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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 |
BCM
1976
Bowie Capital Management
Richardson,
Texas
| $585M | +$218M | +59% | 5.38% | 31.6% | 38 | 23.68% |
|
| 1977 |
PA
1977
Planning Alternatives
Birmingham,
Michigan
| $585M | +$22.8M | +4% | 4.61% | 69.6% | 52 | 7.69% |
|
| 1978 |
PC
1978
PM Capital
Sydney,
Australia
| $584M | +$33.7M | +6% | 2.91% | 105% | 25 | 12% |
|
| 1979 |
ACM
1979
Arosa Capital Management
Miami Beach,
Florida
| $584M | -$181M | -24% | 1.89% | 536% | 91 | 56.04% |
|
| 1980 |
NM
1980
Newtyn Management
New York
| $584M | +$49.8M | +9% | 2.58% | 52% | 33 | 48.48% |
|
| 1981 |
EA
1981
Efficient Advisors
Mason,
Ohio
| $584M | -$3.87M | -0.7% | 1.2% | 30.6% | 53 | 15.09% |
|
| 1982 |
EA
1982
Echinus Advisors
New York
| $583M | +$123M | +27% | 1.69% | 91.4% | 10 | 30% |
|
| 1983 |
NWM
1983
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $582M | +$67.3M | +13% | 3.6% | 56.1% | 107 | 24.3% |
|
| 1984 |
HFM
1984
Harvest Fund Management
Beijing,
China
| $582M | -$46.7M | -7% | 3.52% | 327% | 495 | 53.74% |
|
| 1985 |
CPP
1985
Crow Point Partners
Boston,
Massachusetts
| $582M | +$45.7M | +9% | 5.39% | 56.9% | 170 | 36.47% |
|
| 1986 |
MCTIC
1986
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $581M | +$36.7M | +7% | 10.3% | 38.8% | 97 | 2.06% |
|
| 1987 |
AL
1987
Arnhold LLC
New York
| $581M | +$12.6M | +2% | 0.12% | 156% | 149 | 14.09% |
|
| 1988 |
OMC
1988
Old Mission Capital
Chicago,
Illinois
| $580M | -$332M | -36% | 0.67% | 55.3% | 418 | 74.64% |
|
| 1989 |
SI
1989
Sensato Investors
San Francisco,
California
| $579M | -$70.3M | -11% | 4.67% | 75.8% | 132 | 63.64% |
|
| 1990 |
PHS
1990
Pekin Hardy Strauss
Chicago,
Illinois
| $579M | +$52.2M | +10% | 3.72% | 102% | 208 | 9.62% |
|
| 1991 |
HIC
1991
Harvey Investment Company
Louisville,
Kentucky
| $577M | +$35.8M | +7% | 11.1% | 48.4% | 85 | 3.53% |
|
| 1992 |
TIM
1992
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $577M | +$43.7M | +8% | 10.3% | 89.9% | 48 | 4.17% |
|
| 1993 |
TW
1993
Transform Wealth
Greenwood Village,
Colorado
| $577M | +$23.7M | +4% | 7.37% | 48.4% | 222 | 16.22% |
|
| 1994 |
NP
1994
Ninepoint Partners
Toronto,
Ontario, Canada
| $576M | -$412M | -42% | 4.27% | 82.6% | 95 | 41.05% |
|
| 1995 |
JMH
1995
J.M. Hartwell
New York
| $575M | +$22.5M | +4% | 5.95% | 72.2% | 89 | 14.61% |
|
| 1996 |
OIM
1996
Opus Investment Management
Worcester,
Massachusetts
| $575M | +$23.1M | +4% | 4.53% | 52.8% | 94 | 9.57% |
|
| 1997 |
BCM
1997
BTR Capital Management
Oakland,
California
| $575M | +$55.8M | +11% | 9.13% | 35% | 173 | 17.34% |
|
| 1998 |
GWM
1998
Greenwich Wealth Management
Greenwich,
Connecticut
| $573M | +$8.69M | +2% | 2.02% | 198% | 198 | 16.16% |
|
| 1999 |
MYIA
1999
Mount Yale Investment Advisors
Denver,
Colorado
| $573M | +$44.3M | +8% | 7.46% | 81.9% | 1,050 | 19.14% |
|
| 2000 |
MA
2000
MCF Advisors
Covington,
Kentucky
| $572M | +$52.4M | +10% | 3.85% | 50.2% | 518 | 21.81% |
|