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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
RVW Wealth
Los Angeles,
California
| $1.08B | +$74.6M | +7% | 5.45% | 65.8% | 161 | 9.94% | 2.9 |
|
2002
Marcum Wealth
Cleveland,
Ohio
| $1.08B | +$78.8M | +8% | 6.97% | 20% | 426 | 11.03% | 2.5 |
|
2003
Naples Global Advisors
Naples,
Florida
| $1.08B | +$79M | +8% | 7.66% | 103% | 411 | 7.06% | 5.6 |
|
2004
United Asset Strategies
Garden City,
New York
| $1.07B | +$60.5M | +6% | 5.89% | 111% | 245 | 11.02% | 3.6 |
|
|
F1I
2005
Fund 1 Investments
Rincon,
Puerto Rico
| $1.07B | +$149M | +16% | 2.72% | 128% | 92 | 58.7% | 0.5 |
|
|
CC
2006
Cornerstone Capital
Palo Alto,
California
| $1.07B | +$79.4M | +8% | 7.91% | 91.2% | 104 | 8.65% | 5.5 |
|
|
FP
2007
FPR Partners
San Francisco,
California
| $1.07B | +$81.4M | +8% | 38.3% | 33% | 16 | 31.25% | 6.6 |
|
2008
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1.07B | +$112M | +12% | 5.71% | 39.2% | 191 | 10.99% | 2.9 |
|
2009
Pegasus Partners
Mequon,
Wisconsin
| $1.07B | +$76.3M | +8% | 6.15% | 32.6% | 178 | 10.67% | 3.4 |
|
2010
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.07B | +$122M | +13% | 5.42% | 68.3% | 398 | 19.1% | 1.6 |
|
2011
Francisco Partners Management
San Francisco,
California
| $1.07B | -$74.9M | -7% | 3.52% | 14.3% | 8 | 0% | 2.7 |
|
2012
Bangor Savings Bank
Bangor,
Maine
| $1.06B | +$63.3M | +6% | 6.16% | 54.6% | 556 | 11.33% | 3.5 |
|
2013
Anchor Investment Management
Columbia,
South Carolina
| $1.06B | +$87.8M | +9% | 6.36% | 75.1% | 1,094 | 12.07% | 4.8 |
|
2014
Nicolet Advisory Services
Green Bay,
Wisconsin
| $1.06B | +$15.5M | +1% | 6.39% | 62.7% | 383 | 11.23% | 2.6 |
|
2015
Fifth Third Securities
Cincinnati,
Ohio
| $1.06B | -$25.9M | -2% | 5.93% | 62.7% | 272 | 7.35% | 1.7 |
|
|
GA
2016
GRS Advisors
Chicago,
Illinois
| $1.06B | +$189M | +22% | 15.8% | 54.3% | 37 | 56.76% | 0.7 |
|
2017
WBH Advisory
Baltimore,
Maryland
| $1.06B | +$68M | +7% | 6.24% | 57.6% | 326 | 5.52% | 6 |
|
2018
Ulysses Management
New York
| $1.06B | +$339M | +47% | 8.06% | 51.8% | 68 | 42.65% | 2.1 |
|
2019
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.05B | +$85.2M | +9% | 5.96% | 69.3% | 1,012 | 7.61% | 3.4 |
|
2020
Hengehold Capital Management
Cincinnati,
Ohio
| $1.05B | +$93.3M | +10% | 5.65% | 54.5% | 213 | 14.08% | 4.3 |
|
2021
J. Safra Asset Management
New York
| $1.05B | +$61.3M | +6% | 5.53% | 84.3% | 322 | 24.22% | 0.8 |
|
2022
Canandaigua National Bank & Trust
Canandaigua,
New York
| $1.05B | +$128M | +14% | 7.83% | – | 348 | 16.95% | 4.9 |
|
2023
Allstate Corporation
Northbrook,
Illinois
| $1.05B | -$181M | -15% | 6.05% | 59.7% | 227 | 57.71% | 3.8 |
|
2024
Neumeier Poma Investment Counsel
Carmel,
California
| $1.05B | -$42.5M | -4% | 11.4% | 229% | 44 | 6.82% | 3.6 |
|
2025
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.05B | +$12.1M | +1% | 6.84% | 50.7% | 79 | 7.59% | 7 |
|