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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
40.91%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2001 |
EMA
2001
Efficient Market Advisors
San Diego,
California
| $435M | +$26.3M | +6% | 2.45% | 5.97% | 159 | 8.18% |
|
| 2002 |
BCM
2002
BTC Capital Management
Des Moines,
Iowa
| $435M | +$30.7M | +8% | 2.69% | – | 167 | 25.15% |
|
| 2003 |
SC
2003
Salzman & Co
Pittsford,
New York
| $435M | -$12.1M | -3% | 1.63% | 15.7% | 21 | 57.14% |
|
| 2004 |
PWP
2004
Private Wealth Partners
Mill Valley,
California
| $434M | +$8.96M | +2% | 0.36% | 112% | 157 | 18.47% |
|
| 2005 |
VM
2005
VHCP Management
New York
| $434M | +$70.8M | +19% | 24.4% | 234% | 22 | 22.73% |
|
| 2006 |
BFA
2006
Bragg Financial Advisors
Charlotte,
North Carolina
| $434M | +$21.7M | +5% | 0.18% | 101% | 232 | 3.45% |
|
| 2007 |
TAT
2007
TD Ameritrade Trust
Denver,
Colorado
| $433M | +$21.2M | +5% | 2.22% | 21.7% | 51 | 23.53% |
|
| 2008 |
RP
2008
Ridgegate Proprietary
Sydney,
Australia
| $433M | -$12.1M | -3% | 2.55% | – | 2 | 0% |
|
| 2009 |
BOK
2009
Bank of Kentucky
Crestview Hills,,
Kentucky
| $432M | -$29.5M | -6% | 1.45% | – | 297 | 13.13% |
|
| 2010 |
EOJOAM
2010
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $431M | +$11.4M | +3% | 1.81% | 110% | 534 | 3% |
|
| 2011 |
DIA
2011
Dean Investment Associates
Beavercreek,
Ohio
| $431M | -$719K | -0.2% | 0.71% | 63.5% | 251 | 24.7% |
|
| 2012 |
PAM
2012
Premier Asset Management
Chicago,
Illinois
| $431M | +$22.5M | +5% | 3.21% | 104% | 105 | 18.1% |
|
| 2013 |
TSAM
2013
Trinity Street Asset Management
London,
United Kingdom
| $431M | -$8.9M | -2% | 0.49% | 78.9% | 17 | 41.18% |
|
| 2014 |
ACM
2014
Addison Clark Management
Stamford,
Connecticut
| $430M | -$161M | -27% | 9.73% | 14.3% | 20 | 50% |
|
| 2015 |
PTC
2015
Petrus Trust Company
Dallas,
Texas
| $429M | +$22.1M | +5% | 0.07% | 36.9% | 79 | 31.65% |
|
| 2016 |
HH
2016
Harbinger Holdings
New York
| $429M | -$57.8M | -12% | 11.9% | 43.3% | 1 | 0% |
|
| 2017 |
CB
2017
Community Bank
Dewitt,
New York
| $429M | -$11.8M | -3% | 0.91% | 73.5% | 384 | 7.55% |
|
| 2018 |
CF
2018
CNA Financial
Chicago,
Illinois
| $429M | -$505K | -0.1% | 0.22% | 48.6% | 196 | 8.16% |
|
| 2019 |
JFG
2019
JMG Financial Group
Downers Grove,
Illinois
| $428M | +$45M | +12% | 2.02% | 58.7% | 57 | 1.75% |
|
| 2020 |
HC
2020
Hawkins Capital
Houston,
Texas
| $428M | -$220M | -34% | 6.45% | 8.54% | 17 | 11.76% |
|
| 2021 |
OMC
2021
Old Mission Capital
Chicago,
Illinois
| $427M | -$150M | -26% | 3.41% | 55.3% | 299 | 63.21% |
|
| 2022 |
STCG
2022
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $426M | +$15.3M | +4% | 1.57% | 34.2% | 41 | 4.88% |
|
| 2023 |
TCM
2023
TD Capital Management
Memphis,
Tennessee
| $426M | -$10.8M | -2% | 2.17% | 40.5% | 165 | 8.48% |
|
| 2024 |
LH
2024
Lebenthal Holdings
New York
| $425M | +$199M | +88% | 3.36% | – | 346 | 53.47% |
|
| 2025 |
CA
2025
CapWealth Advisors
Franklin,
Tennessee
| $425M | -$615K | -0.1% | 1.66% | 143% | 330 | 72.73% |
|