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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
Fund Evaluation Group
Cincinnati,
Ohio
| $780M | -$47.8M | -6% | 4.37% | 51.6% | 29 | 20.69% | 2.6 |
|
1977
Nalanda India Equity Fund
Mauritius
| $780M | +$30.3M | +4% | 4.05% | 30.2% | 2 | 0% | 3.4 |
|
1978
Anchorage Capital Group
New York
| $780M | -$341M | -30% | 9.38% | 24.9% | 20 | 5% | 1.6 |
|
1979
FFT Wealth Management
Philadelphia,
Pennsylvania
| $780M | +$63.6M | +9% | 9.02% | 65.6% | 126 | 21.43% | 1.2 |
|
1980
Wealthquest
Cincinnati,
Ohio
| $777M | +$62M | +9% | 7.46% | 52.1% | 132 | 15.15% | 3.5 |
|
1981
Inspire Investing
Meridian,
Idaho
| $777M | +$69.3M | +10% | 8.85% | 107% | 776 | 7.09% | 1.7 |
|
1982
Stokes Family Office
New Orleans,
Louisiana
| $777M | +$76M | +11% | 9.96% | 68.1% | 304 | 20.07% | 1.8 |
|
1983
Invictus Private Wealth
Denver,
Colorado
| $776M | – | – | 5.68% | 84.2% | 89 | – | 0 |
|
1984
Harvey Investment Company
Louisville,
Kentucky
| $775M | +$85.7M | +12% | 13.7% | 56.4% | 92 | 3.26% | 7 |
|
1985
Bath Savings Trust
Bath,
Maine
| $775M | +$56M | +8% | 10.2% | 57.8% | 158 | 8.23% | 5.6 |
|
1986
Central Securities
New York
| $774M | +$64.5M | +9% | 11.6% | 90.2% | 27 | 3.7% | 6.5 |
|
1987
Gladstone Capital Management
London,
United Kingdom
| $773M | +$60.8M | +9% | 6.53% | 304% | 15 | 40% | 1.8 |
|
1988
Bernzott Capital Advisors
Camarillo,
California
| $773M | +$48.3M | +7% | 13.2% | 46.6% | 53 | 7.55% | 3.5 |
|
1989
Ironvine Capital Partners
Omaha,
Nebraska
| $772M | +$27.3M | +4% | 7.03% | 58.8% | 51 | 3.92% | 4 |
|
1990
Twin Capital Management
Mcmurray,
Pennsylvania
| $772M | +$31.8M | +4% | 8.6% | 132% | 315 | 16.83% | 3.2 |
|
1991
Voya Financial Advisors
Windsor,
Connecticut
| $769M | -$4.27M | -0.6% | 6.36% | 44.8% | 253 | 13.04% | 4.8 |
|
1992
Unison Advisors
Washington,
District of Columbia
| $768M | +$228M | +42% | 11.7% | 54.6% | 185 | 3.78% | 2.5 |
|
1993
Jacobs & Co
San Francisco,
California
| $768M | +$72.7M | +10% | 11.2% | 105% | 128 | 7.81% | 6.3 |
|
1994
Crestview Partners II
New York
| $768M | +$38.2M | +5% | 14.4% | 157% | 3 | 0% | 4.2 |
|
1995
First Nebraska Trust
Lincoln,
Nebraska
| $767M | +$69.5M | +10% | 10.4% | 67.9% | 172 | 9.88% | 5.5 |
|
1996
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $767M | +$43M | +6% | 6.06% | 44.7% | 173 | 17.92% | 3.8 |
|
1997
Applied Finance Capital Management
San Juan,
Puerto Rico
| $767M | – | – | 11.5% | 90.4% | 70 | – | 0 |
|
1998
Willis Johnson & Associates
Houston,
Texas
| $767M | +$80.2M | +12% | 8.08% | 50.9% | 123 | 21.95% | 1.2 |
|
1999
Kontiki Capital Management (HK)
Hong Kong
| $766M | -$54.3M | -7% | 0.35% | 90.6% | 7 | 14.29% | 3 |
|
2000
Verity & Verity
Beaufort,
South Carolina
| $766M | +$145M | +23% | 14.8% | 90.4% | 132 | 30.3% | 4 |
|