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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 |
CAC
1976
Cowen and Company
New York
| $601M | +$166M | +38% | 151% | 120% | 582 | 63.23% |
|
| 1977 |
ACM
1977
AlphaCrest Capital Management
New York
| $601M | -$223M | -27% | 18.3% | 8.44% | 1,214 | 45.72% |
|
| 1978 |
BIM
1978
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| $601M | -$356M | -37% | 32.7% | 181% | 462 | 75.76% |
|
| 1979 |
BCM
1979
Bowie Capital Management
Richardson,
Texas
| $601M | +$210M | +54% | 22.7% | 31.6% | 44 | 27.27% |
|
| 1980 |
RCYC
1980
Richard C. Young & Co
Newport,
Rhode Island
| $600M | +$84.6M | +16% | 15.8% | 137% | 89 | 19.1% |
|
| 1981 |
FG
1981
Fiduciary Group
Savannah,
Georgia
| $599M | +$89.6M | +18% | 16.4% | 67.1% | 201 | 12.44% |
|
| 1982 |
H
1982
HoyleCohen
San Diego,
California
| $598M | +$96.9M | +19% | 23.4% | 46.1% | 187 | 8.56% |
|
| 1983 |
CCA
1983
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $598M | +$134M | +29% | 13.8% | 44.7% | 150 | 16% |
|
| 1984 |
FCM
1984
Fairholme Capital Management
South Miami,
Florida
| $598M | +$87.6M | +17% | 15.7% | 36.2% | 8 | 25% |
|
| 1985 |
NIEF
1985
Nalanda India Equity Fund
Mauritius
| $597M | +$136M | +30% | 25.6% | 30.2% | 2 | 0% |
|
| 1986 |
IAM
1986
Ion Asset Management
Herzliya,
Israel
| $597M | +$160M | +37% | 42.5% | 125% | 33 | 51.52% |
|
| 1987 |
CT
1987
Caldwell Trust
Venice,
Florida
| $597M | +$69M | +13% | 17.9% | 87% | 806 | 7.2% |
|
| 1988 |
CB
1988
Community Bank
Dewitt,
New York
| $595M | +$132M | +29% | 17.1% | 73.5% | 487 | 16.84% |
|
| 1989 |
RIM
1989
Rampart Investment Management
Hartford,
Connecticut
| $595M | +$384M | +182% | 24.1% | 74% | 548 | 7.66% |
|
| 1990 |
C
1990
Chescapmanager
Baltimore,
Maryland
| $594M | +$185M | +45% | 37.3% | 202% | 50 | 44% |
|
| 1991 |
ECG
1991
EPIQ Capital Group
San Francisco,
California
| $594M | +$255M | +76% | 22.4% | 6.25% | 49 | 32.65% |
|
| 1992 |
GC
1992
Gratus Capital
Atlanta,
Georgia
| $593M | +$57.7M | +11% | 18.9% | 51.4% | 184 | 19.57% |
|
| 1993 |
KBG
1993
Kahn Brothers Group
New York
| $592M | +$45.1M | +8% | 10.9% | 53.4% | 48 | 2.08% |
|
| 1994 |
OPFM
1994
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $592M | +$97.3M | +20% | 66.6% | 94.5% | 54 | 48.15% |
|
| 1995 |
FG
1995
Formula Growth
Montreal,
Quebec, Canada
| $591M | +$69.5M | +13% | 40.7% | 118% | 181 | 37.57% |
|
| 1996 |
PPW
1996
Parcion Private Wealth
Bellevue,
Washington
| $591M | +$228M | +63% | 21.1% | 103% | 220 | 34.09% |
|
| 1997 |
WP
1997
Wedgewood Partners
St Louis,
Missouri
| $590M | +$62.7M | +12% | 30.7% | 78.1% | 42 | 11.9% |
|
| 1998 |
HIC
1998
Harvey Investment Company
Louisville,
Kentucky
| $590M | +$79.7M | +16% | 20% | 48.4% | 85 | 3.53% |
|
| 1999 |
OFG
1999
Oxford Financial Group
Carmel,
Indiana
| $590M | +$89.2M | +18% | 19.1% | 77.2% | 215 | 21.4% |
|
| 2000 |
SGDR
2000
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $589M | +$31.9M | +6% | 27.6% | 98.1% | 69 | 78.26% |
|