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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
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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
FFM
1976
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $1.51B | +$129M | +9% | 32.7% | 2,136% | 13 | 15.38% | 9.2 |
|
| 1977 |
AWA
1977
Arete Wealth Advisors
Chicago,
Illinois
| $1.51B | +$178M | +13% | 18% | 85.3% | 376 | 25.8% | 12 |
|
| 1978 |
HCM
1978
Hodges Capital Management
Dallas,
Texas
| $1.51B | +$302M | +25% | 42.2% | 200% | 242 | 23.55% | 12.6 |
|
| 1979 |
NB
1979
NBT Bank
Norwich,
New York
| $1.51B | -$16.7M | -1% | 11.6% | 68.2% | 1,208 | 23.18% | 12.1 |
|
| 1980 |
APF
1980
Alaska Permanent Fund
Juneau,
Alaska
| $1.51B | -$61.7M | -4% | 12.6% | 60.8% | 14 | 50% | 9.4 |
|
| 1981 |
RIM
1981
Rush Island Management
New York
| $1.51B | +$18.3M | +1% | 13.3% | 15.5% | 30 | 53.33% | 3.6 |
|
| 1982 |
TEC
1982
Tensor Edge Capital
Weston,
Massachusetts
| $1.51B | +$925M | +159% | 135% | – | 21 | 33.33% | 1.3 |
|
| 1983 |
HTI
1983
Hikari Tsushin Inc
Tokyo,
Japan
| $1.51B | +$55.8M | +4% | 6.12% | 59.5% | 78 | 2.56% | 22.2 |
|
| 1984 |
PIA
1984
Perennial Investment Advisors
Los Angeles,
California
| $1.51B | +$250M | +20% | 17.8% | 84.3% | 606 | 19.14% | 9.5 |
|
| 1985 |
FFW
1985
Fusion Family Wealth
Woodbury,
New York
| $1.51B | +$166M | +12% | 13.9% | 58.2% | 50 | 6% | 21.4 |
|
| 1986 |
BHB
1986
Bank Hapoalim BM
Tel Aviv,
Israel
| $1.5B | +$853M | +131% | 18.3% | 76.6% | 124 | 12.9% | 20.6 |
|
| 1987 |
EIA
1987
Emerald Investment Advisers
Leola,
Pennsylvania
| $1.5B | +$392M | +35% | 33.2% | – | 290 | 21.03% | 0.9 |
|
| 1988 |
CIAS
1988
CFS Investment Advisory Services
Totowa,
New Jersey
| $1.5B | +$47.3M | +3% | 11.6% | 54.1% | 368 | 7.07% | 8.5 |
|
| 1989 |
AO
1989
Advisor OS
Chicago,
Illinois
| $1.5B | +$117M | +8% | 12.4% | 61.2% | 630 | 15.56% | 7.4 |
|
| 1990 |
MCM
1990
Mill Capital Management
Concord,
North Carolina
| $1.5B | +$183M | +14% | 29.1% | 104% | 136 | 10.29% | 14.3 |
|
| 1991 |
NAM
1991
Nexpoint Asset Management
Dallas,
Texas
| $1.5B | +$6.28M | +0.4% | 22.1% | 253% | 114 | 65.79% | 5.3 |
|
| 1992 |
SBWIC
1992
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.5B | +$188M | +14% | 24.6% | 94.2% | 164 | 6.1% | 28 |
|
| 1993 |
EFG
1993
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.5B | +$127M | +9% | 11.4% | 63% | 710 | 32.82% | 5.1 |
|
| 1994 |
JHU
1994
Johns Hopkins University
Baltimore,
Maryland
| $1.5B | +$116M | +8% | 7.57% | 30.6% | 18 | 27.78% | 5.9 |
|
| 1995 |
NEWAS
1995
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.5B | +$158M | +12% | 11.2% | 51.1% | 1,026 | 15.4% | 6.2 |
|
| 1996 |
SL
1996
SWF LLC
Omaha,
Nebraska
| $1.49B | +$348M | +30% | 13.5% | 87.4% | 15 | 33.33% | 5.2 |
|
| 1997 |
TIA
1997
Tandem Investment Advisors
Charleston,
South Carolina
| $1.49B | -$547M | -27% | 2.06% | 10.4% | 87 | 28.74% | 19.5 |
|
| 1998 |
PMG
1998
ProVise Management Group
Clearwater,
Florida
| $1.49B | +$101M | +7% | 10.9% | 66.8% | 286 | 10.14% | 27.4 |
|
| 1999 |
MFWP
1999
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $1.49B | +$514M | +53% | 14.8% | 67.5% | 434 | 34.79% | 6 |
|
| 2000 |
LCS
2000
Levin Capital Strategies
New York
| $1.49B | +$172M | +13% | 12.7% | 88.6% | 301 | 35.88% | 14.1 |
|