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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 |
JAFL
2026
Jay A. Fishman Ltd
Troy,
Michigan
| $783M | +$72.2M | +10% | 12.9% | 107% | 96 | 3.13% |
|
| 2027 |
GLA
2027
Good Life Advisors
Reading,
Pennsylvania
| $783M | +$59.1M | +8% | 6.79% | 60% | 414 | 17.15% |
|
| 2028 |
UBV
2028
United Bank (Virginia)
Vienna,
Virginia
| $783M | +$69.2M | +10% | 2.54% | 64.2% | 168 | 9.52% |
|
| 2029 |
RI
2029
Redwood Investments
Boston,
Massachusetts
| $783M | +$35.9M | +5% | 12.2% | 74.1% | 129 | 20.16% |
|
| 2030 |
MGWM
2030
Marks Group Wealth Management
Minnetonka,
Minnesota
| $783M | +$50.2M | +7% | 7.02% | 52.5% | 298 | 15.1% |
|
| 2031 |
SCM
2031
Sarissa Capital Management
Greenwich,
Connecticut
| $782M | -$58.3M | -7% | 3.13% | 58.6% | 11 | 0% |
|
| 2032 |
IB
2032
Intrust Bank
Wichita,
Kansas
| $781M | +$59.9M | +8% | 7.35% | 79.5% | 402 | 9.45% |
|
| 2033 |
WWA
2033
WCG Wealth Advisors
Las Vegas,
Nevada
| $780M | +$51.5M | +7% | 5.95% | 51.2% | 169 | 18.34% |
|
| 2034 |
NPCM
2034
North Peak Capital Management
New York
| $780M | +$102M | +15% | 18.1% | 21.6% | 5 | 20% |
|
| 2035 |
PCP
2035
P2 Capital Partners
New York
| $780M | +$23.7M | +3% | 7.5% | 0.1% | 16 | 12.5% |
|
| 2036 |
DBT
2036
Dubuque Bank & Trust
Dubuque,
Iowa
| $780M | +$15.2M | +2% | 3.22% | 24% | 235 | 10.64% |
|
| 2037 |
FFW
2037
Fusion Family Wealth
Woodbury,
New York
| $778M | +$47.6M | +7% | 5.89% | 45.4% | 39 | 5.13% |
|
| 2038 |
VC
2038
Voss Capital
Houston,
Texas
| $778M | +$264M | +51% | 9.96% | 41.8% | 56 | 42.86% |
|
| 2039 |
FDCC
2039
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $777M | +$63.3M | +9% | 5.96% | 34% | 249 | 69.48% |
|
| 2040 |
DG
2040
Discerene Group
Stamford,
Connecticut
| $775M | -$34.3M | -4% | 4.32% | 70.3% | 15 | 13.33% |
|
| 2041 |
KCM
2041
Kynam Capital Management
Princeton,
New Jersey
| $775M | +$123M | +19% | 7.48% | 268% | 39 | 30.77% |
|
| 2042 |
QCMNJ
2042
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $774M | +$16.6M | +2% | 15.7% | 33.4% | 27 | 7.41% |
|
| 2043 |
KA
2043
Kintegral Advisory
New York
| $774M | +$17.8M | +2% | 12.2% | 94.4% | 266 | 7.14% |
|
| 2044 |
CA
2044
Callahan Advisors
Houston,
Texas
| $774M | +$43.4M | +6% | 7.27% | 75.6% | 142 | 9.15% |
|
| 2045 |
JCM
2045
Jag Capital Management
St Louis,
Missouri
| $774M | +$84M | +12% | 15% | 178% | 196 | 22.45% |
|
| 2046 |
MHIC
2046
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $772M | +$30M | +4% | 4.59% | 55.1% | 193 | 6.74% |
|
| 2047 |
RI
2047
RWWM Inc
Rocklin,
California
| $772M | +$11M | +1% | 6.9% | 37% | 14 | 0% |
|
| 2048 |
RCG
2048
Rock Creek Group
Washington,
District of Columbia
| $772M | -$48.3M | -6% | 5.25% | 34.9% | 210 | 32.86% |
|
| 2049 |
W
2049
Wealthquest
Cincinnati,
Ohio
| $771M | -$6.48M | -0.8% | 4.96% | 52.1% | 129 | 10.85% |
|
| 2050 |
WAM
2050
Weatherly Asset Management
Del Mar,
California
| $771M | +$37.9M | +5% | 7.05% | 108% | 178 | 6.18% |
|