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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
Royal Fund Management
Lady Lake,
Florida
| $1.02B | +$114M | +13% | 8.54% | 103% | 344 | 16.86% | 2.6 |
|
2002
Bouchey Financial Group
Troy,
New York
| $1.02B | +$82.6M | +9% | 6.43% | 66.7% | 155 | 16.13% | 2.9 |
|
2003
Atika Capital Management
New York
| $1.02B | +$268M | +36% | 27.6% | 811% | 117 | 59.83% | 0.8 |
|
2004
TCI Wealth Advisors
Tucson,
Arizona
| $1.01B | +$76.9M | +8% | 7% | 68.2% | 225 | 12% | 7.1 |
|
2005
Duality Advisers
Miami,
Florida
| $1.01B | +$67.6M | +7% | 5.53% | 18.3% | 782 | 55.88% | 0.4 |
|
2006
Unison Advisors
Washington,
District of Columbia
| $1.01B | +$69.7M | +7% | 6.33% | 57.8% | 181 | 2.21% | 3 |
|
2007
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.01B | +$68.8M | +7% | 9.08% | 80% | 1,095 | 23.56% | 1.9 |
|
2008
Gladstone Capital Management
London,
United Kingdom
| $1.01B | +$157M | +18% | 17.8% | 304% | 24 | 62.5% | 0.9 |
|
2009
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.01B | +$84.4M | +9% | 8.48% | 76.8% | 162 | 8.02% | 4.8 |
|
2010
Ally Invest Advisors
Charlotte,
North Carolina
| $1.01B | +$68.8M | +7% | 4.89% | 41.1% | 61 | 4.92% | 2.1 |
|
2011
Arrow Financial
Glens Falls,
New York
| $1.01B | +$43.5M | +5% | 7.05% | 71.1% | 352 | 6.53% | 7.2 |
|
2012
Campbell Wealth Management
Alexandria,
Virginia
| $1.01B | +$164M | +19% | 6.33% | 11.2% | 96 | 39.58% | 1.9 |
|
|
SBCM
2013
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $1.01B | +$111M | +12% | 13.9% | 72.3% | 55 | 10.91% | 6 |
|
2014
ARS Investment Partners
New York
| $1B | +$101M | +11% | 15.2% | 260% | 174 | 17.24% | 3.2 |
|
2015
Levin Capital Strategies
New York
| $1B | +$75.2M | +8% | 7.56% | 91.9% | 305 | 41.97% | 3.4 |
|
2016
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $1B | +$200M | +25% | 9.16% | 94.5% | 26 | 15.38% | 2.1 |
|
2017
United Asset Strategies
Garden City,
New York
| $1B | +$111M | +12% | 10.6% | 111% | 253 | 14.23% | 3.4 |
|
2018
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $1B | -$13.2M | -1% | 10.1% | 87.8% | 125 | 10.4% | 4 |
|
2019
Kintegral Advisory
New York
| $1B | +$97.1M | +11% | 15.2% | 143% | 263 | 1.14% | 3.6 |
|
2020
Power Corp of Canada
Montreal, Quebec,
Canada
| $1000M | +$35.3M | +4% | 7.24% | 14.4% | 164 | 98.17% | 1.1 |
|
2021
Angeles Wealth Management
Santa Monica,
California
| $1000M | +$179M | +22% | 8.23% | 80.6% | 309 | 20.71% | 1.2 |
|
2022
HITE Hedge Asset Management
Braintree,
Massachusetts
| $998M | +$46.8M | +5% | 8.58% | 54.4% | 107 | 40.19% | 1 |
|
2023
SlateStone Wealth
Jupiter,
Florida
| $996M | +$225M | +29% | 9.36% | 79.1% | 293 | 21.16% | 2.2 |
|
2024
Alta Park Capital
San Francisco,
California
| $995M | +$22.7M | +2% | 14% | 1,071% | 48 | 41.67% | 0.8 |
|
2025
Regal Partners
Sydney, NSW,
Australia
| $995M | +$54.6M | +6% | 14.2% | 146% | 60 | 53.33% | 0.6 |
|