We are live on !
Find out more
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
CapWealth Advisors
Franklin,
Tennessee
| $399M | -$24.9M | -6% | 8.03% | 152% | 323 | 15.79% | 0.9 |
|
2002
Tenor Capital Management
New York
| $399M | -$111M | -22% | 0.18% | 4.73% | 52 | 15.38% | 0.6 |
|
2003
Professional Advisory Services
Vero Beach,
Florida
| $399M | -$18.8M | -5% | 5.35% | 69.3% | 62 | 17.74% | 1.7 |
|
2004
USCA RIA
Houston,
Texas
| $398M | +$21.2M | +6% | 8.19% | 60.6% | 410 | 27.32% | 1.2 |
|
|
FPCM
2005
Financial Partners Capital Management
New York
| $398M | -$9.8M | -2% | 7.2% | 34.2% | 126 | 15.08% | 1.6 |
|
2006
Private Wealth Partners
Mill Valley,
California
| $397M | -$45.4M | -10% | 8.99% | 132% | 149 | 18.79% | 1.7 |
|
2007
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $397M | +$169M | +74% | 14.9% | 142% | 29 | 65.52% | 0.9 |
|
2008
G.F.W. Energy X
Dallas,
Texas
| $397M | -$127M | -24% | 21.1% | 71.3% | 4 | 0% | 1.1 |
|
|
VCM
2009
V3 Capital Management
Dallas,
Texas
| $397M | -$56.1M | -12% | 1.31% | 20.5% | 21 | 47.62% | 0.6 |
|
2010
Corsair Capital
New York
| $397M | -$34.7M | -8% | 6.98% | 17.1% | 3 | 0% | 1.5 |
|
2011
Ninety One North America
New York
| $396M | +$84.3M | +27% | 13.9% | 70.6% | 116 | 28.45% | 0.5 |
|
2012
Prospera Financial Services
Dallas,
Texas
| $395M | -$25M | -6% | 5.95% | 97.4% | 346 | 29.48% | 1.3 |
|
|
PAM
2013
Premier Asset Management
Chicago,
Illinois
| $395M | -$29.5M | -7% | 6.32% | 104% | 101 | 17.82% | 1.5 |
|
2014
Flow Traders U.S.
New York
| $394M | -$126M | -24% | 10.8% | 86.5% | 274 | 64.6% | 0.3 |
|
|
RCIM
2015
Russell Clark Investment Management
London,
United Kingdom
| $393M | +$4.56M | +1% | 8.32% | 174% | 38 | 39.47% | 1 |
|
|
ACM
2016
Acertus Capital Management
Morristown,
New Jersey
| $392M | -$41.4M | -10% | 6.9% | 23.5% | 5 | 0% | 1.2 |
|
|
KFS
2017
Kurt F. Somerville
| $392M | -$40M | -9% | 6.73% | 92.9% | 138 | 10.14% | 1.7 |
|
2018
Tekne Capital Management
New York
| $392M | -$146M | -27% | 3.58% | 516% | 19 | 31.58% | 0.7 |
|
2019
Bangor Savings Bank
Bangor,
Maine
| $391M | -$23.9M | -6% | 5.17% | 54.6% | 150 | 11.33% | 1.7 |
|
2020
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $391M | +$5.98M | +2% | 7.59% | 34% | 93 | 10.75% | 1.9 |
|
2021
Corbyn Investment Management
Lutherville,
Maryland
| $391M | -$66.6M | -15% | 8.49% | 71.9% | 55 | 7.27% | 1.6 |
|
2022
MCF Advisors
Covington,
Kentucky
| $390M | -$7.04M | -2% | 7.68% | 50.2% | 485 | 14.43% | 1.6 |
|
2023
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $390M | -$25.7M | -6% | 7.17% | – | 525 | 18.67% | 1.8 |
|
2024
Bardin Hill Management Partners
New York
| $390M | -$333M | -46% | 4.7% | 214% | 99 | 68.69% | 0.3 |
|
2025
VHCP Management
New York
| $390M | +$35.6M | +10% | 20% | 234% | 21 | 28.57% | 1.1 |
|