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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	WTB 2001 Washington Trust Bank Spokane, Washington	$998M	-$42.8M	-4%	225
2002	FG 2002 Fiduciary Group Savannah, Georgia	$998M	+$964K	+0.1%	276
2003	CCS 2003 Concentric Capital Strategies Stamford, Connecticut	$997M	-$588M	-37%	324
2004	AC 2004 AltraVue Capital Bellevue, Washington	$997M	-$204M	-17%	28
2005	SW 2005 SlateStone Wealth Jupiter, Florida	$996M	-$23.2M	-2%	301
2006	SCM 2006 SG Capital Management Chicago, Illinois	$995M	+$85.6M	+9%	71
2007	SAI 2007 Savvy Advisors Inc New York	$994M	+$163M	+20%	540
2008	ACM 2008 AlphaStar Capital Management Cornelius, North Carolina	$994M	+$37.2M	+4%	210
2009	KA 2009 Kintegral Advisory New York	$992M	-$67.1M	-6%	238
2010	PCM 2010 Prelude Capital Management New York	$992M	-$199M	-17%	1,493
2011	SFS 2011 Summit Financial Strategies Columbus, Ohio	$992M	+$85.5M	+9%	156
2012	CC 2012 Clearline Capital New York	$991M	+$236M	+31%	133
2013	RA 2013 Rational Advisors Huntington, New York	$991M	-$32M	-3%	130
2014	CCG 2014 Clearlake Capital Group Santa Monica, California	$991M	-$235M	-19%	6
2015	QI 2015 QV Investors Calgary, Alberta, Canada	$990M	+$20.5M	+2%	69
2016	AL 2016 Arnhold LLC New York	$990M	-$24.6M	-2%	121
2017	BBA 2017 Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$990M	-$98.1M	-9%	458
2018	TCBWMS 2018 Texas Capital Bank Wealth Management Services Dallas, Texas	$990M	+$11.8M	+1%	218
2019	LOIM 2019 Liberty One Investment Management Libertyville, Illinois	$988M	+$65.4M	+7%	155
2020	TSAM 2020 Trinity Street Asset Management London, United Kingdom	$988M	-$30.9M	-3%	17
2021	RIA 2021 Retirement Investment Advisors Oklahoma City, Oklahoma	$988M	+$39.4M	+4%	63
2022	TCM 2022 TD Capital Management Memphis, Tennessee	$987M	+$3.14M	+0.3%	721
2023	MW 2023 MBL Wealth Charlotte, North Carolina	$987M	-$6.79M	-0.7%	240
2024	CISOA 2024 Capital Investment Services of America Milwaukee, Wisconsin	$987M	-$62.5M	-6%	79
2025	TAM 2025 Taurus Asset Management New York	$986M	-$41.7M	-4%	89