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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
Duality Advisers
Miami,
Florida
| $932M | +$8.16M | +0.9% | 7.72% | 18.3% | 879 | 77.93% | 0.2 |
|
1977
MGO One Seven
Beachwood,
Ohio
| $930M | -$33.7M | -3% | 3.56% | 98.8% | 737 | 18.32% | 2 |
|
1978
First Trust Capital Management
Chicago,
Illinois
| $930M | +$360M | +63% | 5.92% | 214% | 320 | 44.06% | 0.5 |
|
1979
SP Asset Management
Cupertino,
California
| $929M | -$70.8M | -7% | 8.82% | 92.4% | 128 | 3.91% | 2.4 |
|
1980
Ashford Capital Management
Wilmington,
Delaware
| $928M | -$74.3M | -7% | 7.49% | 150% | 115 | 20.87% | 3.8 |
|
1981
Twin Capital Management
Mcmurray,
Pennsylvania
| $928M | -$70.9M | -7% | 2.7% | 132% | 303 | 17.16% | 3.2 |
|
1982
Lavaca Capital
Houston,
Texas
| $928M | +$149M | +19% | 5.84% | 46.5% | 205 | 34.63% | 1.2 |
|
1983
Ironvine Capital Partners
Omaha,
Nebraska
| $927M | -$47.4M | -5% | 7.18% | 58.8% | 56 | 5.36% | 3.3 |
|
1984
Southernsun Asset Management
Memphis,
Tennessee
| $927M | -$73.1M | -7% | 1.25% | 54.7% | 35 | 17.14% | 5.1 |
|
1985
Stonebridge Capital Advisors
St Paul,
Minnesota
| $926M | +$20.2M | +2% | 1.22% | 80.1% | 1,138 | 18.63% | 1.6 |
|
1986
Quantitative Investment Management
Charlottesville,
Virginia
| $925M | +$213M | +30% | 1.64% | 24.6% | 355 | 80.85% | 0.2 |
|
1987
Meristem Family Wealth
Minnetonka,
Minnesota
| $925M | -$242M | -21% | 4.06% | 67.7% | 399 | 18.05% | 2.7 |
|
1988
McDaniel Terry & Co
Austin,
Texas
| $925M | -$73.2M | -7% | 6.55% | 57.9% | 112 | 25% | 4.2 |
|
|
NTCM
1989
Nut Tree Capital Management
New York
| $924M | +$407M | +79% | 9.02% | 101% | 13 | 30.77% | 1.1 |
|
1990
Pelham Capital
London,
United Kingdom
| $923M | -$841M | -48% | 22.5% | 135% | 14 | 21.43% | 1.1 |
|
1991
Beese Fulmer Investment Management
Canton,
Ohio
| $923M | -$38.7M | -4% | 1.53% | 124% | 252 | 10.71% | 4.7 |
|
1992
Ghisallo Capital Management
Boston,
Massachusetts
| $923M | -$1.1B | -54% | 7.2% | 122% | 457 | 39.82% | 0.6 |
|
1993
Executive Wealth Management
Brighton,
Michigan
| $922M | -$83M | -8% | 5.48% | 18.4% | 213 | 18.31% | 2 |
|
1994
StrategIQ Financial Group
Merrillville,
Indiana
| $921M | -$76.8M | -8% | 5.67% | 12.6% | 308 | 8.12% | 2.9 |
|
1995
Oldfield Partners
London,
United Kingdom
| $920M | +$150M | +19% | 11.3% | 90.3% | 23 | 17.39% | 4.9 |
|
1996
Mount Yale Investment Advisors
Denver,
Colorado
| $920M | -$42.1M | -4% | 4.25% | 81.9% | 508 | 19.29% | 1.9 |
|
1997
Capital Investment Advisory Services
Raleigh,
North Carolina
| $919M | +$74.5M | +9% | 2.65% | 69.3% | 891 | 14.93% | 2.2 |
|
1998
Journey Strategic Wealth
Summit,
New Jersey
| $917M | -$43.5M | -5% | 0.62% | 62.2% | 246 | 39.43% | 0.2 |
|
1999
RWC Asset Advisors
Miami,
Florida
| $916M | +$89.5M | +11% | 22.4% | 267% | 14 | 50% | 1.6 |
|
|
RPGK
2000
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $915M | -$119M | -12% | 4.39% | 54.7% | 118 | 16.95% | 2.9 |
|