We are live on !
Find out more
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
AltraVue Capital
Bellevue,
Washington
| $850M | +$17.3M | +2% | 7.6% | 221% | 30 | 3.33% | 3.2 |
|
2027
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $850M | +$48.9M | +6% | 9.34% | 88.1% | 123 | 9.76% | 1.4 |
|
2028
Creative Financial Designs
Kokomo,
Indiana
| $850M | +$86M | +11% | 4.36% | 56.2% | 1,525 | 12.2% | 2.5 |
|
2029
Banc Funds Company
Chicago,
Illinois
| $849M | -$87.3M | -9% | 4.35% | 69% | 160 | 4.38% | 5.4 |
|
2030
Woodstock Corp
Boston,
Massachusetts
| $847M | +$63.3M | +8% | 9.95% | 115% | 174 | 5.75% | 6.8 |
|
2031
RVW Wealth
Los Angeles,
California
| $847M | +$40.9M | +5% | 4.83% | 65.8% | 163 | 12.88% | 2.2 |
|
2032
Tran Capital Management
San Rafael,
California
| $847M | +$45.2M | +6% | 11.5% | 173% | 42 | 11.9% | 2.6 |
|
2033
NEPC LLC
Boston,
Massachusetts
| $847M | +$518M | +157% | 2.24% | 21.3% | 40 | 42.5% | 1.7 |
|
2034
Broad Run Investment Management
Arlington,
Virginia
| $845M | +$6.13M | +0.7% | 10.9% | 202% | 26 | 3.85% | 5.1 |
|
2035
RKL Wealth Management
Lancaster,
Pennsylvania
| $845M | +$53.3M | +7% | 5.72% | 76.8% | 137 | 8.76% | 5.2 |
|
2036
Plante Moran Financial Advisors
Southfield,
Michigan
| $845M | +$113M | +15% | 6.08% | 62.8% | 876 | 19.98% | 4.7 |
|
2037
Kintegral Advisory
New York
| $844M | +$70M | +9% | 10.5% | 143% | 265 | 5.66% | 3.2 |
|
2038
WBH Advisory
Baltimore,
Maryland
| $844M | +$43.1M | +5% | 5.86% | 57.6% | 307 | 6.51% | 5.7 |
|
|
SC
2039
Sasco Capital
Fairfield,
Connecticut
| $843M | +$30.5M | +4% | 5.81% | 15.5% | 57 | 12.28% | 3.5 |
|
2040
EnCap Energy Capital Fund XI
Houston,
Texas
| $843M | +$585M | +227% | 6.97% | 21% | 2 | 50% | 0.4 |
|
2041
Global Endowment Management
Charlotte,
North Carolina
| $842M | -$97.3M | -10% | 2.46% | 46.1% | 104 | 19.23% | 3.7 |
|
2042
Private Capital Management (Florida)
Naples,
Florida
| $841M | -$18.5M | -2% | 5.87% | 118% | 161 | 32.3% | 1.7 |
|
2043
Jacobs & Co
San Francisco,
California
| $841M | +$31M | +4% | 7.91% | 105% | 126 | 6.35% | 6.8 |
|
2044
Marks Group Wealth Management
Minnetonka,
Minnesota
| $841M | +$58.2M | +7% | 6.72% | 62.8% | 289 | 9.69% | 2.2 |
|
2045
Central Securities
New York
| $841M | +$39.2M | +5% | 7.35% | 90.2% | 26 | 0% | 7 |
|
|
BIC
2046
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $841M | +$90M | +12% | 3.68% | 36% | 165 | 13.94% | 5.4 |
|
2047
Aperture Investors
New York
| $840M | +$117M | +16% | 11.3% | 211% | 92 | 28.26% | 1.2 |
|
2048
Avala Global
New York
| $840M | +$229M | +37% | 21.4% | 552% | 16 | 25% | 0.4 |
|
2049
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $840M | +$20.6M | +3% | 3.16% | 44.7% | 159 | 10.06% | 4.2 |
|
2050
Criteria Caixa
Barcelona,
Spain
| $840M | -$4.73M | -0.6% | 3.82% | 35.5% | 52 | 30.77% | 1.9 |
|