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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 |
KA
1976
Kintegral Advisory
New York
| $757M | +$35.7M | +5% | 9.66% | 94.4% | 331 | 42.3% |
|
| 1977 |
NAS
1977
Nicolet Advisory Services
Green Bay,
Wisconsin
| $757M | +$143M | +23% | 7.58% | 62.7% | 247 | 24.29% |
|
| 1978 |
PCP
1978
P2 Capital Partners
New York
| $756M | -$54M | -7% | 14.1% | 0.1% | 20 | 30% |
|
| 1979 |
LOM
1979
LTS One Management
New York
| $756M | +$94.4M | +14% | 7.55% | 27.6% | 9 | 55.56% |
|
| 1980 |
VF
1980
Virtu Financial
New York
| $756M | -$336M | -31% | 6.84% | 117% | 2,634 | 77.41% |
|
| 1981 |
ACM
1981
Advance Capital Management
Southfield,
Michigan
| $755M | -$62.9M | -8% | 9.01% | 46.9% | 112 | 25% |
|
| 1982 |
MIA
1982
MMBG Investment Advisors
Miami,
Florida
| $755M | +$8.24M | +1% | 4.4% | 101% | 168 | 8.33% |
|
| 1983 |
MCM
1983
Maple Capital Management
Montpelier,
Vermont
| $755M | -$37.4M | -5% | 7.81% | 94.4% | 101 | 7.92% |
|
| 1984 |
RIM
1984
Redwood Investment Management
Scottsdale,
Arizona
| $755M | +$279M | +59% | 10.4% | 46% | 303 | 53.8% |
|
| 1985 |
AWA
1985
Arkadios Wealth Advisors
Atlanta,
Georgia
| $754M | +$94.6M | +14% | 8.02% | 73.7% | 597 | 17.59% |
|
| 1986 |
MW
1986
Marcum Wealth
Cleveland,
Ohio
| $754M | +$94.9M | +14% | 8.92% | 20% | 402 | 11.44% |
|
| 1987 |
CISOA
1987
Capital Investment Services of America
Milwaukee,
Wisconsin
| $754M | +$17.5M | +2% | 8.52% | 50.7% | 73 | 8.22% |
|
| 1988 |
FTDI
1988
First Trust Direct Indexing
Boston,
Massachusetts
| $754M | +$69.3M | +10% | 11.7% | 69% | 716 | 14.39% |
|
| 1989 |
WC
1989
Woodstock Corp
Boston,
Massachusetts
| $752M | +$80.2M | +12% | 12.9% | 96.1% | 173 | 8.09% |
|
| 1990 |
NCM
1990
Narwhal Capital Management
Marietta,
Georgia
| $752M | +$61.4M | +9% | 10.1% | 93.8% | 169 | 14.2% |
|
| 1991 |
AIP
1991
ARS Investment Partners
New York
| $752M | +$24.5M | +3% | 13.9% | 260% | 190 | 27.89% |
|
| 1992 |
RCYC
1992
Richard C. Young & Co
Newport,
Rhode Island
| $751M | +$97.5M | +15% | 14.6% | 137% | 79 | 10.13% |
|
| 1993 |
FG
1993
Fiduciary Group
Savannah,
Georgia
| $751M | -$21.2M | -3% | 9.26% | 57.4% | 237 | 5.06% |
|
| 1994 |
RWM
1994
RKL Wealth Management
Lancaster,
Pennsylvania
| $748M | +$54M | +8% | 7.97% | 54.1% | 135 | 8.15% |
|
| 1995 |
TC
1995
Towle & Co
Denver,
Colorado
| $748M | +$136M | +22% | 18% | 113% | 73 | 26.03% |
|
| 1996 |
HCS
1996
Himension Capital (Singapore)
Singapore
| $748M | -$195M | -21% | 12.1% | 292% | 12 | 25% |
|
| 1997 |
SAM
1997
SP Asset Management
Cupertino,
California
| $747M | +$16.3M | +2% | 6.09% | 82.9% | 116 | 12.93% |
|
| 1998 |
RI
1998
Redwood Investments
Boston,
Massachusetts
| $747M | +$2.53M | +0.3% | 8.21% | 74.1% | 129 | 20.16% |
|
| 1999 |
MCM
1999
McKinley Capital Management
Anchorage,
Alaska
| $747M | +$9.76M | +1% | 9.07% | 63.3% | 179 | 15.08% |
|
| 2000 |
AAA
2000
Adams Asset Advisors
Dallas,
Texas
| $746M | +$101M | +16% | 11.6% | 63.2% | 89 | 20.22% |
|