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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 |
NGA
2001
Naples Global Advisors
Naples,
Florida
| $997M | +$19.6M | +2% | 2.59% | 103% | 413 | 6.05% |
|
| 2002 |
HR
2002
Hardy Reed
Tupelo,
Mississippi
| $996M | +$191M | +24% | 2.33% | 57.7% | 237 | 54.43% |
|
| 2003 |
XF
2003
XML Financial
Bethesda,
Maryland
| $994M | +$17.2M | +2% | 1.75% | 69.5% | 354 | 8.76% |
|
| 2004 |
SCB
2004
Saudi Central Bank
Riyadh,
Saudi Arabia
| $992M | +$37.2M | +4% | 4.17% | 76.9% | 7 | 0% |
|
| 2005 |
CC
2005
Cornerstone Capital
Palo Alto,
California
| $992M | +$16.6M | +2% | 1.47% | 74.7% | 98 | 10.2% |
|
| 2006 |
PP
2006
Pegasus Partners
Mequon,
Wisconsin
| $992M | +$48M | +5% | 2.82% | 32.6% | 172 | 16.28% |
|
| 2007 |
PP
2007
PDS Planning
Dublin,
Ohio
| $991M | +$39.4M | +4% | 1.17% | 48.6% | 417 | 9.83% |
|
| 2008 |
JSAM
2008
J. Safra Asset Management
New York
| $991M | +$108M | +12% | 4.19% | 68.9% | 284 | 46.48% |
|
| 2009 |
SAF
2009
Smith Anglin Financial
Dallas,
Texas
| $990M | +$20.9M | +2% | 1.21% | 52.8% | 213 | 12.68% |
|
| 2010 |
FP
2010
FPR Partners
San Francisco,
California
| $989M | -$270M | -21% | 5.98% | 33% | 16 | 6.25% |
|
| 2011 |
PP
2011
Pertento Partners
London,
United Kingdom
| $989M | +$449M | +83% | 5.86% | 141% | 28 | 25% |
|
| 2012 |
WA
2012
WBH Advisory
Baltimore,
Maryland
| $988M | +$16.2M | +2% | 1.76% | 47.2% | 320 | 6.25% |
|
| 2013 |
TAM
2013
Taurus Asset Management
New York
| $987M | -$182K | -0% | 1.96% | 26.9% | 91 | 6.59% |
|
| 2014 |
WIC
2014
Water Island Capital
New York
| $987M | +$24.9M | +3% | 5.81% | 414% | 97 | 57.73% |
|
| 2015 |
ITP
2015
Iron Triangle Partners
Cos Cob,
Connecticut
| $984M | +$7.35M | +0.8% | 4.22% | 152% | 39 | 58.97% |
|
| 2016 |
WC
2016
Woodstock Corp
Boston,
Massachusetts
| $983M | +$17.4M | +2% | 5.31% | 96.1% | 167 | 2.4% |
|
| 2017 |
LOAMS
2017
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $983M | -$438M | -31% | 6.47% | 98.8% | 361 | 46.81% |
|
| 2018 |
FFW
2018
Fusion Family Wealth
Woodbury,
New York
| $982M | +$17M | +2% | 0.8% | 45.4% | 43 | 2.33% |
|
| 2019 |
TCM
2019
Tang Capital Management
San Diego,
California
| $982M | +$21.4M | +2% | 9.41% | 474% | 143 | 40.56% |
|
| 2020 |
WDA
2020
Wendell David Associates
Portsmouth,
New Hampshire
| $981M | -$8.26M | -0.8% | 1% | 46% | 166 | 6.02% |
|
| 2021 |
RAA
2021
RWC Asset Advisors
Miami,
Florida
| $980M | -$294M | -23% | 1.97% | 277% | 23 | 26.09% |
|
| 2022 |
YDMI
2022
Y.D. More Investments
Ramat Gan,
Israel
| $980M | +$416M | +74% | 5.57% | 231% | 471 | 32.48% |
|
| 2023 |
CAM
2023
ClariVest Asset Management
San Diego,
California
| $980M | +$15.9M | +2% | 7.9% | 106% | 949 | 21.5% |
|
| 2024 |
LWL
2024
Leo Wealth LLC
Hurst,
Texas
| $980M | +$2.88M | +0.3% | 0.99% | – | 358 | 14.25% |
|
| 2025 |
MSDF
2025
Michael & Susan Dell Foundation
New York
| $980M | +$178M | +22% | 13.3% | 120% | 6 | 66.67% |
|