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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 |
TPI
2026
Trust Point Inc
La Crosse,
Wisconsin
| $1.27B | +$27.7M | +2% | 2.41% | – | 507 | 11.05% |
|
| 2027 |
LFM
2027
LGT Fund Management
Vaduz,
Liechtenstein
| $1.27B | +$29.2M | +2% | 3.71% | 93.7% | 257 | 24.51% |
|
| 2028 |
SAM
2028
SP Asset Management
Cupertino,
California
| $1.26B | +$4.98M | +0.4% | 0.55% | 82.9% | 144 | 8.33% |
|
| 2029 |
WFA
2029
Wellspring Financial Advisors
Cleveland,
Ohio
| $1.26B | +$176M | +16% | 3.52% | 77.2% | 284 | 40.85% |
|
| 2030 |
CA
2030
CGN Advisors
Manhattan,
Kansas
| $1.26B | +$46.4M | +4% | 1.71% | 44.2% | 324 | 9.57% |
|
| 2031 |
WCM
2031
Windward Capital Management
Los Angeles,
California
| $1.26B | +$8.35M | +0.7% | 6.5% | 69.9% | 73 | 2.74% |
|
| 2032 |
NFT
2032
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $1.26B | +$260M | +26% | 9.03% | 82.3% | 89 | 32.58% |
|
| 2033 |
AU
2033
Algebris (UK)
London,
United Kingdom
| $1.26B | +$377M | +43% | 0.99% | 19.5% | 92 | 41.3% |
|
| 2034 |
MA
2034
MONECO Advisors
Fairfield,
Connecticut
| $1.26B | +$61.7M | +5% | 2.42% | 58.4% | 534 | 12.55% |
|
| 2035 |
AI
2035
Atom Investors
Austin,
Texas
| $1.26B | -$59.7M | -5% | 4.81% | 63.4% | 858 | 67.13% |
|
| 2036 |
HWCM
2036
Hudson Way Capital Management
Dallas,
Texas
| $1.26B | +$78.8M | +7% | 0.77% | 57.5% | 17 | 5.88% |
|
| 2037 |
SAW
2037
Signal Advisors Wealth
Detroit,
Michigan
| $1.26B | +$155M | +14% | 1.56% | – | 540 | 22.78% |
|
| 2038 |
WC
2038
Whitney & Co
Rochester,
New York
| $1.26B | +$154M | +14% | 4.74% | 93.2% | 184 | 26.63% |
|
| 2039 |
RAM
2039
Robinhood Asset Management
Menlo Park,
California
| $1.26B | – | – | 2.99% | – | 80 | – |
|
| 2040 |
PCM
2040
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.25B | -$46.7M | -4% | 1.76% | 116% | 200 | 32.5% |
|
| 2041 |
PIMJS
2041
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $1.25B | +$82.8M | +7% | 5.41% | 125% | 226 | 14.16% |
|
| 2042 |
KGI
2042
Kopernik Global Investors
Tampa,
Florida
| $1.25B | +$24.8M | +2% | 10.6% | 152% | 31 | 22.58% |
|
| 2043 |
RWB
2043
RMR Wealth Builders
Montclair,
New Jersey
| $1.25B | +$55M | +5% | 2.27% | 81.6% | 302 | 15.56% |
|
| 2044 |
MW
2044
MBL Wealth
Charlotte,
North Carolina
| $1.25B | +$103M | +9% | 1.84% | 47.7% | 300 | 19.33% |
|
| 2045 |
GP
2045
Guardian Partners
Toronto,
Canada
| $1.25B | +$65.9M | +6% | 5.54% | – | 230 | 34.78% |
|
| 2046 |
CCM
2046
Callodine Capital Management
Boston,
Massachusetts
| $1.25B | +$104M | +9% | 2.26% | 43.6% | 62 | 30.65% |
|
| 2047 |
CS
2047
Central Securities
New York
| $1.24B | +$29.1M | +2% | 4.93% | 84.7% | 29 | 0% |
|
| 2048 |
BSB
2048
Bangor Savings Bank
Bangor,
Maine
| $1.24B | +$42.8M | +4% | 2.37% | 49.6% | 629 | 18.6% |
|
| 2049 |
AO
2049
Advisor OS
Chicago,
Illinois
| $1.24B | +$82.6M | +7% | 1.74% | 51.1% | 535 | 18.13% |
|
| 2050 |
KPF
2050
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.24B | +$9.76M | +0.8% | 1.51% | 71.7% | 481 | 43.66% |
|