$170M | -19% | 16.1% | 62.2% | 228 | 63.16% |
|
| 2030 |
JC
2030
Jacobs & Co
San Francisco,
California
| $747M | -$156M | -17% | 12.6% | 92.2% | 125 | 6.4% |
|
| 2031 |
GM
2031
GeoWealth Management
Chicago,
Illinois
| $747M | -$391M | -34% | 11.4% | 58% | 419 | 27.21% |
|
| 2032 |
RW
2032
RVW Wealth
Los Angeles,
California
| $747M | -$119M | -14% | 13.3% | 59.3% | 150 | 24% |
|
| 2033 |
CTC
2033
Chai Trust Company
Chicago,
Illinois
| $746M | -$151M | -17% | 8.49% | 12.7% | 34 | 29.41% |
|
| 2034 |
HS
2034
Hazelview Securities
Toronto,
Ontario, Canada
| $745M | -$27M | -3% | 17% | – | 27 | 11.11% |
|
| 2035 |
NFG
2035
Nations Financial Group
Cedar Rapids,
Iowa
| $745M | -$87.4M | -10% | 12.8% | 105% | 572 | 18.71% |
|
| 2036 |
QCG
2036
Quadrant Capital Group
Cincinnati,
Ohio
| $744M | -$81.5M | -10% | 13.9% | 105% | 2,869 | 14.67% |
|
| 2037 |
CPI
2037
Crestview Partners II
New York
| $744M | -$152M | -17% | 17% | 157% | 3 | 0% |
|
| 2038 |
EWM
2038
Executive Wealth Management
Brighton,
Michigan
| $744M | -$178M | -19% | 9.46% | 18.4% | 208 | 22.12% |
|
| 2039 |
KBG
2039
Kahn Brothers Group
New York
| $743M | -$44.8M | -6% | 5.2% | 53.4% | 46 | 2.17% |
|
| 2040 |
FBFS
2040
First Business Financial Services
Madison,
Wisconsin
| $742M | -$162M | -18% | 14.4% | 74% | 185 | 21.62% |
|
| 2041 |
DG
2041
DigitalBridge Group
Boca Raton,
Florida
| $742M | -$57.7M | -7% | 12% | 161% | 58 | 22.41% |
|
| 2042 |
FFA
2042
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $742M | -$107M | -13% | 14.2% | 65.5% | 201 | 15.92% |
|
| 2043 |
TWM
2043
Tanglewood Wealth Management
Houston,
Texas
| $741M | +$75.3M | +11% | 10.1% | 59.7% | 37 | 37.84% |
|
| 2044 |
MAMNY
2044
Marathon Asset Management (New York)
New York
| $741M | +$349M | +89% | 22.6% | 490% | 25 | 36% |
|
| 2045 |
LCM
2045
Landscape Capital Management
Englewood,
New Jersey
| $740M | -$45.1M | -6% | 15.2% | 92.5% | 1,123 | 34.55% |
|
| 2046 |
RCM
2046
Redwood Capital Management
New York
| $739M | -$382M | -34% | 23.1% | 313% | 46 | 10.87% |
|
| 2047 |
ELFC
2047
E-L Financial Corp
Toronto,
Ontario, Canada
| $738M | -$119M | -14% | 16.4% | 68.6% | 1 | 0% |
|
| 2048 |
TCM
2048
TD Capital Management
Memphis,
Tennessee
| $738M | -$99.6M | -12% | 10.5% | 40.5% | 95 | 13.68% |
|
| 2049 |
NA
2049
Nottingham Advisors
Amherst,
New York
| $737M | -$106M | -13% | 12% | 44.3% | 145 | 17.24% |
|
| 2050 |
DG
2050
Discerene Group
Stamford,
Connecticut
| $737M | -$47M | -6% | 4.24% | 48.6% | 16 | 6.25% |
|