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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
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.12B | -$5.37M | -0.5% | 0.41% | 60.7% | 199 | 16.08% | 2.8 |
|
2002
Leo Wealth LLC
Hurst,
Texas
| $1.12B | +$21.6M | +2% | 2.64% | – | 391 | 19.69% | 0.8 |
|
2003
Lyell Wealth Management
Menlo Park,
California
| $1.12B | +$15.8M | +1% | 4.25% | 144% | 211 | 7.11% | 4.1 |
|
2004
CFS Investment Advisory Services
Totowa,
New Jersey
| $1.12B | -$74.8M | -6% | 1.02% | 59.7% | 312 | 12.82% | 1.2 |
|
2005
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.12B | +$48.5M | +5% | 1.11% | 68.3% | 433 | 17.09% | 1.7 |
|
2006
Lakewood Capital Management
New York
| $1.11B | -$157M | -12% | 2.49% | 45.4% | 50 | 16% | 2.3 |
|
2007
Y.D. More Investments
Ramat Gan,
Israel
| $1.11B | +$157M | +16% | 11.1% | 305% | 482 | 12.24% | 1.3 |
|
2008
Campbell Wealth Management
Alexandria,
Virginia
| $1.11B | -$11.4M | -1% | 0.51% | 11.2% | 102 | 36.27% | 1.1 |
|
|
BCM
2009
Bares Capital Management
Austin,
Texas
| $1.11B | +$12.3M | +1% | 13.4% | 138% | 22 | 50% | 5.7 |
|
2010
Syon Capital
San Francisco,
California
| $1.11B | -$19.5M | -2% | 0.49% | 74% | 604 | 30.3% | 0.8 |
|
2011
ARS Investment Partners
New York
| $1.11B | -$5.82M | -0.5% | 2.01% | 260% | 191 | 19.37% | 3.4 |
|
2012
Gillson Capital
Chicago,
Illinois
| $1.11B | +$9.6M | +0.9% | 1.8% | 84.9% | 91 | 61.54% | 0.3 |
|
2013
Founders Financial Securities
Towson,
Maryland
| $1.11B | +$25M | +2% | 0.52% | 71% | 468 | 15.81% | 2.3 |
|
2014
Lindbrook Capital
Calabasas,
California
| $1.11B | -$20.5M | -2% | 2.77% | 35.8% | 2,962 | 10.9% | 3.5 |
|
2015
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.11B | -$118M | -10% | 5.26% | 32.6% | 90 | 10% | 3.9 |
|
2016
NYL Investors
New York
| $1.11B | -$479M | -30% | 2.82% | 12.7% | 37 | 10.81% | 4.5 |
|
2017
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.1B | +$10.6M | +1% | 2.68% | 92.7% | 348 | 9.77% | 0.9 |
|
2018
Penobscot Investment Management
Boston,
Massachusetts
| $1.1B | -$10.5M | -0.9% | 2.06% | 114% | 326 | 11.66% | 5.7 |
|
2019
Morningstar Investment Services
Chicago,
Illinois
| $1.1B | -$8.7B | -89% | 0.65% | 22.4% | 408 | 65.2% | 6.2 |
|
2020
GDS Wealth Management
Flower Mound,
Texas
| $1.1B | +$71.4M | +7% | 0.38% | 95.1% | 178 | 11.24% | 1.8 |
|
2021
Mirabella Financial Services
London,
United Kingdom
| $1.1B | -$711M | -39% | 3.84% | 86.2% | 294 | 71.77% | 0.3 |
|
2022
Verity & Verity
Beaufort,
South Carolina
| $1.1B | +$75.2M | +7% | 0.32% | 90.4% | 137 | 19.71% | 4.4 |
|
2023
RWWM Inc
Rocklin,
California
| $1.09B | +$12.3M | +1% | 3.81% | 40.6% | 21 | 0% | 5 |
|
2024
Regeneron Pharmaceuticals
Tarrytown,
New York
| $1.09B | – | – | 15.7% | – | 6 | – | 0 |
|
2025
Smith, Moore & Co
Clayton,
Missouri
| $1.09B | +$46.9M | +4% | 0.47% | 67% | 509 | 13.75% | 4.4 |
|