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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
Wintrust Investments
Chicago,
Illinois
| $765M | -$33.6M | -4% | 10.1% | 27.5% | 422 | 21.09% | 1.7 |
|
2002
TD Capital Management
Memphis,
Tennessee
| $764M | +$43.8M | +6% | 5.53% | 40.5% | 402 | 11.19% | 1.4 |
|
2003
Dubuque Bank & Trust
Dubuque,
Iowa
| $764M | +$49.5M | +7% | 8.52% | 24% | 233 | 11.59% | 4.6 |
|
|
RA
2004
Resolute Advisors
San Francisco,
California
| $764M | -$78.8M | -9% | 7.72% | 36.7% | 146 | 62.33% | 1.5 |
|
2005
CQS (US)
New York
| $763M | -$97.7M | -11% | 4.8% | 15% | 81 | 11.11% | 1.4 |
|
2006
DT Investment Partners
Chadds Ford,
Pennsylvania
| $762M | +$151M | +25% | 9.07% | 64.3% | 501 | 8.78% | 1 |
|
2007
RWWM Inc
Rocklin,
California
| $761M | +$62.5M | +9% | 15% | 40.6% | 14 | 0% | 5.3 |
|
2008
Fifth Third Securities
Cincinnati,
Ohio
| $761M | +$68.8M | +10% | 7.64% | 62.7% | 207 | 7.25% | 0.7 |
|
2009
StepStone Group
La Jolla,
California
| $760M | +$57.1M | +8% | 24.4% | 107% | 35 | 45.71% | 0.9 |
|
2010
Mesirow Institutional Investment Management
Chicago,
Illinois
| $760M | +$70.3M | +10% | 13.6% | – | 131 | 26.72% | 0.2 |
|
2011
Armstrong Advisory Group
Needham,
Massachusetts
| $760M | – | – | 6.65% | 55.6% | 810 | – | 0 |
|
2012
Naspers
South Africa
| $760M | -$40.1M | -5% | 3.47% | 88.2% | 4 | 0% | 1 |
|
2013
Soltis Investment Advisors
St. George,
Utah
| $760M | +$95M | +14% | 7.9% | 80.8% | 268 | 20.9% | 1.9 |
|
2014
Kahn Brothers Group
New York
| $760M | +$118M | +18% | 20.6% | 53.4% | 46 | 4.35% | 5.4 |
|
2015
Hilton Capital Management
Garden City,
New York
| $760M | $0 | 0% | 2.84% | 58.2% | 103 | 0% | 2.6 |
|
2016
Charles Schwab Trust
Henderson,
Nevada
| $759M | +$165M | +28% | 6.93% | 52.7% | 154 | 11.04% | 2.3 |
|
2017
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $759M | +$59.5M | +9% | 12.1% | 89.9% | 48 | 14.58% | 2.7 |
|
2018
No Street GP LP
San Francisco,
California
| $759M | +$123M | +19% | 9.99% | 246% | 31 | 32.26% | 1.2 |
|
2019
Asset Advisors Investment Management
Augusta,
Georgia
| $759M | +$57M | +8% | 9.61% | 67.5% | 89 | 1.12% | 3.6 |
|
|
MAM
2020
Mastrapasqua Asset Management
Nashville,
Tennessee
| $759M | +$67.4M | +10% | 10.7% | 54.9% | 155 | 14.19% | 3.8 |
|
2021
Berger Financial Group
Plymouth,
Minnesota
| $758M | +$77.1M | +11% | 7.55% | 59.9% | 270 | 17.41% | 1.3 |
|
2022
CastleKnight Management
New York
| $758M | +$45M | +6% | 8.43% | 259% | 273 | 32.97% | 0.6 |
|
2023
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $758M | -$5.74M | -0.8% | 11.3% | 22.7% | 30 | 13.33% | 6 |
|
2024
Murchinson
Toronto,
Ontario, Canada
| $757M | +$412M | +119% | 0.83% | 107% | 101 | 69.31% | 0.4 |
|
2025
Advocacy Wealth Management Services
Atlanta,
Georgia
| $757M | +$72M | +11% | 4.63% | 48.3% | 147 | 77.55% | 1.9 |
|