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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
Delta Asset Management
Memphis,
Tennessee
| $1.05B | -$64.3M | -6% | 3.11% | 53.8% | 630 | 5.56% | 3.8 |
|
2027
Naples Global Advisors
Naples,
Florida
| $1.05B | -$16.6M | -2% | 1.46% | 111% | 412 | 5.58% | 6 |
|
2028
Atalan Capital Partners
New York
| $1.05B | +$47M | +5% | 1.89% | 319% | 11 | 27.27% | 1.5 |
|
2029
Hengehold Capital Management
Cincinnati,
Ohio
| $1.05B | -$10.2M | -1% | 1.41% | 54.5% | 207 | 5.8% | 4.7 |
|
2030
Central Securities
New York
| $1.05B | +$3.73M | +0.4% | 1.81% | 90.2% | 28 | 3.57% | 7.6 |
|
2031
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.05B | -$54.4M | -5% | 3.27% | 92.7% | 344 | 5.23% | 1.1 |
|
2032
Callahan Advisors
Houston,
Texas
| $1.05B | -$13.2M | -1% | 0.99% | 87.7% | 175 | 12.57% | 5.6 |
|
2033
Affinity Asset Advisors
New York
| $1.05B | +$302M | +40% | 6.02% | 1,487% | 117 | 44.44% | 0.8 |
|
2034
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.05B | +$279M | +36% | 1.93% | 63% | 525 | 39.24% | 0.9 |
|
2035
Tompkins Financial
Ithaca,
New York
| $1.05B | -$30.1M | -3% | 1.23% | 84.4% | 589 | 14.26% | 5 |
|
2036
J. Stern & Co
London,
United Kingdom
| $1.04B | -$18.2M | -2% | 4.13% | – | 40 | 12.5% | 1 |
|
|
LLL
2037
Lynrock Lake LP
Rye Brook,
New York
| $1.04B | -$410M | -28% | 10.1% | 21.2% | 29 | 13.79% | 2.2 |
|
2038
Marks Group Wealth Management
Minnetonka,
Minnesota
| $1.04B | +$23.9M | +2% | 0.17% | 71.4% | 312 | 12.82% | 3.2 |
|
2039
Cardiff Park Advisors
Carlsbad,
California
| $1.04B | -$15.5M | -1% | 1.75% | 88.6% | 356 | 7.3% | 2.5 |
|
2040
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.04B | -$71.4M | -6% | 2.38% | 44.3% | 86 | 4.65% | 4.2 |
|
2041
DT Investment Partners
Chadds Ford,
Pennsylvania
| $1.04B | -$146M | -12% | 0.9% | 64.3% | 567 | 4.76% | 2.6 |
|
2042
Smartleaf Asset Management
Boston,
Massachusetts
| $1.04B | +$55.5M | +6% | 1.36% | – | 3,047 | 10.53% | 0.9 |
|
2043
Naspers
South Africa
| $1.04B | -$179M | -15% | 11.3% | 88.2% | 4 | 0% | 3.3 |
|
2044
LRI Investments
Palm Beach Gardens,
Florida
| $1.03B | -$3.24M | -0.3% | 5.44% | – | 1,263 | 12.83% | 0.8 |
|
2045
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $1.03B | +$12.7M | +1% | 0.48% | 44.7% | 178 | 8.99% | 4.9 |
|
2046
Magnus Financial Group
New York
| $1.03B | -$3.3M | -0.3% | 1.63% | 78.2% | 393 | 12.98% | 2.9 |
|
2047
J.M. Forbes & Co
Boston,
Massachusetts
| $1.03B | -$6.47M | -0.6% | 0.95% | 112% | 146 | 8.22% | 6.3 |
|
2048
Mark Asset Management
New York
| $1.03B | +$109M | +12% | 5.14% | 325% | 62 | 33.87% | 2.5 |
|
2049
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $1.03B | +$31.3M | +3% | 5.42% | 70% | 60 | 6.67% | 7.5 |
|
2050
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.03B | -$40.3M | -4% | 0.05% | 68.6% | 215 | 8.84% | 7.2 |
|