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	DWA 2901 Divergent Wealth Advisors South Jordan, Utah	$370M	-$33.5M	-8%	5.13%	14.7%	20
2902	MC 2902 Minot Capital Broomfield, Colorado	$369M	-$127M	-26%	8.82%	19.6%	19
2903	SWM 2903 Stockman Wealth Management Billings, Montana	$368M	-$23.6M	-6%	7.56%	50.6%	183
2904	CFO 2904 CVA Family Office Denver, Colorado	$368M	+$648K	+0.2%	6.72%	53.1%	961
2905	SFA 2905 Souders Financial Advisors Cincinnati, Ohio	$368M	+$20.5M	+6%	5.12%	49.3%	159
2906	SAM 2906 Strategy Asset Managers Pasadena, California	$368M	+$43.4M	+13%	5.77%	81.8%	283
2907	CM 2907 Cornerstone Management Duluth, Georgia	$368M	-$16.6M	-4%	3.96%	35.1%	259
2908	HCM 2908 Hutchinson Capital Management San Rafael, California	$368M	-$18.3M	-5%	5.55%	50.4%	74
2909	S 2909 Surevest Los Angeles, California	$368M	-$13.7M	-4%	5.84%	24.6%	615
2910	JTWM 2910 Jackson Thornton Wealth Management Montgomery, Alabama	$367M	+$14.6M	+4%	5.68%	45.1%	35
2911	PCWA 2911 Pacific Capital Wealth Advisors Corona, California	$367M	+$6.07M	+2%	5.98%	40.2%	94
2912	BIP 2912 Blueprint Investment Partners Greensboro, North Carolina	$367M	-$4.59M	-1%	2.22%	69.9%	194
2913	GFS 2913 GYL Financial Synergies West Hartford, Connecticut	$367M	+$592K	+0.2%	5.23%	36%	207
2914	CVM 2914 Cheviot Value Management Beverly Hills, California	$366M	-$34.9M	-9%	7.1%	60.9%	73
2915	WAM 2915 Warberg Asset Management Winnetka, Illinois	$366M	+$69.9M	+24%	4.48%	19.6%	343
2916	HWCM 2916 Hudson Way Capital Management Dallas, Texas	$366M	-$3.09M	-0.8%	1.05%	133%	17
2917	IA 2917 Icon Advisers Greenwood Village, Colorado	$366M	-$67.1M	-15%	2.86%	62.8%	180
2918	VCM 2918 V3 Capital Management Dallas, Texas	$365M	-$49.5M	-12%	9.8%	19.4%	14
2919	FNC 2919 First National Corp Rockland, Massachusetts	$365M	-$17M	-4%	5.14%	39.2%	158
2920	AAMA 2920 Advanced Asset Management Advisors Dublin, Ohio	$365M	-$24.8M	-6%	5.73%	60.3%	92
2921	ASP 2921 Adams Street Partners Chicago, Illinois	$365M	-$19.1M	-5%	6.9%	263%	18
2922	FGP 2922 Foyston, Gordon, & Payne Toronto, Ontario, Canada	$365M	+$19M	+5%	6.04%	78.3%	66
2923	EWA 2923 Evolution Wealth Advisors Aventura, Florida	$365M	-$30.4M	-8%	2.61%	65.1%	126
2924	MFT 2924 Moisand Fitzgerald Tamayo Orlando, Florida	$365M	-$7.09M	-2%	6.67%	35.1%	924
2925	IA 2925 Inspire Advisors Meridian, Idaho	$364M	+$6.71M	+2%	3.44%	37.4%	177