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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
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $1.14B | +$185M | +19% | 15.7% | 158% | 108 | 12.04% | 2.1 |
|
2027
Magnus Financial Group
New York
| $1.14B | +$107M | +10% | 8.98% | 78.2% | 398 | 11.31% | 3 |
|
2028
Anchor Investment Management
Columbia,
South Carolina
| $1.14B | +$67.6M | +6% | 7.19% | 75.1% | 1,076 | 6.23% | 5.3 |
|
2029
Morningstar Investment Management
Chicago,
Illinois
| $1.14B | -$35.1M | -3% | 8.75% | 48.2% | 211 | 69.19% | 0.9 |
|
2030
AltraVue Capital
Bellevue,
Washington
| $1.14B | +$141M | +14% | 19.5% | 221% | 27 | 3.7% | 4.1 |
|
2031
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.14B | +$106M | +10% | 7.95% | 68.6% | 214 | 7.94% | 7 |
|
2032
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.14B | +$76.4M | +7% | 9.04% | 76.8% | 180 | 8.33% | 5.1 |
|
2033
Rockwood Wealth Management
New Hope,
Pennsylvania
| $1.14B | +$155M | +16% | 7.72% | 48.9% | 109 | 13.76% | 2 |
|
2034
Smartleaf Asset Management
Boston,
Massachusetts
| $1.13B | +$98.7M | +10% | 10.4% | – | 3,013 | 14.97% | 1.1 |
|
2035
Central Securities
New York
| $1.13B | +$82.6M | +8% | 9.54% | 90.2% | 27 | 0% | 7.9 |
|
|
LLL
2036
Lynrock Lake LP
Rye Brook,
New York
| $1.13B | +$93.2M | +9% | 5.92% | 21.2% | 30 | 10% | 2.1 |
|
2037
Sunbelt Securities
Houston,
Texas
| $1.13B | +$12.9M | +1% | 8.72% | 83.5% | 1,921 | 12.75% | 2.5 |
|
2038
Benchstone Capital Management
New York
| $1.13B | +$192M | +20% | 17.1% | – | 50 | 60% | 0.3 |
|
2039
Stack Financial Management
Whitefish,
Montana
| $1.13B | -$68.5M | -6% | 6.73% | 58.4% | 55 | 14.55% | 5.2 |
|
2040
Counterpoint Mutual Funds
San Diego,
California
| $1.13B | +$432M | +62% | 6% | 74.3% | 458 | 73.8% | 0.2 |
|
2041
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.13B | +$122M | +12% | 17.8% | 125% | 172 | 17.44% | 4.7 |
|
2042
Atom Investors
Austin,
Texas
| $1.13B | +$316M | +39% | 6.11% | 83.4% | 808 | 66.96% | 0.4 |
|
2043
Tributary Capital Management
Omaha,
Nebraska
| $1.13B | -$16M | -1% | 5.58% | 82.3% | 168 | 4.76% | 5.2 |
|
2044
Intrust Bank
Wichita,
Kansas
| $1.13B | +$117M | +12% | 11.8% | 102% | 416 | 12.74% | 6.1 |
|
|
OHIF
2045
Oriental Harbor Investment Fund
Hong Kong
| $1.13B | +$259M | +30% | 39.4% | – | 14 | 35.71% | 0.5 |
|
2046
Gemmer Asset Management
Walnut Creek,
California
| $1.13B | +$125M | +12% | 10.7% | 96.8% | 170 | 11.18% | 5 |
|
2047
IQ EQ Fund Management
Dublin 2,
Ireland
| $1.12B | +$275M | +32% | 19.7% | 109% | 326 | 11.96% | 3.3 |
|
2048
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.12B | +$155M | +16% | 8.55% | 59.2% | 525 | 20.57% | 3.2 |
|
2049
Harbor Investment Advisory
Lutherville,
Maryland
| $1.12B | +$94.8M | +9% | 10.1% | 97.5% | 1,222 | 7.69% | 3.9 |
|
2050
Verus Capital Partners
Scottsdale,
Arizona
| $1.12B | +$120M | +12% | 13.8% | 139% | 420 | 20.95% | 2.8 |
|