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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2001
Tandem Investment Advisors
Charleston,
South Carolina
| $1.49B | -$547M | -27% | 2.06% | 10.4% | 87 | 28.74% | 4.9 |
|
2002
ProVise Management Group
Clearwater,
Florida
| $1.49B | +$101M | +7% | 10.9% | 66.8% | 286 | 10.14% | 6.9 |
|
2003
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $1.49B | +$514M | +53% | 14.8% | 67.5% | 434 | 34.79% | 1.5 |
|
2004
Levin Capital Strategies
New York
| $1.49B | +$172M | +13% | 12.7% | 88.6% | 301 | 35.88% | 3.5 |
|
2005
Aristotle Capital Boston
Boston,
Massachusetts
| $1.49B | -$120M | -7% | 17.6% | 72.2% | 124 | 5.65% | 6.5 |
|
2006
Fairholme Capital Management
South Miami,
Florida
| $1.49B | -$24.3M | -2% | 0.17% | 36.2% | 13 | 23.08% | 3.4 |
|
2007
Redmile Group
San Francisco,
California
| $1.49B | -$20.6M | -1% | 39.8% | 777% | 39 | 10.26% | 3.9 |
|
2008
Main Management
San Francisco,
California
| $1.49B | +$114M | +8% | 15.4% | 64.1% | 107 | 15.89% | 5.4 |
|
2009
WBH Advisory
Baltimore,
Maryland
| $1.49B | +$153M | +11% | 13.3% | 57.6% | 372 | 8.33% | 6.3 |
|
2010
Gemmer Asset Management
Walnut Creek,
California
| $1.49B | +$223M | +18% | 29.5% | 96.8% | 198 | 18.69% | 5 |
|
2011
Mark Asset Management
New York
| $1.49B | +$389M | +35% | 51% | 325% | 49 | 38.78% | 2.7 |
|
2012
Titleist Asset Management
San Antonio,
Texas
| $1.49B | +$161M | +12% | 12.9% | 101% | 434 | 13.82% | 1.7 |
|
2013
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $1.49B | +$262M | +21% | 33.9% | 158% | 116 | 7.76% | 2.6 |
|
2014
Winthrop Advisory Group
Boston,
Massachusetts
| $1.48B | +$261M | +21% | 14.9% | 78.3% | 235 | 20.85% | 3.3 |
|
2015
Cantor Fitzgerald Investment Advisors
New York
| $1.48B | +$127M | +9% | 11.3% | 73.4% | 185 | 4.32% | 4.2 |
|
2016
Transcend Capital Advisors
Madison,
New Jersey
| $1.48B | +$232M | +19% | 15% | 71.6% | 865 | 22.43% | 2.2 |
|
2017
American Express
New York
| $1.48B | +$601M | +68% | 68.3% | – | 1 | 0% | 2.5 |
|
2018
Hackensack Meridian Health
Edison,
New Jersey
| $1.48B | +$421M | +40% | 10.5% | 53.4% | 7 | 0% | 2.4 |
|
2019
Fiduciary Alliance
Greenville,
South Carolina
| $1.48B | -$178M | -11% | 13.6% | 104% | 593 | 17.54% | 1.5 |
|
2020
Symmetry Investments
St Helier,
Jersey
| $1.48B | +$566M | +62% | 14.4% | 148% | 215 | 72.56% | 0.3 |
|
2021
NBC Securities
Birmingham,
Alabama
| $1.48B | +$144M | +11% | 16.4% | 93.1% | 2,756 | 19.81% | 1.6 |
|
2022
Hilton Capital Management
Garden City,
New York
| $1.47B | +$146M | +11% | 9.43% | 58.2% | 146 | 19.18% | 2.5 |
|
2023
Park West Asset Management
San Francisco,
California
| $1.47B | +$290M | +25% | 44.1% | 181% | 65 | 47.69% | 0.9 |
|
2024
Partners Group Holding
Baar-Zug,
Switzerland
| $1.47B | +$116M | +9% | 23.5% | 23.3% | 52 | 3.85% | 4.2 |
|
2025
Harbor Capital Advisors
Chicago,
Illinois
| $1.47B | +$232M | +19% | 24.7% | 128% | 1,266 | 8.53% | 1.5 |
|