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
40.91%
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 |
CEI
1976
Clark Estates Inc
New York
| $491M | -$163M | -25% | 24.1% | 34.5% | 114 | 30.7% |
|
| 1977 |
SGAM
1977
Stephens Group Asset Management
Little Rock,
Arkansas
| $491M | -$236M | -32% | 24.2% | 48.3% | 24 | 20.83% |
|
| 1978 |
WC
1978
Woodstock Corp
Boston,
Massachusetts
| $491M | -$123M | -20% | 16.9% | 96.1% | 158 | 3.16% |
|
| 1979 |
CAM
1979
Crake Asset Management
London,
United Kingdom
| $491M | -$4.12M | -0.8% | 15.2% | 52.7% | 21 | 57.14% |
|
| 1980 |
NC
1980
Northcape Capital
Sydney,
Australia
| $491M | -$134M | -21% | 23.5% | – | 19 | 15.79% |
|
| 1981 |
KA
1981
Klingman & Associates
New York
| $490M | -$121M | -20% | 19.7% | 59.3% | 146 | 25.34% |
|
| 1982 |
NB
1982
NBT Bank
Norwich,
New York
| $489M | -$146M | -23% | 19.8% | 68.2% | 226 | 12.83% |
|
| 1983 |
MP
1983
Munro Partners
Melbourne,
Australia
| $489M | -$217M | -31% | 7.84% | 350% | 31 | 35.48% |
|
| 1984 |
BWM
1984
BerganKDV Wealth Management
Bloomington,
Minnesota
| $488M | -$73.3M | -13% | 16.1% | 27.9% | 1,033 | 10.45% |
|
| 1985 |
OCM
1985
Opti Capital Management
New York
| $488M | -$177M | -27% | 0% | 0.01% | 31 | 0% |
|
| 1986 |
CSC
1986
Cove Street Capital
El Segundo,
California
| $488M | -$268M | -35% | 36.8% | 84.2% | 111 | 21.62% |
|
| 1987 |
KFA
1987
Kays Financial Advisory
Atlanta,
Georgia
| $487M | -$81.6M | -14% | 16.3% | 23.3% | 109 | 28.44% |
|
| 1988 |
BCM
1988
Bienville Capital Management
New York
| $487M | +$95.9M | +25% | 18.8% | 36.3% | 136 | 57.35% |
|
| 1989 |
MLM
1989
Mount Lucas Management
Newtown,
Pennsylvania
| $486M | -$15.7M | -3% | 8.67% | 109% | 91 | 56.04% |
|
| 1990 |
CBB
1990
Citizens Business Bank
Ontario,
California
| $485M | -$121M | -20% | 21% | 108% | 259 | 16.22% |
|
| 1991 |
BOPW
1991
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $484M | -$65.2M | -12% | 13.9% | 55.7% | 271 | 31% |
|
| 1992 |
AIM
1992
AIA Investment Management
Singapore
| $484M | +$5.66M | +1% | 9.3% | 63.3% | 411 | 12.17% |
|
| 1993 |
KC
1993
Kepos Capital
New York
| $481M | -$580M | -55% | 5.9% | 21.1% | 390 | 66.67% |
|
| 1994 |
AGM
1994
Alpine Global Management
New York
| $481M | +$12.4M | +3% | 17.6% | 149% | 562 | 85.05% |
|
| 1995 |
CC
1995
Cornerstone Capital
Palo Alto,
California
| $481M | -$228M | -32% | 13.6% | 91.2% | 85 | 23.53% |
|
| 1996 |
BC
1996
Blackhill Capital
Morristown,
New Jersey
| $480M | -$205M | -30% | 24.2% | 212% | 63 | 1.59% |
|
| 1997 |
SWM
1997
Southern Wealth Management
Dallas,
Texas
| $480M | -$53.1M | -10% | 24.7% | 50% | 60 | 13.33% |
|
| 1998 |
GFM
1998
Gramercy Funds Management
Greenwich,
Connecticut
| $480M | +$346M | +259% | 52.4% | 87.6% | 18 | 22.22% |
|
| 1999 |
AIMH
1999
AIA Investment Management (HK)
Hong Kong
| $479M | -$54.6M | -10% | 4.47% | – | 10 | 40% |
|
| 2000 |
JWM
2000
Jackson Wealth Management
Lake Mary,
Florida
| $478M | -$124M | -21% | 8.79% | 72.1% | 178 | 56.74% |
|