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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
40.89%
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
Stonebridge Capital Advisors
St Paul,
Minnesota
| $580M | +$17.1M | +3% | 2.24% | 80.1% | 988 | 12.04% | 0.9 |
|
1977
Sectoral Asset Management
Montreal,
Quebec, Canada
| $580M | -$257M | -31% | 13.3% | 168% | 94 | 35.11% | 1.8 |
|
1978
TRUE Private Wealth Advisors
Salem,
Oregon
| $579M | -$7.97M | -1% | 1.19% | 89.2% | 825 | 74.79% | 2.2 |
|
|
PAM
1979
Private Asset Management
San Diego,
California
| $578M | -$9.28M | -2% | 1.67% | 38.2% | 142 | 7.75% | 4.1 |
|
|
VDBMI
1980
Van Den Berg Management I
Austin,
Texas
| $578M | -$92.9M | -14% | 7.49% | 187% | 69 | 26.09% | 3.2 |
|
|
OCM
1981
Opti Capital Management
New York
| $578M | -$86.1M | -13% | 0% | 0.01% | 29 | 0% | 0.3 |
|
1982
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $578M | +$2.82M | +0.5% | 1.52% | 80.4% | 38 | 2.63% | 2.7 |
|
1983
Bardin Hill Management Partners
New York
| $577M | -$147M | -20% | 2.71% | 214% | 46 | 58.7% | 0.4 |
|
|
SRFM
1984
Shannon River Fund Management
New York
| $576M | -$53.6M | -9% | 4.24% | 554% | 35 | 42.86% | 1.1 |
|
1985
Private Capital Management (Florida)
Naples,
Florida
| $575M | -$98.7M | -15% | 4.3% | 118% | 57 | 36.84% | 2.9 |
|
|
OIM
1986
Opus Investment Management
Worcester,
Massachusetts
| $575M | +$44M | +8% | 2.94% | 52.8% | 107 | 15.89% | 3.4 |
|
1987
Woodstock Corp
Boston,
Massachusetts
| $574M | +$1.18M | +0.2% | 2.52% | 115% | 166 | 5.42% | 4.8 |
|
1988
Resource Management
Metairie,
Louisiana
| $573M | -$3.76M | -0.7% | 0.04% | 82.7% | 150 | 10% | 1.4 |
|
1989
B. Riley Wealth Management
Memphis,
Tennessee
| $573M | -$77.6M | -12% | 0.98% | 32.2% | 450 | 24.89% | 1.4 |
|
1990
Brouwer & Janachowski
Mill Valley,
California
| $573M | -$7.51M | -1% | 0.93% | 41.8% | 49 | 4.08% | 3.7 |
|
1991
Callahan Advisors
Houston,
Texas
| $573M | +$15.3M | +3% | 2.38% | 87.7% | 139 | 5.04% | 4 |
|
1992
Stewart & Patten Company
Lafayette,
California
| $572M | +$15.5M | +3% | 2.98% | 27.5% | 102 | 8.82% | 4.5 |
|
1993
Cevian Capital II
St. Helier,
Jersey
| $572M | +$29.3M | +5% | 6.55% | 105% | 2 | 0% | 1.3 |
|
1994
Fiduciary Group
Savannah,
Georgia
| $572M | +$14.9M | +3% | 1.75% | 67.1% | 198 | 7.58% | 3.4 |
|
1995
NBT Bank
Norwich,
New York
| $571M | +$12.3M | +2% | 1.38% | 77% | 199 | 11.06% | 4.8 |
|
1996
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $571M | +$74.2M | +15% | 2.16% | 115% | 446 | 6.95% | 4.5 |
|
1997
Avior Wealth Management
Omaha,
Nebraska
| $571M | +$13.2M | +2% | 1.13% | 71.4% | 926 | 15.87% | 2.2 |
|
1998
Howe & Rusling
Rochester,
New York
| $571M | -$8.19M | -1% | 0.76% | 82% | 895 | 14.86% | 3 |
|
1999
Biglari Capital Corp
San Antonio,
Texas
| $570M | -$177M | -24% | 1.07% | 72.7% | 12 | 8.33% | 2.8 |
|
|
DTL
2000
Dynamic Technology Lab
Singapore
| $569M | -$24.7M | -4% | 2.28% | 30.8% | 1,458 | 74.97% | 0.2 |
|