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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
40.89%
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 |
JCM
1976
Jag Capital Management
St Louis,
Missouri
| $483M | -$10.4M | -2% | 14.6% | 230% | 127 | 25.2% |
|
| 1977 |
KM
1977
Kylin Management
New York
| $483M | +$73.9M | +18% | 29.5% | 126% | 8 | 50% |
|
| 1978 |
JAM
1978
JW Asset Management
Miami Beach,
Florida
| $480M | +$330M | +220% | 7.19% | 251% | 52 | 42.31% |
|
| 1979 |
DILH
1979
Dai-ichi Life Holdings
Tokyo,
Japan
| $480M | -$2.55M | -0.5% | 0.53% | – | 1 | 0% |
|
| 1980 |
ECM
1980
Evergreen Capital Management
Bellevue,
Washington
| $480M | -$37.5M | -7% | 3.37% | 77.2% | 118 | 18.64% |
|
| 1981 |
CHA
1981
Cedar Hill Associates
Chicago,
Illinois
| $480M | -$115M | -19% | 5.19% | 21% | 83 | 15.66% |
|
| 1982 |
CF
1982
Cypress Funds
Los Angeles,
California
| $480M | -$114M | -19% | 8.15% | 100% | 36 | 47.22% |
|
| 1983 |
DS
1983
Dudley & Shanley
Palm Beach,
Florida
| $480M | +$10.3M | +2% | 6.48% | 57% | 34 | 17.65% |
|
| 1984 |
FG
1984
Formula Growth
Montreal,
Quebec, Canada
| $480M | +$49.6M | +12% | 5.39% | 118% | 163 | 33.13% |
|
| 1985 |
CCP
1985
Cardan Capital Partners
Denver,
Colorado
| $479M | +$30.2M | +7% | 3.46% | 64% | 133 | 26.32% |
|
| 1986 |
BCM
1986
BTR Capital Management
Oakland,
California
| $478M | +$32.3M | +7% | 6.13% | 35% | 175 | 17.71% |
|
| 1987 |
GC
1987
Gratia Capital
Los Angeles,
California
| $478M | +$176M | +59% | 2.85% | 42.4% | 52 | 57.69% |
|
| 1988 |
AAM
1988
Auxier Asset Management
Aurora,
Oregon
| $477M | +$17.4M | +4% | 7.07% | 71.7% | 159 | 7.55% |
|
| 1989 |
AAM
1989
Autus Asset Management
Scottsdale,
Arizona
| $477M | +$23.4M | +5% | 5.33% | 26.3% | 154 | 5.19% |
|
| 1990 |
MA
1990
MCF Advisors
Covington,
Kentucky
| $477M | +$20M | +4% | 4.11% | 50.2% | 528 | 28.79% |
|
| 1991 |
SCA
1991
Summit Creek Advisors
Minneapolis,
Minnesota
| $476M | -$108M | -18% | 9.17% | 68.8% | 56 | 16.07% |
|
| 1992 |
CB
1992
Community Bank
Dewitt,
New York
| $475M | +$19.4M | +4% | 4.45% | 73.5% | 478 | 7.95% |
|
| 1993 |
GCM
1993
Greywolf Capital Management
Purchase,
New York
| $475M | +$74.9M | +19% | 0.15% | 174% | 7 | 0% |
|
| 1994 |
FBFS
1994
First Business Financial Services
Madison,
Wisconsin
| $474M | +$42.9M | +10% | 4.14% | 74% | 88 | 34.09% |
|
| 1995 |
3AM
1995
3EDGE Asset Management
Naples,
Florida
| $474M | +$30.9M | +7% | 4.85% | 44.1% | 28 | 42.86% |
|
| 1996 |
OW
1996
Orbis World
Road Town, Tortola,
British Virgin Islands
| $473M | +$52.6M | +13% | 8.85% | – | 4 | 25% |
|
| 1997 |
AH
1997
Allen Holding
New York
| $473M | +$17.1M | +4% | 4% | 135% | 8 | 12.5% |
|
| 1998 |
KFS
1998
Kurt F. Somerville
| $473M | +$21.8M | +5% | 6.22% | 92.9% | 112 | 8.04% |
|
| 1999 |
STCG
1999
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $473M | +$25.8M | +6% | 3.34% | 34.2% | 40 | 2.5% |
|
| 2000 |
HA
2000
Halsey Associates
New Haven,
Connecticut
| $472M | +$22.7M | +5% | 8.67% | 63.8% | 102 | 7.84% |
|