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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

All fund managers

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Est. Return	3 Year Est. Return	Holdings	Portfolio Turnover
2001	BWA 2001 BDO Wealth Advisors Jacksonville, Florida	$908M	+$5.11M	+0.6%	0.88%	38.3%	1,168	10.45%
2002	MIM 2002 Marco Investment Management Atlanta, Georgia	$907M	+$46.9M	+5%	0.95%	127%	221	9.5%
2003	RC 2003 Roundview Capital Princeton, New Jersey	$907M	+$11M	+1%	0.45%	77.7%	292	8.56%
2004	AWA 2004 Arete Wealth Advisors Chicago, Illinois	$907M	+$194M	+27%	0.94%	85.3%	455	25.27%
2005	DACS 2005 Dymon Asia Capital (Singapore) Singapore	$907M	-$44M	-5%	8.86%	268%	147	76.19%
2006	CI 2006 CPMG Inc Dallas, Texas	$907M	+$302M	+50%	14.4%	878%	5	20%
2007	TI 2007 Trigran Investments Northbrook, Illinois	$906M	-$718K	-0.1%	1.19%	30.2%	20	0%
2008	EWM 2008 Executive Wealth Management Brighton, Michigan	$906M	-$6.13M	-0.7%	0.08%	18.4%	197	9.14%
2009	CANY 2009 Caxton Associates (New York) New York	$905M	-$6.65M	-0.7%	6.07%	73.9%	657	64.08%
2010	PA 2010 PFG Advisors Phoenix, Arizona	$904M	+$29.8M	+3%	0.41%	77.4%	525	12.95%
2011	PTC 2011 Petrus Trust Company Dallas, Texas	$903M	-$43.9M	-5%	1.53%	36.9%	114	56.14%
2012	TTWM 2012 TCV Trust & Wealth Management Richmond, Virginia	$902M	-$13.6M	-1%	0.75%	69%	199	9.05%
2013	SWA 2013 SFMG Wealth Advisors Plano, Texas	$901M	+$1.14M	+0.1%	0.91%	76.1%	282	14.18%
2014	BWP 2014 Baldwin Wealth Partners Marion, Massachusetts	$901M	-$14M	-2%	1.78%	85.9%	685	8.61%
2015	NCM 2015 Novare Capital Management Charlotte, North Carolina	$901M	+$6.04M	+0.7%	0.48%	76.5%	165	15.15%
2016	GACM 2016 Global Alpha Capital Management Montreal, Quebec, Canada	$900M	-$22M	-2%	2.59%	80.4%	36	8.33%
2017	ML 2017 McAdam LLC Philadelphia, Pennsylvania	$900M	+$18.9M	+2%	0.61%	57.4%	185	7.57%
2018	CFFNO 2018 Common Fund For Nonprofit Organizations Wilton, Connecticut	$900M	-$80M	-8%	0.14%	70.8%	11	27.27%
2019	EWM 2019 Endurance Wealth Management Providence, Rhode Island	$899M	-$2.56M	-0.3%	0.33%	59%	664	5.57%
2020	ERIM 2020 Eagle Ridge Investment Management Stamford, Connecticut	$898M	+$35.9M	+4%	0.32%	28.2%	149	10.74%
2021	CAAS 2021 Capital Asset Advisory Services Williamston, Michigan	$898M	-$13.5M	-1%	0.71%	51%	761	11.04%
2022	WDA 2022 Wendell David Associates Portsmouth, New Hampshire	$897M	+$3.6M	+0.4%	0.76%	46%	157	5.1%
2023	EH 2023 EMG Holdings Old Greenwich, Connecticut	$897M	–	–	1.22%	4.17%	199	–
2024	AAIM 2024 Asset Advisors Investment Management Augusta, Georgia	$897M	-$7.16M	-0.8%	1.04%	58.7%	100	15%
2025	TA 2025 TruWealth Advisors Metairie, Louisiana	$897M	+$44M	+5%	0.11%	56.3%	121	7.44%