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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
Koss-Olinger Consulting
Gainesville,
Florida
| $861M | +$59M | +7% | 5.64% | 57.9% | 289 | 11.42% | 1.1 |
|
2002
Great Hill Partners
Boston,
Massachusetts
| $861M | -$53.8M | -6% | 13.7% | 24% | 2 | 0% | 1.5 |
|
2003
Taurus Asset Management
New York
| $860M | +$42.4M | +5% | 6.88% | 26.9% | 93 | 3.23% | 6.5 |
|
2004
Soltis Investment Advisors
St. George,
Utah
| $860M | +$74.2M | +9% | 6.49% | 80.8% | 283 | 16.61% | 2.1 |
|
2005
Arkadios Wealth Advisors
Atlanta,
Georgia
| $860M | +$20.2M | +2% | 6.63% | 91.1% | 645 | 12.71% | 2 |
|
2006
P2 Capital Partners
New York
| $859M | +$79.1M | +10% | 7.36% | 7.96% | 16 | 12.5% | 2.5 |
|
2007
Voya Financial Advisors
Windsor,
Connecticut
| $859M | +$55.7M | +7% | 2.77% | 44.8% | 248 | 12.1% | 5 |
|
2008
Greenwood Gearhart
Fayetteville,
Arkansas
| $859M | +$73.3M | +9% | 5.87% | 70.6% | 102 | 11.76% | 4.1 |
|
2009
Longbow Finance
Lutry,
Switzerland
| $859M | +$64.6M | +8% | 11.1% | 162% | 65 | 16.92% | 0.4 |
|
2010
Weatherly Asset Management
Del Mar,
California
| $857M | +$86.5M | +11% | 13.3% | 116% | 176 | 2.84% | 7 |
|
2011
Bath Savings Trust
Bath,
Maine
| $857M | +$44.4M | +5% | 6.55% | 57.8% | 159 | 3.77% | 6 |
|
2012
Ion Asset Management
Herzliya,
Israel
| $857M | -$97.1M | -10% | 5.42% | 125% | 43 | 34.88% | 1.2 |
|
2013
Tradition Wealth Management
Edina,
Minnesota
| $856M | +$52.5M | +7% | 5.38% | 69.6% | 1,429 | 13.16% | 1.6 |
|
2014
WCG Wealth Advisors
Las Vegas,
Nevada
| $856M | +$75.8M | +10% | 4.49% | 69.6% | 190 | 35.79% | 0.7 |
|
2015
ARS Investment Partners
New York
| $856M | +$22.9M | +3% | 8.76% | 260% | 171 | 14.04% | 2.8 |
|
2016
Styrax Capital
New York
| $855M | +$215M | +34% | 21.1% | 310% | 19 | 42.11% | 0.5 |
|
2017
Sand Grove Capital Management
London,
United Kingdom
| $854M | +$115M | +16% | 13.9% | 410% | 48 | 81.25% | 0.2 |
|
2018
Wealthcare Capital Management
Richmond,
Virginia
| $854M | +$34.3M | +4% | 3.05% | 46.2% | 78 | 14.1% | 4.6 |
|
2019
Matthews International Capital Management
San Francisco,
California
| $854M | -$149M | -15% | 2.38% | 227% | 51 | 27.45% | 2.1 |
|
2020
Bowie Capital Management
Richardson,
Texas
| $853M | -$9.8M | -1% | 10.2% | 31.6% | 44 | 27.27% | 3.4 |
|
2021
Naples Global Advisors
Naples,
Florida
| $852M | +$50.4M | +6% | 5.02% | 103% | 404 | 6.44% | 5.1 |
|
2022
PSquared Asset Management
Zurich,
Switzerland
| $852M | +$157M | +23% | 1.28% | 178% | 19 | 78.95% | 0.1 |
|
2023
Marcum Wealth
Cleveland,
Ohio
| $852M | +$50.5M | +6% | 5.39% | 20% | 403 | 9.93% | 1.9 |
|
2024
Narwhal Capital Management
Marietta,
Georgia
| $851M | +$51.5M | +6% | 9.24% | 93.8% | 177 | 10.73% | 4.8 |
|
2025
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $850M | +$72.7M | +9% | 8.09% | 34% | 393 | 37.4% | 1.3 |
|