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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
40.91%
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 |
M
2001
Mirova
Paris,
France
| $838M | +$60.6M | +8% | 0.67% | 64.6% | 171 | 8.19% |
|
| 2002 |
AIL
2002
AGF Investments LLC
Toronto,
Ontario, Canada
| $836M | -$6.03M | -0.7% | 6.18% | 28.5% | 539 | 26.35% |
|
| 2003 |
EIP
2003
Easterly Investment Partners
Beverly,
Massachusetts
| $835M | +$112M | +16% | 13.1% | 57.6% | 212 | 52.36% |
|
| 2004 |
ICM
2004
III Capital Management
Boca Raton,
Florida
| $835M | +$44.4M | +6% | 0.03% | 28.7% | 157 | 66.88% |
|
| 2005 |
FCMI
2005
Foresite Capital Management IV
Larkspur,
California
| $835M | -$85.8M | -9% | 16% | 151% | 15 | 26.67% |
|
| 2006 |
MFP
2006
Michael F. Price
| $835M | +$186M | +29% | 22.1% | 42.6% | 143 | 22.38% |
|
| 2007 |
CW
2007
Connectus Wealth
Cincinnati,
Ohio
| $834M | – | – | 1.45% | 37.8% | 33 | – |
|
| 2008 |
BO
2008
BRR OpCo
Columbus,
Ohio
| $834M | +$155M | +23% | 9.09% | 23.6% | 231 | 25.97% |
|
| 2009 |
WAM
2009
Wellesley Asset Management
Portsmouth,
New Hampshire
| $834M | -$30.4M | -4% | 0% | 0% | 31 | 0% |
|
| 2010 |
GAG
2010
GM Advisory Group
Melville,
New York
| $834M | +$87.1M | +12% | 7.61% | 53.6% | 207 | 20.77% |
|
| 2011 |
AL
2011
Arnhold LLC
New York
| $834M | +$61.6M | +8% | 5.8% | 156% | 148 | 16.22% |
|
| 2012 |
CCP
2012
Cardan Capital Partners
Denver,
Colorado
| $833M | +$22.2M | +3% | 2.27% | 64% | 274 | 30.66% |
|
| 2013 |
BFIM
2013
Beese Fulmer Investment Management
Canton,
Ohio
| $832M | +$49.7M | +6% | 6.98% | 113% | 226 | 7.96% |
|
| 2014 |
GC
2014
Gratus Capital
Atlanta,
Georgia
| $832M | +$84.9M | +11% | 8.14% | 51.4% | 202 | 19.8% |
|
| 2015 |
LIM
2015
Longfellow Investment Management
Boston,
Massachusetts
| $832M | +$4.34M | +0.5% | 6.51% | 45.9% | 617 | 34.04% |
|
| 2016 |
AGDR
2016
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| $832M | -$95M | -10% | 11.5% | 10.7% | 18 | 11.11% |
|
| 2017 |
GKWIM
2017
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $832M | +$110M | +15% | 2.87% | 91.5% | 236 | 27.54% |
|
| 2018 |
TCA
2018
Transcend Capital Advisors
Madison,
New Jersey
| $832M | +$70.6M | +9% | 5.06% | 71.6% | 434 | 18.2% |
|
| 2019 |
WDA
2019
Wendell David Associates
Portsmouth,
New Hampshire
| $831M | +$13.1M | +2% | 2.08% | 46% | 153 | 3.92% |
|
| 2020 |
NCM
2020
Novare Capital Management
Charlotte,
North Carolina
| $831M | +$63.1M | +8% | 5.99% | 76.5% | 163 | 17.79% |
|
| 2021 |
RM
2021
Resource Management
Metairie,
Louisiana
| $831M | +$98.8M | +13% | 11.1% | 82.7% | 191 | 14.66% |
|
| 2022 |
KEM
2022
Kimmeridge Energy Management
New York
| $830M | +$706M | +570% | 80.3% | 19.7% | 6 | 50% |
|
| 2023 |
BSB
2023
Bangor Savings Bank
Bangor,
Maine
| $829M | +$70.7M | +9% | 4.97% | 49.6% | 192 | 8.85% |
|
| 2024 |
EI
2024
Ellevest Inc
New York
| $829M | +$145M | +21% | 4.76% | 73.8% | 1,429 | 17.07% |
|
| 2025 |
SRCM
2025
Sage Rock Capital Management
New York
| $828M | +$225M | +37% | 4.39% | 13% | 269 | 75.46% |
|