We are live on !
Find out more
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
40.89%
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
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
1976
Moss Adams Wealth Advisors
Seattle,
Washington
| $1.28B | +$181M | +16% | 7.77% | 71.9% | 280 | 18.21% | 1.4 |
|
1977
Prelude Capital Management
New York
| $1.28B | +$253M | +25% | 18.4% | 198% | 1,446 | 55.19% | 0.7 |
|
1978
RVW Wealth
Los Angeles,
California
| $1.28B | +$103M | +9% | 6.85% | 65.8% | 179 | 6.7% | 3.2 |
|
1979
Kimelman & Baird
New York
| $1.28B | +$52.2M | +4% | 5.53% | – | 349 | 14.04% | 3.6 |
|
1980
Fidelis Capital Partners
Tampa,
Florida
| $1.28B | +$182M | +17% | 10.6% | 115% | 496 | 11.69% | 1.6 |
|
1981
SPC Financial Inc
Rockville,
Maryland
| $1.28B | +$86.1M | +7% | 5.72% | 65.1% | 290 | 13.79% | 4.1 |
|
1982
Edgar Lomax Company
Kingstowne,
Virginia
| $1.28B | -$304M | -19% | 4.79% | 66.2% | 58 | 0% | 5.7 |
|
1983
Abrams Bison Investments
Bethesda,
Maryland
| $1.28B | +$203M | +19% | 11% | 170% | 9 | 11.11% | 2.7 |
|
1984
American Express
New York
| $1.28B | +$281M | +28% | 28.3% | – | 2 | 0% | 1.8 |
|
1985
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1.27B | +$90.6M | +8% | 5.82% | 39.2% | 208 | 8.65% | 3.4 |
|
1986
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.27B | +$111M | +10% | 7.11% | 63% | 544 | 18.75% | 1.1 |
|
1987
BSN Capital Partners
London,
United Kingdom
| $1.27B | $0 | 0% | 3.73% | 183% | 16 | 0% | 0.5 |
|
1988
Greenvale Capital
London,
United Kingdom
| $1.27B | +$95.4M | +8% | 28.5% | 101% | 21 | 42.86% | 0.9 |
|
1989
Technology Crossover Management IX
Menlo Park,
California
| $1.27B | +$26.5M | +2% | 3.01% | 13% | 6 | 0% | 5.9 |
|
1990
Magnus Financial Group
New York
| $1.27B | +$127M | +11% | 7.62% | 78.2% | 419 | 12.41% | 3.1 |
|
1991
Pitcairn
Conshohocken,
Pennsylvania
| $1.27B | -$260M | -17% | 8.55% | 111% | 725 | 17.93% | 5.4 |
|
1992
Counterpoint Mutual Funds
San Diego,
California
| $1.27B | +$136M | +12% | 6.04% | 74.3% | 493 | 74.85% | 0.2 |
|
1993
Limestone Investment Advisors
New York
| $1.26B | +$115M | +10% | 17.6% | – | 703 | 57.75% | 0.1 |
|
1994
E-L Financial Corp
Toronto,
Ontario, Canada
| $1.26B | +$116M | +10% | 7.81% | 68.6% | 1 | 0% | 8.8 |
|
1995
PPSC Investment Service
Tokyo,
Japan
| $1.26B | +$189M | +18% | 16.6% | 193% | 8 | 12.5% | 1.7 |
|
1996
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.26B | +$39.2M | +3% | 9.78% | 69.3% | 1,141 | 12.8% | 3.6 |
|
1997
SP Asset Management
Cupertino,
California
| $1.26B | +$48.2M | +4% | 7.6% | 92.4% | 144 | 11.81% | 4.1 |
|
1998
Cozad Asset Management
Champaign,
Illinois
| $1.26B | +$113M | +10% | 12% | 132% | 430 | 8.14% | 3.9 |
|
1999
DigitalBridge Group
Boca Raton,
Florida
| $1.25B | +$239M | +24% | 18.7% | 161% | 78 | 29.49% | 1.3 |
|
2000
Windward Capital Management
Los Angeles,
California
| $1.25B | +$75.5M | +6% | 10.4% | 78.5% | 71 | 0% | 8 |
|