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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
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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
ACB
2001
Aristotle Capital Boston
Boston,
Massachusetts
| $1.49B | -$120M | -7% | 17.6% | 72.2% | 124 | 5.65% | 26 |
|
| 2002 |
FCM
2002
Fairholme Capital Management
South Miami,
Florida
| $1.49B | -$24.3M | -2% | 0.17% | 36.2% | 13 | 23.08% | 13.5 |
|
| 2003 |
RG
2003
Redmile Group
San Francisco,
California
| $1.49B | -$20.6M | -1% | 39.8% | 777% | 39 | 10.26% | 15.6 |
|
| 2004 |
MM
2004
Main Management
San Francisco,
California
| $1.49B | +$114M | +8% | 15.4% | 64.1% | 107 | 15.89% | 21.5 |
|
| 2005 |
WA
2005
WBH Advisory
Baltimore,
Maryland
| $1.49B | +$153M | +11% | 13.3% | 57.6% | 372 | 8.33% | 25.2 |
|
| 2006 |
GAM
2006
Gemmer Asset Management
Walnut Creek,
California
| $1.49B | +$223M | +18% | 29.5% | 90.5% | 198 | 18.69% | 19.9 |
|
| 2007 |
MAM
2007
Mark Asset Management
New York
| $1.49B | +$389M | +35% | 51% | 325% | 49 | 38.78% | 10.7 |
|
| 2008 |
TAM
2008
Titleist Asset Management
San Antonio,
Texas
| $1.49B | +$161M | +12% | 12.9% | 101% | 434 | 13.82% | 6.6 |
|
| 2009 |
PIA
2009
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $1.49B | +$262M | +21% | 33.9% | 144% | 116 | 7.76% | 10.4 |
|
| 2010 |
WAG
2010
Winthrop Advisory Group
Boston,
Massachusetts
| $1.48B | +$261M | +21% | 14.9% | 70.4% | 235 | 20.85% | 13.2 |
|
| 2011 |
CFIA
2011
Cantor Fitzgerald Investment Advisors
New York
| $1.48B | +$127M | +9% | 11.3% | – | 185 | 4.32% | 16.9 |
|
| 2012 |
TCA
2012
Transcend Capital Advisors
Madison,
New Jersey
| $1.48B | +$232M | +19% | 15% | 71.6% | 865 | 22.43% | 8.9 |
|
| 2013 |
AE
2013
American Express
New York
| $1.48B | +$601M | +68% | 68.3% | – | 1 | 0% | 10 |
|
| 2014 |
HMH
2014
Hackensack Meridian Health
Edison,
New Jersey
| $1.48B | +$421M | +40% | 10.5% | 53.4% | 7 | 0% | 9.6 |
|
| 2015 |
FA
2015
Fiduciary Alliance
Greenville,
South Carolina
| $1.48B | -$178M | -11% | 13.6% | 94.3% | 593 | 17.54% | 6.1 |
|
| 2016 |
SI
2016
Symmetry Investments
St Helier,
Jersey
| $1.48B | +$566M | +62% | 14.4% | 148% | 215 | 72.56% | 1.4 |
|
| 2017 |
NS
2017
NBC Securities
Birmingham,
Alabama
| $1.48B | +$144M | +11% | 16.4% | 86.6% | 2,756 | 19.81% | 6.4 |
|
| 2018 |
HCM
2018
Hilton Capital Management
Garden City,
New York
| $1.47B | +$146M | +11% | 9.43% | 58.2% | 146 | 19.18% | 10.1 |
|
| 2019 |
PWAM
2019
Park West Asset Management
San Francisco,
California
| $1.47B | +$290M | +25% | 44.1% | 181% | 65 | 47.69% | 3.7 |
|
| 2020 |
PGH
2020
Partners Group Holding
Baar-Zug,
Switzerland
| $1.47B | +$116M | +9% | 23.5% | 23.3% | 52 | 3.85% | 16.8 |
|
| 2021 |
HCA
2021
Harbor Capital Advisors
Chicago,
Illinois
| $1.47B | +$232M | +19% | 24.7% | 119% | 1,266 | 8.53% | 6.1 |
|
| 2022 |
RIM
2022
Rovida Investment Management
Grand Cayman,
Cayman Islands
| $1.47B | +$669M | +84% | 70.3% | – | 21 | 23.81% | 3.2 |
|
| 2023 |
PFBT
2023
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1.47B | +$161M | +12% | 13.9% | 73.6% | 2,812 | 8.07% | 18.8 |
|
| 2024 |
EIA
2024
Edgemoor Investment Advisors
Bethesda,
Maryland
| $1.47B | +$195M | +15% | 20.8% | 109% | 196 | 17.35% | 22.2 |
|
| 2025 |
MW
2025
MBL Wealth
Charlotte,
North Carolina
| $1.47B | +$144M | +11% | 11.2% | 47.7% | 418 | 26.79% | 7.3 |
|