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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 |
GG
2001
Greenwood Gearhart
Fayetteville,
Arkansas
| $845M | -$13.9M | -2% | 4.12% | 70.6% | 103 | 10.68% |
|
| 2002 |
ZDA
2002
Zweig-DiMenna Associates
New York
| $844M | +$43.7M | +5% | 3.25% | 561% | 124 | 19.35% |
|
| 2003 |
HCM
2003
Hodges Capital Management
Dallas,
Texas
| $843M | -$873M | -51% | 0.42% | 200% | 228 | 46.49% |
|
| 2004 |
SCM
2004
SIR Capital Management
New York
| $843M | -$70.2M | -8% | 9.38% | 71.1% | 75 | 29.33% |
|
| 2005 |
BONST
2005
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $842M | -$117M | -12% | 5.62% | 61.4% | 141 | 7.8% |
|
| 2006 |
KI
2006
Keystone Investors
Singapore
| $840M | +$264M | +46% | 12.1% | – | 53 | 60.38% |
|
| 2007 |
TWM
2007
Tradition Wealth Management
Edina,
Minnesota
| $840M | -$16.5M | -2% | 3.28% | 69.6% | 1,426 | 8.06% |
|
| 2008 |
LCS
2008
Levin Capital Strategies
New York
| $840M | -$41.1M | -5% | 2.39% | 88.6% | 334 | 38.32% |
|
| 2009 |
AC
2009
AltraVue Capital
Bellevue,
Washington
| $840M | -$9.98M | -1% | 3.36% | 221% | 33 | 15.15% |
|
| 2010 |
BSB
2010
Bangor Savings Bank
Bangor,
Maine
| $840M | -$42M | -5% | 3.47% | 49.6% | 564 | 10.64% |
|
| 2011 |
BCP
2011
Blue Chip Partners
Farmington Hills,
Michigan
| $839M | -$40.8M | -5% | 3.62% | 81.2% | 193 | 12.95% |
|
| 2012 |
AL
2012
Arnhold LLC
New York
| $839M | -$43.5M | -5% | 2.95% | 156% | 131 | 6.87% |
|
| 2013 |
WAM
2013
Weatherly Asset Management
Del Mar,
California
| $837M | -$19.7M | -2% | 0.85% | 108% | 182 | 7.14% |
|
| 2014 |
NSGL
2014
No Street GP LP
San Francisco,
California
| $836M | -$180M | -18% | 2.63% | 246% | 40 | 55% |
|
| 2015 |
CCIA
2015
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $836M | +$275M | +49% | 5.91% | 31% | 1,244 | 59.16% |
|
| 2016 |
SSP
2016
Sixth Street Partners
Dallas,
Texas
| $836M | -$263M | -24% | 1.54% | 5.31% | 20 | 20% |
|
| 2017 |
SC
2017
Styrax Capital
New York
| $836M | -$19.2M | -2% | 1.92% | 310% | 19 | 36.84% |
|
| 2018 |
BHWM
2018
Beaird Harris Wealth Management
Dallas,
Texas
| $835M | -$112K | -0% | 2.27% | 41.3% | 496 | 14.72% |
|
| 2019 |
XF
2019
XML Financial
Bethesda,
Maryland
| $834M | -$30.1M | -3% | 3.88% | 69.5% | 348 | 11.21% |
|
| 2020 |
TLFA
2020
True Link Financial Advisors
San Francisco,
California
| $834M | +$6.08M | +0.7% | 2.22% | 26.8% | 114 | 10.53% |
|
| 2021 |
FBA
2021
Front Barnett Associates
Chicago,
Illinois
| $833M | -$52.8M | -6% | 2.31% | 40.5% | 120 | 5.83% |
|
| 2022 |
PMFA
2022
Plante Moran Financial Advisors
Southfield,
Michigan
| $833M | -$12.5M | -1% | 4.45% | 62.8% | 874 | 22.65% |
|
| 2023 |
MW
2023
Marcum Wealth
Cleveland,
Ohio
| $832M | -$20.1M | -2% | 4.2% | 20% | 401 | 9.23% |
|
| 2024 |
IC
2024
Ikarian Capital
Dallas,
Texas
| $831M | +$203M | +32% | 39.2% | 5,184% | 181 | 55.25% |
|
| 2025 |
LF
2025
Longbow Finance
Lutry,
Switzerland
| $831M | -$27.5M | -3% | 2.18% | 162% | 67 | 22.39% |
|