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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
Main Management
San Francisco,
California
| $931M | +$31.2M | +3% | 5.67% | 64.1% | 140 | 7.14% | 2.7 |
|
1977
Trek Financial
Scottsdale,
Arizona
| $930M | +$86.5M | +10% | 5.87% | 144% | 260 | 36.15% | 0.8 |
|
|
NTCM
1978
Nine Ten Capital Management
Chicago,
Illinois
| $930M | +$207M | +29% | 30% | 166% | 10 | 0% | 2.7 |
|
1979
L & S Advisors
Los Angeles,
California
| $929M | +$48.7M | +6% | 10.8% | 231% | 404 | 33.66% | 1.7 |
|
|
RP
1980
RR Partners
New York
| $929M | +$106M | +13% | 11.7% | 73.3% | 20 | 35% | 2.3 |
|
1981
MKP Capital Management
New York
| $928M | -$537M | -37% | 5.8% | 69.8% | 66 | 57.58% | 0.3 |
|
|
ICM
1982
Indaba Capital Management
San Francisco,
California
| $926M | +$131M | +16% | 13.2% | 66.7% | 80 | 57.5% | 0.4 |
|
1983
Sandbar Asset Management
London,
United Kingdom
| $925M | +$171M | +23% | 7.93% | 128% | 67 | 40.3% | 0.6 |
|
1984
Middleton & Co
Boston,
Massachusetts
| $923M | +$35.3M | +4% | 10.3% | 81.8% | 157 | 4.46% | 5.2 |
|
1985
Hartford Funds Management
Wayne,
Pennsylvania
| $923M | +$15.3M | +2% | 2.39% | 26.8% | 5 | 0% | 1.9 |
|
1986
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $922M | +$67.3M | +8% | 5.26% | 80.4% | 35 | 5.71% | 3.8 |
|
|
TFP
1987
Triple Frond Partners
San Francisco,
California
| $922M | +$116M | +14% | 15.5% | 92.9% | 11 | 0% | 2.9 |
|
1988
CapWealth Advisors
Franklin,
Tennessee
| $921M | +$42.5M | +5% | 6.06% | 152% | 108 | 6.48% | 4.2 |
|
1989
Grassi Investment Management
Santa Clara,
California
| $921M | +$38.9M | +4% | 6.77% | 170% | 150 | 9.33% | 3.9 |
|
|
CMG
1990
Cavalry Management Group
San Francisco,
California
| $920M | -$158M | -15% | 14.4% | 59.6% | 49 | 44.9% | 0.6 |
|
1991
Accenture
Dublin,
Ireland
| $917M | -$34.3M | -4% | 3.61% | – | 1 | 0% | 0.5 |
|
1992
First Financial Bank - Trust Division
Hamilton,
Ohio
| $916M | +$22.1M | +2% | 5.3% | 68.6% | 187 | 3.21% | 5.5 |
|
1993
TCV Trust & Wealth Management
Richmond,
Virginia
| $916M | +$52.3M | +6% | 5.47% | 75.3% | 204 | 17.65% | 4.9 |
|
1994
Bogart Wealth LLC
Mclean,
Virginia
| $915M | +$197M | +27% | 5.91% | 60.5% | 742 | 19.27% | 1.7 |
|
1995
Baldwin Wealth Partners
Marion,
Massachusetts
| $915M | +$73.2M | +9% | 10.7% | 94.5% | 674 | 8.61% | 3.3 |
|
1996
Webster Bank
Waterbury,
Connecticut
| $914M | +$35.9M | +4% | 7.46% | 77.5% | 563 | 9.41% | 4.2 |
|
|
AAM
1997
Autus Asset Management
Scottsdale,
Arizona
| $913M | +$64.3M | +8% | 7.81% | 26.3% | 171 | 4.68% | 4.9 |
|
1998
Southernsun Asset Management
Memphis,
Tennessee
| $913M | -$50.3M | -5% | 1.22% | 54.7% | 36 | 11.11% | 4.4 |
|
1999
Ironvine Capital Partners
Omaha,
Nebraska
| $913M | +$53.8M | +6% | 10.7% | 58.8% | 65 | 20% | 2.6 |
|
2000
Executive Wealth Management
Brighton,
Michigan
| $912M | +$60M | +7% | 7.47% | 18.4% | 204 | 14.22% | 1.5 |
|