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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
First Business Financial Services
Madison,
Wisconsin
| $487M | +$12.9M | +3% | 2.39% | 74% | 86 | 23.26% | 1.6 |
|
2002
Halsey Associates
New Haven,
Connecticut
| $487M | +$15.1M | +3% | 4.71% | 63.8% | 101 | 10.89% | 3.2 |
|
2003
PM Capital
Sydney,
Australia
| $487M | -$22.1M | -4% | 5.5% | 105% | 28 | 3.57% | 2.1 |
|
2004
Strategy Asset Managers
Pasadena,
California
| $486M | +$25.7M | +6% | 3.14% | 115% | 127 | 7.09% | 2.4 |
|
|
JC
2005
Joho Capital
New York
| $486M | -$37.2M | -7% | 13% | 80.2% | 9 | 44.44% | 1.4 |
|
2006
Summit Creek Advisors
Minneapolis,
Minnesota
| $486M | +$9.07M | +2% | 8.78% | 68.8% | 55 | 9.09% | 2.2 |
|
2007
Dudley & Shanley
Palm Beach,
Florida
| $485M | +$5.48M | +1% | 1.82% | 67.9% | 32 | 15.63% | 2.4 |
|
2008
Rubric Capital Management (New York)
New York
| $485M | +$142M | +41% | 1.05% | 251% | 64 | 67.19% | 0.2 |
|
2009
GenTrust
Miami,
Florida
| $485M | +$51.7M | +12% | 1.67% | 53% | 87 | 21.84% | 0.4 |
|
2010
American Assets Investment Management
San Diego,
California
| $484M | -$6.98M | -1% | 0.82% | 507% | 157 | 6.37% | 2.4 |
|
2011
First Interstate Bank
Billings,
Montana
| $483M | -$1.08M | -0.2% | 1.64% | 49.7% | 733 | 13.23% | 1.6 |
|
2012
Motley Fool Asset Management
Alexandria,
Virginia
| $483M | +$19.3M | +4% | 8.82% | 117% | 77 | 23.38% | 2.1 |
|
2013
SFMG Wealth Advisors
Plano,
Texas
| $482M | -$11.7M | -2% | 2.33% | 76.1% | 126 | 11.9% | 2.1 |
|
2014
Lido Advisors
Los Angeles,
California
| $481M | +$120M | +33% | 1.71% | 75% | 289 | 23.88% | 0.6 |
|
|
JMH
2015
J.M. Hartwell
New York
| $481M | +$22.1M | +5% | 5.43% | 72.2% | 92 | 16.3% | 2.6 |
|
|
GTC
2016
Ghost Tree Capital
New York
| $481M | -$55.4M | -10% | 8.55% | 265% | 92 | 58.7% | 0.4 |
|
|
CHA
2017
Cedar Hill Associates
Chicago,
Illinois
| $481M | +$942K | +0.2% | 2.27% | 21% | 82 | 13.41% | 2.7 |
|
2018
Boothbay Fund Management
New York
| $481M | -$55.6M | -10% | 3.44% | 328% | 998 | 64.13% | 0.4 |
|
2019
Baskin Financial Services
Toronto,
Ontario, Canada
| $480M | +$27M | +6% | 5% | 69.1% | 50 | 14% | 2.6 |
|
2020
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $479M | +$6.5M | +1% | 1.25% | 34.2% | 39 | 5.13% | 3.4 |
|
|
FPCM
2021
Financial Partners Capital Management
New York
| $479M | +$23M | +5% | 2.67% | 34.2% | 121 | 14.05% | 2.5 |
|
2022
Goodnow Investment Group
Darien,
Connecticut
| $478M | +$42.2M | +10% | 14.4% | 131% | 26 | 26.92% | 2.1 |
|
|
PGCM
2023
Prescott Group Capital Management
Tulsa,
Oklahoma
| $477M | +$19.2M | +4% | 4.82% | 148% | 188 | 23.94% | 1.8 |
|
2024
Kopernik Global Investors
Tampa,
Florida
| $476M | +$34.5M | +8% | 5.55% | 128% | 28 | 21.43% | 1.9 |
|
2025
Decatur Capital Management
Decatur,
Georgia
| $476M | -$38.1M | -7% | 7.74% | 135% | 97 | 64.95% | 1 |
|