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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
M.D. Sass LLC
New York
| $1.23B | -$15.2M | -1% | 0.59% | 80.1% | 38 | 15.79% | 2 |
|
2027
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.23B | -$54M | -4% | 8.57% | 50.7% | 107 | 11.21% | 2.6 |
|
2028
Shufro Rose & Co
New York
| $1.22B | -$19.4M | -2% | 6.57% | 68.1% | 319 | 3.45% | 5.4 |
|
2029
Alphadyne Asset Management
New York
| $1.22B | +$674M | +123% | 8.15% | 159% | 351 | 67.81% | 0.1 |
|
2030
Neumeier Poma Investment Counsel
Carmel,
California
| $1.22B | +$148M | +14% | 19.8% | 229% | 44 | 13.64% | 3.8 |
|
2031
LRI Investments
Palm Beach Gardens,
Florida
| $1.22B | +$44.5M | +4% | 2.74% | – | 1,372 | 12.39% | 1.1 |
|
2032
Condor Capital Management
Martinsville,
New Jersey
| $1.22B | +$67M | +6% | 6.36% | 58.2% | 198 | 11.62% | 5.4 |
|
2033
Cavalier Investments
Alpharetta,
Georgia
| $1.22B | +$889M | +270% | 8% | 171% | 108 | 43.52% | 1.3 |
|
2034
Liberty 77 Capital
Washington,
District of Columbia
| $1.22B | +$106M | +10% | 9.68% | – | 4 | 0% | 0.5 |
|
2035
Private Advisory Group
Redmond,
Washington
| $1.22B | +$112M | +10% | 10.5% | 177% | 245 | 28.16% | 1.7 |
|
2036
CGN Advisors
Manhattan,
Kansas
| $1.22B | +$96.3M | +9% | 5.31% | 48.9% | 312 | 7.69% | 2.9 |
|
2037
Central Securities
New York
| $1.21B | +$81.3M | +7% | 6.16% | 90.2% | 30 | 13.33% | 7.3 |
|
2038
Willow Creek Wealth Management
Sebastopol,
California
| $1.21B | +$102M | +9% | 4.51% | – | 183 | 10.38% | 3.9 |
|
2039
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $1.21B | +$143M | +13% | 8.65% | 81.9% | 271 | 22.88% | 2.2 |
|
2040
Weatherly Asset Management
Del Mar,
California
| $1.21B | +$40.5M | +3% | 5.08% | 116% | 187 | 5.35% | 7.9 |
|
2041
Perennial Investment Advisors
Los Angeles,
California
| $1.21B | +$177M | +17% | 9.99% | 84.3% | 522 | 16.67% | 2.3 |
|
2042
Koss-Olinger Consulting
Gainesville,
Florida
| $1.21B | -$7.97M | -0.7% | 6.78% | 57.9% | 314 | 0.96% | 0.9 |
|
2043
Harbor Investment Advisory
Lutherville,
Maryland
| $1.21B | +$87.6M | +8% | 7.65% | 97.5% | 1,224 | 7.68% | 4.1 |
|
2044
China Universal Asset Management Company
Shanghai,
China
| $1.21B | +$148M | +14% | 15.2% | 292% | 516 | 15.12% | 2.1 |
|
2045
Goldentree Asset Management
New York
| $1.21B | +$175M | +17% | 10.1% | 27.7% | 35 | 51.43% | 1.3 |
|
2046
Anchor Investment Management
Columbia,
South Carolina
| $1.21B | +$67.5M | +6% | 6.83% | 75.1% | 1,084 | 5.17% | 5.5 |
|
2047
Payden & Rygel
Los Angeles,
California
| $1.21B | -$1.88M | -0.2% | 9.64% | 103% | 126 | 20.63% | 4.6 |
|
2048
AltraVue Capital
Bellevue,
Washington
| $1.21B | +$67.6M | +6% | 12.4% | 221% | 27 | 11.11% | 4.1 |
|
2049
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1.21B | +$140M | +13% | 7.11% | 77.1% | 1,609 | 65.26% | 1.1 |
|
2050
Stack Financial Management
Whitefish,
Montana
| $1.21B | +$73M | +6% | 6.64% | 58.4% | 51 | 3.92% | 5.2 |
|