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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
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 |
BSB
2001
Bangor Savings Bank
Bangor,
Maine
| $891M | +$61.7M | +7% | 4.63% | 49.6% | 196 | 4.59% |
|
| 2002 |
CW
2002
Connectus Wealth
Cincinnati,
Ohio
| $891M | +$56.1M | +7% | 10% | 37.8% | 35 | 11.43% |
|
| 2003 |
KPW
2003
Kore Private Wealth
New York
| $890M | +$149M | +20% | 8.06% | 35.9% | 441 | 19.73% |
|
| 2004 |
DACG
2004
Donor Advised Charitable Giving
San Francisco,
California
| $889M | -$83.4M | -9% | 25.2% | 365% | 116 | 4.31% |
|
| 2005 |
GCP
2005
GSA Capital Partners
London,
United Kingdom
| $889M | +$286M | +47% | 7.17% | 64.7% | 1,751 | 66.76% |
|
| 2006 |
HH
2006
Hilltop Holdings
Dallas,
Texas
| $888M | +$113M | +15% | 6.99% | 72.2% | 598 | 20.4% |
|
| 2007 |
ACM
2007
Archon Capital Management
Seattle,
Washington
| $887M | +$192M | +28% | 8.05% | 131% | 43 | 37.21% |
|
| 2008 |
CCA
2008
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $886M | +$15M | +2% | 5.91% | 58.6% | 82 | 7.32% |
|
| 2009 |
BHB
2009
Bank Hapoalim BM
Tel Aviv,
Israel
| $884M | +$96.4M | +12% | 7.58% | 58.6% | 249 | 11.65% |
|
| 2010 |
BFIM
2010
Beese Fulmer Investment Management
Canton,
Ohio
| $884M | +$51.3M | +6% | 7.1% | 81.1% | 240 | 10.42% |
|
| 2011 |
OFM
2011
Omega Fund Management
Boston,
Massachusetts
| $884M | -$174M | -16% | 7.74% | 112% | 24 | 4.17% |
|
| 2012 |
TCM
2012
Tensile Capital Management
Larkspur,
California
| $883M | +$121M | +16% | 29.5% | 33.8% | 19 | 21.05% |
|
| 2013 |
AL
2013
Arnhold LLC
New York
| $882M | +$48.9M | +6% | 4.72% | 156% | 142 | 14.08% |
|
| 2014 |
AACA
2014
American Assets Capital Advisers
San Diego,
California
| $882M | +$112M | +14% | 10.3% | 73.5% | 36 | 27.78% |
|
| 2015 |
CC
2015
Cornerstone Capital
Palo Alto,
California
| $881M | +$54.7M | +7% | 6.07% | 74.7% | 93 | 7.53% |
|
| 2016 |
ML
2016
McAdam LLC
Philadelphia,
Pennsylvania
| $881M | +$172M | +24% | 6.07% | 46.3% | 180 | 12.22% |
|
| 2017 |
WCM
2017
Wildcat Capital Management
New York
| $881M | +$62.4M | +8% | 8.69% | 126% | 29 | 41.38% |
|
| 2018 |
PWP
2018
Principle Wealth Partners
Madison,
Connecticut
| $881M | +$25.5M | +3% | 5.92% | 65.9% | 314 | 9.87% |
|
| 2019 |
IC
2019
Inscription Capital
Houston,
Texas
| $881M | +$588M | +201% | 5.92% | – | 403 | 75.19% |
|
| 2020 |
BWC
2020
Blue Whale Capital
London,
United Kingdom
| $880M | +$122M | +16% | 15% | 265% | 19 | 10.53% |
|
| 2021 |
MB
2021
MUFG Bank
Tokyo 100-8388,,
Japan
| $880M | -$52.6M | -6% | 0.03% | 50.8% | 3 | 66.67% |
|
| 2022 |
KA
2022
Kovack Advisors
Ft. Lauderdale,
Florida
| $879M | +$109M | +14% | 8.5% | 95% | 761 | 23% |
|
| 2023 |
GLAM
2023
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $878M | +$322M | +58% | 14.8% | 247% | 107 | 47.66% |
|
| 2024 |
BCM
2024
BTC Capital Management
Des Moines,
Iowa
| $878M | -$17.3M | -2% | 7.48% | – | 237 | 11.81% |
|
| 2025 |
AI
2025
Aperture Investors
New York
| $875M | +$223M | +34% | 14.3% | 145% | 123 | 47.15% |
|