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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
Stack Financial Management
Whitefish,
Montana
| $1.09B | -$20.3M | -2% | 3.85% | 58.4% | 52 | 11.54% | 4.8 |
|
2027
Forest Avenue Capital Management
Miami,
Florida
| $1.09B | +$270M | +33% | 20.6% | 415% | 31 | 61.29% | 0.5 |
|
2028
Hartford Funds Management
Wayne,
Pennsylvania
| $1.09B | +$12.9M | +1% | 2.61% | 26.8% | 104 | 16.35% | 1.7 |
|
2029
XML Financial
Bethesda,
Maryland
| $1.09B | +$14.9M | +1% | 0.33% | 77.9% | 373 | 10.72% | 3 |
|
2030
Fusion Family Wealth
Woodbury,
New York
| $1.09B | +$4.7M | +0.4% | 1.76% | 58.2% | 46 | 8.7% | 4.7 |
|
2031
United Asset Strategies
Garden City,
New York
| $1.09B | +$15.9M | +1% | 4.68% | 111% | 252 | 14.29% | 3.9 |
|
2032
Recurrent Investment Advisors
Houston,
Texas
| $1.09B | +$83.7M | +8% | 5.1% | 99.7% | 68 | 25% | 2.9 |
|
2033
Nicolet Advisory Services
Green Bay,
Wisconsin
| $1.09B | +$29.3M | +3% | 0.47% | 62.7% | 398 | 11.81% | 2.6 |
|
2034
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.08B | -$33.5M | -3% | 0.2% | 75.3% | 205 | 6.83% | 6.9 |
|
2035
Austin Private Wealth
Austin,
Texas
| $1.08B | +$40.5M | +4% | 0.16% | 62.3% | 322 | 24.84% | 1.9 |
|
2036
Soltis Investment Advisors
St. George,
Utah
| $1.08B | +$56.3M | +6% | 2.85% | 95.1% | 399 | 15.54% | 2.4 |
|
2037
BTC Capital Management
Des Moines,
Iowa
| $1.08B | -$46M | -4% | 2.19% | – | 215 | 9.77% | 4.9 |
|
2038
WBH Advisory
Baltimore,
Maryland
| $1.08B | +$21.6M | +2% | 0.08% | 57.6% | 335 | 7.16% | 6.2 |
|
|
WM
2039
WS Management
Jacksonville,
Florida
| $1.08B | -$352M | -25% | 1.08% | 309% | 58 | 39.66% | 3.8 |
|
|
MPM
2040
MBB Public Markets
Chicago,
Illinois
| $1.08B | -$710M | -40% | 4.14% | 50.3% | 571 | 87.22% | 1 |
|
2041
Silver Oak Securities
Jackson,
Tennessee
| $1.08B | +$129M | +14% | 0.91% | 73.4% | 664 | 23.34% | 1.3 |
|
2042
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.08B | +$34.3M | +3% | 5.63% | 118% | 109 | 8.26% | 3.1 |
|
2043
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.08B | -$70.1M | -6% | 1.71% | 70.5% | 138 | 20.29% | 2.7 |
|
2044
Tompkins Financial
Ithaca,
New York
| $1.08B | +$31.9M | +3% | 1.52% | 84.4% | 610 | 18.03% | 5.2 |
|
2045
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1.07B | +$4.01M | +0.4% | 1.32% | 39.2% | 192 | 9.38% | 3.2 |
|
|
DCM
2046
Dupont Capital Management
Wilmington,
Delaware
| $1.07B | -$125M | -10% | 2.96% | 100% | 144 | 27.78% | 4.2 |
|
2047
Cozad Asset Management
Champaign,
Illinois
| $1.07B | +$25.6M | +2% | 3.8% | 132% | 421 | 10.45% | 3.7 |
|
2048
RVW Wealth
Los Angeles,
California
| $1.07B | -$4.61M | -0.4% | 0.36% | 65.8% | 162 | 15.43% | 3.1 |
|
2049
Royal Fund Management
Lady Lake,
Florida
| $1.07B | -$606M | -36% | 1.58% | 103% | 372 | 29.84% | 3.2 |
|
2050
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.07B | -$19.7M | -2% | 0.59% | 68.6% | 215 | 4.65% | 6.9 |
|