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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
Baker Tilly Wealth Management
Madison,
Wisconsin
| $762M | -$141M | -16% | 15.5% | 96.9% | 543 | 14.36% | 1.2 |
|
2002
First Nebraska Trust
Lincoln,
Nebraska
| $762M | -$82M | -10% | 8.91% | 67.9% | 180 | 11.11% | 5.4 |
|
2003
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| $762M | -$387M | -34% | 13.5% | – | 511 | 18.98% | 0.4 |
|
2004
Bath Savings Trust
Bath,
Maine
| $761M | -$115M | -13% | 11.6% | 57.8% | 160 | 8.13% | 5.5 |
|
2005
Y-Intercept (HK)
Hong Kong
| $761M | +$324M | +74% | 20.6% | 41.6% | 1,302 | 82.8% | 0.1 |
|
|
ICM
2006
Indaba Capital Management
San Francisco,
California
| $760M | -$123M | -14% | 20.6% | 66.7% | 50 | 14% | 0.9 |
|
2007
Maple Capital Management
Montpelier,
Vermont
| $759M | -$92.8M | -11% | 14% | 100% | 105 | 16.19% | 5.3 |
|
2008
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $758M | +$88M | +13% | 15.5% | 52.3% | 59 | 20.34% | 1.8 |
|
2009
Kovack Advisors
Ft. Lauderdale,
Florida
| $758M | -$216M | -22% | 14.6% | 118% | 792 | 28.16% | 2.7 |
|
2010
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $758M | +$89.3M | +13% | 16.7% | 90.5% | 9 | 44.44% | 2.1 |
|
2011
Grassi Investment Management
Santa Clara,
California
| $757M | -$199M | -21% | 17.1% | 170% | 140 | 13.57% | 5.2 |
|
2012
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $757M | -$102M | -12% | 15.7% | 62% | 113 | 55.75% | 2.7 |
|
2013
Criteria Caixa
Barcelona,
Spain
| $756M | -$115M | -13% | 13.2% | 35.5% | 52 | 34.62% | 1.2 |
|
2014
Hilltop Holdings
Dallas,
Texas
| $755M | -$133M | -15% | 8.95% | 96.7% | 596 | 21.48% | 3.1 |
|
2015
Pictet North America Advisors
Geneva 73,
Switzerland
| $755M | -$107M | -12% | 12% | 67.7% | 153 | 24.84% | 3.4 |
|
2016
Greenwich Wealth Management
Greenwich,
Connecticut
| $755M | -$224M | -23% | 17.3% | 198% | 252 | 14.29% | 4.1 |
|
2017
Strategic Value Partners
Greenwich,
Connecticut
| $755M | -$544M | -42% | 17.8% | – | 5 | 0% | 1.4 |
|
2018
Lutz Financial Services
Omaha,
Nebraska
| $754M | -$57M | -7% | 10.5% | 35.3% | 70 | 18.57% | 3.1 |
|
2019
Inspire Investing
Meridian,
Idaho
| $754M | -$110M | -13% | 13.1% | 107% | 807 | 7.93% | 1.5 |
|
2020
Clear Harbor Asset Management
Stamford,
Connecticut
| $753M | -$126M | -14% | 14.2% | 98.6% | 457 | 24.95% | 3 |
|
2021
Jacobi Capital Management
Pittston,
Pennsylvania
| $752M | -$85.3M | -10% | 12.8% | 76.6% | 436 | 11.47% | 4.5 |
|
2022
Callahan Advisors
Houston,
Texas
| $751M | -$125M | -14% | 12.2% | 87.7% | 152 | 9.21% | 5.3 |
|
2023
RWWM Inc
Rocklin,
California
| $751M | -$143M | -16% | 5.96% | 40.6% | 14 | 0% | 4.8 |
|
2024
Central Securities
New York
| $750M | -$191M | -20% | 15.7% | 90.2% | 30 | 3.33% | 5.8 |
|
2025
Sound Income Strategies
Ft Lauderdale,
Florida
| $750M | -$119M | -14% | 11.6% | 31.4% | 985 | 8.32% | 2.6 |
|