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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 |
SCM
1976
Shenkman Capital Management
New York
| $1.14B | -$150M | -12% | 0.4% | 3.15% | 100 | 1% |
|
| 1977 |
NIP
1977
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.14B | +$47.3M | +4% | 10.8% | 397% | 253 | 25.69% |
|
| 1978 |
MCP
1978
Meridiem Capital Partners
Dallas,
Texas
| $1.14B | – | – | 2.38% | – | 69 | – |
|
| 1979 |
EIA
1979
Edgemoor Investment Advisors
Bethesda,
Maryland
| $1.14B | -$15M | -1% | 1.44% | 109% | 171 | 5.26% |
|
| 1980 |
TWM
1980
Tradition Wealth Management
Edina,
Minnesota
| $1.14B | +$13.1M | +1% | 1.06% | 69.6% | 447 | 13.87% |
|
| 1981 |
SS
1981
Sunbelt Securities
Houston,
Texas
| $1.14B | +$115M | +11% | 2.36% | 83.5% | 1,957 | 12.88% |
|
| 1982 |
HR
1982
Hardy Reed
Tupelo,
Mississippi
| $1.13B | +$18.4M | +2% | 0.99% | 69.7% | 264 | 14.77% |
|
| 1983 |
CCM
1983
Condor Capital Management
Martinsville,
New Jersey
| $1.13B | +$23.4M | +2% | 1.38% | 58.2% | 201 | 10.95% |
|
| 1984 |
NCM
1984
Narwhal Capital Management
Marietta,
Georgia
| $1.13B | +$19.9M | +2% | 1.98% | 93.8% | 170 | 11.18% |
|
| 1985 |
PP
1985
PDT Partners
New York
| $1.13B | +$687K | +0.1% | 11% | 211% | 867 | 37.37% |
|
| 1986 |
CTA
1986
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.13B | -$28M | -2% | 0.68% | 80% | 802 | 22.19% |
|
| 1987 |
TC
1987
Torno Capital
Cohasset,
Massachusetts
| $1.13B | +$472M | +72% | 3.6% | – | 271 | 70.85% |
|
| 1988 |
GPGA
1988
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.13B | -$78.6M | -7% | 7.19% | 96% | 146 | 22.6% |
|
| 1989 |
WAM
1989
Weatherly Asset Management
Del Mar,
California
| $1.13B | -$13.9M | -1% | 0.18% | 108% | 190 | 10.53% |
|
| 1990 |
EP
1990
Eversept Partners
New York
| $1.13B | -$333M | -23% | 2.95% | 321% | 82 | 39.02% |
|
| 1991 |
VC
1991
Vicus Capital
State College,
Pennsylvania
| $1.13B | -$3.72M | -0.3% | 1.01% | 59.6% | 257 | 23.35% |
|
| 1992 |
PP
1992
PDS Planning
Dublin,
Ohio
| $1.13B | +$9.85M | +0.9% | 0.94% | 62.7% | 469 | 10.87% |
|
| 1993 |
PRA
1993
Pine Ridge Advisers
New York
| $1.12B | +$120M | +12% | 9.88% | 90.1% | 35 | 0% |
|
| 1994 |
CCFCSB
1994
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.12B | +$32.3M | +3% | 1.92% | – | 189 | 0% |
|
| 1995 |
RWM
1995
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.12B | +$18.5M | +2% | 0.05% | 70.2% | 182 | 17.03% |
|
| 1996 |
QF
1996
QVT Financial
New York
| $1.12B | -$39.9M | -3% | 1.81% | 267% | 37 | 16.22% |
|
| 1997 |
DAM
1997
Delta Asset Management
Memphis,
Tennessee
| $1.12B | -$42.9M | -4% | 0.1% | 53.8% | 628 | 2.55% |
|
| 1998 |
GGS
1998
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.12B | -$5.37M | -0.5% | 0.41% | 53.7% | 199 | 16.08% |
|
| 1999 |
LWL
1999
Leo Wealth LLC
Hurst,
Texas
| $1.12B | +$21.6M | +2% | 2.64% | – | 391 | 19.69% |
|
| 2000 |
LWM
2000
Lyell Wealth Management
Menlo Park,
California
| $1.12B | +$15.8M | +1% | 4.25% | 128% | 211 | 7.11% |
|