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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
One Capital Management
Westlake Village,
California
| $562M | +$69.4M | +14% | 10.6% | 50.5% | 178 | 10.67% | 3.1 |
|
2002
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $562M | +$61.3M | +12% | 13% | 66.7% | 147 | 6.12% | 4.3 |
|
|
PAM
2003
Private Asset Management
San Diego,
California
| $562M | +$46.5M | +9% | 12.6% | 38.2% | 139 | 11.51% | 3.9 |
|
2004
Brouwer & Janachowski
Mill Valley,
California
| $561M | +$29.1M | +5% | 8.46% | 41.8% | 50 | 4% | 3.2 |
|
2005
PM Capital
Sydney,
Australia
| $561M | +$91.9M | +20% | 15.9% | 105% | 25 | 4% | 2.8 |
|
2006
Summit Creek Advisors
Minneapolis,
Minnesota
| $561M | +$66.6M | +13% | 20% | 68.8% | 64 | 23.44% | 2.3 |
|
2007
First Business Financial Services
Madison,
Wisconsin
| $561M | -$26.8M | -5% | 11.8% | 80.9% | 157 | 35.03% | 2.1 |
|
2008
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $561M | – | – | 12.7% | 74.8% | 523 | – | 0 |
|
|
JC
2009
JBF Capital
Aspen,
Colorado
| $561M | +$38.4M | +7% | 12.7% | 93.6% | 107 | 43.93% | 1 |
|
2010
Executive Wealth Management
Brighton,
Michigan
| $560M | -$7.79M | -1% | 11.6% | 18.4% | 985 | 17.97% | 0.2 |
|
|
FBP
2011
Flippin Bruce & Porter
Lynchburg,
Virginia
| $559M | +$50M | +10% | 10.2% | 44.4% | 78 | 2.56% | 4.3 |
|
2012
Woodstock Corp
Boston,
Massachusetts
| $558M | +$59.8M | +12% | 14.4% | 115% | 168 | 5.95% | 4.3 |
|
|
LM
2013
Lasry Marc
| $557M | +$49.1M | +10% | 10.7% | 14.8% | 9 | 0% | 1.1 |
|
2014
Silvant Capital Management
Atlanta,
Georgia
| $557M | +$56.4M | +11% | 17.1% | 168% | 350 | 10.29% | 0.9 |
|
2015
Resource Management
Metairie,
Louisiana
| $556M | +$78.9M | +17% | 13% | 82.7% | 136 | 8.82% | 1.1 |
|
2016
L. Roy Papp & Associates
Phoenix,
Arizona
| $556M | +$77.4M | +16% | 16.1% | 80.1% | 151 | 8.61% | 3.7 |
|
|
AL
2017
Arnhold LLC
New York
| $556M | +$19M | +4% | 9.92% | 164% | 141 | 12.77% | 0.9 |
|
2018
Arosa Capital Management
Miami Beach,
Florida
| $556M | +$109M | +25% | 18.2% | 536% | 73 | 57.53% | 0.4 |
|
2019
First Nebraska Trust
Lincoln,
Nebraska
| $555M | +$63M | +13% | 10.4% | 76.9% | 145 | 9.66% | 3.7 |
|
2020
United Bank (Virginia)
Vienna,
Virginia
| $555M | +$73.5M | +15% | 11.9% | 76.1% | 159 | 20.75% | 1.8 |
|
2021
Thomas White International
Chicago,
Illinois
| $554M | +$49.7M | +10% | 9.38% | 34.9% | 261 | 14.56% | 2.2 |
|
2022
Trek Financial
Scottsdale,
Arizona
| $554M | +$34.7M | +7% | 9.08% | 152% | 125 | 37.6% | 0.2 |
|
2023
SCF Partners
Houston,
Texas
| $554M | +$123M | +28% | 38.2% | 2.1% | 4 | 0% | 2.2 |
|
2024
Kelly Lawrence W & Associates
Pasadens,
California
| $554M | +$91M | +20% | 16.6% | 123% | 135 | 8.89% | 3.6 |
|
2025
Chiron Investment Management
New York
| $553M | -$242M | -30% | 12.9% | 104% | 70 | 60% | 0.6 |
|