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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
PSG Equity
Boston,
Massachusetts
| $943M | +$85.5M | +10% | 9.97% | 13.7% | 1 | 0% | 2 |
|
2002
Colonial Trust Advisors
Spartanburg,
South Carolina
| $943M | +$69.4M | +8% | 10.5% | 80% | 966 | 10.66% | 2 |
|
|
BCM
2003
Bayesian Capital Management
Brooklyn,
New York
| $942M | +$65.9M | +8% | 17.3% | 107% | 1,095 | 75.34% | 0.2 |
|
2004
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $941M | +$65.9M | +8% | 10.4% | 70% | 59 | 5.08% | 7.1 |
|
2005
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $940M | +$112M | +13% | 10.9% | 58.6% | 113 | 11.5% | 0.9 |
|
2006
Regal Partners
Sydney, NSW,
Australia
| $940M | +$492M | +110% | 11.6% | 146% | 57 | 59.65% | 1.1 |
|
2007
Marcum Wealth
Cleveland,
Ohio
| $940M | +$108M | +13% | 10.9% | 20% | 403 | 12.41% | 2.2 |
|
2008
Ally Invest Advisors
Charlotte,
North Carolina
| $939M | +$83.7M | +10% | 8.8% | 41.1% | 59 | 6.78% | 1.9 |
|
2009
TCI Wealth Advisors
Tucson,
Arizona
| $938M | +$154M | +20% | 10.8% | 68.2% | 214 | 13.55% | 7.3 |
|
2010
Greenwood Gearhart
Fayetteville,
Arkansas
| $938M | +$92.6M | +11% | 9.6% | 70.6% | 304 | 67.76% | 1.5 |
|
2011
Easterly Investment Partners
Beverly,
Massachusetts
| $935M | +$26.4M | +3% | 10.3% | 57.6% | 209 | 19.14% | 1.7 |
|
2012
Ninepoint Partners
Toronto,
Ontario, Canada
| $935M | -$110M | -10% | 11.5% | 82.6% | 107 | 30.84% | 1.3 |
|
2013
Nitorum Capital
New York
| $935M | +$20.3M | +2% | 6.83% | 87.1% | 29 | 10.34% | 3.4 |
|
2014
Bouchey Financial Group
Troy,
New York
| $934M | +$118M | +14% | 10.4% | 66.7% | 141 | 14.89% | 2.9 |
|
2015
SoFi Wealth
San Francisco,
California
| $933M | +$113M | +14% | 9.15% | 67.9% | 11 | 0% | 1.8 |
|
2016
Flat Footed LLC
Wilson,
Wyoming
| $933M | +$47.7M | +5% | 38% | 152% | 33 | 54.55% | 0.8 |
|
2017
Hilton Capital Management
Garden City,
New York
| $933M | +$182M | +24% | 7.65% | 58.2% | 172 | 33.14% | 1.8 |
|
2018
2Xideas
Kusnacht,
Switzerland
| $933M | +$29.3M | +3% | 15.4% | 40.6% | 60 | 16.67% | 2.4 |
|
2019
Freedom Together Foundation
New York
| $933M | – | – | 8.63% | – | 26 | – | 0 |
|
2020
Condor Capital Management
Martinsville,
New Jersey
| $933M | +$117M | +14% | 10.6% | 58.2% | 216 | 27.31% | 4.6 |
|
2021
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| $930M | +$11.4M | +1% | 13.6% | – | 706 | 10.06% | 1.4 |
|
2022
Nicolet Advisory Services
Green Bay,
Wisconsin
| $930M | +$27.1M | +3% | 9.92% | 62.7% | 339 | 12.68% | 2.4 |
|
2023
Browning West
Los Angeles,
California
| $928M | +$231M | +33% | 17.7% | 96.8% | 2 | 0% | 3 |
|
|
WDA
2024
Wendell David Associates
Portsmouth,
New Hampshire
| $928M | +$78.4M | +9% | 9.66% | 58.7% | 166 | 8.43% | 7.2 |
|
2025
Weatherly Asset Management
Del Mar,
California
| $928M | +$90.8M | +11% | 11.7% | 116% | 179 | 5.59% | 7.3 |
|