We are live on
!
Find out more
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
40.91%
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
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 |
EWM
2001
Elite Wealth Management
Kirkland,
Washington
| $774M | +$49.8M | +7% | 10.5% | 142% | 53 | 16.98% |
|
| 2002 |
AFG
2002
American Financial Group
Cincinnati,
Ohio
| $774M | +$48.1M | +7% | 27.2% | 32.5% | 120 | 12.5% |
|
| 2003 |
SFG
2003
Sather Financial Group
Victoria,
Texas
| $774M | +$146M | +23% | 15.2% | 70% | 48 | 16.67% |
|
| 2004 |
OCM
2004
Oribel Capital Management
New York
| $774M | -$451M | -37% | 17% | 337% | 145 | 57.93% |
|
| 2005 |
TF
2005
Trek Financial
Scottsdale,
Arizona
| $773M | +$118M | +18% | 14% | 144% | 241 | 40.66% |
|
| 2006 |
OC
2006
Oakworth Capital
Birmingham,
Alabama
| $772M | +$155M | +25% | 13% | 64.3% | 617 | 6.16% |
|
| 2007 |
AL
2007
Arnhold LLC
New York
| $772M | +$94.8M | +14% | 17.7% | 156% | 142 | 9.15% |
|
| 2008 |
CS
2008
Central Securities
New York
| $772M | +$126M | +20% | 20.6% | 90.2% | 32 | 12.5% |
|
| 2009 |
AAIM
2009
Asset Advisors Investment Management
Augusta,
Georgia
| $772M | +$110M | +17% | 12.5% | 58.7% | 88 | 4.55% |
|
| 2010 |
KCMH
2010
Kontiki Capital Management (HK)
Hong Kong
| $772M | -$97.5M | -11% | 17.4% | 90.6% | 5 | 0% |
|
| 2011 |
CC
2011
Cassaday & Co
Mclean,
Virginia
| $772M | -$246M | -24% | 9.66% | 62.5% | 38 | 10.53% |
|
| 2012 |
ITP
2012
Iron Triangle Partners
Cos Cob,
Connecticut
| $771M | +$324M | +72% | 26.2% | 152% | 35 | 54.29% |
|
| 2013 |
JC
2013
Jacobs & Co
San Francisco,
California
| $770M | +$80.6M | +12% | 11.7% | 92.2% | 119 | 9.24% |
|
| 2014 |
DWM
2014
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $769M | +$134M | +21% | 11.6% | 112% | 348 | 24.43% |
|
| 2015 |
NCM
2015
Novare Capital Management
Charlotte,
North Carolina
| $768M | +$58M | +8% | 11.2% | 76.5% | 154 | 20.78% |
|
| 2016 |
WTB
2016
Washington Trust Bank
Spokane,
Washington
| $767M | +$90.6M | +13% | 12.6% | 80.5% | 194 | 17.53% |
|
| 2017 |
AIM
2017
Aigen Investment Management
New York
| $766M | -$17.1M | -2% | 24.6% | 55.5% | 1,206 | 69.32% |
|
| 2018 |
PCM
2018
Prana Capital Management
Greenwich,
Connecticut
| $766M | +$190M | +33% | 19.5% | 36.6% | 85 | 67.06% |
|
| 2019 |
OM
2019
Opaleye Management
Boston,
Massachusetts
| $766M | +$254M | +50% | 71.9% | 748% | 68 | 32.35% |
|
| 2020 |
CGA
2020
Crescent Grove Advisors
Lake Forest,
Illinois
| $765M | +$264M | +53% | 12.9% | 61.1% | 190 | 14.74% |
|
| 2021 |
DAM
2021
Dorsey Asset Management
Chicago,
Illinois
| $764M | +$91.3M | +14% | 28.3% | 122% | 11 | 18.18% |
|
| 2022 |
MTCM
2022
Mint Tower Capital Management
Amsterdam,
Netherlands
| $764M | -$86M | -10% | 0.21% | 40% | 429 | 66.43% |
|
| 2023 |
RA
2023
RFG Advisory
Birmingham,
Alabama
| $764M | +$51.3M | +7% | 10.8% | 52.3% | 465 | 19.35% |
|
| 2024 |
LC
2024
Lavaca Capital
Houston,
Texas
| $763M | +$127M | +20% | 12.5% | 46.5% | 128 | 30.47% |
|
| 2025 |
MCWS
2025
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $763M | +$318M | +71% | 14% | 57.4% | 265 | 47.92% |
|