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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
40.91%
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
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 |
CUAMC
2001
China Universal Asset Management Company
Shanghai,
China
| $1.07B | +$5.91M | +0.6% | 2.22% | 264% | 509 | 7.07% |
|
| 2002 |
VC
2002
Vicus Capital
State College,
Pennsylvania
| $1.07B | -$52.5M | -5% | 1.17% | 59.6% | 255 | 16.08% |
|
| 2003 |
LC
2003
L1 Capital
Melbourne VIC 3000,
Australia
| $1.07B | -$95.4M | -8% | 5.1% | 127% | 17 | 35.29% |
|
| 2004 |
CCM
2004
Condor Capital Management
Martinsville,
New Jersey
| $1.07B | -$61M | -5% | 2.64% | 58.2% | 202 | 11.88% |
|
| 2005 |
SC
2005
Styrax Capital
New York
| $1.07B | -$106M | -9% | 0.82% | 310% | 12 | 33.33% |
|
| 2006 |
GIC
2006
Generali Investments CEE
Prague,
Czech Republic
| $1.07B | +$103M | +11% | 0.61% | – | 398 | 15.08% |
|
| 2007 |
XF
2007
XML Financial
Bethesda,
Maryland
| $1.07B | -$20.1M | -2% | 0.84% | 69.5% | 400 | 17.75% |
|
| 2008 |
AIM
2008
Anchor Investment Management
Columbia,
South Carolina
| $1.07B | +$488K | +0% | 0.49% | 59.4% | 1,061 | 5.47% |
|
| 2009 |
PWMAG
2009
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $1.07B | +$2.25M | +0.2% | 2.2% | 80.5% | 384 | 10.16% |
|
| 2010 |
WA
2010
WBH Advisory
Baltimore,
Maryland
| $1.07B | -$5.71M | -0.5% | 1.58% | 57.6% | 340 | 9.71% |
|
| 2011 |
PTC
2011
Petrus Trust Company
Dallas,
Texas
| $1.07B | +$37.9M | +4% | 3.86% | 36.9% | 818 | 59.78% |
|
| 2012 |
AA
2012
Armis Advisers
Atlanta,
Georgia
| $1.07B | +$253M | +31% | 2.07% | – | 468 | 40.38% |
|
| 2013 |
LWM
2013
Lyell Wealth Management
Menlo Park,
California
| $1.07B | -$45.8M | -4% | 5.48% | 128% | 209 | 7.66% |
|
| 2014 |
NIM
2014
Needham Investment Management
New York
| $1.07B | -$229M | -18% | 9.19% | 424% | 157 | 8.92% |
|
| 2015 |
CCS
2015
Concentric Capital Strategies
Stamford,
Connecticut
| $1.07B | -$1.11B | -51% | 0.6% | 165% | 331 | 78.55% |
|
| 2016 |
SC
2016
Strategy Capital
Los Altos,
California
| $1.07B | -$163M | -13% | 10.2% | 316% | 10 | 0% |
|
| 2017 |
PIM
2017
Penobscot Investment Management
Boston,
Massachusetts
| $1.06B | -$39.2M | -4% | 2.59% | 103% | 313 | 7.99% |
|
| 2018 |
RW
2018
RVW Wealth
Los Angeles,
California
| $1.06B | -$9.76M | -0.9% | 2.38% | 59.3% | 162 | 12.35% |
|
| 2019 |
PIM
2019
Provident Investment Management
Novi,
Michigan
| $1.06B | +$13.9M | +1% | 2.55% | 69.5% | 80 | 18.75% |
|
| 2020 |
RWM
2020
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.06B | -$62.4M | -6% | 2.83% | 70.2% | 179 | 9.5% |
|
| 2021 |
BSB
2021
Bangor Savings Bank
Bangor,
Maine
| $1.06B | -$6.42M | -0.6% | 0.54% | 49.6% | 567 | 9.17% |
|
| 2022 |
RG
2022
Redmile Group
San Francisco,
California
| $1.06B | -$377M | -26% | 16.2% | 777% | 64 | 15.63% |
|
| 2023 |
DAM
2023
Delta Asset Management
Memphis,
Tennessee
| $1.05B | -$64.3M | -6% | 3.11% | 53.8% | 630 | 5.56% |
|
| 2024 |
NGA
2024
Naples Global Advisors
Naples,
Florida
| $1.05B | -$16.6M | -2% | 1.46% | 103% | 412 | 5.58% |
|
| 2025 |
ACP
2025
Atalan Capital Partners
New York
| $1.05B | +$47M | +5% | 1.89% | 319% | 11 | 27.27% |
|