We are live on
!
Find out more
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 |
GAM
1976
Griffin Asset Management
New York
| $551M | +$1.67M | +0.3% | 2.95% | 80.7% | 213 | 7.51% |
|
| 1977 |
PC
1977
PM Capital
Sydney,
Australia
| $551M | -$3.69M | -0.7% | 2.02% | 105% | 25 | 4% |
|
| 1978 |
AH
1978
Allen Holding
New York
| $551M | -$3.42M | -0.6% | 0.42% | 147% | 10 | 0% |
|
| 1979 |
GIA
1979
Granite Investment Advisors
Concord,
New Hampshire
| $549M | +$3.96M | +0.7% | 1.48% | 55.6% | 175 | 9.14% |
|
| 1980 |
TIM
1980
Thompson Investment Management
Madison,
Wisconsin
| $548M | +$11.1M | +2% | 3.29% | 83.5% | 192 | 11.98% |
|
| 1981 |
TMAM
1981
Tokio Marine Asset Management
Tokyo,
Japan
| $546M | -$21.2M | -4% | 6.95% | 105% | 278 | 28.42% |
|
| 1982 |
CC
1982
Cadinha & Co
Honolulu,
Hawaii
| $546M | +$50.8M | +10% | 1.33% | 122% | 136 | 12.5% |
|
| 1983 |
PP
1983
Peconic Partners
New York
| $545M | +$27.7M | +5% | 3.32% | 252% | 55 | 34.55% |
|
| 1984 |
QSS
1984
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $545M | +$74.3M | +16% | 4.28% | 133% | 883 | 62.17% |
|
| 1985 |
MCTIC
1985
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $545M | +$8.06M | +2% | 5.25% | 38.8% | 99 | 6.06% |
|
| 1986 |
MTC
1986
McDaniel Terry & Co
Austin,
Texas
| $544M | -$3M | -0.5% | 0.4% | 52.9% | 68 | 10.29% |
|
| 1987 |
KLWA
1987
Kelly Lawrence W & Associates
Pasadens,
California
| $544M | +$15.6M | +3% | 3.25% | 58.9% | 137 | 2.92% |
|
| 1988 |
WC
1988
Woodstock Corp
Boston,
Massachusetts
| $543M | +$14.3M | +3% | 4.84% | 96.1% | 167 | 3.59% |
|
| 1989 |
FGP
1989
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $542M | +$22.7M | +4% | 1.17% | 56.9% | 64 | 4.69% |
|
| 1990 |
HTHT
1990
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $542M | +$16.2M | +3% | 3.13% | 58.4% | 145 | 8.28% |
|
| 1991 |
HIC
1991
Harvey Investment Company
Louisville,
Kentucky
| $542M | -$321K | -0.1% | 1.43% | 48.4% | 88 | 9.09% |
|
| 1992 |
RC
1992
Randolph Company
Cincinnati,
Ohio
| $541M | -$8.94M | -2% | 3.66% | 120% | 42 | 16.67% |
|
| 1993 |
NC
1993
Nokomis Capital
Dallas,
Texas
| $540M | +$18.9M | +4% | 12.1% | 204% | 46 | 28.26% |
|
| 1994 |
WAM
1994
Winslow Asset Management
Beachwood,
Ohio
| $539M | +$18.8M | +4% | 5.53% | 83.3% | 97 | 10.31% |
|
| 1995 |
LC
1995
Lunia Capital
Dallas,
Texas
| $538M | +$20.3M | +4% | 6.76% | 115% | 39 | 43.59% |
|
| 1996 |
VWM
1996
Venturi Wealth Management
Austin,
Texas
| $537M | +$18.2M | +4% | 4.53% | 101% | 204 | 33.82% |
|
| 1997 |
HAM
1997
Hillcrest Asset Management
Plano,
Texas
| $537M | +$39.4M | +8% | 12.5% | 97.2% | 67 | 25.37% |
|
| 1998 |
HEIP
1998
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $536M | -$124M | -19% | 3.62% | 46.8% | 161 | 12.42% |
|
| 1999 |
CPP
1999
Crow Point Partners
Boston,
Massachusetts
| $536M | -$8.27M | -2% | 3.16% | 56.9% | 281 | 64.41% |
|
| 2000 |
CB
2000
Community Bank
Dewitt,
New York
| $535M | +$2.44M | +0.5% | 1.16% | 58.7% | 597 | 11.73% |
|