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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
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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
NPIC
2026
Neumeier Poma Investment Counsel
Carmel,
California
| $1.46B | +$247M | +20% | 26.7% | 229% | 43 | 6.98% | 16 |
|
| 2027 |
HP
2027
Harvey Partners
Tarrytown,
New York
| $1.46B | +$204M | +16% | 34.1% | 174% | 53 | 20.75% | 9.4 |
|
| 2028 |
CA
2028
CapWealth Advisors
Franklin,
Tennessee
| $1.46B | +$110M | +8% | 12.1% | 152% | 126 | 12.7% | 21.1 |
|
| 2029 |
FC
2029
FORA Capital
Miami,
Florida
| $1.46B | +$91.8M | +7% | 29.1% | 162% | 583 | 69.98% | 1 |
|
| 2030 |
PIM
2030
Penobscot Investment Management
Boston,
Massachusetts
| $1.46B | +$177M | +14% | 18.3% | 103% | 328 | 9.15% | 24.8 |
|
| 2031 |
CTC
2031
Chai Trust Company
Chicago,
Illinois
| $1.45B | +$273M | +23% | 14.1% | 12.7% | 12 | 8.33% | 22.1 |
|
| 2032 |
VV
2032
Verity & Verity
Beaufort,
South Carolina
| $1.45B | +$111M | +8% | 15.5% | 76.4% | 143 | 6.99% | 21 |
|
| 2033 |
SWM
2033
SHP Wealth Management
Plymouth,
Massachusetts
| $1.45B | +$128M | +10% | 13.5% | – | 2,100 | 19.19% | 1.6 |
|
| 2034 |
DN
2034
Danmarks Nationalbank
Copenhagen O,
| $1.45B | +$249M | +21% | 15% | – | 1 | 0% | 2 |
|
| 2035 |
BFMH
2035
Baring Fintech Manager Holding
Castel,
Guernsey
| $1.45B | +$113M | +8% | 17% | – | 1 | 0% | 6 |
|
| 2036 |
NCM
2036
Narwhal Capital Management
Marietta,
Georgia
| $1.45B | +$92.7M | +7% | 12.9% | 93.8% | 177 | 15.82% | 25.5 |
|
| 2037 |
NP
2037
Nilsine Partners
Greenwood Village,
Colorado
| $1.45B | +$167M | +13% | 26.9% | 117% | 450 | 12% | 7.8 |
|
| 2038 |
WIM
2038
Weitz Investment Management
Omaha,
Nebraska
| $1.44B | +$11.7M | +0.8% | 8.79% | 36.1% | 52 | 9.62% | 24.4 |
|
| 2039 |
SS
2039
STG Securities
New York
| $1.44B | – | – | 18.5% | – | 501 | – | 0 |
|
| 2040 |
FPCP
2040
Fort Point Capital Partners
San Francisco,
California
| $1.44B | +$616M | +75% | 12% | 62.2% | 262 | 17.18% | 15.4 |
|
| 2041 |
ODIJL
2041
One Day In July LLC
Burlington,
Vermont
| $1.44B | +$189M | +15% | 11.3% | 43.1% | 174 | 16.09% | 12.6 |
|
| 2042 |
IA
2042
Inspire Advisors
Meridian,
Idaho
| $1.44B | +$210M | +17% | 14.6% | 60.2% | 825 | 31.52% | 4.7 |
|
| 2043 |
CTA
2043
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.44B | +$150M | +12% | 16% | 80% | 830 | 15.9% | 13.9 |
|
| 2044 |
BGCP
2044
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $1.44B | -$116M | -7% | 21.8% | 79.2% | 38 | 31.58% | 11.6 |
|
| 2045 |
CET
2045
Clean Energy Transition
London,
United Kingdom
| $1.44B | -$101M | -7% | 21.6% | 129% | 17 | 29.41% | 6.1 |
|
| 2046 |
SEP
2046
Soma Equity Partners
San Francisco,
California
| $1.44B | +$79.5M | +6% | 35.6% | 151% | 30 | 53.33% | 3.8 |
|
| 2047 |
UA
2047
Unison Advisors
Washington,
District of Columbia
| $1.43B | +$116M | +9% | 9.18% | 54.6% | 185 | 11.89% | 14.5 |
|
| 2048 |
HIA
2048
Harbor Investment Advisory
Lutherville,
Maryland
| $1.43B | +$163M | +13% | 15% | 97.5% | 1,388 | 16.35% | 15.2 |
|
| 2049 |
VPI
2049
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.43B | +$121M | +9% | 9.35% | 33.9% | 110 | 10% | 11.1 |
|
| 2050 |
HTHT
2050
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.43B | +$188M | +15% | 26.5% | 87.2% | 141 | 8.51% | 26.5 |
|