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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 |
AI
2026
Atom Investors
Austin,
Texas
| $1B | +$198M | +25% | 1.5% | 83.4% | 717 | 57.6% |
|
| 2027 |
BSB
2027
Bangor Savings Bank
Bangor,
Maine
| $1,000M | +$21.9M | +2% | 0.96% | 49.6% | 532 | 9.02% |
|
| 2028 |
FAT
2028
First American Trust
Santa Ana,
California
| $998M | +$43.7M | +5% | 3.88% | 84.6% | 229 | 12.23% |
|
| 2029 |
MW
2029
Marcum Wealth
Cleveland,
Ohio
| $998M | +$11.3M | +1% | 2.03% | 20% | 412 | 9.95% |
|
| 2030 |
NGA
2030
Naples Global Advisors
Naples,
Florida
| $997M | +$19.6M | +2% | 2.59% | 103% | 413 | 6.05% |
|
| 2031 |
HR
2031
Hardy Reed
Tupelo,
Mississippi
| $996M | +$191M | +24% | 2.33% | 69.7% | 237 | 54.43% |
|
| 2032 |
XF
2032
XML Financial
Bethesda,
Maryland
| $994M | +$17.2M | +2% | 1.75% | 69.5% | 354 | 8.76% |
|
| 2033 |
SCB
2033
Saudi Central Bank
Riyadh,
Saudi Arabia
| $992M | +$37.2M | +4% | 4.17% | 140% | 7 | 0% |
|
| 2034 |
CC
2034
Cornerstone Capital
Palo Alto,
California
| $992M | +$16.6M | +2% | 1.47% | 91.2% | 98 | 10.2% |
|
| 2035 |
PP
2035
Pegasus Partners
Mequon,
Wisconsin
| $992M | +$48M | +5% | 2.82% | 32.6% | 172 | 16.28% |
|
| 2036 |
PP
2036
PDS Planning
Dublin,
Ohio
| $991M | +$39.4M | +4% | 1.17% | 62.7% | 417 | 9.83% |
|
| 2037 |
JSAM
2037
J. Safra Asset Management
New York
| $991M | +$108M | +12% | 4.19% | 84.3% | 284 | 46.48% |
|
| 2038 |
SAF
2038
Smith Anglin Financial
Dallas,
Texas
| $990M | +$20.9M | +2% | 1.21% | 52.8% | 213 | 12.68% |
|
| 2039 |
FP
2039
FPR Partners
San Francisco,
California
| $989M | -$270M | -21% | 5.98% | 33% | 16 | 6.25% |
|
| 2040 |
PP
2040
Pertento Partners
London,
United Kingdom
| $989M | +$449M | +83% | 5.86% | 196% | 28 | 25% |
|
| 2041 |
WA
2041
WBH Advisory
Baltimore,
Maryland
| $988M | +$16.2M | +2% | 1.76% | 57.6% | 320 | 6.25% |
|
| 2042 |
TAM
2042
Taurus Asset Management
New York
| $987M | -$182K | -0% | 1.96% | 26.9% | 91 | 6.59% |
|
| 2043 |
WIC
2043
Water Island Capital
New York
| $987M | +$24.9M | +3% | 5.81% | 438% | 97 | 57.73% |
|
| 2044 |
ITP
2044
Iron Triangle Partners
Cos Cob,
Connecticut
| $984M | +$7.35M | +0.8% | 4.22% | 152% | 39 | 58.97% |
|
| 2045 |
WC
2045
Woodstock Corp
Boston,
Massachusetts
| $983M | +$17.4M | +2% | 5.31% | 96.1% | 167 | 2.4% |
|
| 2046 |
LOAMS
2046
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $983M | -$438M | -31% | 6.47% | 135% | 361 | 46.81% |
|
| 2047 |
FFW
2047
Fusion Family Wealth
Woodbury,
New York
| $982M | +$17M | +2% | 0.8% | 58.2% | 43 | 2.33% |
|
| 2048 |
TCM
2048
Tang Capital Management
San Diego,
California
| $982M | +$21.4M | +2% | 9.41% | 493% | 143 | 40.56% |
|
| 2049 |
WDA
2049
Wendell David Associates
Portsmouth,
New Hampshire
| $981M | -$8.26M | -0.8% | 1% | 46% | 166 | 6.02% |
|
| 2050 |
RAA
2050
RWC Asset Advisors
Miami,
Florida
| $980M | -$294M | -23% | 1.97% | 277% | 23 | 26.09% |
|