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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 |
EWM
1976
Executive Wealth Management
Brighton,
Michigan
| $560M | -$7.79M | -1% | 11.6% | 18.4% | 985 | 17.97% |
|
| 1977 |
FBP
1977
Flippin Bruce & Porter
Lynchburg,
Virginia
| $559M | +$50M | +10% | 10.2% | 44.4% | 78 | 2.56% |
|
| 1978 |
WC
1978
Woodstock Corp
Boston,
Massachusetts
| $558M | +$59.8M | +12% | 14.4% | 96.1% | 168 | 5.95% |
|
| 1979 |
LM
1979
Lasry Marc
| $557M | +$49.1M | +10% | 10.7% | 14.8% | 9 | 0% |
|
| 1980 |
SCM
1980
Silvant Capital Management
Atlanta,
Georgia
| $557M | +$56.4M | +11% | 17.1% | 148% | 350 | 10.29% |
|
| 1981 |
RM
1981
Resource Management
Metairie,
Louisiana
| $556M | +$78.9M | +17% | 13% | 82.7% | 136 | 8.82% |
|
| 1982 |
LRPA
1982
L. Roy Papp & Associates
Phoenix,
Arizona
| $556M | +$77.4M | +16% | 16.1% | 64.3% | 151 | 8.61% |
|
| 1983 |
AL
1983
Arnhold LLC
New York
| $556M | +$19M | +4% | 9.92% | 156% | 141 | 12.77% |
|
| 1984 |
ACM
1984
Arosa Capital Management
Miami Beach,
Florida
| $556M | +$109M | +25% | 18.2% | 256% | 73 | 57.53% |
|
| 1985 |
FNT
1985
First Nebraska Trust
Lincoln,
Nebraska
| $555M | +$63M | +13% | 10.4% | 48% | 145 | 9.66% |
|
| 1986 |
UBV
1986
United Bank (Virginia)
Vienna,
Virginia
| $555M | +$73.5M | +15% | 11.9% | 64.2% | 159 | 20.75% |
|
| 1987 |
TWI
1987
Thomas White International
Chicago,
Illinois
| $554M | +$49.7M | +10% | 9.38% | 34.9% | 261 | 14.56% |
|
| 1988 |
TF
1988
Trek Financial
Scottsdale,
Arizona
| $554M | +$34.7M | +7% | 9.08% | 109% | 125 | 37.6% |
|
| 1989 |
SP
1989
SCF Partners
Houston,
Texas
| $554M | +$123M | +28% | 38.2% | 2.1% | 4 | 0% |
|
| 1990 |
KLWA
1990
Kelly Lawrence W & Associates
Pasadens,
California
| $554M | +$91M | +20% | 16.6% | 58.9% | 135 | 8.89% |
|
| 1991 |
CIM
1991
Chiron Investment Management
New York
| $553M | -$242M | -30% | 12.9% | 104% | 70 | 60% |
|
| 1992 |
AIP
1992
ARS Investment Partners
New York
| $552M | +$79.9M | +17% | 21.6% | 260% | 120 | 10.83% |
|
| 1993 |
JGUA
1993
John G. Ullman & Associates
Corning,
New York
| $552M | +$56.6M | +11% | 12.4% | 108% | 134 | 8.21% |
|
| 1994 |
BPIH
1994
Broad Peak Investment Holdings
Singapore
| $552M | -$57.6M | -9% | 12.4% | 52.2% | 19 | 63.16% |
|
| 1995 |
CCI
1995
Cevian Capital II
St. Helier,
Jersey
| $552M | +$14.9M | +3% | 2.88% | 56.3% | 2 | 0% |
|
| 1996 |
JVBC
1996
J.V. Bruni & Co
Colorado Springs,
Colorado
| $551M | +$40.7M | +8% | 16.2% | 70.5% | 28 | 0% |
|
| 1997 |
NSEDCP
1997
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $550M | +$69.7M | +15% | 16% | 127% | 562 | 12.46% |
|
| 1998 |
PIP
1998
Permian Investment Partners
Dallas,
Texas
| $550M | -$50.3M | -8% | 14.2% | 81.9% | 13 | 61.54% |
|
| 1999 |
JMH
1999
J.M. Hartwell
New York
| $550M | +$68.3M | +14% | 16.2% | 72.2% | 85 | 14.12% |
|
| 2000 |
NB
2000
NBT Bank
Norwich,
New York
| $549M | -$69.5M | -11% | 12.1% | 56.7% | 192 | 10.42% |
|