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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
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $589M | +$31.9M | +6% | 27.6% | 98.1% | 69 | 78.26% | 0.2 |
|
2002
Roundview Capital
Princeton,
New Jersey
| $589M | +$116M | +24% | 18.4% | 77.7% | 242 | 13.22% | 3.7 |
|
2003
Lannebo Fonder
Stockholm,
Sweden
| $588M | +$232M | +65% | 31.5% | 49.8% | 37 | 8.11% | 2.5 |
|
2004
QVT Financial
New York
| $588M | +$160M | +37% | 17.8% | 267% | 55 | 27.27% | 1.9 |
|
2005
Cadinha & Co
Honolulu,
Hawaii
| $588M | +$211M | +56% | 19.1% | 132% | 98 | 16.33% | 4.4 |
|
2006
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $588M | +$147M | +33% | 16.7% | 73.7% | 130 | 20.77% | 2.9 |
|
|
CC
2007
Cornerstone Capital
Palo Alto,
California
| $587M | +$106M | +22% | 21% | 91.2% | 79 | 15.19% | 4.2 |
|
2008
CCM Investment Advisers
Columbia,
South Carolina
| $587M | +$86.2M | +17% | 17.6% | 170% | 66 | 9.09% | 3.4 |
|
2009
Woodstock Corp
Boston,
Massachusetts
| $587M | +$95.9M | +20% | 21.6% | 115% | 163 | 6.13% | 5.1 |
|
2010
Colonial Trust Advisors
Spartanburg,
South Carolina
| $586M | +$108M | +23% | 20.2% | 80% | 153 | 9.15% | 4.4 |
|
2011
NewSquare Capital
Newtown Square,
Pennsylvania
| $586M | +$45.7M | +8% | 12.9% | 76.5% | 470 | 38.09% | 2.1 |
|
|
OCM
2012
Opti Capital Management
New York
| $585M | +$97.2M | +20% | 0% | 0.01% | 31 | 0% | 0.3 |
|
2013
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $584M | +$126M | +28% | 18.3% | 112% | 293 | 19.11% | 1.8 |
|
2014
Adell Harriman & Carpenter
Houston,
Texas
| $584M | +$112M | +24% | 23.7% | 176% | 132 | 8.33% | 4.6 |
|
|
RP
2015
RR Partners
New York
| $584M | +$80.1M | +16% | 21.9% | 73.3% | 20 | 0% | 3.1 |
|
2016
BerganKDV Wealth Management
Bloomington,
Minnesota
| $584M | +$95.7M | +20% | 14.7% | 27.9% | 1,146 | 26.7% | 1.5 |
|
2017
Transform Wealth
Greenwood Village,
Colorado
| $584M | +$115M | +24% | 21.5% | 48.4% | 242 | 22.31% | 1.7 |
|
2018
RKL Wealth Management
Lancaster,
Pennsylvania
| $583M | +$105M | +22% | 17.8% | 76.8% | 116 | 11.21% | 3.9 |
|
|
SFG
2019
Sather Financial Group
Victoria,
Texas
| $583M | +$72M | +14% | 18% | 70% | 61 | 36.07% | 3.3 |
|
|
CRCP
2020
Copper Rock Capital Partners
Boston,
Massachusetts
| $582M | – | – | 23.5% | – | 56 | – | 0.9 |
|
2021
Odey Asset Management Group
London,
United Kingdom
| $582M | -$19.6M | -3% | 31.1% | 259% | 115 | 50.43% | 1.3 |
|
2022
Gladius Capital Management
Chicago,
Illinois
| $579M | -$371M | -39% | 19.7% | 78% | 127 | 93.7% | 1.5 |
|
2023
BRR OpCo
Columbus,
Ohio
| $579M | +$56.2M | +11% | 14.4% | 23.6% | 190 | 18.42% | 2.9 |
|
2024
SeaCrest Wealth Management
Purchase,
New York
| $579M | +$113M | +24% | 23.6% | 153% | 590 | 20.17% | 1.8 |
|
2025
TrustCore Financial Services
Brentwood,
Tennessee
| $578M | +$134M | +30% | 18.1% | 28.3% | 1,000 | 18.3% | 1.4 |
|