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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
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 |
NIP
2026
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.12B | +$152M | +16% | 24.2% | 362% | 234 | 26.92% |
|
| 2027 |
QF
2027
QVT Financial
New York
| $1.12B | +$36.5M | +3% | 14.2% | 281% | 53 | 45.28% |
|
| 2028 |
SCM
2028
SIR Capital Management
New York
| $1.12B | -$18.4M | -2% | 2.72% | 80% | 99 | 35.35% |
|
| 2029 |
CA
2029
CGN Advisors
Manhattan,
Kansas
| $1.12B | +$97.8M | +10% | 7.14% | 44.2% | 308 | 10.06% |
|
| 2030 |
BSB
2030
Bangor Savings Bank
Bangor,
Maine
| $1.12B | +$59.2M | +6% | 6.56% | 49.6% | 561 | 9.45% |
|
| 2031 |
PP
2031
Pertento Partners
London,
United Kingdom
| $1.12B | +$162M | +17% | 15.6% | 141% | 24 | 33.33% |
|
| 2032 |
PL
2032
Parkwood LLC
Cleveland,
Ohio
| $1.12B | +$29.4M | +3% | 26.5% | 85.8% | 101 | 35.64% |
|
| 2033 |
DAM
2033
Dorsey Asset Management
Chicago,
Illinois
| $1.12B | +$172M | +18% | 10.3% | 92.5% | 12 | 25% |
|
| 2034 |
DIP
2034
DT Investment Partners
Chadds Ford,
Pennsylvania
| $1.11B | +$76.9M | +7% | 8.75% | 58% | 555 | 4.86% |
|
| 2035 |
GP
2035
Guardian Partners
Toronto,
Canada
| $1.11B | +$145M | +15% | 11.8% | – | 179 | 8.38% |
|
| 2036 |
DC
2036
Dendur Capital
New York
| $1.11B | +$261M | +31% | 22.7% | 81.3% | 31 | 54.84% |
|
| 2037 |
CA
2037
Callahan Advisors
Houston,
Texas
| $1.11B | +$63.4M | +6% | 8.89% | 75.6% | 177 | 10.73% |
|
| 2038 |
WCWM
2038
Willow Creek Wealth Management
Sebastopol,
California
| $1.11B | +$84.9M | +8% | 4.65% | 36.5% | 169 | 9.47% |
|
| 2039 |
RIA
2039
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $1.11B | +$124M | +13% | 7.6% | – | 61 | 1.64% |
|
| 2040 |
L7C
2040
Liberty 77 Capital
Washington,
District of Columbia
| $1.11B | -$15.1M | -1% | 9.35% | – | 6 | 66.67% |
|
| 2041 |
YCM
2041
Yiheng Capital Management
San Francisco,
California
| $1.11B | +$34.9M | +3% | 13.5% | 63.7% | 28 | 21.43% |
|
| 2042 |
FBFS
2042
First Business Financial Services
Madison,
Wisconsin
| $1.11B | +$91.9M | +9% | 10.3% | 59.8% | 190 | 13.16% |
|
| 2043 |
KFGK
2043
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $1.11B | +$125M | +13% | 12.2% | 86.6% | 444 | 14.19% |
|
| 2044 |
SI
2044
Sora Investors
Bryn Mawr,
Pennsylvania
| $1.11B | +$282M | +34% | 18.3% | 94.3% | 113 | 61.06% |
|
| 2045 |
GL
2045
Governors Lane
New York
| $1.11B | +$228M | +26% | 9.58% | 141% | 148 | 81.08% |
|
| 2046 |
HWCM
2046
Hudson Way Capital Management
Dallas,
Texas
| $1.11B | +$97.5M | +10% | 9.43% | 57.5% | 16 | 0% |
|
| 2047 |
PAG
2047
Private Advisory Group
Redmond,
Washington
| $1.11B | +$210M | +23% | 23.4% | 134% | 253 | 43.08% |
|
| 2048 |
SAF
2048
Smith Anglin Financial
Dallas,
Texas
| $1.1B | +$160M | +17% | 11.3% | 52.8% | 228 | 14.47% |
|
| 2049 |
ODIJL
2049
One Day In July LLC
Burlington,
Vermont
| $1.1B | +$105M | +11% | 6.48% | 33.3% | 145 | 11.03% |
|
| 2050 |
JLBC
2050
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.1B | +$106M | +11% | 14.1% | 93.8% | 110 | 12.73% |
|