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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
Phillips Financial Management
Fort Wayne,
Indiana
| $569M | +$22.7M | +4% | 0.89% | 45.6% | 79 | 7.59% | 4.4 |
|
|
MGM
2002
Miura Global Management
New York
| $568M | -$49.8M | -8% | 2.82% | 375% | 35 | 48.57% | 0.5 |
|
2003
Northcape Capital
Sydney,
Australia
| $567M | +$16M | +3% | 0.81% | – | 19 | 21.05% | 1.9 |
|
|
CWM
2004
Cornerstone Wealth Management
St. Peters,
Missouri
| $567M | +$10.1M | +2% | 1.86% | 69.8% | 379 | 14.25% | 2.1 |
|
2005
Canandaigua National Bank & Trust
Canandaigua,
New York
| $567M | +$23.7M | +4% | 2.23% | – | 298 | 10.74% | 3.5 |
|
2006
PM Capital
Sydney,
Australia
| $567M | -$28.3M | -5% | 3.28% | 105% | 25 | 4% | 3 |
|
|
JC
2007
Joho Capital
New York
| $566M | -$86.8M | -13% | 5.71% | 80.2% | 13 | 23.08% | 1.4 |
|
2008
Stearns Financial Services Group
Greensboro,
North Carolina
| $566M | +$18.5M | +3% | 0.99% | 26.1% | 190 | 15.79% | 3.6 |
|
2009
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $566M | +$15.4M | +3% | 0.3% | 44.7% | 185 | 7.03% | 2.5 |
|
2010
Petrus Trust Company
Dallas,
Texas
| $565M | +$1.11M | +0.2% | 0.01% | 36.9% | 391 | 62.15% | 0.8 |
|
2011
Matrix Asset Advisors
White Plains,
New York
| $565M | +$1.17M | +0.2% | 2.1% | 84.9% | 76 | 11.84% | 4 |
|
2012
Colonial Trust Advisors
Spartanburg,
South Carolina
| $565M | +$12.9M | +2% | 2.6% | 80% | 164 | 7.32% | 3.9 |
|
2013
Cortland Associates
St Louis,
Missouri
| $565M | -$67M | -11% | 0.13% | 57.1% | 57 | 12.28% | 3.8 |
|
2014
Private Capital Group
West Hartford,
Connecticut
| $564M | +$126M | +29% | 1.05% | 30.1% | 2,782 | 30.84% | 1.3 |
|
2015
Transform Wealth
Greenwood Village,
Colorado
| $563M | -$117M | -17% | 1.72% | 48.4% | 240 | 16.67% | 1.4 |
|
2016
Tygh Capital Management
Portland,
Oregon
| $563M | -$25.4M | -4% | 2.73% | 251% | 96 | 37.5% | 1.3 |
|
2017
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $563M | -$15.6M | -3% | 1.94% | 66.7% | 153 | 7.84% | 4.7 |
|
|
FBP
2018
Flippin Bruce & Porter
Lynchburg,
Virginia
| $562M | -$7.02M | -1% | 1.82% | 44.4% | 80 | 3.75% | 4.7 |
|
2019
Ally Financial
Detroit,
Michigan
| $562M | -$19.6M | -3% | 0.68% | 9.35% | 115 | 24.35% | 1.8 |
|
2020
Nachman Norwood & Parrott
Greenville,
South Carolina
| $562M | +$5.99M | +1% | 1.76% | – | 246 | 7.32% | 0.7 |
|
2021
CDAM (UK)
London,
United Kingdom
| $561M | +$47.9M | +9% | 1.54% | 7.89% | 17 | 23.53% | 1 |
|
2022
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $561M | -$553M | -50% | 0.51% | 143% | 269 | 51.67% | 1 |
|
2023
Arosa Capital Management
Miami Beach,
Florida
| $561M | -$72.4M | -11% | 8.1% | 536% | 75 | 54.67% | 0.5 |
|
2024
TFG Asset Management
Grand Cayman,
Cayman Islands
| $561M | -$128M | -19% | 1.3% | 72.1% | 62 | 43.55% | 0.9 |
|
|
JC
2025
JBF Capital
Aspen,
Colorado
| $561M | +$10.3M | +2% | 0.76% | 93.6% | 96 | 36.46% | 1.2 |
|