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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
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 |
TOGEPT
2001
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $541M | -$209M | -28% | 27.8% | 184% | 1 | 0% |
|
| 2002 |
PWP
2002
Private Wealth Partners
Mill Valley,
California
| $541M | +$43.2M | +9% | 6.75% | 92.8% | 136 | 17.65% |
|
| 2003 |
MA
2003
MCF Advisors
Covington,
Kentucky
| $539M | +$29.4M | +6% | 3.99% | 41.5% | 537 | 12.29% |
|
| 2004 |
KGI
2004
Kopernik Global Investors
Tampa,
Florida
| $539M | +$24.4M | +5% | 0.79% | 152% | 29 | 17.24% |
|
| 2005 |
AH
2005
Allen Holding
New York
| $538M | -$2.73M | -0.5% | 3.35% | 147% | 10 | 10% |
|
| 2006 |
SFM
2006
Signet Financial Management
Parsippany,
New Jersey
| $537M | +$27M | +5% | 6.13% | 65.2% | 225 | 19.56% |
|
| 2007 |
HC
2007
Highstar Capital
New York
| $537M | -$179M | -25% | 4.98% | 8.47% | 2 | 0% |
|
| 2008 |
CCM
2008
Clearfield Capital Management
New York
| $536M | +$3.17M | +0.6% | 9.08% | 177% | 31 | 64.52% |
|
| 2009 |
EC
2009
ECP ControlCo
Summit,
New Jersey
| $535M | +$48.3M | +10% | 10.7% | 35.8% | 3 | 0% |
|
| 2010 |
NA
2010
Navellier & Associates
Reno,
Nevada
| $535M | +$20M | +4% | 8.07% | 262% | 333 | 42.64% |
|
| 2011 |
PI
2011
PFS Investments
Duluth,
Georgia
| $534M | – | – | 3.3% | 36.3% | 78 | – |
|
| 2012 |
OA
2012
Oxbow Advisors
Austin,
Texas
| $534M | +$8.69M | +2% | 2.34% | 72.8% | 258 | 12.79% |
|
| 2013 |
PSCM
2013
Prince Street Capital Management
New York
| $533M | -$67.6M | -11% | 5.33% | 302% | 57 | 52.63% |
|
| 2014 |
TNB
2014
Thomasville National Bank
Thomasville,
Georgia
| $533M | -$69.5M | -12% | 4.93% | – | 261 | 27.2% |
|
| 2015 |
KDAM
2015
KLS Diversified Asset Management
New York
| $533M | – | – | 1.53% | 156% | 9 | – |
|
| 2016 |
JCM
2016
Jag Capital Management
St Louis,
Missouri
| $533M | -$120K | -0% | 8.37% | 178% | 115 | 24.35% |
|
| 2017 |
BP
2017
BBR Partners
New York
| $533M | +$63.5M | +14% | 9.71% | 51.6% | 82 | 26.83% |
|
| 2018 |
CWM
2018
Cornerstone Wealth Management
St. Peters,
Missouri
| $533M | +$50.3M | +10% | 4.42% | 69.8% | 432 | 17.36% |
|
| 2019 |
BJ
2019
Brouwer & Janachowski
Mill Valley,
California
| $533M | +$16.2M | +3% | 3.64% | 41.8% | 57 | 12.28% |
|
| 2020 |
SCA
2020
Summit Creek Advisors
Minneapolis,
Minnesota
| $532M | +$24.8M | +5% | 4.93% | 47.8% | 57 | 7.02% |
|
| 2021 |
JMH
2021
J.M. Hartwell
New York
| $532M | +$21.4M | +4% | 6.15% | 72.2% | 92 | 25% |
|
| 2022 |
CHAM
2022
Clear Harbor Asset Management
Stamford,
Connecticut
| $532M | +$27.5M | +5% | 4.92% | 71.8% | 272 | 19.12% |
|
| 2023 |
TCM
2023
Tygh Capital Management
Portland,
Oregon
| $531M | +$31M | +6% | 7.22% | 251% | 109 | 31.19% |
|
| 2024 |
RCYC
2024
Richard C. Young & Co
Newport,
Rhode Island
| $531M | +$2.55M | +0.5% | 3.23% | 80.3% | 69 | 14.49% |
|
| 2025 |
JAFL
2025
Jay A. Fishman Ltd
Troy,
Michigan
| $530M | +$40M | +8% | 9.67% | 107% | 96 | 9.38% |
|