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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
Berkshire Partners
Boston,
Massachusetts
| $382M | -$116M | -23% | 15% | 79% | 1 | 0% | 0.8 |
|
2002
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $382M | +$14.6M | +4% | 1.9% | 51.3% | 368 | 15.49% | 0.6 |
|
2003
Tensile Capital Management
Larkspur,
California
| $382M | +$28.9M | +8% | 5.21% | 47.7% | 17 | 5.88% | 0.2 |
|
2004
Alphabet Inc
Mountain View,
California
| $381M | +$16.1M | +4% | 19.9% | 327% | 4 | 25% | 0.3 |
|
2005
Cabot Wealth Management
Salem,
Massachusetts
| $380M | -$1.98M | -0.5% | 5% | 69.3% | 159 | 15.72% | 0.6 |
|
2006
Empirical Wealth Management
Seattle,
Washington
| $380M | +$26.1M | +7% | 1.49% | 78.8% | 103 | 14.56% | 0.6 |
|
2007
Tiptree Advisors
New York
| $380M | +$43.2M | +13% | 3.68% | – | 36 | 47.22% | 0.4 |
|
2008
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $380M | +$2.4M | +0.6% | 0.51% | 34.2% | 40 | 2.5% | 0.7 |
|
2009
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $379M | +$6.6M | +2% | 1.59% | 112% | 217 | 5.53% | 0.7 |
|
|
GPCM
2010
Greenbrier Partners Capital Management
Dallas,
Texas
| $379M | +$7.21M | +2% | 2.55% | 96.1% | 22 | 0% | 0.8 |
|
2011
Encompass Capital Advisors
New York
| $378M | -$182M | -32% | 13.4% | 364% | 38 | 81.58% | 0.1 |
|
|
IP
2012
Interval Partners
New York
| $377M | +$115M | +44% | 3.03% | 106% | 100 | 82% | 0.1 |
|
2013
Jacobs Asset Management
New York
| $377M | -$5.08M | -1% | 3.3% | 114% | 48 | 20.83% | 0.6 |
|
2014
Coastline Trust
Providence,
Rhode Island
| $376M | +$7.93M | +2% | 2.22% | 106% | 208 | 1.92% | 0.7 |
|
2015
Northstar Investment Advisors
Denver,
Colorado
| $376M | +$10.8M | +3% | 0.89% | 85.8% | 122 | 12.3% | 0.6 |
|
2016
Efficient Market Advisors
San Diego,
California
| $376M | +$37.6M | +11% | 1.31% | 5.97% | 164 | 20.12% | 0.7 |
|
2017
KLCM Advisors
Milwaukee,
Wisconsin
| $375M | +$9.27M | +3% | 3.06% | 122% | 80 | 21.25% | 0.6 |
|
2018
Novare Capital Management
Charlotte,
North Carolina
| $375M | +$13.3M | +4% | 2.95% | 76.5% | 125 | 10.4% | 0.7 |
|
|
PWM
2019
Patriot Wealth Management
Houston,
Texas
| $375M | +$12.3M | +3% | 1.92% | 24.3% | 59 | 5.08% | 0.7 |
|
|
BC
2020
Bruce & Co
Chicago,
Illinois
| $372M | +$20.7M | +6% | 5.03% | 94.5% | 53 | 1.89% | 0.7 |
|
2021
CapWealth Advisors
Franklin,
Tennessee
| $372M | -$24.8M | -6% | 1.64% | 152% | 411 | 11.68% | 0.7 |
|
|
AL
2022
Agran Libbie
Santa Monica,
California
| $372M | -$8.33M | -2% | 2.54% | 27.5% | 119 | 10.92% | 0.7 |
|
|
CCM
2023
Cohen Capital Management
Corte Madera,
California
| $371M | +$16.3M | +5% | 3.34% | 91.5% | 133 | 5.26% | 0.7 |
|
2024
Rehmann Capital Advisory Group
Lansing,
Michigan
| $370M | +$39.4M | +12% | 1.56% | 64.6% | 354 | 22.6% | 0.6 |
|
2025
Mizuho Securities USA
New York
| $370M | -$842M | -69% | 6.5% | 99% | 145 | 93.1% | 0.3 |
|