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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
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
Estate Counselors
Thiensville,
Wisconsin
| $644M | +$18.6M | +3% | 4.33% | 60% | 163 | 31.9% | 1.8 |
|
2002
Nicolet Advisory Services
Green Bay,
Wisconsin
| $644M | -$7.27M | -1% | 6.25% | 62.7% | 217 | 21.2% | 1.2 |
|
2003
Manchester Capital Management
Manchester,
Vermont
| $643M | -$85.9M | -12% | 19.4% | 86.7% | 719 | 32.68% | 3.8 |
|
|
NAM
2004
North American Management
Boston,
Massachusetts
| $642M | +$27.3M | +4% | 8.47% | 61.7% | 108 | 3.7% | 5 |
|
2005
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $641M | +$453M | +241% | 2.46% | 59.6% | 72 | 8.33% | 1 |
|
2006
First Midwest Bank Trust Division
Joliet,
Illinois
| $640M | +$26.8M | +4% | 8.87% | 107% | 377 | 15.65% | 4.1 |
|
2007
Harvey Investment Company
Louisville,
Kentucky
| $640M | +$50.1M | +8% | 10% | 56.4% | 89 | 6.74% | 5.2 |
|
2008
Gratus Capital
Atlanta,
Georgia
| $639M | +$46.1M | +8% | 7.57% | 51.4% | 183 | 19.67% | 3 |
|
2009
Phillips Financial Management
Fort Wayne,
Indiana
| $639M | +$28.2M | +5% | 4% | 45.6% | 87 | 8.05% | 4.6 |
|
2010
Stearns Financial Services Group
Greensboro,
North Carolina
| $639M | +$2.26M | +0.4% | 5.44% | 26.1% | 216 | 11.57% | 3.5 |
|
|
RGREA
2011
Ranger Global Real Estate Advisors
Denver,
Colorado
| $638M | +$140M | +28% | 1.54% | 18% | 34 | 23.53% | 1.5 |
|
2012
Roundview Capital
Princeton,
New Jersey
| $637M | +$48.6M | +8% | 8.96% | 77.7% | 248 | 9.68% | 3.8 |
|
2013
SNS Financial Group
Minneapolis,
Minnesota
| $637M | +$85.6M | +16% | 7.1% | 54.2% | 224 | 19.2% | 2.8 |
|
2014
Colonial Trust Advisors
Spartanburg,
South Carolina
| $636M | +$50.3M | +9% | 10.7% | 80% | 158 | 8.23% | 4.3 |
|
2015
ARS Investment Partners
New York
| $636M | +$105M | +20% | 10.6% | 266% | 118 | 45.76% | 1.9 |
|
2016
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $636M | +$38.1M | +6% | 4.88% | 49.7% | 142 | 5.63% | 3.2 |
|
2017
Lavaca Capital
Houston,
Texas
| $636M | +$322M | +102% | 8.45% | 46.5% | 123 | 45.53% | 0.8 |
|
2018
CCMP Capital
New York
| $636M | -$185M | -23% | 22.5% | 12.3% | 1 | 0% | 3 |
|
2019
FJ Capital Management
Mclean,
Virginia
| $636M | -$9.17M | -1% | 5.86% | 97.9% | 100 | 41% | 1.7 |
|
|
AP
2020
Archon Partners
Princeton Junction,
New Jersey
| $636M | +$85.2M | +15% | 15.3% | 99.5% | 56 | 19.64% | 3.5 |
|
2021
HighTower Trust
Houston,
Texas
| $635M | -$21.5M | -3% | 2.28% | 90.4% | 115 | 12.17% | 3.3 |
|
2022
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $635M | +$50.1M | +9% | 8.86% | 112% | 312 | 17.63% | 1.9 |
|
2023
Engle Capital Management
Greenwich,
Connecticut
| $634M | +$13.9M | +2% | 14.6% | 398% | 29 | 51.72% | 0.7 |
|
2024
Wedgewood Partners
St Louis,
Missouri
| $632M | +$42.1M | +7% | 9.99% | 78.1% | 39 | 12.82% | 3.4 |
|
2025
BerganKDV Wealth Management
Bloomington,
Minnesota
| $632M | +$48.2M | +8% | 5.82% | 27.9% | 1,048 | 15.17% | 1.7 |
|