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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
40.91%
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 |
KOC
2001
Koss-Olinger Consulting
Gainesville,
Florida
| $861M | +$59M | +7% | 5.64% | 57.9% | 289 | 11.42% |
|
| 2002 |
GHP
2002
Great Hill Partners
Boston,
Massachusetts
| $861M | -$53.8M | -6% | 13.7% | 24% | 2 | 0% |
|
| 2003 |
TAM
2003
Taurus Asset Management
New York
| $860M | +$42.4M | +5% | 6.88% | 26.9% | 93 | 3.23% |
|
| 2004 |
SIA
2004
Soltis Investment Advisors
St. George,
Utah
| $860M | +$74.2M | +9% | 6.49% | 80.8% | 283 | 16.61% |
|
| 2005 |
AWA
2005
Arkadios Wealth Advisors
Atlanta,
Georgia
| $860M | +$20.2M | +2% | 6.63% | 91.1% | 645 | 12.71% |
|
| 2006 |
PCP
2006
P2 Capital Partners
New York
| $859M | +$79.1M | +10% | 7.36% | 7.96% | 16 | 12.5% |
|
| 2007 |
VFA
2007
Voya Financial Advisors
Windsor,
Connecticut
| $859M | +$55.7M | +7% | 2.77% | 44.8% | 248 | 12.1% |
|
| 2008 |
GG
2008
Greenwood Gearhart
Fayetteville,
Arkansas
| $859M | +$73.3M | +9% | 5.87% | 70.6% | 102 | 11.76% |
|
| 2009 |
LF
2009
Longbow Finance
Lutry,
Switzerland
| $859M | +$64.6M | +8% | 11.1% | 162% | 65 | 16.92% |
|
| 2010 |
WAM
2010
Weatherly Asset Management
Del Mar,
California
| $857M | +$86.5M | +11% | 13.3% | 108% | 176 | 2.84% |
|
| 2011 |
BST
2011
Bath Savings Trust
Bath,
Maine
| $857M | +$44.4M | +5% | 6.55% | 47.3% | 159 | 3.77% |
|
| 2012 |
IAM
2012
Ion Asset Management
Herzliya,
Israel
| $857M | -$97.1M | -10% | 5.42% | 125% | 43 | 34.88% |
|
| 2013 |
TWM
2013
Tradition Wealth Management
Edina,
Minnesota
| $856M | +$52.5M | +7% | 5.38% | 69.6% | 1,429 | 13.16% |
|
| 2014 |
WWA
2014
WCG Wealth Advisors
Las Vegas,
Nevada
| $856M | +$75.8M | +10% | 4.49% | 69.6% | 190 | 35.79% |
|
| 2015 |
AIP
2015
ARS Investment Partners
New York
| $856M | +$22.9M | +3% | 8.76% | 260% | 171 | 14.04% |
|
| 2016 |
SC
2016
Styrax Capital
New York
| $855M | +$215M | +34% | 21.1% | 310% | 19 | 42.11% |
|
| 2017 |
SGCM
2017
Sand Grove Capital Management
London,
United Kingdom
| $854M | +$115M | +16% | 13.9% | 410% | 48 | 81.25% |
|
| 2018 |
WCM
2018
Wealthcare Capital Management
Richmond,
Virginia
| $854M | +$34.3M | +4% | 3.05% | 41.4% | 78 | 14.1% |
|
| 2019 |
MICM
2019
Matthews International Capital Management
San Francisco,
California
| $854M | -$149M | -15% | 2.38% | 227% | 51 | 27.45% |
|
| 2020 |
BCM
2020
Bowie Capital Management
Richardson,
Texas
| $853M | -$9.75M | -1% | 10.2% | 31.6% | 44 | 27.27% |
|
| 2021 |
NGA
2021
Naples Global Advisors
Naples,
Florida
| $852M | +$50.4M | +6% | 5.02% | 103% | 404 | 6.44% |
|
| 2022 |
PAM
2022
PSquared Asset Management
Zurich,
Switzerland
| $852M | +$157M | +23% | 1.28% | 178% | 19 | 78.95% |
|
| 2023 |
MW
2023
Marcum Wealth
Cleveland,
Ohio
| $852M | +$50.5M | +6% | 5.39% | 20% | 403 | 9.93% |
|
| 2024 |
NCM
2024
Narwhal Capital Management
Marietta,
Georgia
| $851M | +$51.5M | +6% | 9.24% | 93.8% | 177 | 10.73% |
|
| 2025 |
FDCC
2025
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $850M | +$72.7M | +9% | 8.09% | 34% | 393 | 37.4% |
|