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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
Creative Financial Designs
Kokomo,
Indiana
| $858M | +$7.96M | +0.9% | 2.59% | 56.2% | 1,562 | 9.99% | 2.6 |
|
1977
Hilltop Holdings
Dallas,
Texas
| $857M | +$35.1M | +4% | 0.92% | 96.7% | 646 | 23.22% | 3.4 |
|
1978
PSG Equity
Boston,
Massachusetts
| $857M | -$155M | -15% | 15.3% | 13.7% | 1 | 0% | 1.8 |
|
1979
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $856M | -$196M | -19% | 4.21% | 25.8% | 149 | 46.31% | 0.7 |
|
1980
Commodore Capital
New York
| $856M | -$34.3M | -4% | 19.6% | 2,121% | 33 | 30.3% | 0.9 |
|
1981
Ally Invest Advisors
Charlotte,
North Carolina
| $855M | -$20.5M | -2% | 4.19% | 41.1% | 56 | 8.93% | 1.8 |
|
1982
Seven Eight Capital
New York
| $855M | +$250M | +41% | 6.56% | 13.6% | 788 | 66.88% | 0.2 |
|
1983
BIT Capital
Berlin,
Germany
| $855M | -$224M | -21% | 3.1% | 1,162% | 167 | 44.91% | 0.9 |
|
1984
Globeflex Capital
San Diego,
California
| $854M | -$42M | -5% | 2.48% | 186% | 519 | 21% | 2.2 |
|
1985
Southernsun Asset Management
Memphis,
Tennessee
| $854M | -$94.4M | -10% | 6.63% | 54.7% | 27 | 3.7% | 5.3 |
|
|
MAM
1986
Mastrapasqua Asset Management
Nashville,
Tennessee
| $853M | -$36M | -4% | 2.16% | 54.9% | 155 | 7.74% | 4.1 |
|
1987
Arrow Financial
Glens Falls,
New York
| $853M | +$24.1M | +3% | 3.58% | 71.1% | 352 | 10.23% | 6.6 |
|
1988
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $853M | +$176M | +26% | 4.93% | 95.1% | 112 | 50.89% | 0.8 |
|
1989
Banc Funds Company
Chicago,
Illinois
| $853M | +$3.7M | +0.4% | 3.11% | 69% | 156 | 5.13% | 5.6 |
|
1990
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $852M | -$41.3M | -5% | 3.4% | 62.2% | 244 | 6.97% | 3.6 |
|
1991
Stokes Family Office
New Orleans,
Louisiana
| $852M | -$13.5M | -2% | 2.93% | 68.1% | 363 | 15.43% | 2 |
|
|
SBCM
1992
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $852M | -$208M | -20% | 0.05% | 72.3% | 53 | 13.21% | 5.6 |
|
1993
Unison Advisors
Washington,
District of Columbia
| $850M | -$50.6M | -6% | 1.73% | 54.6% | 180 | 1.11% | 2.8 |
|
1994
Amica Mutual Insurance
Providence,
Rhode Island
| $850M | -$34.3M | -4% | 3.04% | 80.4% | 106 | 10.38% | 4.7 |
|
|
WDA
1995
Wendell David Associates
Portsmouth,
New Hampshire
| $850M | -$35.4M | -4% | 2.54% | 46% | 158 | 8.23% | 7.3 |
|
1996
Certuity
North Palm Beach,
Florida
| $849M | -$30.6M | -3% | 2.35% | 190% | 292 | 17.47% | 1.9 |
|
1997
Howe & Rusling
Rochester,
New York
| $847M | -$46.4M | -5% | 3.12% | 82% | 348 | 14.66% | 4.8 |
|
|
HEC
1998
Hudson Executive Capital
New York
| $846M | +$17.6M | +2% | 3.11% | 127% | 5 | 20% | 3.5 |
|
1999
Private Capital Management (Florida)
Naples,
Florida
| $846M | +$4.65M | +0.6% | 1.41% | 118% | 160 | 23.13% | 1.9 |
|
2000
Edgemoor Investment Advisors
Bethesda,
Maryland
| $846M | -$39.5M | -4% | 3.24% | 109% | 162 | 6.17% | 5 |
|