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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 |
AVLSA
1976
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $1.08B | +$129M | +14% | 28.1% | 485% | 15 | 6.67% |
|
| 1977 |
MAP
1977
Madison Avenue Partners
New York
| $1.08B | +$287M | +36% | 17.8% | 241% | 27 | 33.33% |
|
| 1978 |
XF
1978
XML Financial
Bethesda,
Maryland
| $1.08B | +$83.8M | +8% | 6.54% | 69.5% | 359 | 9.19% |
|
| 1979 |
BC
1979
BIT Capital
Berlin,
Germany
| $1.08B | -$201M | -16% | 0.37% | 782% | 135 | 43.7% |
|
| 1980 |
RW
1980
RVW Wealth
Los Angeles,
California
| $1.08B | +$74.6M | +7% | 5.45% | 59.3% | 161 | 9.94% |
|
| 1981 |
MW
1981
Marcum Wealth
Cleveland,
Ohio
| $1.08B | +$78.8M | +8% | 6.97% | 20% | 426 | 11.03% |
|
| 1982 |
NGA
1982
Naples Global Advisors
Naples,
Florida
| $1.08B | +$79M | +8% | 7.66% | 103% | 411 | 7.06% |
|
| 1983 |
UAS
1983
United Asset Strategies
Garden City,
New York
| $1.07B | +$60.5M | +6% | 5.89% | 94.6% | 245 | 11.02% |
|
| 1984 |
F1I
1984
Fund 1 Investments
Rincon,
Puerto Rico
| $1.07B | +$149M | +16% | 2.72% | 78.6% | 92 | 58.7% |
|
| 1985 |
CC
1985
Cornerstone Capital
Palo Alto,
California
| $1.07B | +$79.4M | +8% | 7.91% | 74.7% | 104 | 8.65% |
|
| 1986 |
FP
1986
FPR Partners
San Francisco,
California
| $1.07B | +$81.4M | +8% | 38.3% | 33% | 16 | 31.25% |
|
| 1987 |
COCM
1987
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1.07B | +$112M | +12% | 5.71% | 39.2% | 191 | 10.99% |
|
| 1988 |
PP
1988
Pegasus Partners
Mequon,
Wisconsin
| $1.07B | +$76.3M | +8% | 6.15% | 32.6% | 178 | 10.67% |
|
| 1989 |
KCM
1989
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.07B | +$122M | +13% | 5.42% | 47% | 398 | 19.1% |
|
| 1990 |
FPM
1990
Francisco Partners Management
San Francisco,
California
| $1.07B | -$74.9M | -7% | 3.52% | 30% | 8 | 0% |
|
| 1991 |
BSB
1991
Bangor Savings Bank
Bangor,
Maine
| $1.06B | +$63.3M | +6% | 6.16% | 49.6% | 556 | 11.33% |
|
| 1992 |
AIM
1992
Anchor Investment Management
Columbia,
South Carolina
| $1.06B | +$87.8M | +9% | 6.36% | 59.4% | 1,094 | 12.07% |
|
| 1993 |
NAS
1993
Nicolet Advisory Services
Green Bay,
Wisconsin
| $1.06B | +$15.5M | +1% | 6.39% | 62.7% | 383 | 11.23% |
|
| 1994 |
FTS
1994
Fifth Third Securities
Cincinnati,
Ohio
| $1.06B | -$25.9M | -2% | 5.93% | 58.9% | 272 | 7.35% |
|
| 1995 |
GA
1995
GRS Advisors
Chicago,
Illinois
| $1.06B | +$189M | +22% | 15.8% | 41.1% | 37 | 56.76% |
|
| 1996 |
WA
1996
WBH Advisory
Baltimore,
Maryland
| $1.06B | +$68M | +7% | 6.24% | 47.2% | 326 | 5.52% |
|
| 1997 |
UM
1997
Ulysses Management
New York
| $1.06B | +$339M | +47% | 8.06% | 48.7% | 68 | 42.65% |
|
| 1998 |
CIAS
1998
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.05B | +$85.2M | +9% | 5.96% | 69.3% | 1,012 | 7.61% |
|
| 1999 |
HCM
1999
Hengehold Capital Management
Cincinnati,
Ohio
| $1.05B | +$93.3M | +10% | 5.65% | 48.1% | 213 | 14.08% |
|
| 2000 |
JSAM
2000
J. Safra Asset Management
New York
| $1.05B | +$61.3M | +6% | 5.53% | 68.9% | 322 | 24.22% |
|