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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
Summit Creek Advisors
Minneapolis,
Minnesota
| $550M | +$17.3M | +3% | 6.38% | 68.8% | 59 | 11.86% | 2.3 |
|
2002
Annex Advisory Services
Brookfield,
Wisconsin
| $550M | +$20.8M | +4% | 0.19% | 85.8% | 140 | 20.71% | 2.5 |
|
|
AB
2003
Atlas Brown
Louisville,
Kentucky
| $550M | -$10.5M | -2% | 4.69% | 115% | 147 | 6.8% | 3.3 |
|
2004
Griffin Asset Management
New York
| $549M | -$12.5M | -2% | 3.04% | 88.9% | 214 | 6.54% | 2 |
|
2005
Elephas Investment Management
Hong Kong
| $549M | +$171M | +45% | 1.41% | 422% | 29 | 68.97% | 0.1 |
|
2006
Alpha Wave Global
New York
| $547M | +$111M | +25% | 9.6% | 226% | 26 | 46.15% | 1 |
|
2007
McDaniel Terry & Co
Austin,
Texas
| $547M | -$18.1M | -3% | 2.28% | 57.9% | 63 | 4.76% | 3.4 |
|
|
SC
2008
Serenity Capital
Palo Alto,
California
| $547M | +$155M | +40% | 10.4% | – | 8 | 25% | 0.5 |
|
2009
SeaCrest Wealth Management
Purchase,
New York
| $545M | -$1.65M | -0.3% | 0.85% | 153% | 2,379 | 7.9% | 0.2 |
|
2010
Granite Investment Advisors
Concord,
New Hampshire
| $545M | -$23.3M | -4% | 2.19% | 55.6% | 192 | 18.23% | 2.1 |
|
|
OIM
2011
Opus Investment Management
Worcester,
Massachusetts
| $545M | -$16.6M | -3% | 3.8% | 52.8% | 96 | 9.38% | 3 |
|
|
CPP
2012
Crow Point Partners
Boston,
Massachusetts
| $544M | -$91.1M | -14% | 1.36% | 56.9% | 338 | 45.86% | 0.8 |
|
2013
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $544M | +$1.65M | +0.3% | 2.17% | 86% | 400 | 17.5% | 2.4 |
|
2014
Barton Investment Management
West Conshohocken,
Pennsylvania
| $542M | +$86.7M | +19% | 27.3% | 80.3% | 41 | 2.44% | 4 |
|
2015
Corient Capital Partners
Newport Beach,
California
| $542M | -$45.6M | -8% | 2.08% | 39.2% | 291 | 18.21% | 1.3 |
|
2016
Guardian Life Insurance
New York
| $542M | +$84.6M | +19% | 0.16% | – | 529 | 1.51% | 4 |
|
2017
Harvey Investment Company
Louisville,
Kentucky
| $542M | -$7.98M | -1% | 0.01% | 56.4% | 89 | 8.99% | 3.7 |
|
2018
Jacobs & Co
San Francisco,
California
| $541M | -$11.9M | -2% | 0.8% | 105% | 126 | 7.14% | 4 |
|
2019
Jag Capital Management
St Louis,
Missouri
| $541M | +$7.87M | +1% | 10.2% | 230% | 110 | 23.64% | 2.5 |
|
2020
Basso Capital Management
Stamford,
Connecticut
| $541M | -$71.6M | -12% | 0.77% | 85.5% | 212 | 32.55% | 0.5 |
|
2021
IBM Retirement Fund
Armonk,
New York
| $541M | -$49.4M | -8% | 0% | 54.4% | 528 | 28.6% | 2.8 |
|
2022
Advisor Partners
Walnut Creek,
California
| $540M | -$19.5M | -3% | 0.35% | 63.8% | 614 | 16.61% | 2.2 |
|
2023
Jacobs Asset Management
New York
| $540M | +$11.6M | +2% | 2.06% | 114% | 55 | 23.64% | 1.9 |
|
2024
Estate Counselors
Thiensville,
Wisconsin
| $539M | +$38.7M | +8% | 1.03% | 60% | 76 | 28.95% | 1.9 |
|
2025
Corsair Capital Management
New York
| $539M | -$21.5M | -4% | 1.99% | 435% | 61 | 8.2% | 2 |
|