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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 26.9% 1-Year Est. Return

Jim Simons Renaissance Technologies 32.8% 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

All fund managers

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Est. Return	3 Year Est. Return	Holdings	Portfolio Turnover	Avg Holding Period (Yrs)
2001	2001 Efficient Advisors Mason, Ohio	$478M	-$96.4M	-17%	14.4%	30.6%	50	0%	5
2002	2002 Cypress Funds Los Angeles, California	$478M	-$61.1M	-11%	9.41%	125%	16	18.75%	1.7
2003	2003 RKL Wealth Management Lancaster, Pennsylvania	$478M	-$79.6M	-14%	17.4%	76.8%	123	14.63%	3.8
2004	2004 Colonial Trust Advisors Spartanburg, South Carolina	$478M	-$125M	-21%	16%	90.7%	167	19.16%	4.4
2005	2005 Sheets Smith Wealth Management Winston-Salem, North Carolina	$477M	-$45.9M	-9%	15%	83.4%	346	31.5%	3.4
2006	2006 Modera Wealth Management Westwood, New Jersey	$477M	-$163M	-25%	23.2%	75.5%	165	20.61%	3.6
2007	2007 Howard Hughes Medical Institute Chevy Chase, Maryland	$477M	+$198M	+71%	18.3%	70.9%	26	19.23%	4
2008	2008 Callahan Advisors Houston, Texas	$476M	-$147M	-24%	19.5%	95.4%	140	15%	4.6
2009	2009 Koshinski Asset Management Decatur, Illinois	$476M	-$105M	-18%	16.6%	82.9%	539	20.78%	1.1
2010	PAM 2010 Private Asset Management San Diego, California	$475M	-$138M	-23%	19.1%	38.2%	136	10.29%	4.5
2011	2011 Estabrook Capital Management New York	$475M	-$190M	-29%	19.6%	99.1%	355	7.04%	5
2012	2012 EJF Capital Arlington, Virginia	$475M	-$522M	-52%	38.9%	127%	119	30.25%	1.6
2013	OIM 2013 Opus Investment Management Worcester, Massachusetts	$474M	-$137M	-22%	21.5%	58.2%	107	16.82%	3.8
2014	2014 Beryl Capital Management Redondo Beach, California	$474M	-$146M	-24%	29.7%	3,932%	73	76.71%	0.1
2015	2015 Stonebridge Capital Advisors St Paul, Minnesota	$474M	-$139M	-23%	17.8%	96.6%	901	11.54%	1.4
2016	2016 Resource Management Metairie, Louisiana	$473M	-$149M	-24%	24.8%	82.7%	158	20.25%	1.9
2017	2017 Roundview Capital Princeton, New Jersey	$473M	-$53.1M	-10%	14.4%	86.4%	239	14.64%	3.8
2018	2018 Canandaigua National Bank & Trust Canandaigua, New York	$473M	-$119M	-20%	17.5%	–	285	16.49%	4
2019	2019 Adell Harriman & Carpenter Houston, Texas	$472M	-$136M	-22%	16%	191%	142	14.79%	4.6
2020	2020 Valley Forge Capital Management Miami, Florida	$472M	-$42.3M	-8%	13.6%	49%	9	0%	2.7
2021	MIM 2021 Marco Investment Management Atlanta, Georgia	$472M	-$173M	-27%	19.6%	131%	179	13.97%	5.1
2022	2022 American Assets Capital Advisers San Diego, California	$471M	+$70.8M	+18%	10.4%	73.5%	29	17.24%	2.5
2023	CIA 2023 CSat Investment Advisory Detroit, Michigan	$471M	+$90.7M	+24%	16.8%	87.4%	1,090	2.66%	1.3
2024	2024 Silverback Asset Management Chapel Hill, North Carolina	$470M	-$204M	-30%	1.53%	92.1%	59	18.64%	0.9
2025	2025 Dai-ichi Life Holdings Tokyo, Japan	$470M	-$280M	-37%	37.3%	–	1	0%	2.8