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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
40.91%
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
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 |
SFS
2026
Summit Financial Strategies
Columbus,
Ohio
| $1.27B | +$52.1M | +4% | 0.39% | 57.8% | 180 | 13.33% |
|
| 2027 |
PEGL
2027
P/E Global LLC
Boston,
Massachusetts
| $1.27B | -$119M | -9% | 3.88% | 40.8% | 7 | 28.57% |
|
| 2028 |
PIS
2028
PPSC Investment Service
Tokyo,
Japan
| $1.27B | -$71.9M | -5% | 6.6% | 161% | 8 | 0% |
|
| 2029 |
TC
2029
Teilinger Capital
Houston,
Texas
| $1.27B | -$661M | -34% | 7.13% | 30.2% | 18 | 50% |
|
| 2030 |
CA
2030
CGN Advisors
Manhattan,
Kansas
| $1.27B | +$3.85M | +0.3% | 0.71% | 44.2% | 326 | 6.75% |
|
| 2031 |
GAM
2031
Gemmer Asset Management
Walnut Creek,
California
| $1.27B | -$33.4M | -3% | 0.17% | 90.5% | 183 | 13.66% |
|
| 2032 |
NCM
2032
Novare Capital Management
Charlotte,
North Carolina
| $1.26B | -$72.7M | -5% | 2.18% | 76.5% | 207 | 11.59% |
|
| 2033 |
TWP
2033
Triad Wealth Partners
Lawrence,
Kansas
| $1.26B | +$209M | +20% | 1.06% | – | 526 | 21.67% |
|
| 2034 |
TBC
2034
Tweedy, Browne Co
Stamford,
Connecticut
| $1.26B | +$20.3M | +2% | 4.5% | 70.3% | 102 | 14.71% |
|
| 2035 |
NPT
2035
Nixon Peabody Trust
Boston,
Massachusetts
| $1.26B | -$62.4M | -5% | 1.68% | 85.3% | 170 | 11.18% |
|
| 2036 |
UAS
2036
United Asset Strategies
Garden City,
New York
| $1.26B | -$38.6M | -3% | 1.29% | 94.6% | 279 | 13.98% |
|
| 2037 |
HP
2037
Harvey Partners
Tarrytown,
New York
| $1.26B | +$128M | +11% | 13.8% | 174% | 51 | 21.57% |
|
| 2038 |
DAM
2038
Dorsey Asset Management
Chicago,
Illinois
| $1.26B | +$105M | +9% | 5.76% | 122% | 14 | 50% |
|
| 2039 |
TF
2039
Tompkins Financial
Ithaca,
New York
| $1.26B | -$30.3M | -2% | 0.6% | 74.1% | 683 | 24.16% |
|
| 2040 |
PIA
2040
Perennial Investment Advisors
Los Angeles,
California
| $1.26B | -$13.2M | -1% | 2.9% | 84.3% | 560 | 17.5% |
|
| 2041 |
DP
2041
Dundas Partners
Edinburgh,
United Kingdom
| $1.25B | -$166M | -12% | 5.37% | 87.6% | 49 | 0% |
|
| 2042 |
TCA
2042
Teewinot Capital Advisers
New York
| $1.25B | -$108M | -8% | 9.11% | 149% | 34 | 11.76% |
|
| 2043 |
BSB
2043
Bangor Savings Bank
Bangor,
Maine
| $1.25B | +$7.63M | +0.6% | 0.19% | 49.6% | 624 | 16.67% |
|
| 2044 |
CPA
2044
Cardiff Park Advisors
Carlsbad,
California
| $1.25B | +$32.6M | +3% | 1.37% | 88.6% | 385 | 12.99% |
|
| 2045 |
GGS
2045
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.25B | -$31.6M | -2% | 1.87% | 53.7% | 273 | 16.12% |
|
| 2046 |
TCA
2046
Transcend Capital Advisors
Madison,
New Jersey
| $1.25B | -$44.8M | -3% | 2.21% | 71.6% | 782 | 20.08% |
|
| 2047 |
LIA
2047
Limestone Investment Advisors
New York
| $1.25B | +$206M | +20% | 4% | – | 572 | 56.47% |
|
| 2048 |
LMGAM
2048
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $1.25B | +$198M | +19% | 23.3% | 47.9% | 36 | 41.67% |
|
| 2049 |
ODIJL
2049
One Day In July LLC
Burlington,
Vermont
| $1.25B | +$31.8M | +3% | 1.72% | 43.1% | 159 | 11.32% |
|
| 2050 |
FFM
2050
Fullerton Fund Management
Singapore
| $1.25B | -$1.04B | -45% | 0.64% | 412% | 165 | 50.3% |
|