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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 |
AC
2026
AltraVue Capital
Bellevue,
Washington
| $850M | +$17.3M | +2% | 7.6% | 221% | 30 | 3.33% |
|
| 2027 |
LNWTC
2027
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $850M | +$48.9M | +6% | 9.34% | 88.1% | 123 | 9.76% |
|
| 2028 |
CFD
2028
Creative Financial Designs
Kokomo,
Indiana
| $850M | +$86M | +11% | 4.36% | 56.2% | 1,525 | 12.26% |
|
| 2029 |
BFC
2029
Banc Funds Company
Chicago,
Illinois
| $849M | -$87.3M | -9% | 4.35% | 69% | 160 | 4.38% |
|
| 2030 |
WC
2030
Woodstock Corp
Boston,
Massachusetts
| $847M | +$63.3M | +8% | 9.95% | 96.1% | 174 | 5.75% |
|
| 2031 |
RW
2031
RVW Wealth
Los Angeles,
California
| $847M | +$40.9M | +5% | 4.83% | 59.3% | 163 | 12.88% |
|
| 2032 |
TCM
2032
Tran Capital Management
San Rafael,
California
| $847M | +$45.2M | +6% | 11.5% | 149% | 42 | 11.9% |
|
| 2033 |
NL
2033
NEPC LLC
Boston,
Massachusetts
| $847M | +$518M | +157% | 2.24% | 21.3% | 40 | 42.5% |
|
| 2034 |
BRIM
2034
Broad Run Investment Management
Arlington,
Virginia
| $845M | +$6.13M | +0.7% | 10.9% | 202% | 26 | 3.85% |
|
| 2035 |
RWM
2035
RKL Wealth Management
Lancaster,
Pennsylvania
| $845M | +$53.3M | +7% | 5.72% | 70.2% | 137 | 8.76% |
|
| 2036 |
PMFA
2036
Plante Moran Financial Advisors
Southfield,
Michigan
| $845M | +$113M | +15% | 6.08% | 62.8% | 876 | 19.98% |
|
| 2037 |
KA
2037
Kintegral Advisory
New York
| $844M | +$70M | +9% | 10.5% | 124% | 265 | 5.66% |
|
| 2038 |
WA
2038
WBH Advisory
Baltimore,
Maryland
| $844M | +$43.1M | +5% | 5.86% | 57.6% | 307 | 6.51% |
|
| 2039 |
SC
2039
Sasco Capital
Fairfield,
Connecticut
| $843M | +$30.5M | +4% | 5.81% | 15.5% | 57 | 12.28% |
|
| 2040 |
EECFX
2040
EnCap Energy Capital Fund XI
Houston,
Texas
| $843M | +$585M | +227% | 6.97% | 21% | 2 | 50% |
|
| 2041 |
GEM
2041
Global Endowment Management
Charlotte,
North Carolina
| $842M | -$97.3M | -10% | 2.45% | 46.1% | 104 | 19.23% |
|
| 2042 |
PCMF
2042
Private Capital Management (Florida)
Naples,
Florida
| $841M | -$18.5M | -2% | 5.87% | 118% | 161 | 32.3% |
|
| 2043 |
JC
2043
Jacobs & Co
San Francisco,
California
| $841M | +$31M | +4% | 7.91% | 92.2% | 126 | 6.35% |
|
| 2044 |
MGWM
2044
Marks Group Wealth Management
Minnetonka,
Minnesota
| $841M | +$58.2M | +7% | 6.72% | 62.8% | 289 | 9.69% |
|
| 2045 |
CS
2045
Central Securities
New York
| $841M | +$39.2M | +5% | 7.35% | 90.2% | 26 | 0% |
|
| 2046 |
BIC
2046
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $841M | +$90M | +12% | 3.68% | 36% | 165 | 13.94% |
|
| 2047 |
AI
2047
Aperture Investors
New York
| $840M | +$117M | +16% | 11.3% | 211% | 92 | 28.26% |
|
| 2048 |
AG
2048
Avala Global
New York
| $840M | +$229M | +37% | 21.4% | 552% | 16 | 25% |
|
| 2049 |
CCA
2049
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $840M | +$20.6M | +3% | 3.16% | 44.7% | 159 | 10.06% |
|
| 2050 |
CC
2050
Criteria Caixa
Barcelona,
Spain
| $840M | -$4.73M | -0.6% | 3.82% | 35.5% | 52 | 30.77% |
|