We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1976 |
AWA
1976
Arete Wealth Advisors
Chicago,
Illinois
| $1.51B | +$178M | +13% | 18% | 85.3% | 376 | 25.8% |
|
| 1977 |
HCM
1977
Hodges Capital Management
Dallas,
Texas
| $1.51B | +$302M | +25% | 42.2% | 200% | 242 | 23.55% |
|
| 1978 |
NB
1978
NBT Bank
Norwich,
New York
| $1.51B | -$16.7M | -1% | 11.6% | 68.2% | 1,208 | 23.18% |
|
| 1979 |
APF
1979
Alaska Permanent Fund
Juneau,
Alaska
| $1.51B | -$61.7M | -4% | 12.6% | 60.8% | 14 | 50% |
|
| 1980 |
RIM
1980
Rush Island Management
New York
| $1.51B | +$18.3M | +1% | 13.3% | 15.5% | 30 | 53.33% |
|
| 1981 |
TEC
1981
Tensor Edge Capital
Weston,
Massachusetts
| $1.51B | +$925M | +159% | 135% | – | 21 | 33.33% |
|
| 1982 |
HTI
1982
Hikari Tsushin Inc
Tokyo,
Japan
| $1.51B | +$55.8M | +4% | 6.12% | 59.5% | 78 | 2.56% |
|
| 1983 |
PIA
1983
Perennial Investment Advisors
Los Angeles,
California
| $1.51B | +$250M | +20% | 17.8% | 84.3% | 606 | 19.14% |
|
| 1984 |
FFW
1984
Fusion Family Wealth
Woodbury,
New York
| $1.51B | +$166M | +12% | 13.9% | 58.2% | 50 | 6% |
|
| 1985 |
BHB
1985
Bank Hapoalim BM
Tel Aviv,
Israel
| $1.5B | +$853M | +131% | 18.3% | 76.6% | 124 | 12.9% |
|
| 1986 |
EIA
1986
Emerald Investment Advisers
Leola,
Pennsylvania
| $1.5B | +$392M | +35% | 33.2% | – | 290 | 21.03% |
|
| 1987 |
CIAS
1987
CFS Investment Advisory Services
Totowa,
New Jersey
| $1.5B | +$47.3M | +3% | 11.6% | 54.1% | 368 | 7.07% |
|
| 1988 |
AO
1988
Advisor OS
Chicago,
Illinois
| $1.5B | +$117M | +8% | 12.4% | 61.2% | 630 | 15.56% |
|
| 1989 |
MCM
1989
Mill Capital Management
Concord,
North Carolina
| $1.5B | +$183M | +14% | 29.1% | 104% | 136 | 10.29% |
|
| 1990 |
NAM
1990
Nexpoint Asset Management
Dallas,
Texas
| $1.5B | +$6.28M | +0.4% | 22.1% | 253% | 114 | 65.79% |
|
| 1991 |
SBWIC
1991
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.5B | +$188M | +14% | 24.6% | 83.4% | 164 | 6.1% |
|
| 1992 |
EFG
1992
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.5B | +$127M | +9% | 11.4% | 63% | 710 | 32.82% |
|
| 1993 |
JHU
1993
Johns Hopkins University
Baltimore,
Maryland
| $1.5B | +$116M | +8% | 7.57% | 30.6% | 18 | 27.78% |
|
| 1994 |
NEWAS
1994
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.5B | +$158M | +12% | 11.2% | 51.1% | 1,026 | 15.4% |
|
| 1995 |
SL
1995
SWF LLC
Omaha,
Nebraska
| $1.49B | +$348M | +30% | 13.5% | 87.4% | 15 | 33.33% |
|
| 1996 |
TIA
1996
Tandem Investment Advisors
Charleston,
South Carolina
| $1.49B | -$547M | -27% | 2.06% | 10.4% | 87 | 28.74% |
|
| 1997 |
PMG
1997
ProVise Management Group
Clearwater,
Florida
| $1.49B | +$101M | +7% | 10.9% | 66.8% | 286 | 10.14% |
|
| 1998 |
MFWP
1998
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $1.49B | +$514M | +53% | 14.8% | 67.5% | 434 | 34.79% |
|
| 1999 |
LCS
1999
Levin Capital Strategies
New York
| $1.49B | +$172M | +13% | 12.7% | 88.6% | 301 | 35.88% |
|
| 2000 |
ACB
2000
Aristotle Capital Boston
Boston,
Massachusetts
| $1.49B | -$120M | -7% | 17.6% | 72.2% | 124 | 5.65% |
|