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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 |
SFO
1976
Stokes Family Office
New Orleans,
Louisiana
| $865M | +$62.8M | +8% | 5.8% | 56.9% | 340 | 14.41% |
|
| 1977 |
JCM
1977
Jag Capital Management
St Louis,
Missouri
| $865M | +$91.7M | +12% | 16.1% | 178% | 199 | 20.1% |
|
| 1978 |
CC
1978
Cornerstone Capital
Palo Alto,
California
| $865M | +$36M | +4% | 7.1% | 74.7% | 94 | 10.64% |
|
| 1979 |
XF
1979
XML Financial
Bethesda,
Maryland
| $864M | +$43.2M | +5% | 4.07% | 69.5% | 355 | 9.86% |
|
| 1980 |
CCA
1980
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $864M | +$24.9M | +3% | 5.43% | 58.6% | 106 | 8.49% |
|
| 1981 |
PAM
1981
Palisade Asset Management
Minneapolis,
Minnesota
| $862M | +$46.1M | +6% | 4.73% | 61.8% | 184 | 5.98% |
|
| 1982 |
VCA
1982
Verdence Capital Advisors
Hunt Valley,
Maryland
| $861M | +$34.1M | +4% | 6.56% | 75.2% | 564 | 9.93% |
|
| 1983 |
KOC
1983
Koss-Olinger Consulting
Gainesville,
Florida
| $861M | +$59M | +7% | 5.64% | 50.9% | 289 | 11.42% |
|
| 1984 |
GHP
1984
Great Hill Partners
Boston,
Massachusetts
| $861M | -$53.8M | -6% | 13.7% | 14.7% | 2 | 0% |
|
| 1985 |
TAM
1985
Taurus Asset Management
New York
| $860M | +$42.4M | +5% | 6.88% | 26.9% | 93 | 3.23% |
|
| 1986 |
SIA
1986
Soltis Investment Advisors
St. George,
Utah
| $860M | +$74.2M | +9% | 6.49% | 67% | 283 | 16.61% |
|
| 1987 |
AWA
1987
Arkadios Wealth Advisors
Atlanta,
Georgia
| $860M | +$20.2M | +2% | 6.63% | 73.7% | 645 | 12.71% |
|
| 1988 |
PCP
1988
P2 Capital Partners
New York
| $859M | +$79.1M | +10% | 7.36% | 0.1% | 16 | 12.5% |
|
| 1989 |
VFA
1989
Voya Financial Advisors
Windsor,
Connecticut
| $859M | +$55.7M | +7% | 2.77% | 36.1% | 248 | 12.1% |
|
| 1990 |
GG
1990
Greenwood Gearhart
Fayetteville,
Arkansas
| $859M | +$73.3M | +9% | 5.87% | 70.6% | 102 | 11.76% |
|
| 1991 |
LF
1991
Longbow Finance
Lutry,
Switzerland
| $859M | +$64.6M | +8% | 11.1% | 133% | 65 | 16.92% |
|
| 1992 |
WAM
1992
Weatherly Asset Management
Del Mar,
California
| $857M | +$86.5M | +11% | 13.3% | 108% | 176 | 2.84% |
|
| 1993 |
BST
1993
Bath Savings Trust
Bath,
Maine
| $857M | +$44.4M | +5% | 6.55% | 47.3% | 159 | 3.77% |
|
| 1994 |
IAM
1994
Ion Asset Management
Herzliya,
Israel
| $857M | -$97.1M | -10% | 5.42% | 125% | 43 | 34.88% |
|
| 1995 |
TWM
1995
Tradition Wealth Management
Edina,
Minnesota
| $856M | +$52.5M | +7% | 5.38% | 54.3% | 1,429 | 13.16% |
|
| 1996 |
WWA
1996
WCG Wealth Advisors
Las Vegas,
Nevada
| $856M | +$75.8M | +10% | 4.49% | 51.2% | 190 | 35.79% |
|
| 1997 |
AIP
1997
ARS Investment Partners
New York
| $856M | +$22.9M | +3% | 8.76% | 260% | 171 | 14.04% |
|
| 1998 |
SC
1998
Styrax Capital
New York
| $855M | +$215M | +34% | 21.1% | 272% | 19 | 42.11% |
|
| 1999 |
SGCM
1999
Sand Grove Capital Management
London,
United Kingdom
| $854M | +$115M | +16% | 13.9% | 411% | 48 | 81.25% |
|
| 2000 |
WCM
2000
Wealthcare Capital Management
Richmond,
Virginia
| $854M | +$34.3M | +4% | 3.05% | 41.4% | 78 | 14.1% |
|