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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
Harbor Investment Advisory
Lutherville,
Maryland
| $1.27B | -$61.3M | -5% | 0.73% | 97.5% | 1,375 | 20.87% | 3.9 |
|
2027
RMR Wealth Builders
Montclair,
New Jersey
| $1.27B | +$20M | +2% | 2.55% | 91.7% | 295 | 12.88% | 3.1 |
|
2028
Summit Financial Strategies
Columbus,
Ohio
| $1.27B | +$52.1M | +4% | 0.39% | 59.4% | 180 | 13.33% | 4.2 |
|
2029
P/E Global LLC
Boston,
Massachusetts
| $1.27B | -$119M | -9% | 3.88% | 49% | 7 | 28.57% | 1.4 |
|
2030
PPSC Investment Service
Tokyo,
Japan
| $1.27B | -$71.9M | -5% | 6.6% | 193% | 8 | 0% | 2.2 |
|
|
TC
2031
Teilinger Capital
Houston,
Texas
| $1.27B | -$661M | -34% | 7.13% | 30.2% | 18 | 50% | 0.5 |
|
2032
CGN Advisors
Manhattan,
Kansas
| $1.27B | +$3.85M | +0.3% | 0.71% | 48.9% | 326 | 6.75% | 3.2 |
|
2033
Gemmer Asset Management
Walnut Creek,
California
| $1.27B | -$33.4M | -3% | 0.17% | 96.8% | 183 | 13.66% | 5.2 |
|
2034
Novare Capital Management
Charlotte,
North Carolina
| $1.26B | -$72.7M | -5% | 2.18% | 76.5% | 207 | 11.59% | 4.8 |
|
2035
Triad Wealth Partners
Lawrence,
Kansas
| $1.26B | +$209M | +20% | 1.06% | – | 526 | 21.67% | 0.7 |
|
2036
Tweedy, Browne Co
Stamford,
Connecticut
| $1.26B | +$20.3M | +2% | 4.5% | 70.3% | 102 | 14.71% | 4 |
|
2037
Nixon Peabody Trust
Boston,
Massachusetts
| $1.26B | -$62.4M | -5% | 1.68% | 101% | 170 | 11.18% | 3.4 |
|
2038
United Asset Strategies
Garden City,
New York
| $1.26B | -$38.6M | -3% | 1.29% | 111% | 279 | 13.98% | 4.3 |
|
2039
Harvey Partners
Tarrytown,
New York
| $1.26B | +$128M | +11% | 13.8% | 174% | 51 | 21.57% | 2.5 |
|
2040
Dorsey Asset Management
Chicago,
Illinois
| $1.26B | +$105M | +9% | 5.76% | 122% | 14 | 50% | 1.4 |
|
2041
Tompkins Financial
Ithaca,
New York
| $1.26B | -$30.3M | -2% | 0.6% | 84.4% | 683 | 24.16% | 5.5 |
|
2042
Perennial Investment Advisors
Los Angeles,
California
| $1.26B | -$13.2M | -1% | 2.9% | 84.3% | 560 | 17.5% | 2.5 |
|
2043
Dundas Partners
Edinburgh,
United Kingdom
| $1.25B | -$166M | -12% | 5.37% | 87.6% | 49 | 0% | 3.9 |
|
2044
Teewinot Capital Advisers
New York
| $1.25B | -$108M | -8% | 9.11% | 149% | 34 | 11.76% | 3.1 |
|
2045
Bangor Savings Bank
Bangor,
Maine
| $1.25B | +$7.63M | +0.6% | 0.19% | 54.6% | 624 | 16.67% | 4.5 |
|
2046
Cardiff Park Advisors
Carlsbad,
California
| $1.25B | +$32.6M | +3% | 1.37% | 88.6% | 385 | 12.99% | 3.1 |
|
2047
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.25B | -$31.6M | -2% | 1.87% | 60.7% | 273 | 16.12% | 2.8 |
|
2048
Transcend Capital Advisors
Madison,
New Jersey
| $1.25B | -$44.8M | -3% | 2.21% | 71.6% | 782 | 20.08% | 2.4 |
|
2049
Limestone Investment Advisors
New York
| $1.25B | +$206M | +20% | 4% | – | 572 | 56.47% | 0.4 |
|
2050
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $1.25B | +$198M | +19% | 23.3% | 47.9% | 36 | 41.67% | 1 |
|