We are live on
!
Find out more
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
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 |
CPI
2001
Crestview Partners II
New York
| $730M | -$14.5M | -2% | 1.72% | 157% | 3 | 0% |
|
| 2002 |
PAM
2002
Palisade Asset Management
Minneapolis,
Minnesota
| $729M | -$48.9M | -6% | 5.89% | 61.8% | 180 | 6.11% |
|
| 2003 |
SG
2003
StoneX Group
New York
| $729M | -$88.6M | -11% | 4.65% | 85.2% | 820 | 43.17% |
|
| 2004 |
ICM
2004
Ionic Capital Management
New York
| $728M | -$114M | -13% | 23% | 163% | 543 | 33.89% |
|
| 2005 |
AIP
2005
ARS Investment Partners
New York
| $727M | -$4.74M | -0.6% | 4.35% | 260% | 193 | 29.02% |
|
| 2006 |
NGA
2006
Naples Global Advisors
Naples,
Florida
| $727M | -$44M | -6% | 5.84% | 103% | 383 | 6.01% |
|
| 2007 |
SCA
2007
Summit Creek Advisors
Minneapolis,
Minnesota
| $726M | -$58.5M | -7% | 0.96% | 68.8% | 73 | 5.48% |
|
| 2008 |
VCA
2008
Verdence Capital Advisors
Hunt Valley,
Maryland
| $725M | -$47.9M | -6% | 5.01% | 97.1% | 553 | 14.29% |
|
| 2009 |
BCA
2009
Bernzott Capital Advisors
Camarillo,
California
| $725M | -$180M | -20% | 6.26% | 46.6% | 56 | 17.86% |
|
| 2010 |
CCA
2010
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $724M | -$7.53M | -1% | 5.08% | 44.7% | 162 | 11.11% |
|
| 2011 |
BWP
2011
Baldwin Wealth Partners
Marion,
Massachusetts
| $723M | -$47.9M | -6% | 4.06% | 85.9% | 714 | 7.84% |
|
| 2012 |
CWM
2012
Cahaba Wealth Management
Atlanta,
Georgia
| $723M | +$22.5M | +3% | 5.23% | 45.2% | 136 | 5.88% |
|
| 2013 |
KA
2013
Kintegral Advisory
New York
| $721M | -$50M | -6% | 5.51% | 124% | 268 | 3.36% |
|
| 2014 |
TCM
2014
TD Capital Management
Memphis,
Tennessee
| $721M | -$17.4M | -2% | 4.34% | 40.5% | 371 | 77.36% |
|
| 2015 |
SP
2015
ShawSpring Partners
Boston,
Massachusetts
| $720M | +$156M | +28% | 3.01% | 3.53% | 7 | 14.29% |
|
| 2016 |
SFM
2016
Sphera Funds Management
Tel Aviv,
Israel
| $720M | -$214M | -23% | 2.31% | 245% | 93 | 59.14% |
|
| 2017 |
XF
2017
XML Financial
Bethesda,
Maryland
| $720M | +$278M | +63% | 6.36% | 69.5% | 327 | 32.72% |
|
| 2018 |
BST
2018
Bath Savings Trust
Bath,
Maine
| $719M | -$41.8M | -5% | 4.17% | 47.3% | 152 | 5.26% |
|
| 2019 |
CHAM
2019
Clear Harbor Asset Management
Stamford,
Connecticut
| $718M | -$33.4M | -4% | 2.48% | 98.6% | 430 | 22.33% |
|
| 2020 |
EWM
2020
Executive Wealth Management
Brighton,
Michigan
| $718M | -$25.8M | -3% | 4.98% | 18.4% | 191 | 13.61% |
|
| 2021 |
SCM
2021
Sandler Capital Management
New York
| $717M | -$226M | -24% | 2.4% | 325% | 117 | 52.14% |
|
| 2022 |
FWM
2022
FFT Wealth Management
Philadelphia,
Pennsylvania
| $716M | -$182M | -20% | 6.18% | 65.6% | 109 | 56.88% |
|
| 2023 |
JCM
2023
Jag Capital Management
St Louis,
Missouri
| $716M | -$93.4M | -12% | 0.01% | 230% | 191 | 14.66% |
|
| 2024 |
W
2024
Wealthquest
Cincinnati,
Ohio
| $715M | +$52.5M | +8% | 4.85% | 52.1% | 126 | 9.52% |
|
| 2025 |
DBT
2025
Dubuque Bank & Trust
Dubuque,
Iowa
| $715M | -$59.5M | -8% | 4.74% | 24% | 237 | 13.08% |
|