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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 30.7% 1-Year Est. Return

Ken Fisher Fisher Asset Management 32.61% 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

#	Name	AUM	AUM Growth	AUM Growth %	Holdings
2001	JIR 2001 James Investment Research Alpha, Ohio	$715M	+$14.1M	+2%	619
2002	CPA 2002 Cardiff Park Advisors Carlsbad, California	$715M	+$77.2M	+12%	331
2003	APC 2003 Alta Park Capital San Francisco, California	$714M	+$219M	+44%	30
2004	AC 2004 AltraVue Capital Bellevue, Washington	$714M	+$45.5M	+7%	32
2005	FDCC 2005 Foster Dykema Cabot & Co Waltham, Massachusetts	$714M	-$82.3M	-10%	106
2006	UBV 2006 United Bank (Virginia) Vienna, Virginia	$714M	+$63.9M	+10%	170
2007	JVBC 2007 J.V. Bruni & Co Colorado Springs, Colorado	$713M	+$76M	+12%	33
2008	LRPA 2008 L. Roy Papp & Associates Phoenix, Arizona	$713M	+$51.3M	+8%	170
2009	NP 2009 Ninepoint Partners Toronto, Ontario, Canada	$712M	+$117M	+20%	97
2010	CAM 2010 Cozad Asset Management Champaign, Illinois	$712M	+$95.1M	+15%	386
2011	CWM 2011 Curi Wealth Management Raleigh, North Carolina	$711M	+$110M	+18%	211
2012	HMH 2012 Hackensack Meridian Health Edison, New Jersey	$711M	-$20.7M	-3%	13
2013	JAFL 2013 Jay A. Fishman Ltd Troy, Michigan	$711M	+$19.5M	+3%	97
2014	TWM 2014 Tradition Wealth Management Edina, Minnesota	$708M	+$42.8M	+6%	1,245
2015	CT 2015 Caldwell Trust Venice, Florida	$707M	+$33.8M	+5%	752
2016	AIM 2016 Aigen Investment Management New York	$707M	+$10M	+1%	842
2017	GG 2017 Greenwood Gearhart Fayetteville, Arkansas	$706M	+$75.8M	+12%	103
2018	AH 2018 Allen Holding New York	$705M	+$68.6M	+11%	16
2019	TSS 2019 Two Sigma Securities New York	$704M	+$3.25M	+0.5%	2,234
2020	KL 2020 KWMG LLC Overland Park, Kansas	$704M	+$53.9M	+8%	144
2021	LNWTC 2021 Laird Norton Wetherby Trust Company Seattle, Washington	$704M	+$264M	+60%	119
2022	SGCA 2022 Steel Grove Capital Advisors Memphis, Tennessee	$704M	+$141M	+25%	187
2023	BBCM 2023 Broad Bay Capital Management New York	$704M	+$136M	+24%	19
2024	MPMG 2024 Minneapolis Portfolio Management Group Wayzata, Minnesota	$702M	+$103M	+17%	30
2025	TFA 2025 Transamerica Financial Advisors St. Petersburg, Florida	$702M	+$23.9M	+4%	720