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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
40.91%
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 |
OCM
2001
One Capital Management
Westlake Village,
California
| $562M | +$69.4M | +14% | 10.6% | 50.5% | 178 | 10.67% |
|
| 2002 |
MHIC
2002
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $562M | +$61.3M | +12% | 13% | 66.7% | 147 | 6.12% |
|
| 2003 |
PAM
2003
Private Asset Management
San Diego,
California
| $562M | +$46.5M | +9% | 12.6% | 38.2% | 139 | 11.51% |
|
| 2004 |
BJ
2004
Brouwer & Janachowski
Mill Valley,
California
| $561M | +$29.1M | +5% | 8.46% | 41.8% | 50 | 4% |
|
| 2005 |
PC
2005
PM Capital
Sydney,
Australia
| $561M | +$91.9M | +20% | 15.9% | 105% | 25 | 4% |
|
| 2006 |
SCA
2006
Summit Creek Advisors
Minneapolis,
Minnesota
| $561M | +$66.6M | +13% | 20% | 68.8% | 64 | 23.44% |
|
| 2007 |
FBFS
2007
First Business Financial Services
Madison,
Wisconsin
| $561M | -$26.8M | -5% | 11.8% | 74% | 157 | 35.03% |
|
| 2008 |
VAS
2008
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $561M | – | – | 12.7% | 74.8% | 523 | – |
|
| 2009 |
JC
2009
JBF Capital
Aspen,
Colorado
| $561M | +$38.4M | +7% | 12.7% | 93.6% | 107 | 43.93% |
|
| 2010 |
EWM
2010
Executive Wealth Management
Brighton,
Michigan
| $560M | -$7.79M | -1% | 11.6% | 18.4% | 985 | 17.97% |
|
| 2011 |
FBP
2011
Flippin Bruce & Porter
Lynchburg,
Virginia
| $559M | +$50M | +10% | 10.2% | 44.4% | 78 | 2.56% |
|
| 2012 |
WC
2012
Woodstock Corp
Boston,
Massachusetts
| $558M | +$59.8M | +12% | 14.4% | 96.1% | 168 | 5.95% |
|
| 2013 |
LM
2013
Lasry Marc
| $557M | +$49.1M | +10% | 10.7% | 14.8% | 9 | 0% |
|
| 2014 |
SCM
2014
Silvant Capital Management
Atlanta,
Georgia
| $557M | +$56.4M | +11% | 17.1% | 168% | 350 | 10.29% |
|
| 2015 |
RM
2015
Resource Management
Metairie,
Louisiana
| $556M | +$78.9M | +17% | 13% | 82.7% | 136 | 8.82% |
|
| 2016 |
LRPA
2016
L. Roy Papp & Associates
Phoenix,
Arizona
| $556M | +$77.4M | +16% | 16.1% | 64.3% | 151 | 8.61% |
|
| 2017 |
AL
2017
Arnhold LLC
New York
| $556M | +$19M | +4% | 9.92% | 156% | 141 | 12.77% |
|
| 2018 |
ACM
2018
Arosa Capital Management
Miami Beach,
Florida
| $556M | +$109M | +25% | 18.2% | 536% | 73 | 57.53% |
|
| 2019 |
FNT
2019
First Nebraska Trust
Lincoln,
Nebraska
| $555M | +$63M | +13% | 10.4% | 67.9% | 145 | 9.66% |
|
| 2020 |
UBV
2020
United Bank (Virginia)
Vienna,
Virginia
| $555M | +$73.5M | +15% | 11.9% | 76.1% | 159 | 20.75% |
|
| 2021 |
TWI
2021
Thomas White International
Chicago,
Illinois
| $554M | +$49.7M | +10% | 9.38% | 34.9% | 261 | 14.56% |
|
| 2022 |
TF
2022
Trek Financial
Scottsdale,
Arizona
| $554M | +$34.7M | +7% | 9.08% | 144% | 125 | 37.6% |
|
| 2023 |
SP
2023
SCF Partners
Houston,
Texas
| $554M | +$123M | +28% | 38.2% | 2.1% | 4 | 0% |
|
| 2024 |
KLWA
2024
Kelly Lawrence W & Associates
Pasadens,
California
| $554M | +$91M | +20% | 16.6% | 123% | 135 | 8.89% |
|
| 2025 |
CIM
2025
Chiron Investment Management
New York
| $553M | -$242M | -30% | 12.9% | 104% | 70 | 60% |
|