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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 |
HCM
2026
Hengehold Capital Management
Cincinnati,
Ohio
| $1.05B | -$10.2M | -1% | 1.41% | 48.1% | 207 | 5.8% |
|
| 2027 |
CS
2027
Central Securities
New York
| $1.05B | +$3.73M | +0.4% | 1.81% | 90.2% | 28 | 3.57% |
|
| 2028 |
TW
2028
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.05B | -$54.4M | -5% | 3.27% | – | 344 | 5.23% |
|
| 2029 |
CA
2029
Callahan Advisors
Houston,
Texas
| $1.05B | -$13.2M | -1% | 0.99% | 87.7% | 175 | 12.57% |
|
| 2030 |
AAA
2030
Affinity Asset Advisors
New York
| $1.05B | +$302M | +40% | 6.02% | 1,487% | 117 | 44.44% |
|
| 2031 |
EFG
2031
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.05B | +$279M | +36% | 1.93% | 63% | 525 | 39.24% |
|
| 2032 |
TF
2032
Tompkins Financial
Ithaca,
New York
| $1.05B | -$30.1M | -3% | 1.23% | 74.1% | 589 | 14.26% |
|
| 2033 |
JSC
2033
J. Stern & Co
London,
United Kingdom
| $1.04B | -$18.2M | -2% | 4.13% | – | 40 | 12.5% |
|
| 2034 |
LLL
2034
Lynrock Lake LP
Rye Brook,
New York
| $1.04B | -$410M | -28% | 10.1% | 21.2% | 29 | 13.79% |
|
| 2035 |
MGWM
2035
Marks Group Wealth Management
Minnetonka,
Minnesota
| $1.04B | +$23.9M | +2% | 0.17% | 62.8% | 312 | 12.82% |
|
| 2036 |
CPA
2036
Cardiff Park Advisors
Carlsbad,
California
| $1.04B | -$15.5M | -1% | 1.75% | 88.6% | 356 | 7.3% |
|
| 2037 |
SDJVC
2037
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.04B | -$71.4M | -6% | 2.38% | 32.6% | 86 | 4.65% |
|
| 2038 |
DIP
2038
DT Investment Partners
Chadds Ford,
Pennsylvania
| $1.04B | -$146M | -12% | 0.9% | 58% | 567 | 4.76% |
|
| 2039 |
SAM
2039
Smartleaf Asset Management
Boston,
Massachusetts
| $1.04B | +$55.5M | +6% | 1.36% | – | 3,047 | 10.53% |
|
| 2040 |
N
2040
Naspers
South Africa
| $1.04B | -$179M | -15% | 11.3% | 52.2% | 4 | 0% |
|
| 2041 |
LI
2041
LRI Investments
Palm Beach Gardens,
Florida
| $1.03B | -$3.24M | -0.3% | 5.44% | – | 1,263 | 12.83% |
|
| 2042 |
CCA
2042
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $1.03B | +$12.7M | +1% | 0.48% | 44.7% | 178 | 8.99% |
|
| 2043 |
MFG
2043
Magnus Financial Group
New York
| $1.03B | -$3.3M | -0.3% | 1.63% | 70.8% | 393 | 12.98% |
|
| 2044 |
JMFC
2044
J.M. Forbes & Co
Boston,
Massachusetts
| $1.03B | -$6.47M | -0.6% | 0.95% | 95.1% | 146 | 8.22% |
|
| 2045 |
MAM
2045
Mark Asset Management
New York
| $1.03B | +$109M | +12% | 5.14% | 325% | 62 | 33.87% |
|
| 2046 |
HHAA
2046
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $1.03B | +$31.3M | +3% | 5.42% | 49.3% | 60 | 6.67% |
|
| 2047 |
FFBTD
2047
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.03B | -$40.3M | -4% | 0.05% | 62.6% | 215 | 8.84% |
|
| 2048 |
SC
2048
Shellback Capital
Boston,
Massachusetts
| $1.03B | -$420M | -29% | 6.18% | 198% | 143 | 55.94% |
|
| 2049 |
HIA
2049
Harbor Investment Advisory
Lutherville,
Maryland
| $1.03B | -$41.7M | -4% | 3.76% | 90.8% | 1,208 | 7.86% |
|
| 2050 |
UIC
2050
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.03B | -$48.2M | -4% | 2.09% | 70.5% | 188 | 36.7% |
|