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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
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 |
JC
2001
Jacobs & Co
San Francisco,
California
| $810M | +$41.7M | +5% | 9% | 92.2% | 130 | 9.23% |
|
| 2002 |
KTA
2002
Keeley-Teton Advisors
Chicago,
Illinois
| $809M | +$5.4M | +0.7% | 2.43% | 28.6% | 386 | 7.51% |
|
| 2003 |
BCM
2003
Bayesian Capital Management
Brooklyn,
New York
| $808M | +$124M | +18% | 13.7% | 107% | 1,192 | 75.25% |
|
| 2004 |
HP
2004
Harvey Partners
Tarrytown,
New York
| $808M | +$21M | +3% | 8.41% | 174% | 41 | 12.2% |
|
| 2005 |
FCM
2005
FJ Capital Management
Mclean,
Virginia
| $808M | -$36.9M | -4% | 17.2% | 97.9% | 122 | 46.72% |
|
| 2006 |
TCM
2006
TD Capital Management
Memphis,
Tennessee
| $807M | +$43.1M | +6% | 4.44% | 40.5% | 420 | 9.52% |
|
| 2007 |
LCS
2007
Levin Capital Strategies
New York
| $807M | +$62.2M | +8% | 4.07% | 88.6% | 299 | 38.13% |
|
| 2008 |
NIEF
2008
Nalanda India Equity Fund
Mauritius
| $807M | +$26.8M | +3% | 3.9% | 30.2% | 2 | 0% |
|
| 2009 |
RW
2009
RVW Wealth
Los Angeles,
California
| $807M | +$21.3M | +3% | 6.11% | 59.3% | 172 | 22.67% |
|
| 2010 |
GIM
2010
Grassi Investment Management
Santa Clara,
California
| $806M | +$65M | +9% | 15.6% | 170% | 130 | 11.54% |
|
| 2011 |
HIC
2011
Harvey Investment Company
Louisville,
Kentucky
| $806M | +$30.3M | +4% | 4.34% | 48.4% | 94 | 4.26% |
|
| 2012 |
JCG
2012
JHL Capital Group
Chicago,
Illinois
| $805M | +$112M | +16% | 16.1% | – | 1 | 0% |
|
| 2013 |
FWM
2013
FFT Wealth Management
Philadelphia,
Pennsylvania
| $805M | +$25.8M | +3% | 5.92% | 65.6% | 133 | 15.79% |
|
| 2014 |
BCM
2014
Bluefin Capital Management
New York
| $804M | +$131M | +20% | 3.02% | – | 561 | 86.81% |
|
| 2015 |
AFCM
2015
Applied Finance Capital Management
San Juan,
Puerto Rico
| $804M | +$37M | +5% | 6.04% | 90.4% | 73 | 6.85% |
|
| 2016 |
TWM
2016
Tradition Wealth Management
Edina,
Minnesota
| $804M | +$95.5M | +13% | 5.43% | 69.6% | 1,328 | 16.19% |
|
| 2017 |
CU
2017
CQS (US)
New York
| $804M | +$41M | +5% | 4.06% | 15% | 75 | 6.67% |
|
| 2018 |
EWA
2018
EverSource Wealth Advisors
Birmingham,
Alabama
| $803M | +$143M | +22% | 6.06% | 89.7% | 2,608 | 20.51% |
|
| 2019 |
VFA
2019
Voya Financial Advisors
Windsor,
Connecticut
| $803M | +$33.9M | +4% | 4.97% | 44.8% | 252 | 13.89% |
|
| 2020 |
Q
2020
QVR
San Francisco,
California
| $803M | -$65.8M | -8% | 0% | – | 194 | 98.97% |
|
| 2021 |
SFO
2021
Stokes Family Office
New Orleans,
Louisiana
| $803M | +$25.7M | +3% | 5.23% | 68.1% | 317 | 17.98% |
|
| 2022 |
TCM
2022
Tran Capital Management
San Rafael,
California
| $802M | +$11.4M | +1% | 12.1% | 149% | 45 | 24.44% |
|
| 2023 |
MDSL
2023
M.D. Sass LLC
New York
| $802M | +$122M | +18% | 5.4% | 80.1% | 39 | 43.59% |
|
| 2024 |
NGA
2024
Naples Global Advisors
Naples,
Florida
| $802M | +$15.2M | +2% | 5.25% | 103% | 401 | 7.23% |
|
| 2025 |
KOC
2025
Koss-Olinger Consulting
Gainesville,
Florida
| $802M | +$107M | +15% | 8.26% | 57.9% | 276 | 19.2% |
|