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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
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 |
PEA
2001
Platinum Equity Advisors
Beverly Hills,
California
| $997M | -$440M | -31% | 5.5% | 13.6% | 4 | 25% |
|
| 2002 |
SW
2002
SlateStone Wealth
Jupiter,
Florida
| $996M | +$225M | +29% | 9.36% | 79.1% | 293 | 21.16% |
|
| 2003 |
APC
2003
Alta Park Capital
San Francisco,
California
| $995M | +$22.7M | +2% | 14% | 607% | 48 | 41.67% |
|
| 2004 |
RP
2004
Regal Partners
Sydney, NSW,
Australia
| $995M | +$54.6M | +6% | 14.2% | 133% | 60 | 53.33% |
|
| 2005 |
DAL
2005
Delta Air Lines
Atlanta,
Georgia
| $994M | -$157M | -14% | 13% | 26.9% | 5 | 0% |
|
| 2006 |
SCM
2006
SIR Capital Management
New York
| $993M | +$15.7M | +2% | 8.66% | 80% | 85 | 43.53% |
|
| 2007 |
WAM
2007
WT Asset Management
Hong Kong
| $993M | +$197M | +25% | 23.9% | 1,369% | 38 | 55.26% |
|
| 2008 |
PWPCM
2008
Perella Weinberg Partners Capital Management
New York
| $993M | -$230M | -19% | 3.19% | 1.52% | 32 | 28.13% |
|
| 2009 |
ORI
2009
Oak Ridge Investments
Chicago,
Illinois
| $991M | +$122M | +14% | 16.3% | 208% | 155 | 12.26% |
|
| 2010 |
CAM
2010
Crake Asset Management
London,
United Kingdom
| $991M | -$58.1M | -6% | 14.9% | 52.9% | 19 | 26.32% |
|
| 2011 |
CS
2011
Central Securities
New York
| $990M | +$69.5M | +8% | 12.3% | 84.7% | 28 | 3.57% |
|
| 2012 |
AWA
2012
Artemis Wealth Advisors
New York
| $990M | +$468M | +90% | 10.8% | 112% | 37 | 43.24% |
|
| 2013 |
WDA
2013
Wendell David Associates
Portsmouth,
New Hampshire
| $990M | +$61.3M | +7% | 8.68% | 46% | 166 | 4.22% |
|
| 2014 |
LF
2014
Longbow Finance
Lutry,
Switzerland
| $989M | +$3.91M | +0.4% | 13.1% | 133% | 96 | 46.88% |
|
| 2015 |
DIP
2015
DT Investment Partners
Chadds Ford,
Pennsylvania
| $989M | +$63.9M | +7% | 7.38% | 58% | 480 | 4.58% |
|
| 2016 |
TWM
2016
Tradition Wealth Management
Edina,
Minnesota
| $988M | +$32.1M | +3% | 7.19% | 54.3% | 1,308 | 73.39% |
|
| 2017 |
TAM
2017
Taurus Asset Management
New York
| $987M | +$61.4M | +7% | 9.13% | 26.9% | 89 | 1.12% |
|
| 2018 |
MW
2018
Marcum Wealth
Cleveland,
Ohio
| $986M | +$46.5M | +5% | 7.68% | 20% | 420 | 13.57% |
|
| 2019 |
SC
2019
Strategy Capital
Los Altos,
California
| $985M | +$65.2M | +7% | 15.6% | 201% | 10 | 10% |
|
| 2020 |
NAS
2020
Nicolet Advisory Services
Green Bay,
Wisconsin
| $985M | +$54.7M | +6% | 7.65% | 62.7% | 358 | 14.8% |
|
| 2021 |
LWM
2021
Lyell Wealth Management
Menlo Park,
California
| $984M | +$104M | +12% | 13.3% | 99.6% | 205 | 8.78% |
|
| 2022 |
MAS
2022
Meeder Advisory Services
Dublin,
Ohio
| $983M | +$110M | +13% | 9.29% | 71.1% | 460 | 10.87% |
|
| 2023 |
FCM
2023
FJ Capital Management
Mclean,
Virginia
| $983M | -$13.3M | -1% | 4.97% | 63.9% | 129 | 44.96% |
|
| 2024 |
TBA
2024
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $983M | -$180M | -15% | 9.49% | 73.6% | 232 | 15.95% |
|
| 2025 |
TFA
2025
Transamerica Financial Advisors
St. Petersburg,
Florida
| $982M | +$258M | +36% | 8.36% | 57.2% | 702 | 24.79% |
|