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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
Jacobs & Co
San Francisco,
California
| $810M | +$41.7M | +5% | 9% | 105% | 130 | 9.23% | 6.5 |
|
2002
Keeley-Teton Advisors
Chicago,
Illinois
| $809M | +$5.4M | +0.7% | 2.43% | 28.6% | 386 | 7.51% | 2.6 |
|
|
BCM
2003
Bayesian Capital Management
Brooklyn,
New York
| $808M | +$124M | +18% | 13.7% | 107% | 1,192 | 75.25% | 0.2 |
|
2004
Harvey Partners
Tarrytown,
New York
| $808M | +$21M | +3% | 8.41% | 174% | 41 | 12.2% | 1.8 |
|
2005
FJ Capital Management
Mclean,
Virginia
| $808M | -$36.9M | -4% | 17.2% | 97.9% | 122 | 46.72% | 2 |
|
2006
TD Capital Management
Memphis,
Tennessee
| $807M | +$43.1M | +6% | 4.44% | 40.5% | 420 | 9.52% | 1.6 |
|
2007
Levin Capital Strategies
New York
| $807M | +$62.2M | +8% | 4.07% | 91.9% | 299 | 38.13% | 3.4 |
|
2008
Nalanda India Equity Fund
Mauritius
| $807M | +$26.8M | +3% | 3.9% | 13.6% | 2 | 0% | 3.6 |
|
2009
RVW Wealth
Los Angeles,
California
| $807M | +$21.3M | +3% | 6.11% | 65.8% | 172 | 22.67% | 2 |
|
2010
Grassi Investment Management
Santa Clara,
California
| $806M | +$65M | +9% | 15.6% | 170% | 130 | 11.54% | 5.4 |
|
2011
Harvey Investment Company
Louisville,
Kentucky
| $806M | +$30.3M | +4% | 4.34% | 56.4% | 94 | 4.26% | 7.1 |
|
2012
JHL Capital Group
Chicago,
Illinois
| $805M | +$112M | +16% | 16.1% | – | 1 | 0% | 2.3 |
|
2013
FFT Wealth Management
Philadelphia,
Pennsylvania
| $805M | +$25.8M | +3% | 5.92% | 65.6% | 133 | 15.79% | 1.3 |
|
|
BCM
2014
Bluefin Capital Management
New York
| $804M | +$131M | +20% | 3.02% | – | 561 | 86.81% | 0 |
|
2015
Applied Finance Capital Management
San Juan,
Puerto Rico
| $804M | +$37M | +5% | 6.04% | 90.4% | 73 | 6.85% | 0.2 |
|
2016
Tradition Wealth Management
Edina,
Minnesota
| $804M | +$95.5M | +13% | 5.43% | 69.6% | 1,328 | 16.19% | 1.5 |
|
2017
CQS (US)
New York
| $804M | +$41M | +5% | 4.06% | 15% | 75 | 6.67% | 1.7 |
|
2018
EverSource Wealth Advisors
Birmingham,
Alabama
| $803M | +$143M | +22% | 6.06% | 89.7% | 2,608 | 20.51% | 0.8 |
|
2019
Voya Financial Advisors
Windsor,
Connecticut
| $803M | +$33.9M | +4% | 4.97% | 44.8% | 252 | 13.89% | 5 |
|
2020
QVR
San Francisco,
California
| $803M | -$65.8M | -8% | 0% | – | 194 | 98.97% | 1.3 |
|
2021
Stokes Family Office
New Orleans,
Louisiana
| $803M | +$25.7M | +3% | 5.23% | 68.1% | 317 | 17.98% | 1.8 |
|
2022
Tran Capital Management
San Rafael,
California
| $802M | +$11.4M | +1% | 12.1% | 173% | 45 | 24.44% | 2.5 |
|
2023
M.D. Sass LLC
New York
| $802M | +$122M | +18% | 5.4% | 80.1% | 39 | 43.59% | 1.6 |
|
2024
Naples Global Advisors
Naples,
Florida
| $802M | +$15.2M | +2% | 5.25% | 103% | 401 | 7.23% | 5 |
|
2025
Koss-Olinger Consulting
Gainesville,
Florida
| $802M | +$107M | +15% | 8.26% | 57.9% | 276 | 19.2% | 1 |
|