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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
Meridian Wealth Management
Lexington,
Kentucky
| $915M | -$21.5M | -2% | 0.01% | 117% | 434 | 15.9% | 1.9 |
|
2002
Empowered Funds
Havertown,
Pennsylvania
| $915M | +$28.1M | +3% | 2.1% | 127% | 316 | 47.15% | 0.5 |
|
2003
Girard Partners
King Of Prussia,
Pennsylvania
| $914M | -$6.42M | -0.7% | 5.53% | 25.7% | 268 | 11.94% | 4 |
|
2004
Wellington Shields Capital Management
New York
| $914M | +$132M | +17% | 4.5% | 137% | 358 | 32.12% | 3.4 |
|
2005
Covea Finance
Paris,
France
| $912M | -$229M | -20% | 9.21% | 129% | 58 | 13.79% | 0.2 |
|
2006
Kintegral Advisory
New York
| $911M | -$55M | -6% | 6.35% | 143% | 268 | 2.61% | 3 |
|
2007
Jay A. Fishman Ltd
Troy,
Michigan
| $908M | -$28.3M | -3% | 2.54% | 119% | 99 | 9.09% | 5.1 |
|
2008
First Business Financial Services
Madison,
Wisconsin
| $904M | -$40.6M | -4% | 5.39% | 74% | 180 | 10.56% | 2.9 |
|
2009
Baker Tilly Wealth Management
Madison,
Wisconsin
| $904M | -$28.1M | -3% | 5.6% | 96.9% | 576 | 18.92% | 1 |
|
2010
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $903M | -$4.61M | -0.5% | 7.59% | 26.9% | 152 | 30.92% | 1.2 |
|
2011
Jacobs & Co
San Francisco,
California
| $903M | -$61.3M | -6% | 4.64% | 105% | 129 | 8.53% | 5.8 |
|
2012
JTC Employer Solutions Trustee
St Helier,
Jersey
| $903M | +$93.5M | +12% | 1.62% | 88.7% | 314 | 3.18% | 0.7 |
|
2013
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $903M | -$30.8M | -3% | 5.49% | 58.6% | 97 | 15.46% | 3.3 |
|
2014
Cypress Funds
Los Angeles,
California
| $903M | -$318M | -26% | 13.3% | 100% | 17 | 11.76% | 2.2 |
|
|
SRFM
2015
Shannon River Fund Management
New York
| $901M | -$84.4M | -9% | 13.4% | 554% | 56 | 33.93% | 0.9 |
|
2016
SNS Financial Group
Minneapolis,
Minnesota
| $901M | -$35.6M | -4% | 3.72% | 54.2% | 259 | 18.92% | 3.4 |
|
2017
Oak Ridge Investments
Chicago,
Illinois
| $900M | -$284M | -24% | 7.44% | 208% | 176 | 15.91% | 3.3 |
|
2018
ORIX Corp
Tokyo,
Japan
| $899M | +$27.8M | +3% | 3.19% | 11.7% | 1 | 0% | 4.3 |
|
2019
Mirabella Financial Services
London,
United Kingdom
| $899M | -$86.4M | -9% | 3.21% | 86.2% | 740 | 78.24% | 0.1 |
|
|
WDA
2020
Wendell David Associates
Portsmouth,
New Hampshire
| $898M | -$90.4M | -9% | 5.91% | 58.7% | 156 | 2.56% | 6.3 |
|
2021
Montag & Caldwell
Atlanta,
Georgia
| $898M | -$139M | -13% | 11.3% | 91.3% | 76 | 9.21% | 4.2 |
|
2022
Asset Dedication LLC
San Francisco,
California
| $898M | +$67.5M | +8% | 3.29% | 67.8% | 1,077 | 16.34% | 2.5 |
|
2023
Condor Capital Management
Martinsville,
New Jersey
| $897M | -$36.4M | -4% | 5.11% | 58.2% | 491 | 24.24% | 2.1 |
|
2024
Asset Advisors Investment Management
Augusta,
Georgia
| $897M | -$95.6M | -10% | 5.16% | 67.5% | 98 | 14.29% | 2.8 |
|
2025
Chai Trust Company
Chicago,
Illinois
| $897M | -$74.5M | -8% | 1.27% | 12.7% | 39 | 28.21% | 3 |
|