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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 |
STB
1976
S&T Bank
Indiana,
Pennsylvania
| $561M | -$28.8M | -5% | 1.74% | 193% | 101 | 18.81% |
|
| 1977 |
NSEDCP
1977
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $561M | -$16.7M | -3% | 1.3% | 127% | 503 | 15.31% |
|
| 1978 |
AC
1978
Aisling Capital
New York
| $561M | +$54.9M | +11% | 22.2% | 386% | 12 | 16.67% |
|
| 1979 |
NM
1979
Newtyn Management
New York
| $560M | -$93.9M | -14% | 4.01% | 52% | 28 | 35.71% |
|
| 1980 |
APCM
1980
Alaska Permanent Capital Management
Anchorage,
Alaska
| $559M | +$7.61M | +1% | 1.33% | 42.8% | 27 | 14.81% |
|
| 1981 |
BP
1981
BBR Partners
New York
| $559M | +$26M | +5% | 1.76% | 63.4% | 106 | 44.34% |
|
| 1982 |
MC
1982
Middleton & Co
Boston,
Massachusetts
| $559M | -$37.3M | -6% | 1.93% | 69.7% | 161 | 9.32% |
|
| 1983 |
CI
1983
Capital International
Los Angeles,
California
| $558M | +$30.9M | +6% | 3.06% | 147% | 179 | 17.88% |
|
| 1984 |
SSWM
1984
Smith Salley Wealth Management
Greensboro,
North Carolina
| $558M | -$523K | -0.1% | 0.36% | 106% | 189 | 11.64% |
|
| 1985 |
PDN
1985
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $556M | -$153M | -22% | 3.66% | 36.6% | 236 | 27.97% |
|
| 1986 |
VOAM
1986
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $556M | -$30.6M | -5% | 1.03% | 107% | 163 | 41.72% |
|
| 1987 |
SFM
1987
Signet Financial Management
Parsippany,
New Jersey
| $556M | +$19M | +4% | 2.11% | 65.2% | 951 | 77.71% |
|
| 1988 |
WDA
1988
Wendell David Associates
Portsmouth,
New Hampshire
| $555M | -$28.5M | -5% | 1.24% | 46% | 158 | 4.43% |
|
| 1989 |
SGA
1989
Sector Gamma AS
Oslo,
Norway
| $555M | -$40.1M | -7% | 2.5% | 35.3% | 41 | 39.02% |
|
| 1990 |
ARCM
1990
Asia Research & Capital Management
Hong Kong
| $555M | +$551M | +16,280% | 2.41% | – | 5 | 80% |
|
| 1991 |
PC
1991
PM Capital
Sydney,
Australia
| $554M | -$2.49M | -0.4% | 0.04% | 105% | 27 | 18.52% |
|
| 1992 |
AH
1992
Allen Holding
New York
| $554M | +$16M | +3% | 4.22% | 135% | 11 | 18.18% |
|
| 1993 |
AIM
1993
Astor Investment Management
Chicago,
Illinois
| $554M | -$2.03M | -0.4% | 0.33% | 23.3% | 47 | 19.15% |
|
| 1994 |
AAM
1994
Autus Asset Management
Scottsdale,
Arizona
| $553M | +$4.76M | +0.9% | 0.69% | 26.3% | 154 | 6.49% |
|
| 1995 |
HR
1995
Howe & Rusling
Rochester,
New York
| $552M | +$2.26M | +0.4% | 1.59% | 82% | 1,044 | 25.1% |
|
| 1996 |
SPCM
1996
Sound Point Capital Management
New York
| $552M | +$57.2M | +12% | 13.6% | 61.5% | 43 | 53.49% |
|
| 1997 |
GC
1997
Garde Capital
Seattle,
Washington
| $551M | +$20.2M | +4% | 0.88% | 57.6% | 174 | 9.2% |
|
| 1998 |
RC
1998
Randolph Company
Cincinnati,
Ohio
| $550M | -$37.8M | -6% | 1.01% | 120% | 45 | 22.22% |
|
| 1999 |
PA
1999
Planning Alternatives
Birmingham,
Michigan
| $550M | -$9.95M | -2% | 1.13% | 69.6% | 54 | 31.48% |
|
| 2000 |
PHS
2000
Pekin Hardy Strauss
Chicago,
Illinois
| $550M | +$2.06M | +0.4% | 1.52% | 102% | 201 | 11.94% |
|