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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 |
UIC
1976
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.08B | -$70.1M | -6% | 1.71% | 53.1% | 138 | 20.29% |
|
| 1977 |
TF
1977
Tompkins Financial
Ithaca,
New York
| $1.08B | +$31.9M | +3% | 1.52% | 74.1% | 610 | 18.03% |
|
| 1978 |
COCM
1978
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1.07B | +$4.01M | +0.4% | 1.32% | 39.2% | 192 | 9.38% |
|
| 1979 |
DCM
1979
Dupont Capital Management
Wilmington,
Delaware
| $1.07B | -$125M | -10% | 2.96% | 89.7% | 144 | 27.78% |
|
| 1980 |
CAM
1980
Cozad Asset Management
Champaign,
Illinois
| $1.07B | +$25.6M | +2% | 3.8% | 94% | 421 | 10.45% |
|
| 1981 |
RW
1981
RVW Wealth
Los Angeles,
California
| $1.07B | -$4.61M | -0.4% | 0.36% | 59.3% | 162 | 15.43% |
|
| 1982 |
RFM
1982
Royal Fund Management
Lady Lake,
Florida
| $1.07B | -$606M | -36% | 1.58% | 92.4% | 372 | 29.84% |
|
| 1983 |
FFBTD
1983
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.07B | -$19.7M | -2% | 0.59% | 62.6% | 215 | 4.65% |
|
| 1984 |
AIM
1984
Anchor Investment Management
Columbia,
South Carolina
| $1.07B | +$12.1M | +1% | 0.89% | 59.4% | 1,080 | 7.78% |
|
| 1985 |
HIA
1985
Harbor Investment Advisory
Lutherville,
Maryland
| $1.07B | +$55.6M | +5% | 4.74% | 90.8% | 1,193 | 7.46% |
|
| 1986 |
PWMAG
1986
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $1.07B | +$22.8M | +2% | 1.02% | 64.3% | 379 | 7.65% |
|
| 1987 |
NGA
1987
Naples Global Advisors
Naples,
Florida
| $1.07B | -$6.44M | -0.6% | 0.41% | 103% | 409 | 3.67% |
|
| 1988 |
CUAMC
1988
China Universal Asset Management Company
Shanghai,
China
| $1.07B | +$162M | +18% | 7.53% | 264% | 532 | 26.5% |
|
| 1989 |
CIS
1989
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.07B | +$33.9M | +3% | 9.41% | 116% | 172 | 13.37% |
|
| 1990 |
JAFL
1990
Jay A. Fishman Ltd
Troy,
Michigan
| $1.07B | +$59.8M | +6% | 7.16% | 107% | 87 | 4.6% |
|
| 1991 |
BSB
1991
Bangor Savings Bank
Bangor,
Maine
| $1.07B | +$2.97M | +0.3% | 1.25% | 49.6% | 579 | 12.44% |
|
| 1992 |
SAF
1992
Smith Anglin Financial
Dallas,
Texas
| $1.07B | +$27.2M | +3% | 0.19% | 52.8% | 228 | 14.91% |
|
| 1993 |
SCB
1993
Saudi Central Bank
Riyadh,
Saudi Arabia
| $1.06B | +$27.9M | +3% | 0.48% | 76.9% | 7 | 0% |
|
| 1994 |
LNB
1994
Ledyard National Bank
| $1.06B | -$30.6M | -3% | 0.46% | 69.8% | 225 | 8% |
|
| 1995 |
CA
1995
Callahan Advisors
Houston,
Texas
| $1.06B | +$36.1M | +4% | 1.62% | 75.6% | 171 | 18.71% |
|
| 1996 |
HCM
1996
Hengehold Capital Management
Cincinnati,
Ohio
| $1.06B | +$7.84M | +0.7% | 0.47% | 48.1% | 209 | 5.74% |
|
| 1997 |
JSC
1997
J. Stern & Co
London,
United Kingdom
| $1.06B | +$123M | +13% | 2.66% | – | 45 | 17.78% |
|
| 1998 |
KA
1998
Kintegral Advisory
New York
| $1.06B | -$30.6M | -3% | 3.7% | 94.4% | 238 | 0% |
|
| 1999 |
AF
1999
Atlas FRM
Greenwich,
Connecticut
| $1.06B | +$20.5M | +2% | 3.43% | 17.9% | 11 | 36.36% |
|
| 2000 |
LCS
2000
Levin Capital Strategies
New York
| $1.06B | +$9.09M | +0.9% | 4.45% | 79.3% | 282 | 42.2% |
|