We are live on !
Find out more
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
CWA Asset Management Group
Naples,
Florida
| $620M | -$3.2M | -0.5% | 6.08% | – | 259 | 20.08% | 1.9 |
|
2002
Governors Lane
New York
| $620M | -$131M | -17% | 19.3% | 133% | 70 | 51.43% | 0.6 |
|
2003
Third Security
Radford,
Virginia
| $620M | -$47.4M | -7% | 0.03% | 28.2% | 12 | 16.67% | 4.6 |
|
2004
Shaolin Capital Management
Miami,
Florida
| $619M | -$30.8M | -5% | 1.25% | 86.1% | 171 | 42.11% | 0.4 |
|
2005
Thompson Investment Management
Madison,
Wisconsin
| $618M | +$107M | +21% | 8.4% | 100% | 196 | 9.18% | 4 |
|
|
SAM
2006
Sandell Asset Management
New York
| $618M | +$321M | +108% | 24.1% | 322% | 64 | 59.38% | 0.6 |
|
2007
Centerbridge Partners
New York
| $618M | +$67.4M | +12% | 26.7% | 15.9% | 12 | 33.33% | 1.4 |
|
|
CWM
2008
Cornerstone Wealth Management
St. Peters,
Missouri
| $617M | +$50.4M | +9% | 7.1% | 69.8% | 374 | 14.44% | 2.3 |
|
2009
Ikarian Capital
Dallas,
Texas
| $617M | – | – | 69.5% | 5,184% | 114 | – | 0 |
|
2010
First Nebraska Trust
Lincoln,
Nebraska
| $616M | +$15M | +2% | 8.8% | 67.9% | 149 | 3.36% | 4.3 |
|
2011
Kemper
Chicago,
Illinois
| $616M | -$69.7M | -10% | 4.38% | 28.6% | 51 | 0% | 1.9 |
|
2012
Hawk Ridge Capital Management
Los Angeles,
California
| $615M | +$116M | +23% | 6.45% | 84.9% | 53 | 49.06% | 0.9 |
|
2013
Woodstock Corp
Boston,
Massachusetts
| $614M | +$40M | +7% | 10.1% | 115% | 164 | 6.71% | 5 |
|
|
PAM
2014
Private Asset Management
San Diego,
California
| $614M | +$35.5M | +6% | 10.1% | 38.2% | 145 | 12.41% | 4.2 |
|
|
AH
2015
Aviva Holdings
New Providence,
Bahamas
| $613M | +$188M | +44% | 52.6% | 36.5% | 6 | 16.67% | 1.7 |
|
2016
Matrix Asset Advisors
White Plains,
New York
| $613M | +$47.2M | +8% | 8.37% | 84.9% | 79 | 8.86% | 4.1 |
|
2017
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $613M | +$54.1M | +10% | 5.37% | 36.9% | 223 | 18.39% | 2.8 |
|
2018
Stonebridge Capital Advisors
St Paul,
Minnesota
| $613M | +$32.8M | +6% | 7.91% | 80.1% | 967 | 15.41% | 1.1 |
|
2019
TD Capital Management
Memphis,
Tennessee
| $613M | +$53.6M | +10% | 4.82% | 40.5% | 289 | 10.38% | 3.1 |
|
2020
Fund Evaluation Group
Cincinnati,
Ohio
| $612M | +$75M | +14% | 6.03% | 51.6% | 40 | 55% | 1.3 |
|
2021
Pier Capital
Stamford,
Connecticut
| $612M | +$21.2M | +4% | 11.7% | 223% | 123 | 26.83% | 1.1 |
|
2022
Virtus ETF Advisers
New York
| $612M | +$115M | +23% | 9.34% | 177% | 532 | 33.27% | 0.9 |
|
2023
J.M. Forbes & Co
Boston,
Massachusetts
| $611M | +$91.3M | +18% | 8.51% | 112% | 108 | 5.56% | 4.6 |
|
|
OIM
2024
Opus Investment Management
Worcester,
Massachusetts
| $611M | +$35.9M | +6% | 5.85% | 52.8% | 113 | 15.04% | 3.3 |
|
2025
Klingman & Associates
New York
| $611M | +$52.6M | +9% | 6.18% | 64.9% | 138 | 14.49% | 2.9 |
|