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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1976 |
BJL
1976
Brighton Jones LLC
Seattle,
Washington
| $442M | +$5.49M | +1% | 2.9% | 97.9% | 205 | 10.73% |
|
| 1977 |
JAM
1977
Jacobs Asset Management
New York
| $442M | -$7.36M | -2% | 2.25% | 114% | 46 | 17.39% |
|
| 1978 |
PA
1978
Planning Alternatives
Birmingham,
Michigan
| $441M | -$25.1M | -5% | 1.8% | 69.6% | 50 | 18% |
|
| 1979 |
RCAG
1979
Rehmann Capital Advisory Group
Lansing,
Michigan
| $441M | +$6.32M | +1% | 1.96% | 64.6% | 368 | 17.39% |
|
| 1980 |
GPCM
1980
Greenbrier Partners Capital Management
Dallas,
Texas
| $440M | +$27.7M | +7% | 6.2% | 96.1% | 21 | 9.52% |
|
| 1981 |
IMOV
1981
Investment Management of Virginia
Richmond,
Virginia
| $440M | -$40.2M | -8% | 0.75% | 93.4% | 162 | 12.35% |
|
| 1982 |
KFS
1982
Kurt F. Somerville
| $440M | +$37.9M | +9% | 0.27% | 92.9% | 134 | 5.22% |
|
| 1983 |
MCG
1983
Meru Capital Group
New York
| $439M | +$130M | +42% | 12% | – | 73 | 47.95% |
|
| 1984 |
DG
1984
Davidson & Garrard
Lynchburg,
Virginia
| $439M | +$7.18M | +2% | 1.19% | 25.2% | 197 | 5.08% |
|
| 1985 |
SCM
1985
Symons Capital Management
Pittsburgh,
Pennsylvania
| $439M | +$17.6M | +4% | 1.7% | 25.4% | 92 | 33.7% |
|
| 1986 |
AFS
1986
Aft Forsyth & Sober
Valrico,
Florida
| $439M | -$12.1M | -3% | 2.2% | 94.6% | 42 | 0% |
|
| 1987 |
PCM
1987
Prime Capital Management
Hong Kong
| $439M | +$26.1M | +6% | 1.63% | 579% | 12 | 8.33% |
|
| 1988 |
CCG
1988
Cypress Capital Group
Palm Beach,
Florida
| $438M | +$6.98M | +2% | 1.55% | 97.8% | 224 | 13.39% |
|
| 1989 |
ECA
1989
Encompass Capital Advisors
New York
| $438M | +$113M | +35% | 10.5% | 364% | 43 | 83.72% |
|
| 1990 |
BIC
1990
Bridges Investment Counsel
Omaha,
Nebraska
| $438M | +$830K | +0.2% | 0.93% | 33.7% | 160 | 4.38% |
|
| 1991 |
JC
1991
Joho Capital
New York
| $438M | -$83.8M | -16% | 10.6% | 80.2% | 10 | 20% |
|
| 1992 |
SCI
1992
Seneca Capital Investments
New York
| $437M | +$75M | +21% | 6.14% | – | 60 | 51.67% |
|
| 1993 |
DAM
1993
Davis Asset Management
Sausalito,
California
| $437M | +$34M | +8% | 2.87% | 97.3% | 29 | 13.79% |
|
| 1994 |
MAM
1994
Majedie Asset Management
London,
United Kingdom
| $437M | -$71.3M | -14% | 0.26% | 126% | 72 | 20.83% |
|
| 1995 |
DA
1995
Denali Advisors
San Diego,
California
| $437M | +$82.7M | +23% | 3.33% | 106% | 298 | 25.84% |
|
| 1996 |
BAM
1996
Burnham Asset Management
New York
| $436M | -$4.58M | -1% | 3.9% | 39.5% | 241 | 5.81% |
|
| 1997 |
CCM
1997
Catawba Capital Management
Roanoke,
Virginia
| $435M | +$2.21M | +0.5% | 0.89% | 33.1% | 263 | 11.79% |
|
| 1998 |
CISOA
1998
Capital Investment Services of America
Milwaukee,
Wisconsin
| $435M | +$4.31M | +1% | 2.78% | 50.7% | 64 | 10.94% |
|
| 1999 |
DFG
1999
Delphi Financial Group
Wilmington,
Delaware
| $435M | +$55.7M | +15% | 1.6% | 66.3% | 20 | 20% |
|
| 2000 |
AAM
2000
Aureus Asset Management
Boston,
Massachusetts
| $435M | +$23.6M | +6% | 5.16% | 93.9% | 166 | 29.52% |
|