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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	SAF 2001 Smith Anglin Financial Dallas, Texas	$824M	+$153M	+23%	183
2002	ICP 2002 Ironvine Capital Partners Omaha, Nebraska	$824M	+$30.9M	+4%	45
2003	MIA 2003 MMBG Investment Advisors Miami, Florida	$824M	+$34.4M	+4%	165
2004	CA 2004 Callahan Advisors Houston, Texas	$823M	+$48.7M	+6%	142
2005	OAM 2005 Oberweis Asset Management Lisle, Illinois	$823M	+$178M	+28%	206
2006	CA 2006 CapWealth Advisors Franklin, Tennessee	$820M	+$18.2M	+2%	104
2007	MC 2007 Montag & Caldwell Atlanta, Georgia	$820M	+$75.2M	+10%	87
2008	HI 2008 Helikon Investments London, United Kingdom	$819M	+$71.3M	+10%	16
2009	RI 2009 Redwood Investments Boston, Massachusetts	$819M	+$36.4M	+5%	128
2010	WSCM 2010 Wellington Shields Capital Management New York	$819M	-$12.2M	-1%	331
2011	SCM 2011 Sandler Capital Management New York	$817M	+$209M	+34%	127
2012	PIMJS 2012 PKO Investment Management Joint-Stock Warsaw, Poland	$816M	+$58.1M	+8%	151
2013	VV 2013 Verity & Verity Beaufort, South Carolina	$815M	+$32M	+4%	121
2014	CPA 2014 Cardiff Park Advisors Carlsbad, California	$814M	+$54.2M	+7%	328
2015	FG 2015 Fiduciary Group Savannah, Georgia	$814M	+$44.8M	+6%	245
2016	UBV 2016 United Bank (Virginia) Vienna, Virginia	$813M	+$30.7M	+4%	166
2017	AI 2017 Aperture Investors New York	$813M	+$102M	+14%	89
2018	SAM 2018 Sawgrass Asset Management Ponte Vedra Beach, Florida	$812M	+$42.5M	+6%	196
2019	TA 2019 Tectonic Advisors Frisco, Texas	$812M	+$80.9M	+11%	249
2020	ORI 2020 Oak Ridge Investments Chicago, Illinois	$811M	+$72.1M	+10%	155
2021	FBFS 2021 First Business Financial Services Madison, Wisconsin	$811M	+$13.9M	+2%	180
2022	SW 2022 SoFi Wealth San Francisco, California	$810M	+$67.9M	+9%	11
2023	HH 2023 Hilltop Holdings Dallas, Texas	$810M	+$71.7M	+10%	614
2024	HP 2024 Harvey Partners Tarrytown, New York	$809M	+$17.2M	+2%	44
2025	KL 2025 KWMG LLC Overland Park, Kansas	$808M	+$66.7M	+9%	140