Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Warren Buffett Berkshire Hathaway

Bill Ackman Pershing Square Capital Management

Michael Burry Scion Asset Management

Ray Dalio Bridgewater Associates

Ken Griffin Citadel Advisors

Ken Fisher Fisher Asset Management

Cathie Wood ARK Investment Management

Jim Simons Renaissance Technologies

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Return	3 Year Return	Holdings
2901	PG 2901 Proffitt & Goodson Knoxville, Tennessee	$175M	+$5.04M	+3%	0.36%	37.8%	45
2902	AFA 2902 Abacus FCF Advisors Orlando, Florida	$175M	-$43.5M	-20%	6.77%	126%	121
2903	BHTS 2903 Bar Harbor Trust Services Ellsworth, Maine	$175M	-$26.2M	-13%	4.35%	86.4%	96
2904	TAM 2904 Trust Asset Management Houston, Texas	$175M	-$36.9M	-17%	1.46%	80.2%	88
2905	WKWM 2905 Walter & Keenan Wealth Management Souh Bend, Indiana	$174M	+$2.84M	+2%	1.41%	70.2%	146
2906	CI 2906 Cavalier Investments Alpharetta, Georgia	$174M	+$6.08M	+4%	5.48%	131%	148
2907	MIM 2907 Montgomery Investment Management Rockville, Maryland	$174M	-$2.74M	-2%	2.54%	77.7%	85
2908	AIA 2908 Allegis Investment Advisors Idaho Falls, Idaho	$174M	-$4.65M	-3%	1.29%	–	1,169
2909	KL 2909 Kinsight LLC Birmingham, Alabama	$174M	+$2.45M	+1%	1.64%	15.7%	35
2910	BA 2910 Bard Associates Chicago, Illinois	$174M	+$4.06M	+2%	2.33%	145%	171
2911	PSC 2911 Prentiss Smith & Co Brattleboro, Vermont	$174M	-$15.4M	-8%	0.08%	50.7%	366
2912	SP 2912 Summit Partners Boston, Massachusetts	$173M	-$146M	-46%	1.64%	27.5%	3
2913	RCM 2913 Riverpark Capital Management New York	$173M	+$20.8M	+14%	0.59%	141%	48
2914	LWM 2914 LBA Wealth Management Jacksonville, Florida	$173M	-$673K	-0.4%	1.2%	19.2%	467
2915	DCM 2915 Dialectic Capital Management Norwalk, Connecticut	$173M	+$25.2M	+17%	1.28%	49.7%	163
2916	CS 2916 Credential Securities Vancouver,	$173M	+$20.4M	+13%	6.75%	32.6%	242
2917	WFC 2917 West Face Capital Toronto, Ontario, Canada	$173M	-$32.5M	-16%	1.05%	10.9%	5
2918	BCCM 2918 Bridge Creek Capital Management West Barnstable, Massachusetts	$173M	+$7.28M	+4%	3.13%	52.7%	82
2919	BSWMG 2919 Barrington Strategic Wealth Management Group Chicago, Illinois	$173M	+$1.66M	+1%	0.79%	17.9%	101
2920	ACP 2920 Acuta Capital Partners Redwood City, California	$173M	-$15M	-8%	3.11%	1,554%	64
2921	FCT 2921 Family Capital Trust Peabody, Massachusetts	$173M	-$10.6M	-6%	0.65%	44.2%	81
2922	IAS 2922 IMA Advisory Services Denver, Colorado	$172M	+$7.68M	+5%	1.76%	59.5%	138
2923	VNA 2923 VNBTrust National Association Charlottesville, Virginia	$172M	-$11.1M	-6%	1.75%	32%	157
2924	HP 2924 HT Partners Centerbrook, Connecticut	$172M	+$17.7M	+11%	0.85%	46.6%	49
2925	GHA 2925 Garcia Hamilton & Associates Houston, Texas	$172M	+$1.34M	+0.8%	1.9%	39%	73