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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
WBH Advisory
Baltimore,
Maryland
| $1.17B | +$101M | +9% | 8.39% | 57.6% | 354 | 13.84% | 6.2 |
|
2002
United Asset Strategies
Garden City,
New York
| $1.17B | +$94M | +9% | 12.5% | 94.6% | 254 | 13.78% | 4 |
|
2003
J. Stern & Co
London,
United Kingdom
| $1.17B | +$127M | +12% | 17.3% | – | 38 | 7.89% | 1.2 |
|
2004
Penobscot Investment Management
Boston,
Massachusetts
| $1.17B | +$106M | +10% | 13% | 103% | 316 | 6.65% | 5.8 |
|
2005
Provident Investment Management
Novi,
Michigan
| $1.17B | +$107M | +10% | 9.77% | 90.8% | 79 | 15.19% | 4.4 |
|
2006
MUFG Securities Americas
New York
| $1.17B | +$307M | +36% | 14.2% | – | 508 | 0.98% | 0.5 |
|
2007
Crédit Industriel et Commercial
Paris France,
France
| $1.17B | +$225M | +24% | 11.5% | – | 447 | 39.15% | 0.3 |
|
2008
Insigneo Advisory Services
Miami,
Florida
| $1.16B | +$195M | +20% | 12.6% | 119% | 704 | 14.06% | 1.3 |
|
2009
Verity & Verity
Beaufort,
South Carolina
| $1.16B | +$24.7M | +2% | 4.47% | 90.4% | 138 | 10.87% | 4.6 |
|
2010
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.16B | +$117M | +11% | 8.35% | 63% | 541 | 29.57% | 0.9 |
|
2011
Heck Capital Advisors
Rhinelander,
Wisconsin
| $1.16B | +$273M | +31% | 8.22% | 67% | 255 | 40% | 3.3 |
|
2012
Naples Global Advisors
Naples,
Florida
| $1.16B | +$110M | +10% | 10.1% | 103% | 420 | 5.71% | 6 |
|
2013
Hartford Funds Management
Wayne,
Pennsylvania
| $1.16B | +$53.6M | +5% | 4.31% | 26.8% | 106 | 19.81% | 1.8 |
|
2014
Cardiff Park Advisors
Carlsbad,
California
| $1.16B | +$123M | +12% | 13.6% | 88.6% | 363 | 7.16% | 2.7 |
|
2015
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.16B | +$41.9M | +4% | 6.33% | 60.7% | 201 | 14.93% | 2.9 |
|
2016
Edgemoor Investment Advisors
Bethesda,
Maryland
| $1.16B | +$70.9M | +7% | 10.5% | 109% | 174 | 9.77% | 5.4 |
|
2017
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.16B | +$130M | +13% | 17.9% | 181% | 188 | 30.85% | 1.5 |
|
2018
XML Financial
Bethesda,
Maryland
| $1.16B | +$83.6M | +8% | 7.58% | 69.5% | 408 | 12.75% | 3 |
|
2019
Condor Capital Management
Martinsville,
New Jersey
| $1.15B | +$79.4M | +7% | 7.99% | 58.2% | 198 | 9.6% | 5.3 |
|
2020
Delta Asset Management
Memphis,
Tennessee
| $1.15B | +$96.5M | +9% | 12.1% | 53.8% | 617 | 4.05% | 4 |
|
2021
Limestone Investment Advisors
New York
| $1.15B | – | – | 11.2% | – | 480 | – | 0 |
|
2022
E-L Financial Corp
Toronto,
Ontario, Canada
| $1.15B | +$52.1M | +5% | 10.5% | 68.6% | 1 | 0% | 8.5 |
|
2023
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.14B | +$64.6M | +6% | 8.95% | 75.3% | 221 | 12.22% | 6.7 |
|
2024
Cozad Asset Management
Champaign,
Illinois
| $1.14B | +$143M | +14% | 12.4% | 132% | 414 | 9.18% | 3.9 |
|
2025
LGT Fund Management
Vaduz,
Liechtenstein
| $1.14B | +$33.6M | +3% | 12.2% | 121% | 265 | 23.02% | 1.4 |
|