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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 |
CAMG
2001
CWA Asset Management Group
Naples,
Florida
| $620M | -$3.2M | -0.5% | 6.08% | – | 259 | 20.08% |
|
| 2002 |
GL
2002
Governors Lane
New York
| $620M | -$131M | -17% | 19.3% | 133% | 70 | 51.43% |
|
| 2003 |
TS
2003
Third Security
Radford,
Virginia
| $620M | -$47.4M | -7% | 0.03% | 28.2% | 12 | 16.67% |
|
| 2004 |
SCM
2004
Shaolin Capital Management
Miami,
Florida
| $619M | -$30.8M | -5% | 1.25% | 86.1% | 171 | 42.11% |
|
| 2005 |
TIM
2005
Thompson Investment Management
Madison,
Wisconsin
| $618M | +$107M | +21% | 8.4% | 83.5% | 196 | 9.18% |
|
| 2006 |
SAM
2006
Sandell Asset Management
New York
| $618M | +$321M | +108% | 24.1% | 322% | 64 | 59.38% |
|
| 2007 |
CP
2007
Centerbridge Partners
New York
| $618M | +$67.4M | +12% | 26.7% | 15.9% | 12 | 33.33% |
|
| 2008 |
CWM
2008
Cornerstone Wealth Management
St. Peters,
Missouri
| $617M | +$50.4M | +9% | 7.1% | 69.8% | 374 | 14.44% |
|
| 2009 |
IC
2009
Ikarian Capital
Dallas,
Texas
| $617M | – | – | 69.5% | 5,184% | 114 | – |
|
| 2010 |
FNT
2010
First Nebraska Trust
Lincoln,
Nebraska
| $616M | +$15M | +2% | 8.8% | 67.9% | 149 | 3.36% |
|
| 2011 |
K
2011
Kemper
Chicago,
Illinois
| $616M | -$69.7M | -10% | 4.38% | 28.6% | 51 | 0% |
|
| 2012 |
HRCM
2012
Hawk Ridge Capital Management
Los Angeles,
California
| $615M | +$116M | +23% | 6.45% | 84.9% | 53 | 49.06% |
|
| 2013 |
WC
2013
Woodstock Corp
Boston,
Massachusetts
| $614M | +$40M | +7% | 10.1% | 96.1% | 164 | 6.71% |
|
| 2014 |
PAM
2014
Private Asset Management
San Diego,
California
| $614M | +$35.5M | +6% | 10.1% | 38.2% | 145 | 12.41% |
|
| 2015 |
AH
2015
Aviva Holdings
New Providence,
Bahamas
| $613M | +$188M | +44% | 52.6% | 36.5% | 6 | 16.67% |
|
| 2016 |
MAA
2016
Matrix Asset Advisors
White Plains,
New York
| $613M | +$47.2M | +8% | 8.37% | 76.9% | 79 | 8.86% |
|
| 2017 |
PDN
2017
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $613M | +$54.1M | +10% | 5.37% | 36.6% | 223 | 18.39% |
|
| 2018 |
SCA
2018
Stonebridge Capital Advisors
St Paul,
Minnesota
| $613M | +$32.8M | +6% | 7.91% | 80.1% | 967 | 15.41% |
|
| 2019 |
TCM
2019
TD Capital Management
Memphis,
Tennessee
| $613M | +$53.6M | +10% | 4.82% | 40.5% | 289 | 10.38% |
|
| 2020 |
FEG
2020
Fund Evaluation Group
Cincinnati,
Ohio
| $612M | +$75M | +14% | 6.03% | 51.6% | 40 | 55% |
|
| 2021 |
PC
2021
Pier Capital
Stamford,
Connecticut
| $612M | +$21.2M | +4% | 11.7% | 223% | 123 | 26.83% |
|
| 2022 |
VEA
2022
Virtus ETF Advisers
New York
| $612M | +$115M | +23% | 9.34% | 177% | 532 | 33.27% |
|
| 2023 |
JMFC
2023
J.M. Forbes & Co
Boston,
Massachusetts
| $611M | +$91.3M | +18% | 8.51% | 95.1% | 108 | 5.56% |
|
| 2024 |
OIM
2024
Opus Investment Management
Worcester,
Massachusetts
| $611M | +$35.9M | +6% | 5.85% | 52.8% | 113 | 15.04% |
|
| 2025 |
KA
2025
Klingman & Associates
New York
| $611M | +$52.6M | +9% | 6.18% | 59.3% | 138 | 14.49% |
|