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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 |
MGWM
2026
Marks Group Wealth Management
Minnetonka,
Minnesota
| $732M | +$75.3M | +11% | 11.1% | 62.8% | 297 | 16.16% |
|
| 2027 |
LCG
2027
Lisanti Capital Growth
New York
| $732M | -$15.6M | -2% | 23.5% | 1,090% | 171 | 64.33% |
|
| 2028 |
CTC
2028
Chai Trust Company
Chicago,
Illinois
| $732M | +$59.7M | +9% | 8.68% | 20.2% | 26 | 23.08% |
|
| 2029 |
PP
2029
Prospector Partners
Guilford,
Connecticut
| $731M | +$59.6M | +9% | 13% | 53.6% | 117 | 11.11% |
|
| 2030 |
CA
2030
Callahan Advisors
Houston,
Texas
| $731M | +$34.4M | +5% | 10.4% | 75.6% | 146 | 10.27% |
|
| 2031 |
FFW
2031
Fusion Family Wealth
Woodbury,
New York
| $730M | +$65.2M | +10% | 8.63% | 45.4% | 45 | 35.56% |
|
| 2032 |
SAM
2032
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $730M | +$30M | +4% | 9.04% | 70.3% | 170 | 18.24% |
|
| 2033 |
WWA
2033
WCG Wealth Advisors
Las Vegas,
Nevada
| $729M | -$27.2M | -4% | 7.04% | 51.2% | 289 | 48.79% |
|
| 2034 |
LC
2034
Lodbrok Capital
London,
United Kingdom
| $727M | +$332M | +84% | 30.3% | 25.9% | 10 | 50% |
|
| 2035 |
PHS
2035
Pekin Hardy Strauss
Chicago,
Illinois
| $727M | +$99.9M | +16% | 10.7% | 97.9% | 348 | 20.4% |
|
| 2036 |
VFP
2036
Verus Financial Partners
Richmond,
Virginia
| $727M | +$66.1M | +10% | 7.13% | 41.6% | 109 | 15.6% |
|
| 2037 |
SAM
2037
Silverback Asset Management
Chapel Hill,
North Carolina
| $725M | +$18.7M | +3% | 0.19% | 92.4% | 148 | 14.19% |
|
| 2038 |
GLA
2038
Good Life Advisors
Reading,
Pennsylvania
| $724M | +$45.6M | +7% | 6.93% | 60% | 374 | 11.23% |
|
| 2039 |
CAM
2039
Carret Asset Management
New York
| $724M | +$53.4M | +8% | 10.5% | 80.2% | 281 | 5.69% |
|
| 2040 |
AAP
2040
Arax Advisory Partners
Denver,
Colorado
| $723M | +$88.9M | +14% | 6.91% | 47.9% | 1,372 | 19.39% |
|
| 2041 |
TWA
2041
TCI Wealth Advisors
Tucson,
Arizona
| $722M | +$104M | +17% | 10.8% | 54.5% | 2,722 | 16.05% |
|
| 2042 |
BC
2042
Brahman Capital
New York
| $721M | +$7.44M | +1% | 9.1% | 16.6% | 28 | 39.29% |
|
| 2043 |
IB
2043
Intrust Bank
Wichita,
Kansas
| $721M | +$72.1M | +11% | 11.3% | 79.5% | 395 | 11.9% |
|
| 2044 |
MFA
2044
Mayflower Financial Advisors
Boston,
Massachusetts
| $720M | +$99.7M | +16% | 9.95% | 68.7% | 371 | 13.48% |
|
| 2045 |
SMC
2045
Smith, Moore & Co
Clayton,
Missouri
| $720M | +$61.3M | +9% | 8.72% | 55.8% | 397 | 10.58% |
|
| 2046 |
HCM
2046
Hengehold Capital Management
Cincinnati,
Ohio
| $720M | +$69.2M | +11% | 9.31% | 48.1% | 176 | 17.61% |
|
| 2047 |
JFA
2047
JNBA Financial Advisors
Bloomington,
Minnesota
| $720M | +$71.6M | +11% | 10.3% | 61.8% | 717 | 8.93% |
|
| 2048 |
CWM
2048
Campbell Wealth Management
Alexandria,
Virginia
| $718M | +$26.5M | +4% | 4.4% | 11.2% | 79 | 13.92% |
|
| 2049 |
CB
2049
Community Bank
Dewitt,
New York
| $718M | +$62.8M | +10% | 10.7% | 58.7% | 728 | 38.6% |
|
| 2050 |
UAS
2050
United Asset Strategies
Garden City,
New York
| $717M | +$66.5M | +10% | 10.7% | 94.6% | 242 | 19.83% |
|