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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1951 |
HTI
1951
Hikari Tsushin Inc
Tokyo,
Japan
| $426M | +$37.2M | +10% | 3.13% | 59.5% | 36 | 11.11% |
|
| 1952 |
MTC
1952
McDaniel Terry & Co
Austin,
Texas
| $425M | +$41.4M | +11% | 6.33% | 57.9% | 50 | 12% |
|
| 1953 |
HSA
1953
HBK Sorce Advisory
Erie,
Pennsylvania
| $425M | +$41.7M | +11% | 0.61% | 58.2% | 262 | 23.28% |
|
| 1954 |
LNWWM
1954
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $424M | +$7.21M | +2% | 1.89% | – | 510 | 14.12% |
|
| 1955 |
CS
1955
Comerica Securities
Detroit,
Michigan
| $424M | +$24.2M | +6% | 1.65% | 25.6% | 383 | 25.59% |
|
| 1956 |
PAS
1956
Professional Advisory Services
Vero Beach,
Florida
| $423M | +$3.79M | +0.9% | 2.8% | 61.8% | 60 | 8.33% |
|
| 1957 |
AAM
1957
Auxier Asset Management
Aurora,
Oregon
| $422M | -$18.9M | -4% | 0.81% | 71.7% | 149 | 7.38% |
|
| 1958 |
LRPA
1958
L. Roy Papp & Associates
Phoenix,
Arizona
| $422M | +$13.4M | +3% | 2.59% | 64.3% | 155 | 14.84% |
|
| 1959 |
CG
1959
Caprock Group
Boise,
Idaho
| $422M | +$247M | +141% | 0.96% | – | 358 | 80.45% |
|
| 1960 |
BHB
1960
Bank Hapoalim BM
Tel Aviv,
Israel
| $422M | -$17.8M | -4% | 0.28% | 76.6% | 180 | 18.89% |
|
| 1961 |
DLG
1961
Daniel L. Goodwin
| $421M | +$4.23M | +1% | 3.21% | 72.6% | 120 | 13.33% |
|
| 1962 |
SAM
1962
Sandell Asset Management
New York
| $421M | +$58.4M | +16% | 7.59% | 322% | 32 | 53.13% |
|
| 1963 |
ACM
1963
Ashford Capital Management
Wilmington,
Delaware
| $421M | -$4.4M | -1% | 0.18% | 150% | 113 | 17.7% |
|
| 1964 |
PGCM
1964
Prescott Group Capital Management
Tulsa,
Oklahoma
| $420M | -$15.7M | -4% | 5.69% | 148% | 165 | 19.39% |
|
| 1965 |
AR
1965
Argyll Research
Wilmington,
Delaware
| $420M | -$64M | -13% | 3.55% | 0.8% | 6 | 0% |
|
| 1966 |
FG
1966
Formula Growth
Montreal,
Quebec, Canada
| $419M | -$10.6M | -2% | 5.41% | 118% | 194 | 34.02% |
|
| 1967 |
PWP
1967
Private Wealth Partners
Mill Valley,
California
| $416M | -$11.7M | -3% | 0.13% | 112% | 143 | 20.98% |
|
| 1968 |
CFG
1968
CNO Financial Group
Carmel,
Indiana
| $416M | +$147M | +54% | 2.64% | – | 19 | 5.26% |
|
| 1969 |
PBRA
1969
Pine Brook Road Advisors
Bedford,
New York
| $416M | -$26.8M | -6% | 10.9% | – | 3 | 0% |
|
| 1970 |
OHA
1970
Oak Hill Advisors
New York
| $416M | -$248M | -37% | 4.48% | 42.4% | 24 | 16.67% |
|
| 1971 |
SIM
1971
Sonora Investment Management
Tucson,
Arizona
| $416M | +$31.7M | +8% | 0.85% | 32.8% | 1,092 | 26.92% |
|
| 1972 |
JC
1972
Jacobs & Co
San Francisco,
California
| $416M | +$29.5M | +8% | 2.39% | 92.2% | 128 | 7.03% |
|
| 1973 |
ST
1973
Sageworth Trust
Lancaster,
Pennsylvania
| $414M | +$943K | +0.2% | 0.26% | 64.5% | 38 | 5.26% |
|
| 1974 |
CB
1974
Community Bank
Dewitt,
New York
| $414M | +$737K | +0.2% | 3.45% | 73.5% | 491 | 12.63% |
|
| 1975 |
JMH
1975
J.M. Hartwell
New York
| $414M | -$16.3M | -4% | 1.84% | 72.2% | 90 | 18.89% |
|