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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
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 |
SCM
1976
SG Capital Management
Chicago,
Illinois
| $407M | +$49.6M | +14% | 3.99% | 187% | 86 | 61.63% |
|
| 1977 |
HTI
1977
Hikari Tsushin Inc
Tokyo,
Japan
| $407M | -$19.1M | -4% | 1.22% | 64% | 40 | 15% |
|
| 1978 |
BSB
1978
Bangor Savings Bank
Bangor,
Maine
| $406M | +$4.69M | +1% | 1.89% | 49.6% | 141 | 7.8% |
|
| 1979 |
CCP
1979
Cardan Capital Partners
Denver,
Colorado
| $406M | +$5.33M | +1% | 3.28% | 64% | 112 | 25.89% |
|
| 1980 |
DG
1980
Davidson & Garrard
Lynchburg,
Virginia
| $406M | +$15.2M | +4% | 3.88% | 25.2% | 193 | 7.25% |
|
| 1981 |
SGCA
1981
Steel Grove Capital Advisors
Memphis,
Tennessee
| $406M | +$12.4M | +3% | 4.72% | 79.7% | 212 | 18.87% |
|
| 1982 |
GKFF
1982
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $406M | +$47.5M | +13% | 13.5% | 75.9% | 19 | 31.58% |
|
| 1983 |
ECP
1983
Electron Capital Partners
New York
| $405M | +$121M | +43% | 9% | 269% | 60 | 58.33% |
|
| 1984 |
EAM
1984
EastBay Asset Management
New York
| $405M | +$112M | +38% | 9.89% | 84.9% | 28 | 71.43% |
|
| 1985 |
HC
1985
Hourglass Capital
Houston,
Texas
| $404M | +$12.4M | +3% | 0.44% | 81.1% | 111 | 8.11% |
|
| 1986 |
CA
1986
Cornerstone Advisors
Asheville,
North Carolina
| $404M | -$8.62M | -2% | 3.37% | 82.5% | 241 | 28.63% |
|
| 1987 |
CMBA
1987
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $403M | +$1.46M | +0.4% | 7.6% | 59.8% | 368 | 69.02% |
|
| 1988 |
BHMP
1988
Bardin Hill Management Partners
New York
| $403M | +$61.2M | +18% | 12.9% | 214% | 42 | 78.57% |
|
| 1989 |
SKK
1989
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $402M | +$80.2M | +25% | 24.9% | 29.8% | 388 | 36.6% |
|
| 1990 |
GIM
1990
Greylin Investment Management
Orange,
Virginia
| $402M | +$18.6M | +5% | 5.42% | 52.1% | 74 | 12.16% |
|
| 1991 |
CF
1991
CNA Financial
Chicago,
Illinois
| $402M | +$30.2M | +8% | 1.63% | 50.5% | 195 | 11.28% |
|
| 1992 |
MP
1992
Mangrove Partners
Greenwich,
Connecticut
| $401M | -$85M | -17% | 1.68% | 169% | 39 | 35.9% |
|
| 1993 |
EHPM
1993
Emery Howard Portfolio Management
Burlingame,
California
| $401M | +$6.13M | +2% | 1.7% | 66.5% | 31 | 3.23% |
|
| 1994 |
ZBI
1994
Ziff Brothers Investments
New York
| $401M | -$25.5M | -6% | 11% | – | 20 | 50% |
|
| 1995 |
CC
1995
Caspian Capital
New York
| $401M | +$322M | +406% | 8.2% | – | 13 | 46.15% |
|
| 1996 |
MAM
1996
Mastrapasqua Asset Management
Nashville,
Tennessee
| $400M | -$28M | -7% | 2.61% | 54.9% | 145 | 11.03% |
|
| 1997 |
AL
1997
Agran Libbie
Santa Monica,
California
| $400M | +$9.87M | +3% | 3.13% | 27.5% | 126 | 5.56% |
|
| 1998 |
FIG
1998
FundX Investment Group
San Francisco,
California
| $400M | -$1.44M | -0.4% | 4.99% | 94.6% | 40 | 60% |
|
| 1999 |
SRFM
1999
Shannon River Fund Management
New York
| $400M | +$7.32M | +2% | 2.07% | 337% | 40 | 42.5% |
|
| 2000 |
MC
2000
MSD Capital
New York
| $400M | -$137M | -26% | 9.29% | 19.8% | 8 | 12.5% |
|