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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 |
CANY
2001
Caxton Associates (New York)
New York
| $912M | -$191M | -17% | 5.98% | 73.9% | 671 | 69.75% |
|
| 2002 |
CAAS
2002
Capital Asset Advisory Services
Williamston,
Michigan
| $912M | +$241M | +36% | 5.98% | 51% | 772 | 15.41% |
|
| 2003 |
C
2003
Chescapmanager
Baltimore,
Maryland
| $911M | -$26.5M | -3% | 1.42% | 202% | 90 | 44.44% |
|
| 2004 |
MCM
2004
Mudrick Capital Management
New York
| $911M | +$28.7M | +3% | 31.3% | 212% | 14 | 42.86% |
|
| 2005 |
SCM
2005
Simcoe Capital Management
New York
| $910M | +$125M | +16% | 16.1% | 48.7% | 18 | 44.44% |
|
| 2006 |
SAM
2006
SP Asset Management
Cupertino,
California
| $910M | +$105M | +13% | 10.9% | 92.4% | 121 | 11.57% |
|
| 2007 |
MFP
2007
Michael F. Price
| $910M | +$75.5M | +9% | 4.45% | 42.6% | 151 | 14.57% |
|
| 2008 |
BO
2008
BRR OpCo
Columbus,
Ohio
| $909M | +$74.6M | +9% | 7.38% | 23.6% | 240 | 12.5% |
|
| 2009 |
FM
2009
Forward Management
San Francisco,
California
| $908M | +$413M | +84% | 4.53% | 36.9% | 29 | 51.72% |
|
| 2010 |
TI
2010
Trigran Investments
Northbrook,
Illinois
| $907M | +$97.6M | +12% | 5.51% | 30.2% | 21 | 14.29% |
|
| 2011 |
GC
2011
Greenvale Capital
London,
United Kingdom
| $907M | -$12.1M | -1% | 10.4% | 101% | 18 | 55.56% |
|
| 2012 |
CCM
2012
Condor Capital Management
Martinsville,
New Jersey
| $906M | +$63.2M | +8% | 6.25% | 58.2% | 340 | 25% |
|
| 2013 |
CIC
2013
Cornercap Investment Counsel
Atlanta,
Georgia
| $905M | +$10.8M | +1% | 4.84% | 55.4% | 631 | 31.22% |
|
| 2014 |
BRWM
2014
B. Riley Wealth Management
Memphis,
Tennessee
| $904M | +$48.2M | +6% | 7.86% | 32.4% | 486 | 24.28% |
|
| 2015 |
AAIM
2015
Asset Advisors Investment Management
Augusta,
Georgia
| $904M | +$47.8M | +6% | 7.3% | 58.7% | 94 | 3.19% |
|
| 2016 |
BWA
2016
BDO Wealth Advisors
Jacksonville,
Florida
| $903M | +$54.7M | +6% | 5.08% | 38.3% | 1,247 | 13.23% |
|
| 2017 |
EWM
2017
Endurance Wealth Management
Providence,
Rhode Island
| $902M | +$52M | +6% | 6.42% | 59% | 667 | 5.1% |
|
| 2018 |
GC
2018
Gratus Capital
Atlanta,
Georgia
| $901M | +$69M | +8% | 8.05% | 51.4% | 191 | 8.38% |
|
| 2019 |
SWA
2019
SFMG Wealth Advisors
Plano,
Texas
| $900M | +$37.8M | +4% | 6.32% | 76.1% | 279 | 19% |
|
| 2020 |
DBT
2020
Dubuque Bank & Trust
Dubuque,
Iowa
| $900M | +$21.7M | +2% | 5.35% | 24% | 292 | 13.36% |
|
| 2021 |
HI
2021
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $899M | +$78.8M | +10% | 6.3% | 37.9% | 131 | 10.69% |
|
| 2022 |
IA
2022
IFG Advisory
Atlanta,
Georgia
| $899M | +$96.4M | +12% | 5.62% | 70.1% | 525 | 20.57% |
|
| 2023 |
CCP
2023
Cardan Capital Partners
Denver,
Colorado
| $899M | +$66M | +8% | 8.99% | 64% | 288 | 30.56% |
|
| 2024 |
KP
2024
Keel Point
Huntsville,
Alabama
| $898M | -$128M | -12% | 7.05% | 76.4% | 315 | 22.22% |
|
| 2025 |
NA
2025
Nottingham Advisors
Amherst,
New York
| $896M | +$6.15M | +0.7% | 4.62% | 44.3% | 159 | 16.35% |
|