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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
40.89%
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
PPSC Investment Service
Tokyo,
Japan
| $1.34B | +$79M | +6% | 4.4% | 193% | 8 | 0% | 2 |
|
1977
Naples Global Advisors
Naples,
Florida
| $1.34B | +$54.1M | +4% | 4.16% | 103% | 452 | 6.86% | 6.1 |
|
1978
WGI DM
Boston,
Massachusetts
| $1.34B | -$2.21M | -0.2% | 3.53% | – | 7 | 14.29% | 0.7 |
|
1979
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1.34B | +$43.2M | +3% | 1.51% | 85.4% | 2,822 | 9.07% | 4.4 |
|
1980
Insight Holdings Group
New York
| $1.34B | -$283M | -17% | 2.91% | 111% | 35 | 37.14% | 1.2 |
|
1981
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.34B | -$225M | -14% | 2.47% | 75.4% | 654 | 21.41% | 2.7 |
|
1982
Novare Capital Management
Charlotte,
North Carolina
| $1.33B | +$21.4M | +2% | 3.51% | 76.5% | 207 | 12.56% | 4.8 |
|
1983
City of London Investment Management
London,
United Kingdom
| $1.33B | -$19.3M | -1% | 3.45% | 104% | 97 | 24.74% | 2.8 |
|
1984
NBC Securities
Birmingham,
Alabama
| $1.33B | +$33.4M | +3% | 1.93% | 93.1% | 2,965 | 12.68% | 1.1 |
|
1985
Bouchey Financial Group
Troy,
New York
| $1.33B | +$36.2M | +3% | 1.58% | 66.7% | 167 | 11.38% | 3.8 |
|
1986
Vicus Capital
State College,
Pennsylvania
| $1.33B | +$23.5M | +2% | 2.39% | 59.6% | 281 | 12.1% | 3.8 |
|
1987
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $1.33B | -$145M | -10% | 3.13% | 52.3% | 94 | 30.85% | 2.3 |
|
|
MIM
1988
Marco Investment Management
Atlanta,
Georgia
| $1.33B | +$26.4M | +2% | 3.75% | 127% | 235 | 8.51% | 7.4 |
|
1989
Harbor Investment Advisory
Lutherville,
Maryland
| $1.33B | +$121M | +10% | 6.37% | 97.5% | 1,285 | 12.68% | 4 |
|
1990
a16z Perennial Management
Menlo Park,
California
| $1.33B | +$24.1M | +2% | 7.43% | – | 170 | 28.82% | 0.4 |
|
1991
HoldCo Asset Management
Fort Lauderdale,
Florida
| $1.33B | +$382M | +40% | 10.9% | – | 29 | 10.34% | 2.3 |
|
1992
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.33B | +$30.6M | +2% | 2.67% | 80% | 744 | 13.71% | 3.6 |
|
1993
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.33B | -$31.8M | -2% | 0.13% | 69.1% | 54 | 5.56% | 5.9 |
|
1994
Penobscot Investment Management
Boston,
Massachusetts
| $1.33B | +$29.3M | +2% | 3.56% | 114% | 324 | 5.25% | 6 |
|
1995
NAYA Capital Management (UK)
London,
United Kingdom
| $1.33B | +$153M | +13% | 0.32% | 121% | 7 | 57.14% | 0.4 |
|
1996
Hilton Capital Management
Garden City,
New York
| $1.33B | +$92.3M | +7% | 2.45% | 58.2% | 189 | 20.63% | 2.4 |
|
1997
YCG LLC
Austin,
Texas
| $1.33B | -$6.34M | -0.5% | 0.03% | 27% | 44 | 15.91% | 5.9 |
|
1998
Wealthquest
Cincinnati,
Ohio
| $1.32B | +$70.6M | +6% | 1.65% | 52.1% | 148 | 68.92% | 1.6 |
|
1999
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $1.32B | +$515M | +64% | 2.66% | 25.8% | 129 | 62.79% | 0.3 |
|
2000
Smith, Moore & Co
Clayton,
Missouri
| $1.32B | +$17.1M | +1% | 2.43% | 67% | 561 | 13.01% | 4.6 |
|