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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
Wealthquest
Cincinnati,
Ohio
| $1.25B | -$14M | -1% | 6.44% | 52.1% | 137 | 66.42% | 4.9 |
|
2002
Headlands Technologies
Chicago,
Illinois
| $1.25B | +$417M | +50% | 15% | 158% | 1,358 | 72.16% | 0.5 |
|
2003
Stadion Money Management
Watkinsville,
Georgia
| $1.25B | +$33.7M | +3% | 6.43% | 55.3% | 26 | 7.69% | 3.1 |
|
2004
Rockwood Wealth Management
New Hope,
Pennsylvania
| $1.25B | +$115M | +10% | 5.83% | 52.6% | 115 | 13.91% | 2.2 |
|
2005
Verity & Verity
Beaufort,
South Carolina
| $1.25B | +$86.1M | +7% | 6.93% | 90.4% | 139 | 7.91% | 4.8 |
|
2006
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $1.25B | +$105M | +9% | 9.86% | 158% | 113 | 8.85% | 2.2 |
|
2007
United Asset Strategies
Garden City,
New York
| $1.25B | +$75.7M | +6% | 7.69% | 94.6% | 252 | 5.95% | 4 |
|
2008
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.25B | +$8.19M | +0.7% | 5.41% | 45.5% | 43 | 4.65% | 5.1 |
|
2009
Vivo Capital
Palo Alto,
California
| $1.24B | +$266M | +27% | 75% | 7,491% | 50 | 22% | 1.9 |
|
2010
Hikari Power
Tokyo,
Japan
| $1.24B | +$40.7M | +3% | 4.3% | 53.5% | 64 | 3.13% | 6.8 |
|
2011
McDaniel Terry & Co
Austin,
Texas
| $1.24B | +$20.8M | +2% | 4.6% | 57.9% | 92 | 3.26% | 6.5 |
|
|
IAIM
2012
International Assets Investment Management
Orlando,
Florida
| $1.24B | +$2.48M | +0.2% | 8.07% | 88.5% | 866 | 6.12% | 2.1 |
|
2013
Atika Capital Management
New York
| $1.24B | +$242M | +24% | 24.6% | 811% | 98 | 47.96% | 1.1 |
|
2014
Gemmer Asset Management
Walnut Creek,
California
| $1.24B | +$114M | +10% | 8.56% | 96.8% | 177 | 11.3% | 5 |
|
2015
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.24B | +$115M | +10% | 6.21% | 59.2% | 549 | 13.11% | 3.3 |
|
|
LLL
2016
Lynrock Lake LP
Rye Brook,
New York
| $1.24B | +$106M | +9% | 12.3% | 21.2% | 29 | 3.45% | 2.1 |
|
2017
Fairholme Capital Management
South Miami,
Florida
| $1.24B | +$11.9M | +1% | 3.53% | 36.2% | 12 | 0% | 3.4 |
|
2018
Trust Point Inc
La Crosse,
Wisconsin
| $1.24B | +$178M | +17% | 7.29% | 82.6% | 489 | 22.9% | 1.2 |
|
2019
LGT Fund Management
Vaduz,
Liechtenstein
| $1.24B | +$93M | +8% | 7.66% | 121% | 249 | 12.85% | 1.6 |
|
2020
Hilton Capital Management
Garden City,
New York
| $1.24B | -$17.6M | -1% | 6.02% | 58.2% | 183 | 13.11% | 2.4 |
|
|
KPF
2021
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.23B | +$506M | +70% | 17.7% | 76.5% | 438 | 45.21% | 0.4 |
|
2022
Seven Grand Managers
Bronxville,
New York
| $1.23B | +$397M | +48% | 16.6% | 281% | 113 | 57.52% | 0.3 |
|
2023
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.23B | +$70.4M | +6% | 5.98% | 60.7% | 210 | 10.95% | 3 |
|
2024
XML Financial
Bethesda,
Maryland
| $1.23B | +$72.7M | +6% | 8.92% | 69.5% | 426 | 15.73% | 3.2 |
|
2025
Kopernik Global Investors
Tampa,
Florida
| $1.23B | +$316M | +35% | 24.8% | 128% | 31 | 19.35% | 3.5 |
|