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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 |
PR
2026
Payden & Rygel
Los Angeles,
California
| $1.21B | -$1.88M | -0.2% | 9.64% | 89.1% | 126 | 20.63% |
|
| 2027 |
AC
2027
AltraVue Capital
Bellevue,
Washington
| $1.21B | +$67.6M | +6% | 12.4% | 175% | 27 | 11.11% |
|
| 2028 |
TFA
2028
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1.21B | +$140M | +13% | 7.11% | 57.2% | 1,609 | 65.26% |
|
| 2029 |
SFM
2029
Stack Financial Management
Whitefish,
Montana
| $1.21B | +$73M | +6% | 6.64% | 68.6% | 51 | 3.92% |
|
| 2030 |
TE
2030
Tema ETFs
New York
| $1.2B | +$828M | +220% | 10.9% | – | 529 | 72.02% |
|
| 2031 |
JMFC
2031
J.M. Forbes & Co
Boston,
Massachusetts
| $1.2B | +$110M | +10% | 9.87% | 95.1% | 144 | 4.86% |
|
| 2032 |
SGDR
2032
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.2B | +$131M | +12% | 13% | 90.7% | 214 | 70.56% |
|
| 2033 |
RIA
2033
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $1.2B | +$91.3M | +8% | 5.66% | – | 68 | 14.71% |
|
| 2034 |
IB
2034
Intrust Bank
Wichita,
Kansas
| $1.2B | +$74M | +7% | 8.37% | 79.5% | 423 | 9.93% |
|
| 2035 |
BSB
2035
Bangor Savings Bank
Bangor,
Maine
| $1.2B | +$81.8M | +7% | 5.95% | 49.6% | 573 | 12.57% |
|
| 2036 |
CC
2036
Casdin Capital
New York
| $1.2B | +$101M | +9% | 25.9% | 219% | 38 | 28.95% |
|
| 2037 |
GCP
2037
GSA Capital Partners
London,
United Kingdom
| $1.2B | -$229M | -16% | 13.7% | 64.7% | 2,198 | 50.27% |
|
| 2038 |
JLBC
2038
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.2B | +$95.9M | +9% | 10% | 93.8% | 112 | 10.71% |
|
| 2039 |
MA
2039
MONECO Advisors
Fairfield,
Connecticut
| $1.2B | +$123M | +11% | 7.06% | 58.4% | 517 | 13.93% |
|
| 2040 |
BA
2040
Bristlecone Advisors
Bellevue,
Washington
| $1.2B | +$5.72M | +0.5% | 7.49% | 103% | 315 | 33.02% |
|
| 2041 |
TF
2041
Tompkins Financial
Ithaca,
New York
| $1.2B | +$108M | +10% | 6.98% | 74.1% | 561 | 6.42% |
|
| 2042 |
AL
2042
Arnhold LLC
New York
| $1.2B | +$98.5M | +9% | 11.8% | 156% | 123 | 8.94% |
|
| 2043 |
RWB
2043
RMR Wealth Builders
Montclair,
New Jersey
| $1.19B | +$94.7M | +9% | 7.42% | 81.6% | 304 | 13.49% |
|
| 2044 |
SCM
2044
Sone Capital Management
New York
| $1.19B | +$111M | +10% | 3.2% | – | 128 | 48.44% |
|
| 2045 |
TTWM
2045
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.19B | +$50.3M | +4% | 7.17% | 69% | 229 | 10.92% |
|
| 2046 |
QC
2046
Quent Capital
New York
| $1.19B | +$157M | +15% | 7.7% | 65.7% | 1,428 | 80.18% |
|
| 2047 |
CIEC
2047
Crédit Industriel et Commercial
Paris France,
France
| $1.19B | +$24.9M | +2% | 12.4% | – | 439 | 34.4% |
|
| 2048 |
VEPM
2048
Vista Equity Partners Management
San Francisco,
California
| $1.19B | +$217M | +22% | 16.9% | 26.5% | 3 | 33.33% |
|
| 2049 |
TCMX
2049
Technology Crossover Management X
Menlo Park,
California
| $1.19B | +$291M | +32% | 13% | 163% | 7 | 14.29% |
|
| 2050 |
PWAM
2050
Park West Asset Management
San Francisco,
California
| $1.19B | -$135M | -10% | 19.8% | 118% | 59 | 47.46% |
|