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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
40.91%
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
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 |
BCM
1976
Bares Capital Management
Austin,
Texas
| $1.1B | -$981M | -47% | 8.65% | 138% | 31 | 35.48% |
|
| 1977 |
TCMX
1977
Technology Crossover Management X
Menlo Park,
California
| $1.09B | +$81.5M | +8% | 8.77% | 73.1% | 6 | 0% |
|
| 1978 |
TW
1978
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.09B | +$55.5M | +5% | 6.29% | – | 343 | 11.08% |
|
| 1979 |
LWL
1979
Leo Wealth LLC
Hurst,
Texas
| $1.09B | +$114M | +12% | 7.48% | – | 371 | 16.71% |
|
| 1980 |
LNB
1980
Ledyard National Bank
| $1.09B | +$63.7M | +6% | 7.02% | 69.8% | 224 | 8.48% |
|
| 1981 |
1CP
1981
1607 Capital Partners
Richmond,
Virginia
| $1.09B | -$23M | -2% | 5.38% | 28.5% | 147 | 16.33% |
|
| 1982 |
CCFCSB
1982
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.09B | +$59M | +6% | 6.13% | – | 199 | 10.05% |
|
| 1983 |
FFBTD
1983
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.09B | +$76.6M | +8% | 7.35% | 62.6% | 212 | 4.72% |
|
| 1984 |
MAM
1984
Mark Asset Management
New York
| $1.09B | +$88.7M | +9% | 6.86% | 325% | 63 | 26.98% |
|
| 1985 |
MSFS
1985
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.09B | +$28.3M | +3% | 7.31% | 75.4% | 588 | 15.99% |
|
| 1986 |
KA
1986
Kintegral Advisory
New York
| $1.09B | +$47.3M | +5% | 7.26% | 124% | 238 | 0% |
|
| 1987 |
NIP
1987
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.09B | +$126M | +13% | 11.9% | 397% | 250 | 36.4% |
|
| 1988 |
SL
1988
Sonnipe Ltd
Douglas,
Isle Of Man
| $1.09B | +$134M | +14% | 15.2% | 57.8% | 3 | 0% |
|
| 1989 |
PCM
1989
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.09B | +$35M | +3% | 10.1% | 181% | 166 | 24.7% |
|
| 1990 |
FFW
1990
Fusion Family Wealth
Woodbury,
New York
| $1.09B | +$104M | +11% | 6.62% | 58.2% | 43 | 0% |
|
| 1991 |
FFS
1991
Founders Financial Securities
Towson,
Maryland
| $1.08B | +$26.5M | +3% | 6.12% | 64.3% | 477 | 21.59% |
|
| 1992 |
RI
1992
RWWM Inc
Rocklin,
California
| $1.08B | +$162M | +18% | 18.3% | 40.6% | 21 | 4.76% |
|
| 1993 |
AF
1993
Arrow Financial
Glens Falls,
New York
| $1.08B | +$56.4M | +5% | 5.89% | 66.5% | 350 | 6.86% |
|
| 1994 |
HFM
1994
Hartford Funds Management
Wayne,
Pennsylvania
| $1.08B | +$13.5M | +1% | 5.36% | 26.8% | 99 | 11.11% |
|
| 1995 |
SW
1995
Simplicity Wealth
Summit,
New Jersey
| $1.08B | -$3.35B | -76% | 7.07% | 74.5% | 1,268 | 63.25% |
|
| 1996 |
AVLSA
1996
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $1.08B | +$129M | +14% | 28.1% | 484% | 15 | 6.67% |
|
| 1997 |
MAP
1997
Madison Avenue Partners
New York
| $1.08B | +$287M | +36% | 17.8% | 284% | 27 | 33.33% |
|
| 1998 |
XF
1998
XML Financial
Bethesda,
Maryland
| $1.08B | +$83.8M | +8% | 6.54% | 69.5% | 359 | 9.19% |
|
| 1999 |
BC
1999
BIT Capital
Berlin,
Germany
| $1.08B | -$201M | -16% | 0.37% | 1,162% | 135 | 43.7% |
|
| 2000 |
RW
2000
RVW Wealth
Los Angeles,
California
| $1.08B | +$74.6M | +7% | 5.45% | 59.3% | 161 | 9.94% |
|