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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
W.R. Berkley Corp
Greenwich,
Connecticut
| $584M | +$111M | +23% | 6% | 38.7% | 146 | 58.9% | 0.4 |
|
2002
CWA Asset Management Group
Naples,
Florida
| $584M | +$65.3M | +13% | 4.43% | – | 251 | 18.33% | 1.7 |
|
2003
Adams Natural Resources Fund
Baltimore,
Maryland
| $583M | -$6.7M | -1% | 0.34% | 50.6% | 63 | 9.52% | 2.5 |
|
2004
Munro Partners
Melbourne,
Australia
| $583M | -$86.7M | -13% | 6% | 350% | 36 | 33.33% | 0.5 |
|
2005
Salesforce Inc
San Francisco,
California
| $582M | +$139M | +31% | 20.8% | 33.9% | 6 | 33.33% | 0.8 |
|
2006
Ally Financial
Detroit,
Michigan
| $582M | +$57.3M | +11% | 1.25% | 9.35% | 115 | 22.61% | 1.8 |
|
2007
Randolph Company
Cincinnati,
Ohio
| $582M | +$71.5M | +14% | 5.95% | 120% | 52 | 36.54% | 1.1 |
|
2008
Trek Financial
Scottsdale,
Arizona
| $581M | +$27M | +5% | 3.36% | 144% | 144 | 27.08% | 0.3 |
|
2009
Greenwich Wealth Management
Greenwich,
Connecticut
| $581M | +$14.7M | +3% | 2.43% | 198% | 213 | 18.78% | 3.2 |
|
2010
Brouwer & Janachowski
Mill Valley,
California
| $581M | +$19M | +3% | 3.03% | 41.8% | 50 | 4% | 3.4 |
|
2011
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $580M | -$5.05M | -0.9% | 4.09% | 119% | 175 | 20% | 2.2 |
|
2012
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $579M | +$16.7M | +3% | 3.09% | 66.7% | 153 | 7.19% | 4.4 |
|
2013
Howe & Rusling
Rochester,
New York
| $579M | +$1.24M | +0.2% | 1.8% | 82% | 911 | 19.43% | 2.9 |
|
2014
Jefferies Financial Group
New York
| $578M | -$425M | -42% | 4.4% | 135% | 51 | 82.35% | 0.8 |
|
2015
Thomasville National Bank
Thomasville,
Georgia
| $577M | +$35.4M | +7% | 4.89% | – | 198 | 8.08% | 2.8 |
|
2016
Resource Management
Metairie,
Louisiana
| $577M | +$21.2M | +4% | 2.4% | 82.7% | 148 | 12.84% | 1.2 |
|
2017
HoyleCohen
San Diego,
California
| $576M | +$9.02M | +2% | 3.76% | 46.1% | 186 | 5.91% | 1.2 |
|
|
CCMD
2018
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $576M | +$34.9M | +6% | 2.09% | 25.6% | 162 | 8.02% | 2.4 |
|
2019
First Business Financial Services
Madison,
Wisconsin
| $576M | +$14.6M | +3% | 3.25% | 74% | 120 | 15% | 2.1 |
|
2020
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $575M | +$50.9M | +10% | 6.63% | 80.4% | 40 | 12.5% | 2.5 |
|
|
NFAM
2021
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $574M | +$121M | +27% | 7.85% | 104% | 90 | 83.33% | 0.1 |
|
2022
Lenox Wealth Advisors
New York
| $573M | +$40.2M | +8% | 2.25% | 35.7% | 687 | 48.03% | 1.5 |
|
2023
Woodstock Corp
Boston,
Massachusetts
| $573M | +$14.6M | +3% | 4.34% | 115% | 164 | 1.83% | 4.6 |
|
2024
Efficient Advisors
Mason,
Ohio
| $573M | +$639K | +0.1% | 1.13% | 30.6% | 50 | 2% | 4.2 |
|
2025
Tokio Marine Asset Management
Tokyo,
Japan
| $572M | +$33.6M | +6% | 7.56% | 129% | 246 | 26.42% | 3.1 |
|