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
40.91%
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 |
DAL
2026
Delta Air Lines
Atlanta,
Georgia
| $994M | -$157M | -14% | 13% | 5.3% | 5 | 0% |
|
| 2027 |
SCM
2027
SIR Capital Management
New York
| $993M | +$15.7M | +2% | 8.66% | 71.1% | 85 | 43.53% |
|
| 2028 |
WAM
2028
WT Asset Management
Hong Kong
| $993M | +$197M | +25% | 23.9% | 2,788% | 38 | 55.26% |
|
| 2029 |
PWPCM
2029
Perella Weinberg Partners Capital Management
New York
| $993M | -$230M | -19% | 3.19% | 1.52% | 32 | 28.13% |
|
| 2030 |
ORI
2030
Oak Ridge Investments
Chicago,
Illinois
| $991M | +$122M | +14% | 16.3% | 208% | 155 | 12.26% |
|
| 2031 |
CAM
2031
Crake Asset Management
London,
United Kingdom
| $991M | -$58.1M | -6% | 14.9% | 52.7% | 19 | 26.32% |
|
| 2032 |
CS
2032
Central Securities
New York
| $990M | +$69.5M | +8% | 12.3% | 90.2% | 28 | 3.57% |
|
| 2033 |
WAM
2033
Wellesley Asset Management
Portsmouth,
New Hampshire
| $990M | -$12.1M | -1% | 0% | 0% | 55 | 0% |
|
| 2034 |
AWA
2034
Artemis Wealth Advisors
New York
| $990M | +$468M | +90% | 10.8% | 174% | 37 | 43.24% |
|
| 2035 |
WDA
2035
Wendell David Associates
Portsmouth,
New Hampshire
| $990M | +$61.3M | +7% | 8.68% | 46% | 166 | 4.22% |
|
| 2036 |
LF
2036
Longbow Finance
Lutry,
Switzerland
| $989M | +$3.91M | +0.4% | 13.1% | 162% | 96 | 46.88% |
|
| 2037 |
DIP
2037
DT Investment Partners
Chadds Ford,
Pennsylvania
| $989M | +$63.9M | +7% | 7.38% | 58% | 480 | 4.58% |
|
| 2038 |
TWM
2038
Tradition Wealth Management
Edina,
Minnesota
| $988M | +$32.1M | +3% | 7.19% | 69.6% | 1,308 | 73.39% |
|
| 2039 |
TAM
2039
Taurus Asset Management
New York
| $987M | +$61.4M | +7% | 9.13% | 26.9% | 89 | 1.12% |
|
| 2040 |
MW
2040
Marcum Wealth
Cleveland,
Ohio
| $986M | +$46.5M | +5% | 7.68% | 20% | 420 | 13.57% |
|
| 2041 |
SC
2041
Strategy Capital
Los Altos,
California
| $985M | +$65.2M | +7% | 15.6% | 316% | 10 | 10% |
|
| 2042 |
NAS
2042
Nicolet Advisory Services
Green Bay,
Wisconsin
| $985M | +$54.7M | +6% | 7.65% | 62.7% | 358 | 14.8% |
|
| 2043 |
LWM
2043
Lyell Wealth Management
Menlo Park,
California
| $984M | +$104M | +12% | 13.3% | 128% | 205 | 8.78% |
|
| 2044 |
MAS
2044
Meeder Advisory Services
Dublin,
Ohio
| $983M | +$110M | +13% | 9.29% | 91.4% | 460 | 10.87% |
|
| 2045 |
FCM
2045
FJ Capital Management
Mclean,
Virginia
| $983M | -$13.3M | -1% | 4.97% | 97.9% | 129 | 44.96% |
|
| 2046 |
TBA
2046
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $983M | -$180M | -15% | 9.49% | 78.9% | 232 | 15.95% |
|
| 2047 |
TFA
2047
Transamerica Financial Advisors
St. Petersburg,
Florida
| $982M | +$258M | +36% | 8.36% | 77.1% | 702 | 24.79% |
|
| 2048 |
NC
2048
Nitorum Capital
New York
| $982M | +$47.4M | +5% | 11.9% | 87.1% | 30 | 13.33% |
|
| 2049 |
AMI
2049
Amica Mutual Insurance
Providence,
Rhode Island
| $981M | +$55.5M | +6% | 10.1% | 80.4% | 130 | 5.38% |
|
| 2050 |
CCA
2050
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $980M | +$39.8M | +4% | 7.45% | 58.6% | 114 | 6.14% |
|