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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
JMG Financial Group
Downers Grove,
Illinois
| $433M | +$4.54M | +1% | 1.33% | 58.7% | 58 | 5.17% | 1.8 |
|
|
CWA
2002
Convergent Wealth Advisors
Potomac,
Maryland
| $433M | -$234M | -35% | 0.73% | – | 48 | 29.17% | 1.1 |
|
2003
Burnham Asset Management
New York
| $432M | -$3.71M | -0.9% | 0.88% | 39.5% | 238 | 6.72% | 1.8 |
|
2004
Junto Capital Management
New York
| $432M | +$79.8M | +23% | 4.98% | 122% | 28 | 67.86% | 0.2 |
|
|
KFS
2005
Kurt F. Somerville
| $432M | -$7.3M | -2% | 0.64% | 92.9% | 139 | 8.63% | 1.5 |
|
2006
Efficient Market Advisors
San Diego,
California
| $431M | -$3.26M | -0.8% | 0.71% | 5.97% | 153 | 6.54% | 1.7 |
|
2007
Corsair Capital
New York
| $431M | +$22.9M | +6% | 6.12% | 17.1% | 3 | 0% | 1.3 |
|
2008
Davidson & Garrard
Lynchburg,
Virginia
| $431M | -$7.78M | -2% | 0.98% | 25.2% | 196 | 4.59% | 1.7 |
|
2009
Harvey Investment Company
Louisville,
Kentucky
| $431M | +$10.1M | +2% | 0.03% | 56.4% | 88 | 6.82% | 1.8 |
|
2010
Empirical Wealth Management
Seattle,
Washington
| $430M | +$13.3M | +3% | 0.88% | 78.8% | 115 | 15.65% | 1.5 |
|
2011
BTC Capital Management
Des Moines,
Iowa
| $430M | -$4.44M | -1% | 0.94% | – | 176 | 22.16% | 0.6 |
|
2012
Penn Davis McFarland
Dallas,
Texas
| $429M | -$43.5M | -9% | 2.96% | 86.8% | 35 | 14.29% | 1.5 |
|
|
JC
2013
Joho Capital
New York
| $429M | -$8.49M | -2% | 1.92% | 80.2% | 14 | 57.14% | 0.9 |
|
2014
Gratus Capital
Atlanta,
Georgia
| $429M | -$19.7M | -4% | 1.7% | 51.4% | 102 | 15.69% | 0.4 |
|
2015
RIT Capital Partners
London,
United Kingdom
| $429M | +$221M | +106% | 0.17% | 71.4% | 13 | 61.54% | 0.4 |
|
|
PFMOSF
2016
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $429M | +$22.1M | +5% | 2.73% | 209% | 45 | 57.78% | 0.5 |
|
2017
Delphi Financial Group
Wilmington,
Delaware
| $428M | -$6.76M | -2% | 8.9% | 66.3% | 21 | 23.81% | 1.1 |
|
2018
Patriot Financial Partners
Radnor,
Pennsylvania
| $428M | +$13.4M | +3% | 2.52% | 16.6% | 17 | 5.88% | 1.5 |
|
2019
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $428M | +$159M | +59% | 3.9% | 261% | 31 | 38.71% | 0.4 |
|
2020
Mizuho Asset Management
Tokyo,
Japan
| $428M | +$48.5M | +13% | 0.38% | 41.7% | 692 | 8.24% | 1.7 |
|
2021
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $427M | -$4.11M | -1% | 2.03% | 132% | 557 | 10.23% | 1.8 |
|
|
EOCM
2022
Energy Opportunities Capital Management
Austin,
Texas
| $427M | +$2.48M | +0.6% | 0.5% | 211% | 52 | 3.85% | 1.2 |
|
|
MRCP
2023
Manor Road Capital Partners
New York
| $426M | +$26.5M | +7% | 2.35% | 78.3% | 12 | 8.33% | 1.1 |
|
2024
Meiji Yasuda Asset Management
Tokyo,
Japan
| $425M | +$11.5M | +3% | 0.35% | 93.9% | 382 | 18.32% | 1.4 |
|
2025
Bridges Investment Counsel
Omaha,
Nebraska
| $425M | -$13M | -3% | 0.17% | 33.7% | 159 | 6.92% | 1.9 |
|