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
Evergreen Capital Management
Bellevue,
Washington
| $418M | +$32.3M | +8% | 1.8% | 82.9% | 96 | 17.71% | 1.7 |
|
2002
Evensky & Katz
Coral Gables,
Florida
| $418M | +$53.8M | +15% | 3.6% | 57.1% | 48 | 0% | 2.1 |
|
2003
Eagle Ridge Investment Management
Stamford,
Connecticut
| $417M | +$28.7M | +7% | 6.12% | 28.2% | 123 | 13.82% | 0.9 |
|
2004
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $417M | +$26.8M | +7% | 7.03% | – | 491 | 12.83% | 2 |
|
|
DLG
2005
Daniel L. Goodwin
| $417M | +$45.9M | +12% | 12.5% | 72.6% | 123 | 15.45% | 1.6 |
|
2006
Essex Financial Services
Essex,
Connecticut
| $416M | +$31.6M | +8% | 6.86% | 87.7% | 342 | 11.7% | 1.8 |
|
2007
William Harris Investors
Chicago,
Illinois
| $416M | +$62.7M | +18% | 1.09% | 3.28% | 98 | 15.31% | 1.7 |
|
|
TAM
2008
Taylor Asset Management
Toronto,
Ontario, Canada
| $416M | -$57.5M | -12% | 1.13% | 12.9% | 38 | 31.58% | 1 |
|
|
GPCM
2009
Greenbrier Partners Capital Management
Dallas,
Texas
| $415M | +$40.3M | +11% | 8.88% | 96.1% | 17 | 5.88% | 2.2 |
|
2010
Cypress Capital Group
Palm Beach,
Florida
| $415M | +$9.25M | +2% | 6.01% | 97.8% | 199 | 13.57% | 2.1 |
|
2011
MIG Capital
Newport Beach,
California
| $414M | -$772K | -0.2% | 6.09% | 118% | 38 | 36.84% | 1 |
|
2012
Hellman Jordan Management Company
Quincy,
Massachusetts
| $414M | +$10.4M | +3% | 8.54% | 205% | 62 | 51.61% | 0.7 |
|
2013
GHP Investment Advisors
Denver,
Colorado
| $414M | +$26.9M | +7% | 4.84% | 81.4% | 288 | 9.38% | 2.1 |
|
2014
SeaTown Holdings
Singapore
| $414M | -$100M | -20% | 13.8% | 220% | 26 | 30.77% | 0.5 |
|
2015
Community Bank
Dewitt,
New York
| $413M | +$26.8M | +7% | 4.2% | 73.5% | 478 | 23.01% | 0.7 |
|
2016
Sageworth Trust
Lancaster,
Pennsylvania
| $413M | +$65.7M | +19% | 3.95% | 64.5% | 41 | 21.95% | 1.5 |
|
2017
Central Securities
New York
| $413M | +$32.2M | +8% | 6.95% | 90.2% | 33 | 9.09% | 1.7 |
|
2018
Segantii Capital Management
Hong Kong
| $413M | -$24.3M | -6% | 3.73% | 33.1% | 137 | 89.78% | 0.3 |
|
2019
CapWealth Advisors
Franklin,
Tennessee
| $413M | +$13.7M | +3% | 7.24% | 152% | 300 | 6.33% | 1.2 |
|
|
NC
2020
Nokomis Capital
Dallas,
Texas
| $411M | +$62.1M | +18% | 0.97% | 145% | 54 | 35.19% | 1.1 |
|
2021
Empirical Wealth Management
Seattle,
Washington
| $411M | -$12.6M | -3% | 0.62% | 78.8% | 118 | 16.95% | 1.9 |
|
2022
Jay A. Fishman Ltd
Troy,
Michigan
| $411M | -$6.29M | -2% | 4.5% | 105% | 96 | 10.42% | 2 |
|
2023
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $411M | +$8.84M | +2% | 3.5% | 34.2% | 44 | 6.82% | 2.1 |
|
|
AFS
2024
Aft Forsyth & Sober
Valrico,
Florida
| $410M | +$8.11M | +2% | 4.2% | 94.6% | 44 | 2.27% | 2.2 |
|
2025
Condor Capital Management
Martinsville,
New Jersey
| $409M | +$26.3M | +7% | 5.09% | 58.2% | 202 | 14.36% | 1.9 |
|