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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
Yiheng Capital Management
San Francisco,
California
| $1.08B | -$1.52B | -59% | 1% | 82% | 27 | 22.22% | 3.3 |
|
2002
Waterloo Capital
Austin,
Texas
| $1.08B | +$127M | +13% | 0.35% | 79.8% | 429 | 24.48% | 1.5 |
|
2003
Vista Equity Partners Management
San Francisco,
California
| $1.08B | -$603M | -36% | 18% | 3.45% | 3 | 33.33% | 4.1 |
|
2004
China Universal Asset Management Company
Shanghai,
China
| $1.07B | +$5.91M | +0.6% | 2.22% | 292% | 509 | 7.07% | 1.8 |
|
2005
Vicus Capital
State College,
Pennsylvania
| $1.07B | -$52.5M | -5% | 1.17% | 67% | 255 | 16.08% | 3.6 |
|
2006
L1 Capital
Melbourne VIC 3000,
Australia
| $1.07B | -$95.4M | -8% | 5.1% | 127% | 17 | 35.29% | 1.2 |
|
2007
Condor Capital Management
Martinsville,
New Jersey
| $1.07B | -$61M | -5% | 2.64% | 58.2% | 202 | 11.88% | 5.2 |
|
2008
Styrax Capital
New York
| $1.07B | -$106M | -9% | 0.82% | 310% | 12 | 33.33% | 1.6 |
|
2009
Generali Investments CEE
Prague,
Czech Republic
| $1.07B | +$103M | +11% | 0.61% | – | 398 | 15.08% | 0.2 |
|
2010
XML Financial
Bethesda,
Maryland
| $1.07B | -$20.1M | -2% | 0.84% | 77.9% | 400 | 17.75% | 3 |
|
2011
Anchor Investment Management
Columbia,
South Carolina
| $1.07B | +$488K | +0% | 0.49% | 75.1% | 1,061 | 5.47% | 5.2 |
|
|
PWMAG
2012
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $1.07B | +$2.25M | +0.2% | 2.2% | 90.7% | 384 | 10.16% | 4.2 |
|
2013
WBH Advisory
Baltimore,
Maryland
| $1.07B | -$5.71M | -0.5% | 1.58% | 64.5% | 340 | 9.71% | 6.3 |
|
2014
Petrus Trust Company
Dallas,
Texas
| $1.07B | +$37.9M | +4% | 3.86% | 36.9% | 818 | 59.78% | 0.5 |
|
2015
Armis Advisers
Atlanta,
Georgia
| $1.07B | +$253M | +31% | 2.07% | – | 468 | 40.38% | 0.2 |
|
2016
Lyell Wealth Management
Menlo Park,
California
| $1.07B | -$45.8M | -4% | 5.48% | 144% | 209 | 7.66% | 4.3 |
|
2017
Needham Investment Management
New York
| $1.07B | -$229M | -18% | 9.19% | 424% | 157 | 8.92% | 4.6 |
|
2018
Concentric Capital Strategies
Stamford,
Connecticut
| $1.07B | -$1.11B | -51% | 0.6% | 165% | 331 | 78.55% | 0.4 |
|
2019
Strategy Capital
Los Altos,
California
| $1.07B | -$163M | -13% | 10.2% | 316% | 10 | 0% | 3.3 |
|
2020
Penobscot Investment Management
Boston,
Massachusetts
| $1.06B | -$39.2M | -4% | 2.59% | 114% | 313 | 7.99% | 5.8 |
|
2021
RVW Wealth
Los Angeles,
California
| $1.06B | -$9.8M | -0.9% | 2.38% | 65.8% | 162 | 12.35% | 3 |
|
2022
Provident Investment Management
Novi,
Michigan
| $1.06B | +$13.9M | +1% | 2.55% | 90.8% | 80 | 18.75% | 4.5 |
|
2023
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.06B | -$62.4M | -6% | 2.83% | 76.8% | 179 | 9.5% | 5.1 |
|
2024
Bangor Savings Bank
Bangor,
Maine
| $1.06B | -$6.42M | -0.6% | 0.54% | 54.6% | 567 | 9.17% | 3.9 |
|
2025
Redmile Group
San Francisco,
California
| $1.06B | -$377M | -26% | 16.2% | 777% | 64 | 15.63% | 3.6 |
|