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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 |
FBP
2001
Flippin Bruce & Porter
Lynchburg,
Virginia
| $569M | +$10.4M | +2% | 1.57% | 44.4% | 80 | 5% |
|
| 2002 |
DA
2002
DSC Advisors
Chicago,
Illinois
| $569M | +$24.9M | +5% | 2.51% | 3.18% | 95 | 34.74% |
|
| 2003 |
JGUA
2003
John G. Ullman & Associates
Corning,
New York
| $569M | +$16.2M | +3% | 1.93% | 108% | 152 | 18.42% |
|
| 2004 |
TWI
2004
Thomas White International
Chicago,
Illinois
| $568M | +$13.9M | +3% | 0.19% | 34.9% | 257 | 9.34% |
|
| 2005 |
RCM
2005
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $568M | -$44.2M | -7% | 0% | 4.93% | 40 | 32.5% |
|
| 2006 |
GP
2006
Girard Partners
King Of Prussia,
Pennsylvania
| $567M | +$30.5M | +6% | 4.5% | 25.7% | 242 | 7.02% |
|
| 2007 |
BSB
2007
Bangor Savings Bank
Bangor,
Maine
| $567M | +$34.5M | +6% | 2.42% | 49.6% | 172 | 8.72% |
|
| 2008 |
VC
2008
Vestor Capital
Chicago,
Illinois
| $567M | +$20.4M | +4% | 4.22% | 170% | 156 | 25% |
|
| 2009 |
II
2009
INCA Investments
Miami,
Florida
| $566M | -$17M | -3% | 12.6% | 149% | 13 | 7.69% |
|
| 2010 |
JVBC
2010
J.V. Bruni & Co
Colorado Springs,
Colorado
| $566M | +$15.1M | +3% | 3.27% | 70.5% | 29 | 10.34% |
|
| 2011 |
FM
2011
Forward Management
San Francisco,
California
| $566M | -$106M | -16% | 1.01% | 36.9% | 50 | 12% |
|
| 2012 |
PTC
2012
Petrus Trust Company
Dallas,
Texas
| $564M | +$48.1M | +9% | 3.69% | 25.1% | 383 | 60.84% |
|
| 2013 |
MAA
2013
Matrix Asset Advisors
White Plains,
New York
| $564M | -$21.2M | -4% | 3.97% | 76.9% | 71 | 8.45% |
|
| 2014 |
IA
2014
IFG Advisory
Atlanta,
Georgia
| $564M | +$41.1M | +8% | 4.07% | 56.9% | 375 | 19.2% |
|
| 2015 |
3C
2015
361 Capital
Denver,
Colorado
| $563M | -$12.6M | -2% | 8.17% | 118% | 427 | 54.8% |
|
| 2016 |
SCA
2016
Stonebridge Capital Advisors
St Paul,
Minnesota
| $563M | +$24.6M | +5% | 4.01% | 64.2% | 949 | 80.61% |
|
| 2017 |
CRCM
2017
Cat Rock Capital Management
Greenwich,
Connecticut
| $563M | +$194M | +52% | 1.68% | 61.3% | 11 | 45.45% |
|
| 2018 |
FCP
2018
Fine Capital Partners
New York
| $562M | -$131M | -19% | 8.35% | 95.5% | 13 | 15.38% |
|
| 2019 |
MIM
2019
Marco Investment Management
Atlanta,
Georgia
| $561M | +$22.1M | +4% | 3.52% | 92.8% | 184 | 7.07% |
|
| 2020 |
SP
2020
Summit Partners
Boston,
Massachusetts
| $560M | +$108M | +24% | 3.24% | 2.13% | 9 | 33.33% |
|
| 2021 |
HA
2021
Halsey Associates
New Haven,
Connecticut
| $560M | -$49.2M | -8% | 5.13% | 63.8% | 109 | 12.84% |
|
| 2022 |
SCA
2022
Stieven Capital Advisors
St. Louis,
Missouri
| $559M | +$11.9M | +2% | 5.61% | 82.8% | 64 | 21.88% |
|
| 2023 |
NB
2023
NBT Bank
Norwich,
New York
| $559M | +$9.61M | +2% | 2.92% | 56.7% | 193 | 10.36% |
|
| 2024 |
PDN
2024
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $559M | +$14.3M | +3% | 2.38% | 36.6% | 226 | 20.35% |
|
| 2025 |
HCM
2025
Horan Capital Management
Hunt Valley,
Maryland
| $559M | +$16.7M | +3% | 5.51% | 69.2% | 73 | 30.14% |
|