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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
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 |
TCA
2001
Transcend Capital Advisors
Madison,
New Jersey
| $1.29B | -$128M | -9% | 3.66% | 61.2% | 778 | 22.62% |
|
| 2002 |
PL
2002
Parkwood LLC
Cleveland,
Ohio
| $1.29B | +$193M | +18% | 0.4% | 85.8% | 120 | 47.5% |
|
| 2003 |
CC
2003
Crosslink Capital
Menlo Park,
California
| $1.29B | -$83.8M | -6% | 14.9% | 105% | 25 | 28% |
|
| 2004 |
KOC
2004
Koss-Olinger Consulting
Gainesville,
Florida
| $1.29B | +$79.8M | +7% | 1.49% | 50.9% | 321 | 19.31% |
|
| 2005 |
CAM
2005
Cozad Asset Management
Champaign,
Illinois
| $1.29B | +$32.6M | +3% | 3.99% | 94% | 436 | 7.11% |
|
| 2006 |
SIM
2006
Seilern Investment Management
London,
United Kingdom
| $1.29B | -$94.1M | -7% | 1.47% | – | 24 | 8.33% |
|
| 2007 |
MFWM
2007
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.29B | -$185M | -13% | 2.05% | 52.4% | 135 | 10.37% |
|
| 2008 |
TE
2008
Tema ETFs
New York
| $1.29B | +$84.1M | +7% | 7.24% | – | 609 | 24.3% |
|
| 2009 |
EIA
2009
Edgemoor Investment Advisors
Bethesda,
Maryland
| $1.29B | -$7.76M | -0.6% | 2.96% | 88.5% | 192 | 9.9% |
|
| 2010 |
VV
2010
Verity & Verity
Beaufort,
South Carolina
| $1.29B | +$38.4M | +3% | 1.74% | 76.4% | 157 | 17.83% |
|
| 2011 |
HCA
2011
Harbor Capital Advisors
Chicago,
Illinois
| $1.29B | +$889K | +0.1% | 2.79% | 93.6% | 1,393 | 8.9% |
|
| 2012 |
NHAS
2012
Novo Holdings A/S
Hellerup,
Denmark
| $1.29B | -$264M | -17% | 17.6% | 193% | 28 | 17.86% |
|
| 2013 |
PC
2013
Pureheart Capital
Singapore,
| $1.29B | +$397M | +45% | 1.36% | – | 20 | 85% |
|
| 2014 |
TF
2014
Tompkins Financial
Ithaca,
New York
| $1.29B | +$90.1M | +8% | 3.73% | 74.1% | 664 | 22.44% |
|
| 2015 |
SWM
2015
SHP Wealth Management
Plymouth,
Massachusetts
| $1.29B | – | – | 1.85% | – | 1,559 | – |
|
| 2016 |
GGS
2016
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.28B | +$50.5M | +4% | 1.3% | 40.1% | 259 | 23.94% |
|
| 2017 |
IC
2017
Ikarian Capital
Dallas,
Texas
| $1.28B | +$290M | +29% | 121% | 5,763% | 235 | 54.04% |
|
| 2018 |
CIA
2018
Capital Impact Advisors
Boston,
Massachusetts
| $1.28B | +$831M | +186% | 1.71% | – | 35 | 28.57% |
|
| 2019 |
PIA
2019
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $1.28B | +$29.7M | +2% | 5.11% | 144% | 116 | 6.03% |
|
| 2020 |
PAG
2020
Private Advisory Group
Redmond,
Washington
| $1.28B | +$59.5M | +5% | 3.91% | 134% | 281 | 33.81% |
|
| 2021 |
ELFC
2021
E-L Financial Corp
Toronto,
Ontario, Canada
| $1.27B | +$11.7M | +0.9% | 2.41% | 68.6% | 1 | 0% |
|
| 2022 |
TCWA
2022
Turtle Creek Wealth Advisors
Dallas,
Texas
| $1.27B | +$151M | +13% | 3.82% | – | 422 | 22.27% |
|
| 2023 |
HP
2023
Hikari Power
Tokyo,
Japan
| $1.27B | +$26.8M | +2% | 3.27% | 56.5% | 64 | 3.13% |
|
| 2024 |
MDSL
2024
M.D. Sass LLC
New York
| $1.27B | +$41.6M | +3% | 3.78% | 54.6% | 39 | 20.51% |
|
| 2025 |
PIA
2025
Perennial Investment Advisors
Los Angeles,
California
| $1.27B | +$55.2M | +5% | 2.32% | 68.4% | 537 | 15.08% |
|