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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
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 |
CLC
1976
Charles-Lim Capital
Central,
Hong Kong
| $748M | -$191M | -20% | 28.3% | 21.5% | 11 | 54.55% |
|
| 1977 |
JIR
1977
James Investment Research
Alpha,
Ohio
| $747M | -$206M | -22% | 11.4% | 107% | 562 | 18.51% |
|
| 1978 |
JSW
1978
Journey Strategic Wealth
Summit,
New Jersey
| $747M | -$170M | -19% | 16.1% | 62.2% | 228 | 63.16% |
|
| 1979 |
JC
1979
Jacobs & Co
San Francisco,
California
| $747M | -$156M | -17% | 12.6% | 92.2% | 125 | 6.4% |
|
| 1980 |
GM
1980
GeoWealth Management
Chicago,
Illinois
| $747M | -$391M | -34% | 11.4% | 42.4% | 419 | 27.21% |
|
| 1981 |
RW
1981
RVW Wealth
Los Angeles,
California
| $747M | -$119M | -14% | 13.3% | 59.3% | 150 | 24% |
|
| 1982 |
CTC
1982
Chai Trust Company
Chicago,
Illinois
| $746M | -$151M | -17% | 8.49% | 20.2% | 34 | 29.41% |
|
| 1983 |
HS
1983
Hazelview Securities
Toronto,
Ontario, Canada
| $745M | -$27M | -3% | 17% | – | 27 | 11.11% |
|
| 1984 |
NFG
1984
Nations Financial Group
Cedar Rapids,
Iowa
| $745M | -$87.4M | -10% | 12.8% | 105% | 572 | 18.71% |
|
| 1985 |
QCG
1985
Quadrant Capital Group
Cincinnati,
Ohio
| $744M | -$81.5M | -10% | 13.9% | 77.7% | 2,869 | 14.67% |
|
| 1986 |
CPI
1986
Crestview Partners II
New York
| $744M | -$152M | -17% | 17% | 124% | 3 | 0% |
|
| 1987 |
EWM
1987
Executive Wealth Management
Brighton,
Michigan
| $744M | -$178M | -19% | 9.46% | 18.4% | 208 | 22.12% |
|
| 1988 |
KBG
1988
Kahn Brothers Group
New York
| $743M | -$44.8M | -6% | 5.2% | 38.1% | 46 | 2.17% |
|
| 1989 |
FBFS
1989
First Business Financial Services
Madison,
Wisconsin
| $742M | -$162M | -18% | 14.4% | 59.8% | 185 | 21.62% |
|
| 1990 |
DG
1990
DigitalBridge Group
Boca Raton,
Florida
| $742M | -$57.7M | -7% | 12% | 112% | 58 | 22.41% |
|
| 1991 |
FFA
1991
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $742M | -$107M | -13% | 14.2% | 65.5% | 201 | 15.92% |
|
| 1992 |
TWM
1992
Tanglewood Wealth Management
Houston,
Texas
| $741M | +$75.3M | +11% | 10.1% | 59.7% | 37 | 37.84% |
|
| 1993 |
MAMNY
1993
Marathon Asset Management (New York)
New York
| $741M | +$349M | +89% | 22.6% | 28.4% | 25 | 36% |
|
| 1994 |
LCM
1994
Landscape Capital Management
Englewood,
New Jersey
| $740M | -$45.1M | -6% | 15.2% | 73.3% | 1,123 | 34.55% |
|
| 1995 |
RCM
1995
Redwood Capital Management
New York
| $739M | -$382M | -34% | 23.1% | 236% | 46 | 10.87% |
|
| 1996 |
ELFC
1996
E-L Financial Corp
Toronto,
Ontario, Canada
| $738M | -$119M | -14% | 16.4% | 68.6% | 1 | 0% |
|
| 1997 |
TCM
1997
TD Capital Management
Memphis,
Tennessee
| $738M | -$99.6M | -12% | 10.5% | 33.9% | 95 | 13.68% |
|
| 1998 |
NA
1998
Nottingham Advisors
Amherst,
New York
| $737M | -$106M | -13% | 12% | 44.3% | 145 | 17.24% |
|
| 1999 |
DG
1999
Discerene Group
Stamford,
Connecticut
| $737M | -$47M | -6% | 4.24% | 70.3% | 16 | 6.25% |
|
| 2000 |
LCG
2000
Lisanti Capital Growth
New York
| $736M | -$154M | -17% | 8.6% | 1,090% | 152 | 60.53% |
|