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
3176	RIG 3176 Renaissance Investment Group Lenox, Massachusetts	$381M	+$24.7M	+7%	7.97%	91.8%	83
3177	SFP 3177 Sweet Financial Partners Fairmont, Minnesota	$381M	+$19.3M	+5%	4.79%	22.3%	183
3178	TCPWM 3178 Traverso Chambers Private Wealth Management Santa Rosa, California	$381M	+$16M	+4%	3.49%	16.4%	120
3179	LI 3179 Lafayette Investments Ashton, Maryland	$381M	+$19.4M	+5%	6.26%	72%	129
3180	CWS 3180 Cypress Wealth Services Palm Desert, California	$381M	+$39.1M	+11%	6.66%	55.5%	266
3181	EECFX 3181 EnCap Energy Capital Fund X Houston, Texas	$381M	–	–	5.52%	–	1
3182	BHMP 3182 Bardin Hill Management Partners New York	$380M	-$22.6M	-6%	25.5%	277%	82
3183	IF 3183 Ironwood Financial Tucson, Arizona	$380M	+$21.6M	+6%	6.16%	43.9%	140
3184	FC 3184 Fulcrum Capital Seattle, Washington	$380M	+$8.78M	+2%	10.6%	94%	120
3185	AA 3185 Aire Advisors Beverly Hills, California	$380M	+$21.9M	+6%	6.08%	57.8%	142
3186	IIM 3186 Ipswich Investment Management Beverly, Massachusetts	$380M	+$14.1M	+4%	6.09%	70.4%	195
3187	SAM 3187 Summit Asset Management Memphis, Tennessee	$379M	+$16.1M	+4%	4.67%	44.9%	156
3188	HCP 3188 Hexagon Capital Partners Rogers, Arkansas	$379M	+$21.5M	+6%	6.68%	91.3%	1,515
3189	CFO 3189 Callan Family Office Radnor, Pennsylvania	$379M	-$32.8M	-8%	5.61%	–	161
3190	BCB 3190 Brian C. Broderick	$379M	+$22.8M	+6%	7.37%	70.7%	81
3191	GDP 3191 Great Diamond Partners Portland, Maine	$379M	+$33.4M	+10%	6.61%	67.8%	232
3192	IWP 3192 IAG Wealth Partners Waukesha, Wisconsin	$378M	+$18M	+5%	4.5%	41.1%	499
3193	CIM 3193 Contravisory Investment Management Norwell, Massachusetts	$378M	+$24M	+7%	7.05%	97.7%	388
3194	PWA 3194 Peterson Wealth Advisors Orem, Utah	$378M	+$15.1M	+4%	4.55%	40%	68
3195	TFF 3195 The Family Firm Bethesda, Maryland	$378M	+$17.3M	+5%	3.76%	40.2%	187
3196	CNBTD 3196 Citizens National Bank Trust Department Meridian, Mississippi	$378M	+$18M	+5%	6.28%	71.6%	323
3197	BBPWM 3197 Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$378M	+$44.3M	+13%	6.74%	52.3%	699
3198	WCFA 3198 Walkner Condon Financial Advisors Madison, Wisconsin	$378M	+$21M	+6%	3.82%	41.7%	253
3199	LSCM 3199 Light Street Capital Management Palo Alto, California	$377M	-$32.6M	-8%	24.5%	278%	29
3200	BCMLT 3200 Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$377M	+$34.7M	+10%	10.2%	71.9%	1,060