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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 |
GFWEX
1976
G.F.W. Energy X
Dallas,
Texas
| $470M | +$145M | +44% | 11.3% | 71.3% | 4 | 50% |
|
| 1977 |
JAM
1977
Jacobs Asset Management
New York
| $469M | -$3.9M | -0.8% | 0.57% | 79.5% | 58 | 29.31% |
|
| 1978 |
3C
1978
361 Capital
Denver,
Colorado
| $467M | +$46.3M | +11% | 8.63% | 118% | 212 | 66.98% |
|
| 1979 |
OH
1979
Overlook Holdings
Tortola,
British Virgin Islands
| $466M | +$63.9M | +16% | 23.3% | – | 2 | 0% |
|
| 1980 |
AR
1980
Argyll Research
Wilmington,
Delaware
| $465M | +$2.35M | +0.5% | 2.23% | 0.8% | 5 | 0% |
|
| 1981 |
CCM
1981
Condor Capital Management
Martinsville,
New Jersey
| $465M | +$15.7M | +3% | 6.24% | 47.3% | 187 | 9.09% |
|
| 1982 |
FGP
1982
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $464M | +$42.7M | +10% | 6.35% | 56.9% | 73 | 8.22% |
|
| 1983 |
VC
1983
Vicus Capital
State College,
Pennsylvania
| $463M | +$14.7M | +3% | 3.68% | 48.6% | 245 | 15.92% |
|
| 1984 |
WTB
1984
Washington Trust Bank
Spokane,
Washington
| $463M | +$19.7M | +4% | 5.53% | 69.3% | 1,098 | 42.44% |
|
| 1985 |
MFAM
1985
Motley Fool Asset Management
Alexandria,
Virginia
| $463M | +$12.8M | +3% | 8.81% | 95.5% | 83 | 26.51% |
|
| 1986 |
TA
1986
TA Associates
Boston,
Massachusetts
| $463M | -$194M | -30% | 1.06% | – | 4 | 75% |
|
| 1987 |
WCM
1987
Windham Capital Management
Boston,
Massachusetts
| $462M | +$21.7M | +5% | 4.9% | 8.3% | 34 | 26.47% |
|
| 1988 |
BP
1988
BBR Partners
New York
| $462M | -$117M | -20% | 5.85% | 51.6% | 87 | 31.03% |
|
| 1989 |
GWI
1989
Grace & White Inc
Ny,
New York
| $462M | -$2.82M | -0.6% | 2.91% | 61.5% | 142 | 4.23% |
|
| 1990 |
DBG
1990
De Burlo Group
Boston,
Massachusetts
| $461M | +$50M | +12% | 11.8% | 98.1% | 112 | 24.11% |
|
| 1991 |
SAM
1991
Strategy Asset Managers
Pasadena,
California
| $461M | +$3.48M | +0.8% | 6.12% | 88.1% | 124 | 2.42% |
|
| 1992 |
VC
1992
Vestor Capital
Chicago,
Illinois
| $460M | +$83.9M | +22% | 5.26% | 170% | 162 | 46.3% |
|
| 1993 |
SFM
1993
Signet Financial Management
Parsippany,
New Jersey
| $460M | +$41.8M | +10% | 4.68% | 65.2% | 214 | 22.9% |
|
| 1994 |
SCI
1994
SkyBridge Capital II
New York
| $459M | -$21.3M | -4% | 1.14% | – | 30 | 0% |
|
| 1995 |
JMH
1995
J.M. Hartwell
New York
| $459M | +$55.1M | +14% | 11.5% | 72.2% | 95 | 20% |
|
| 1996 |
DP
1996
DSAM Partners
London,
United Kingdom
| $459M | +$96.1M | +26% | 16.3% | 343% | 50 | 64% |
|
| 1997 |
BJ
1997
Brouwer & Janachowski
Mill Valley,
California
| $458M | +$34M | +8% | 3.18% | 41.8% | 58 | 20.69% |
|
| 1998 |
CCM
1998
Catawba Capital Management
Roanoke,
Virginia
| $458M | +$30.4M | +7% | 5.78% | 33.1% | 266 | 8.65% |
|
| 1999 |
PGCM
1999
Prescott Group Capital Management
Tulsa,
Oklahoma
| $458M | -$17.5M | -4% | 4.45% | 124% | 183 | 21.31% |
|
| 2000 |
OMC
2000
Overbrook Management Corp
New York
| $458M | -$2M | -0.4% | 4.7% | 117% | 91 | 21.98% |
|