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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
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 |
CWM
2001
Circle Wealth Management
Summit,
New Jersey
| $571M | +$58.4M | +11% | 20.3% | 61.1% | 237 | 35.02% |
|
| 2002 |
CAMG
2002
CWA Asset Management Group
Naples,
Florida
| $571M | +$46.1M | +9% | 22.2% | – | 263 | 31.18% |
|
| 2003 |
AIC
2003
AWM Investment Company
New York
| $571M | +$193M | +51% | 70.7% | 488% | 101 | 28.71% |
|
| 2004 |
BCM
2004
Bronte Capital Management
Bondi Junction,
Australia
| $570M | -$40.7M | -7% | 23.9% | 112% | 13 | 15.38% |
|
| 2005 |
FFIC
2005
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $570M | +$192M | +51% | 13.4% | 48.1% | 64 | 10.94% |
|
| 2006 |
QCMNJ
2006
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $570M | +$134M | +31% | 27.7% | 33.4% | 37 | 10.81% |
|
| 2007 |
WAS
2007
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $569M | +$99.8M | +21% | 19.4% | 102% | 94 | 9.57% |
|
| 2008 |
BWA
2008
BDO Wealth Advisors
Jacksonville,
Florida
| $569M | +$74.3M | +15% | 17.3% | 38.3% | 807 | 17.6% |
|
| 2009 |
TLA
2009
Tree Line Advisors
Central,
Hong Kong
| $569M | +$226M | +66% | 93.8% | 277% | 6 | 16.67% |
|
| 2010 |
AGM
2010
Alpine Global Management
New York
| $568M | +$87.1M | +18% | 30.7% | 100% | 477 | 83.65% |
|
| 2011 |
CBB
2011
Citizens Business Bank
Ontario,
California
| $567M | +$81.6M | +17% | 19.4% | 84.4% | 251 | 13.15% |
|
| 2012 |
SC
2012
Skylands Capital
Milwaukee,
Wisconsin
| $566M | +$115M | +26% | 32.2% | 64.3% | 140 | 21.43% |
|
| 2013 |
WAM
2013
Weatherly Asset Management
Del Mar,
California
| $566M | +$108M | +24% | 24.6% | 108% | 176 | 6.82% |
|
| 2014 |
BL
2014
Bleichroeder LP
New York
| $565M | +$183M | +48% | 40.5% | 197% | 79 | 34.18% |
|
| 2015 |
SF
2015
Summit Financial
Parsippany,
New Jersey
| $565M | +$110M | +24% | 19.5% | 68.3% | 49 | 40.82% |
|
| 2016 |
CA
2016
Callahan Advisors
Houston,
Texas
| $564M | +$87.7M | +18% | 20.3% | 75.6% | 131 | 9.92% |
|
| 2017 |
HCM
2017
Hengehold Capital Management
Cincinnati,
Ohio
| $564M | +$94.5M | +20% | 11.9% | 48.1% | 138 | 18.12% |
|
| 2018 |
HH
2018
HSG Holding
Na,
Hong Kong
| $563M | +$131M | +30% | 66.4% | 10.6% | 13 | 15.38% |
|
| 2019 |
PFC
2019
Phocas Financial Corp
Alameda,
California
| $563M | +$66M | +13% | 26.9% | 124% | 216 | 28.7% |
|
| 2020 |
PAM
2020
Private Asset Management
San Diego,
California
| $563M | +$87.3M | +18% | 19% | 38.2% | 137 | 13.87% |
|
| 2021 |
BOPW
2021
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $563M | +$78.3M | +16% | 15.1% | 55.7% | 271 | 27.68% |
|
| 2022 |
JWM
2022
Jackson Wealth Management
Lake Mary,
Florida
| $563M | +$84.3M | +18% | 23.3% | 64% | 134 | 29.85% |
|
| 2023 |
TAMH
2023
Taikang Asset Management (HK)
Hong Kong
| $562M | +$119M | +27% | 38.1% | 120% | 91 | 21.98% |
|
| 2024 |
AAP
2024
Arax Advisory Partners
Denver,
Colorado
| $562M | +$128M | +29% | 15.3% | 47.9% | 727 | 14.99% |
|
| 2025 |
NB
2025
NBT Bank
Norwich,
New York
| $561M | +$71.7M | +15% | 18.4% | 56.7% | 217 | 9.22% |
|