Stan Druckenmiller ran a very successful hedge fund between 1981 and 2010. He never had a single losing year, and he returned an average of 30% annually to clients. Very few Wall Street money managers have a track record half that good, and that makes Druckenmiller an excellent case study for investors.

Today, he manages his multibillion-dollar fortune through the Duquesne Family Office. As of the quarter ended in December, Druckenmiller had 21.1% of his portfolio invested in two "Magnificent Seven" stocks. Nvidia (NASDAQ: NVDA) accounted for 9.1% and (NASDAQ: MSFT) accounted for 12% of his invested assets. The size of those positions is a clear sign of high conviction.

Are Nvidia and Microsoft still worthwhile investments?

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Source Fool.com