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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 |
HP
1976
Harvey Partners
Tarrytown,
New York
| $808M | +$21M | +3% | 8.41% | 124% | 41 | 12.2% |
|
| 1977 |
FCM
1977
FJ Capital Management
Mclean,
Virginia
| $808M | -$36.9M | -4% | 17.2% | 63.9% | 122 | 46.72% |
|
| 1978 |
TCM
1978
TD Capital Management
Memphis,
Tennessee
| $807M | +$43.1M | +6% | 4.44% | 33.9% | 420 | 9.52% |
|
| 1979 |
LCS
1979
Levin Capital Strategies
New York
| $807M | +$62.2M | +8% | 4.07% | 79.3% | 299 | 38.13% |
|
| 1980 |
NIEF
1980
Nalanda India Equity Fund
Mauritius
| $807M | +$26.8M | +3% | 3.9% | 23.6% | 2 | 0% |
|
| 1981 |
RW
1981
RVW Wealth
Los Angeles,
California
| $807M | +$21.3M | +3% | 6.11% | 59.3% | 172 | 22.67% |
|
| 1982 |
GIM
1982
Grassi Investment Management
Santa Clara,
California
| $806M | +$65M | +9% | 15.6% | 170% | 130 | 11.54% |
|
| 1983 |
HIC
1983
Harvey Investment Company
Louisville,
Kentucky
| $806M | +$30.3M | +4% | 4.34% | 48.4% | 94 | 4.26% |
|
| 1984 |
JCG
1984
JHL Capital Group
Chicago,
Illinois
| $805M | +$112M | +16% | 16.1% | – | 1 | 0% |
|
| 1985 |
FWM
1985
FFT Wealth Management
Philadelphia,
Pennsylvania
| $805M | +$25.8M | +3% | 5.92% | 65.6% | 133 | 15.79% |
|
| 1986 |
AFCM
1986
Applied Finance Capital Management
San Juan,
Puerto Rico
| $804M | +$37M | +5% | 6.04% | 68.5% | 73 | 6.85% |
|
| 1987 |
TWM
1987
Tradition Wealth Management
Edina,
Minnesota
| $804M | +$95.5M | +13% | 5.43% | 54.3% | 1,328 | 16.19% |
|
| 1988 |
CU
1988
CQS (US)
New York
| $804M | +$41M | +5% | 4.06% | 15% | 75 | 6.67% |
|
| 1989 |
EWA
1989
EverSource Wealth Advisors
Birmingham,
Alabama
| $803M | +$143M | +22% | 6.06% | 89.7% | 2,608 | 20.51% |
|
| 1990 |
VFA
1990
Voya Financial Advisors
Windsor,
Connecticut
| $803M | +$33.9M | +4% | 4.97% | 36.1% | 252 | 13.89% |
|
| 1991 |
Q
1991
QVR
San Francisco,
California
| $803M | -$65.8M | -8% | 0% | – | 194 | 98.97% |
|
| 1992 |
SFO
1992
Stokes Family Office
New Orleans,
Louisiana
| $803M | +$25.7M | +3% | 5.23% | 56.9% | 317 | 17.98% |
|
| 1993 |
TCM
1993
Tran Capital Management
San Rafael,
California
| $802M | +$11.4M | +1% | 12.1% | 149% | 45 | 24.44% |
|
| 1994 |
MDSL
1994
M.D. Sass LLC
New York
| $802M | +$122M | +18% | 5.4% | 54.6% | 39 | 43.59% |
|
| 1995 |
NGA
1995
Naples Global Advisors
Naples,
Florida
| $802M | +$15.2M | +2% | 5.25% | 103% | 401 | 7.23% |
|
| 1996 |
KOC
1996
Koss-Olinger Consulting
Gainesville,
Florida
| $802M | +$107M | +15% | 8.26% | 50.9% | 276 | 19.2% |
|
| 1997 |
CA
1997
CapWealth Advisors
Franklin,
Tennessee
| $802M | -$49.2M | -6% | 5.32% | 128% | 112 | 9.82% |
|
| 1998 |
CS
1998
Central Securities
New York
| $802M | +$27.7M | +4% | 8.52% | 84.7% | 26 | 0% |
|
| 1999 |
MW
1999
Marcum Wealth
Cleveland,
Ohio
| $801M | +$47.3M | +6% | 6.54% | 20% | 419 | 12.41% |
|
| 2000 |
WA
2000
WBH Advisory
Baltimore,
Maryland
| $801M | – | – | 6.07% | 47.2% | 296 | – |
|