We are live on
!
Find out more
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 |
FWM
1976
FFT Wealth Management
Philadelphia,
Pennsylvania
| $716M | -$182M | -20% | 6.18% | 65.6% | 109 | 56.88% |
|
| 1977 |
JCM
1977
Jag Capital Management
St Louis,
Missouri
| $716M | -$93.4M | -12% | 0.01% | 230% | 191 | 14.66% |
|
| 1978 |
W
1978
Wealthquest
Cincinnati,
Ohio
| $715M | +$52.5M | +8% | 4.85% | 52.1% | 126 | 9.52% |
|
| 1979 |
DBT
1979
Dubuque Bank & Trust
Dubuque,
Iowa
| $715M | -$59.5M | -8% | 4.74% | 24% | 237 | 13.08% |
|
| 1980 |
BC
1980
Brahman Capital
New York
| $714M | -$131M | -16% | 7.15% | 16.6% | 26 | 23.08% |
|
| 1981 |
CM
1981
CastleKnight Management
New York
| $713M | +$108M | +18% | 1.76% | 223% | 294 | 37.76% |
|
| 1982 |
RW
1982
RVW Wealth
Los Angeles,
California
| $713M | -$33.8M | -5% | 5.43% | 59.3% | 135 | 14.07% |
|
| 1983 |
GCM
1983
Gladstone Capital Management
London,
United Kingdom
| $713M | -$519M | -42% | 7.5% | 256% | 14 | 28.57% |
|
| 1984 |
CC
1984
Cornerstone Capital
Palo Alto,
California
| $712M | -$68.7M | -9% | 5% | 74.7% | 92 | 8.7% |
|
| 1985 |
CS
1985
Central Securities
New York
| $709M | -$40.7M | -5% | 1.15% | 84.7% | 29 | 6.9% |
|
| 1986 |
SCM
1986
Simcoe Capital Management
New York
| $709M | -$17.5M | -2% | 4.88% | 45.9% | 19 | 36.84% |
|
| 1987 |
II
1987
Inspire Investing
Meridian,
Idaho
| $708M | -$45.9M | -6% | 2.18% | 77.1% | 864 | 24.54% |
|
| 1988 |
SQA
1988
Simon Quick Advisors
Morristown,
New Jersey
| $707M | -$56.1M | -7% | 4.29% | 69.5% | 217 | 23.96% |
|
| 1989 |
DIGDR
1989
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $707M | +$71.8M | +11% | 3.64% | 67.3% | 20 | 40% |
|
| 1990 |
SAM
1990
Silverback Asset Management
Chapel Hill,
North Carolina
| $706M | +$56.8M | +9% | 0.2% | 92.4% | 142 | 28.17% |
|
| 1991 |
FFA
1991
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $706M | -$36.1M | -5% | 5.15% | 65.5% | 192 | 11.46% |
|
| 1992 |
AMI
1992
Amica Mutual Insurance
Providence,
Rhode Island
| $706M | -$82.7M | -10% | 5.75% | 69.7% | 110 | 11.82% |
|
| 1993 |
BI
1993
Bramshill Investments
Naples,
Florida
| $705M | -$134M | -16% | 7.84% | 0.88% | 203 | 42.36% |
|
| 1994 |
DG
1994
DigitalBridge Group
Boca Raton,
Florida
| $703M | -$38.6M | -5% | 10.8% | 112% | 63 | 34.92% |
|
| 1995 |
BIC
1995
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $703M | -$95.3M | -12% | 4.19% | 36% | 160 | 10.63% |
|
| 1996 |
SG
1996
StepStone Group
La Jolla,
California
| $703M | -$232M | -25% | 15% | 92.1% | 36 | 41.67% |
|
| 1997 |
CM
1997
Conifer Management
New York
| $703M | +$41.2M | +6% | 1.18% | 38.1% | 10 | 10% |
|
| 1998 |
PTC
1998
Petrus Trust Company
Dallas,
Texas
| $703M | +$2.42M | +0.3% | 8.15% | 25.1% | 288 | 71.53% |
|
| 1999 |
LFG
1999
Larson Financial Group
St Louis,
Missouri
| $703M | +$125M | +22% | 5.75% | 59.9% | 1,443 | 14.41% |
|
| 2000 |
AAIM
2000
Asset Advisors Investment Management
Augusta,
Georgia
| $702M | -$31.7M | -4% | 5.17% | 58.7% | 90 | 3.33% |
|