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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
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 |
KGI
2001
Kopernik Global Investors
Tampa,
Florida
| $514M | +$38.4M | +8% | 3.58% | 128% | 31 | 22.58% |
|
| 2002 |
GPP
2002
Great Point Partners
Greenwich,
Connecticut
| $514M | -$44.2M | -8% | 29% | 710% | 50 | 50% |
|
| 2003 |
C
2003
Chescapmanager
Baltimore,
Maryland
| $514M | -$78.7M | -13% | 2.68% | 202% | 48 | 35.42% |
|
| 2004 |
SCP
2004
Sandhill Capital Partners
Buffalo,
New York
| $513M | +$40.1M | +8% | 6.52% | 64.9% | 71 | 15.49% |
|
| 2005 |
MGAM
2005
McGowan Group Asset Management
Dallas,
Texas
| $513M | +$24M | +5% | 2.22% | 69.8% | 88 | 11.36% |
|
| 2006 |
JGUA
2006
John G. Ullman & Associates
Corning,
New York
| $513M | +$8.91M | +2% | 4.74% | 156% | 121 | 15.7% |
|
| 2007 |
RP
2007
RBS Partners
Bay Harbor Islands,
Florida
| $512M | -$32M | -6% | 0.88% | 210% | 7 | 14.29% |
|
| 2008 |
NIA
2008
Northstar Investment Advisors
Denver,
Colorado
| $512M | +$17.1M | +3% | 2.99% | 85.8% | 133 | 20.3% |
|
| 2009 |
EAM
2009
Exane Asset Management
Paris,
France
| $512M | +$191M | +60% | 8.16% | 77.5% | 170 | 70.59% |
|
| 2010 |
SWA
2010
SFMG Wealth Advisors
Plano,
Texas
| $512M | +$29.4M | +6% | 2.94% | 76.1% | 134 | 14.93% |
|
| 2011 |
JMH
2011
J.M. Hartwell
New York
| $511M | +$29.7M | +6% | 6.03% | 72.2% | 89 | 12.36% |
|
| 2012 |
RI
2012
RPTC Inc
Jackson,
Wyoming
| $511M | +$102M | +25% | 12.6% | 66.4% | 17 | 82.35% |
|
| 2013 |
SFM
2013
Signet Financial Management
Parsippany,
New Jersey
| $510M | +$37M | +8% | 4.85% | 65.2% | 208 | 15.38% |
|
| 2014 |
MA
2014
MCF Advisors
Covington,
Kentucky
| $510M | +$6.83M | +1% | 3.23% | 50.2% | 562 | 19.22% |
|
| 2015 |
GIM
2015
GCA Investment Management
New York
| $510M | -$13.9M | -3% | 6.84% | 27.3% | 41 | 24.39% |
|
| 2016 |
GC
2016
Gillson Capital
Chicago,
Illinois
| $510M | +$74.6M | +17% | 4.79% | 84.9% | 53 | 60.38% |
|
| 2017 |
GC
2017
Garde Capital
Seattle,
Washington
| $510M | +$107M | +27% | 3.79% | 57.6% | 171 | 23.39% |
|
| 2018 |
MCTIC
2018
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $509M | +$16.5M | +3% | 4.25% | 38.8% | 96 | 2.08% |
|
| 2019 |
AP
2019
Advisor Partners
Walnut Creek,
California
| $509M | +$83.5M | +20% | 4.63% | 63.8% | 512 | 13.09% |
|
| 2020 |
VCM
2020
V3 Capital Management
Dallas,
Texas
| $509M | +$101M | +25% | 3.38% | 20.5% | 18 | 50% |
|
| 2021 |
SCA
2021
Summit Creek Advisors
Minneapolis,
Minnesota
| $508M | +$22.2M | +5% | 7.5% | 68.8% | 59 | 16.95% |
|
| 2022 |
IECM
2022
Intrinsic Edge Capital Management
Chicago,
Illinois
| $507M | +$184M | +57% | 14.4% | 283% | 170 | 66.47% |
|
| 2023 |
HA
2023
Halsey Associates
New Haven,
Connecticut
| $507M | +$20.3M | +4% | 4.65% | 63.8% | 97 | 10.31% |
|
| 2024 |
HIC
2024
Harvey Investment Company
Louisville,
Kentucky
| $507M | +$13.1M | +3% | 2.78% | 48.4% | 84 | 7.14% |
|
| 2025 |
SI
2025
Sensato Investors
San Francisco,
California
| $506M | +$110M | +28% | 14.5% | 75.8% | 84 | 54.76% |
|