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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
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
2001
Elite Wealth Management
Kirkland,
Washington
| $774M | +$49.8M | +7% | 10.5% | 182% | 53 | 16.98% | 2.1 |
|
2002
American Financial Group
Cincinnati,
Ohio
| $774M | +$48.1M | +7% | 27.2% | 30.6% | 120 | 12.5% | 3.7 |
|
|
SFG
2003
Sather Financial Group
Victoria,
Texas
| $774M | +$146M | +23% | 15.2% | 82.3% | 48 | 16.67% | 3 |
|
2004
Oribel Capital Management
New York
| $774M | -$451M | -37% | 17% | 365% | 145 | 57.93% | 0.5 |
|
2005
Trek Financial
Scottsdale,
Arizona
| $773M | +$118M | +18% | 14% | 152% | 241 | 40.66% | 0.7 |
|
2006
Oakworth Capital
Birmingham,
Alabama
| $772M | +$155M | +25% | 13% | 70% | 617 | 6.16% | 4.5 |
|
|
AL
2007
Arnhold LLC
New York
| $772M | +$94.8M | +14% | 17.7% | 164% | 142 | 9.15% | 2 |
|
2008
Central Securities
New York
| $772M | +$126M | +20% | 20.6% | 101% | 32 | 12.5% | 5 |
|
2009
Asset Advisors Investment Management
Augusta,
Georgia
| $772M | +$110M | +17% | 12.5% | 67.5% | 88 | 4.55% | 2 |
|
2010
Kontiki Capital Management (HK)
Hong Kong
| $772M | -$97.5M | -11% | 17.4% | 90.6% | 5 | 0% | 2.4 |
|
2011
Cassaday & Co
Mclean,
Virginia
| $772M | -$246M | -24% | 9.66% | 62.7% | 38 | 10.53% | 4 |
|
2012
Iron Triangle Partners
Cos Cob,
Connecticut
| $771M | +$324M | +72% | 26.2% | 152% | 35 | 54.29% | 0.4 |
|
2013
Jacobs & Co
San Francisco,
California
| $770M | +$80.6M | +12% | 11.7% | 105% | 119 | 9.24% | 5.4 |
|
2014
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $769M | +$134M | +21% | 11.6% | 123% | 348 | 24.43% | 1.9 |
|
2015
Novare Capital Management
Charlotte,
North Carolina
| $768M | +$58M | +8% | 11.2% | 87.5% | 154 | 20.78% | 3.3 |
|
2016
Washington Trust Bank
Spokane,
Washington
| $767M | +$90.6M | +13% | 12.6% | 89.9% | 194 | 17.53% | 4.6 |
|
|
AIM
2017
Aigen Investment Management
New York
| $766M | -$17.1M | -2% | 24.6% | 55.5% | 1,206 | 69.32% | 0.3 |
|
2018
Prana Capital Management
Greenwich,
Connecticut
| $766M | +$190M | +33% | 19.5% | 36.6% | 85 | 67.06% | 0.4 |
|
|
OM
2019
Opaleye Management
Boston,
Massachusetts
| $766M | +$254M | +50% | 71.9% | 748% | 68 | 32.35% | 1 |
|
2020
Crescent Grove Advisors
Lake Forest,
Illinois
| $765M | +$264M | +53% | 12.9% | 64.1% | 190 | 14.74% | 1.9 |
|
2021
Dorsey Asset Management
Chicago,
Illinois
| $764M | +$91.3M | +14% | 28.3% | 122% | 11 | 18.18% | 1.8 |
|
2022
Mint Tower Capital Management
Amsterdam,
Netherlands
| $764M | -$86M | -10% | 0.21% | 40.2% | 429 | 66.43% | 0.2 |
|
2023
RFG Advisory
Birmingham,
Alabama
| $764M | +$51.3M | +7% | 10.8% | 57% | 465 | 19.35% | 1.7 |
|
2024
Lavaca Capital
Houston,
Texas
| $763M | +$127M | +20% | 12.5% | 46.5% | 128 | 30.47% | 1 |
|
2025
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $763M | +$318M | +71% | 14% | 63.2% | 265 | 47.92% | 2.3 |
|