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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
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
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
2001
BDO Wealth Advisors
Jacksonville,
Florida
| $908M | +$5.11M | +0.6% | 0.88% | 38.3% | 1,168 | 10.45% | 1.8 |
|
|
MIM
2002
Marco Investment Management
Atlanta,
Georgia
| $907M | +$46.9M | +5% | 0.95% | 127% | 221 | 9.5% | 4.8 |
|
2003
Roundview Capital
Princeton,
New Jersey
| $907M | +$11M | +1% | 0.45% | 77.7% | 292 | 8.56% | 3.8 |
|
2004
Arete Wealth Advisors
Chicago,
Illinois
| $907M | +$194M | +27% | 0.94% | 85.3% | 455 | 25.27% | 2.2 |
|
2005
Dymon Asia Capital (Singapore)
Singapore
| $907M | -$44M | -5% | 8.86% | 268% | 147 | 76.19% | 0.1 |
|
|
CI
2006
CPMG Inc
Dallas,
Texas
| $907M | +$302M | +50% | 14.4% | 878% | 5 | 20% | 2.4 |
|
2007
Trigran Investments
Northbrook,
Illinois
| $906M | -$718K | -0.1% | 1.19% | 30.2% | 20 | 0% | 3.2 |
|
2008
Executive Wealth Management
Brighton,
Michigan
| $906M | -$6.13M | -0.7% | 0.08% | 18.4% | 197 | 9.14% | 1.7 |
|
2009
Caxton Associates (New York)
New York
| $905M | -$6.65M | -0.7% | 6.07% | 73.9% | 657 | 64.08% | 0.2 |
|
2010
PFG Advisors
Phoenix,
Arizona
| $904M | +$29.8M | +3% | 0.41% | 82.7% | 525 | 12.95% | 1.7 |
|
2011
Petrus Trust Company
Dallas,
Texas
| $903M | -$43.9M | -5% | 1.53% | 36.9% | 114 | 56.14% | 2.3 |
|
2012
TCV Trust & Wealth Management
Richmond,
Virginia
| $902M | -$13.6M | -1% | 0.75% | 75.3% | 199 | 9.05% | 5 |
|
2013
SFMG Wealth Advisors
Plano,
Texas
| $901M | +$1.14M | +0.1% | 0.91% | 76.1% | 282 | 14.18% | 2.5 |
|
2014
Baldwin Wealth Partners
Marion,
Massachusetts
| $901M | -$14M | -2% | 1.78% | 94.5% | 685 | 8.61% | 3.5 |
|
2015
Novare Capital Management
Charlotte,
North Carolina
| $901M | +$6.04M | +0.7% | 0.48% | 76.5% | 165 | 15.15% | 3.7 |
|
2016
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $900M | -$22M | -2% | 2.59% | 80.4% | 36 | 8.33% | 3.8 |
|
2017
McAdam LLC
Philadelphia,
Pennsylvania
| $900M | +$18.9M | +2% | 0.61% | 65.4% | 185 | 7.57% | 1.9 |
|
2018
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $900M | -$80M | -8% | 0.14% | 70.8% | 11 | 27.27% | 0.6 |
|
2019
Endurance Wealth Management
Providence,
Rhode Island
| $899M | -$2.56M | -0.3% | 0.33% | 59% | 664 | 5.57% | 4.2 |
|
2020
Eagle Ridge Investment Management
Stamford,
Connecticut
| $898M | +$35.9M | +4% | 0.32% | 28.2% | 149 | 10.74% | 4 |
|
2021
Capital Asset Advisory Services
Williamston,
Michigan
| $898M | -$13.5M | -1% | 0.71% | 51% | 761 | 11.04% | 1.5 |
|
|
WDA
2022
Wendell David Associates
Portsmouth,
New Hampshire
| $897M | +$3.6M | +0.4% | 0.76% | 58.7% | 157 | 5.1% | 5.9 |
|
2023
EMG Holdings
Old Greenwich,
Connecticut
| $897M | – | – | 1.22% | 4.17% | 199 | – | 0 |
|
2024
Asset Advisors Investment Management
Augusta,
Georgia
| $897M | -$7.16M | -0.8% | 1.04% | 67.5% | 100 | 15% | 2.5 |
|
2025
TruWealth Advisors
Metairie,
Louisiana
| $897M | +$44M | +5% | 0.11% | 56.3% | 121 | 7.44% | 0.7 |
|