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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
Levin Capital Strategies
New York
| $1.05B | +$88.8M | +9% | 8.43% | 88.6% | 279 | 36.2% | 3.7 |
|
2027
Marks Group Wealth Management
Minnetonka,
Minnesota
| $1.05B | +$98.1M | +10% | 8.67% | 62.8% | 307 | 10.75% | 2.9 |
|
2028
Smith, Moore & Co
Clayton,
Missouri
| $1.05B | +$77.6M | +8% | 6.97% | 67% | 477 | 9.43% | 4.5 |
|
2029
Diversify Wealth Management
Sandy,
Utah
| $1.05B | +$243M | +30% | 6.5% | – | 504 | 21.23% | 0.2 |
|
|
PWMAG
2030
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $1.05B | +$78M | +8% | 6.87% | 90.7% | 374 | 6.95% | 3.8 |
|
2031
Cozad Asset Management
Champaign,
Illinois
| $1.05B | +$44.7M | +4% | 6.79% | 132% | 420 | 8.81% | 3.5 |
|
2032
Browning West
Los Angeles,
California
| $1.05B | +$167M | +19% | 19.2% | 96.8% | 2 | 0% | 3.8 |
|
|
WDA
2033
Wendell David Associates
Portsmouth,
New Hampshire
| $1.05B | +$64.2M | +7% | 8.28% | 58.7% | 163 | 4.29% | 7.7 |
|
2034
Godsey & Gibb Inc
Richmond,
Virginia
| $1.05B | +$78.1M | +8% | 10.3% | 87.5% | 465 | 21.51% | 1.1 |
|
2035
Washington Trust Bank
Spokane,
Washington
| $1.04B | +$33.5M | +3% | 4.81% | 80.5% | 224 | 11.61% | 5.6 |
|
2036
Globeflex Capital
San Diego,
California
| $1.04B | +$87.1M | +9% | 11.9% | 186% | 539 | 27.46% | 2.1 |
|
2037
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $1.04B | +$42.2M | +4% | 6.71% | 70% | 63 | 6.35% | 6.7 |
|
2038
Tompkins Financial
Ithaca,
New York
| $1.04B | +$88.4M | +9% | 7.15% | 84.4% | 629 | 14.15% | 4.8 |
|
2039
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.04B | +$32.6M | +3% | 4.12% | 118% | 105 | 13.33% | 2.9 |
|
2040
Mount Yale Investment Advisors
Denver,
Colorado
| $1.04B | -$221M | -17% | 7.21% | 81.9% | 618 | 24.11% | 2.6 |
|
2041
Strategic Wealth Partners
Independence,
Ohio
| $1.04B | +$82.6M | +9% | 6.04% | – | 307 | 10.1% | 2.8 |
|
2042
Austin Private Wealth
Austin,
Texas
| $1.04B | +$110M | +12% | 5.28% | 62.3% | 300 | 19.67% | 1.9 |
|
2043
Woodstock Corp
Boston,
Massachusetts
| $1.04B | +$55.8M | +6% | 6.66% | 115% | 169 | 4.73% | 7.5 |
|
2044
Rational Advisors
Huntington,
New York
| $1.04B | +$13.7M | +1% | 5.59% | 37.7% | 206 | 25.73% | 1.7 |
|
2045
Strategy Capital
Los Altos,
California
| $1.04B | +$20.8M | +2% | 10.7% | 316% | 11 | 18.18% | 2.8 |
|
2046
U.S. Global Investors (USGI)
San Antonio,
Texas
| $1.04B | -$15.9M | -2% | 6.24% | 151% | 161 | 38.51% | 1.9 |
|
2047
Atlas FRM
Greenwich,
Connecticut
| $1.04B | +$284M | +38% | 18% | 38.9% | 9 | 33.33% | 1.4 |
|
2048
Smith Anglin Financial
Dallas,
Texas
| $1.04B | +$48.9M | +5% | 5.33% | 52.8% | 219 | 14.61% | 2.1 |
|
2049
Saudi Central Bank
Riyadh,
Saudi Arabia
| $1.04B | +$44.5M | +4% | 5.23% | 140% | 7 | 0% | 1.7 |
|
2050
Quinn Opportunity Partners
Charlottesville,
Virginia
| $1.03B | +$155M | +18% | 12.2% | 77.6% | 350 | 39.14% | 1.2 |
|