We are live on !
Find out more
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
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
1976
MCF Advisors
Covington,
Kentucky
| $578M | +$55M | +11% | 10.3% | 55.2% | 503 | 9.94% | 3.1 |
|
1977
Howe & Rusling
Rochester,
New York
| $577M | +$105M | +22% | 11.8% | 82% | 949 | 24.55% | 2.7 |
|
1978
B. Riley Wealth Management
Memphis,
Tennessee
| $577M | +$100M | +21% | 12.3% | 32.2% | 446 | 32.74% | 1.1 |
|
1979
YCG LLC
Austin,
Texas
| $576M | +$83.4M | +17% | 17.3% | 27% | 38 | 2.63% | 3.9 |
|
1980
Foundations Investment Advisors
Phoenix,
Arizona
| $576M | +$103M | +22% | 10.3% | 80.9% | 126 | 41.27% | 0.4 |
|
|
3C
1981
361 Capital
Denver,
Colorado
| $576M | +$86.8M | +18% | 20.1% | 118% | 438 | 58.9% | 0.4 |
|
|
MRCP
1982
Manor Road Capital Partners
New York
| $573M | +$176M | +44% | 27.3% | 78.3% | 15 | 26.67% | 1.1 |
|
|
SRFM
1983
Shannon River Fund Management
New York
| $573M | +$221M | +63% | 33.2% | 554% | 37 | 43.24% | 0.9 |
|
1984
Kopernik Global Investors
Tampa,
Florida
| $573M | +$39.5M | +7% | 7.46% | 128% | 32 | 9.38% | 2.6 |
|
1985
Sageview Capital
Greenwich,
Connecticut
| $573M | +$90.4M | +19% | 79.1% | 335% | 1 | 0% | 0.8 |
|
1986
Everence Capital Management
Goshen,
Indiana
| $572M | +$141M | +33% | 14.6% | 108% | 658 | 42.1% | 2.1 |
|
1987
Efficient Advisors
Mason,
Ohio
| $572M | +$34.6M | +6% | 7.64% | 30.6% | 49 | 2.04% | 4.1 |
|
|
BSPF
1988
British Steel Pension Fund
London,
United Kingdom
| $572M | -$15.6M | -3% | 15.5% | 29.7% | 202 | 24.75% | 3.5 |
|
1989
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $572M | +$87.9M | +18% | 14.4% | 80.6% | 105 | 10.48% | 2.5 |
|
1990
Crescent Park Management
East Palo Alto,
California
| $570M | +$232M | +69% | 22.8% | 87% | 24 | 37.5% | 1.2 |
|
1991
Endeavour Capital Advisors
Greenwich,
Connecticut
| $570M | -$38M | -6% | 8.78% | 105% | 56 | 25% | 1.7 |
|
1992
Quadrant Capital Group
Cincinnati,
Ohio
| $569M | +$194M | +52% | 10.1% | 118% | 2,482 | 11.12% | 2.6 |
|
1993
Tygh Capital Management
Portland,
Oregon
| $569M | +$91.5M | +19% | 24% | 251% | 94 | 31.91% | 1.1 |
|
1994
HoyleCohen
San Diego,
California
| $567M | +$77.8M | +16% | 14.2% | 46.1% | 180 | 10% | 1 |
|
1995
CX Institutional
Auburn,
Indiana
| $567M | +$93.4M | +20% | 10.7% | 62.9% | 840 | 44.05% | 0.3 |
|
1996
Greenwich Wealth Management
Greenwich,
Connecticut
| $566M | +$64.1M | +13% | 14.2% | 198% | 195 | 9.74% | 3.2 |
|
|
SAM
1997
Sandell Asset Management
New York
| $565M | -$340M | -38% | 42.6% | 322% | 64 | 67.19% | 0.5 |
|
1998
SigFig Wealth Management
San Francisco,
California
| $564M | +$94.5M | +20% | 9.39% | 49.3% | 47 | 0% | 1.4 |
|
|
GPCM
1999
Greenbrier Partners Capital Management
Dallas,
Texas
| $563M | +$77M | +16% | 16% | 96.1% | 17 | 11.76% | 4 |
|
2000
Asset Advisors Investment Management
Augusta,
Georgia
| $562M | +$57.7M | +11% | 12.9% | 67.5% | 99 | 11.11% | 0.5 |
|