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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
CapWealth Advisors
Franklin,
Tennessee
| $802M | -$49.2M | -6% | 5.32% | 152% | 112 | 9.82% | 5 |
|
2027
Central Securities
New York
| $802M | +$27.7M | +4% | 8.52% | 90.2% | 26 | 0% | 6.7 |
|
2028
Marcum Wealth
Cleveland,
Ohio
| $801M | +$47.3M | +6% | 6.54% | 20% | 419 | 12.41% | 1.7 |
|
2029
WBH Advisory
Baltimore,
Maryland
| $801M | – | – | 6.07% | 57.6% | 296 | – | 5.5 |
|
2030
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $801M | +$96.7M | +14% | 11% | 88.1% | 126 | 14.29% | 1.2 |
|
2031
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $800M | -$94.7M | -11% | 3.41% | 507% | 36 | 13.89% | 2 |
|
2032
Narwhal Capital Management
Marietta,
Georgia
| $799M | +$47.4M | +6% | 7.36% | 93.8% | 168 | 6.55% | 4.8 |
|
2033
True Link Financial Advisors
San Francisco,
California
| $799M | +$61M | +8% | 3.27% | 27.3% | 120 | 5% | 1.7 |
|
2034
Campbell Wealth Management
Alexandria,
Virginia
| $798M | +$79.7M | +11% | 5.91% | 11.2% | 80 | 16.25% | 2.2 |
|
2035
Condor Capital Management
Martinsville,
New Jersey
| $797M | -$3.7M | -0.5% | 6.4% | 58.2% | 261 | 29.89% | 4.2 |
|
2036
First Business Financial Services
Madison,
Wisconsin
| $797M | +$52.6M | +7% | 5.46% | 80.9% | 171 | 6.43% | 3.6 |
|
2037
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| $794M | +$160M | +25% | 11.1% | – | 637 | 26.37% | 0.9 |
|
2038
Longbow Finance
Lutry,
Switzerland
| $794M | +$51.7M | +7% | 8.35% | 162% | 70 | 32.86% | 0.2 |
|
2039
First Nebraska Trust
Lincoln,
Nebraska
| $794M | +$26.2M | +3% | 5.04% | 76.9% | 172 | 5.81% | 5.8 |
|
2040
Bridgeworth
Birmingham,
Alabama
| $793M | +$165M | +26% | 5.06% | 19.3% | 173 | 14.45% | 3 |
|
2041
Ironvine Capital Partners
Omaha,
Nebraska
| $793M | +$20.2M | +3% | 8.17% | 58.8% | 50 | 14% | 4.1 |
|
2042
RKL Wealth Management
Lancaster,
Pennsylvania
| $792M | +$43.8M | +6% | 6.6% | 76.8% | 135 | 6.67% | 5.1 |
|
2043
MMBG Investment Advisors
Miami,
Florida
| $789M | +$33.8M | +4% | 21.1% | 118% | 168 | 9.52% | 1.1 |
|
2044
Governors Lane
New York
| $789M | -$181M | -19% | 12.9% | 133% | 139 | 60.43% | 0.9 |
|
2045
Gladstone Capital Management
London,
United Kingdom
| $787M | +$13.2M | +2% | 24.7% | 304% | 19 | 42.11% | 1.5 |
|
2046
Soltis Investment Advisors
St. George,
Utah
| $786M | +$26.4M | +3% | 3.57% | 95.1% | 278 | 16.19% | 2 |
|
2047
Inspire Investing
Meridian,
Idaho
| $786M | +$8.74M | +1% | 6.47% | 107% | 806 | 10.92% | 1.8 |
|
|
WMC
2048
Westwood Management Corporation
Chicago,
Illinois
| $786M | +$43.5M | +6% | 19.8% | 44.3% | 72 | 5.56% | 5 |
|
2049
Greenwood Gearhart
Fayetteville,
Arkansas
| $786M | +$79.8M | +11% | 7.25% | 79% | 102 | 10.78% | 4.1 |
|
2050
CoreView Capital Management
Hong Kong
| $785M | +$135M | +21% | 18.1% | 50.9% | 13 | 30.77% | 0.9 |
|