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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 |
SC
1976
Styrax Capital
New York
| $1.07B | -$106M | -9% | 0.82% | 272% | 12 | 33.33% |
|
| 1977 |
GIC
1977
Generali Investments CEE
Prague,
Czech Republic
| $1.07B | +$103M | +11% | 0.61% | – | 398 | 15.08% |
|
| 1978 |
XF
1978
XML Financial
Bethesda,
Maryland
| $1.07B | -$20.1M | -2% | 0.84% | 69.5% | 400 | 17.75% |
|
| 1979 |
AIM
1979
Anchor Investment Management
Columbia,
South Carolina
| $1.07B | +$488K | +0% | 0.49% | 59.4% | 1,061 | 5.47% |
|
| 1980 |
PWMAG
1980
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $1.07B | +$2.25M | +0.2% | 2.2% | 64.3% | 384 | 10.16% |
|
| 1981 |
WA
1981
WBH Advisory
Baltimore,
Maryland
| $1.07B | -$5.71M | -0.5% | 1.58% | 47.2% | 340 | 9.71% |
|
| 1982 |
PTC
1982
Petrus Trust Company
Dallas,
Texas
| $1.07B | +$37.9M | +4% | 3.86% | 25.1% | 818 | 59.78% |
|
| 1983 |
AA
1983
Armis Advisers
Atlanta,
Georgia
| $1.07B | +$253M | +31% | 2.07% | – | 468 | 40.38% |
|
| 1984 |
LWM
1984
Lyell Wealth Management
Menlo Park,
California
| $1.07B | -$45.8M | -4% | 5.48% | 99.6% | 209 | 7.66% |
|
| 1985 |
NIM
1985
Needham Investment Management
New York
| $1.07B | -$229M | -18% | 9.19% | 267% | 157 | 8.92% |
|
| 1986 |
SC
1986
Strategy Capital
Los Altos,
California
| $1.07B | -$163M | -13% | 10.2% | 201% | 10 | 0% |
|
| 1987 |
PIM
1987
Penobscot Investment Management
Boston,
Massachusetts
| $1.06B | -$39.2M | -4% | 2.59% | 103% | 313 | 7.99% |
|
| 1988 |
RW
1988
RVW Wealth
Los Angeles,
California
| $1.06B | -$9.76M | -0.9% | 2.38% | 59.3% | 162 | 12.35% |
|
| 1989 |
PIM
1989
Provident Investment Management
Novi,
Michigan
| $1.06B | +$13.9M | +1% | 2.55% | 59.5% | 80 | 18.75% |
|
| 1990 |
RWM
1990
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.06B | -$62.4M | -6% | 2.83% | 54.1% | 179 | 9.5% |
|
| 1991 |
BSB
1991
Bangor Savings Bank
Bangor,
Maine
| $1.06B | -$6.42M | -0.6% | 0.54% | 49.6% | 567 | 9.17% |
|
| 1992 |
RG
1992
Redmile Group
San Francisco,
California
| $1.06B | -$377M | -26% | 16.2% | 929% | 64 | 15.63% |
|
| 1993 |
DAM
1993
Delta Asset Management
Memphis,
Tennessee
| $1.05B | -$64.3M | -6% | 3.11% | 52.1% | 630 | 5.56% |
|
| 1994 |
NGA
1994
Naples Global Advisors
Naples,
Florida
| $1.05B | -$16.6M | -2% | 1.46% | 103% | 412 | 5.58% |
|
| 1995 |
ACP
1995
Atalan Capital Partners
New York
| $1.05B | +$47M | +5% | 1.89% | 185% | 11 | 27.27% |
|
| 1996 |
HCM
1996
Hengehold Capital Management
Cincinnati,
Ohio
| $1.05B | -$10.2M | -1% | 1.41% | 48.1% | 207 | 5.8% |
|
| 1997 |
CS
1997
Central Securities
New York
| $1.05B | +$3.73M | +0.4% | 1.81% | 84.7% | 28 | 3.57% |
|
| 1998 |
TW
1998
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.05B | -$54.4M | -5% | 3.27% | – | 344 | 5.23% |
|
| 1999 |
CA
1999
Callahan Advisors
Houston,
Texas
| $1.05B | -$13.2M | -1% | 0.99% | 75.6% | 175 | 12.57% |
|
| 2000 |
AAA
2000
Affinity Asset Advisors
New York
| $1.05B | +$302M | +40% | 6.02% | 1,280% | 117 | 44.44% |
|