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
3201	CA 3201 Capital Advantage Walnut Creek, California	$381M	+$14.5M	+4%	4.4%	31.1%	119
3202	IPW 3202 Inlet Private Wealth Jupiter, Florida	$381M	+$31.9M	+9%	6.91%	71.4%	133
3203	BEP 3203 Brookside Equity Partners Stamford, Connecticut	$381M	-$192M	-33%	30.6%	87.4%	7
3204	NB 3204 Nicolet Bankshares Green Bay, Wisconsin	$380M	+$18.2M	+5%	3.94%	71.2%	211
3205	NI 3205 NFC Investments Memphis, Tennessee	$380M	+$4.73M	+1%	7.84%	–	50
3206	NAMP 3206 NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$380M	+$28.9M	+8%	9.95%	63.6%	145
3207	SNB 3207 Security National Bank Omaha, Nebraska	$380M	+$39.8M	+12%	11.1%	112%	100
3208	SL 3208 Systelligence LLC Bloomington, Minnesota	$380M	+$21.4M	+6%	5.39%	35.6%	50
3209	PCM 3209 Punch Card Management Winter Park, Florida	$380M	+$17.8M	+5%	5.62%	59.1%	3
3210	C 3210 Cliffwater Marina Del Rey, California	$380M	-$40.3M	-10%	5.28%	29.7%	24
3211	HAS 3211 HBW Advisory Services Simi Valley, California	$379M	+$4.44M	+1%	6.09%	44.4%	280
3212	OWA 3212 Octavia Wealth Advisors Cincinnati, Ohio	$379M	+$43.3M	+13%	7.02%	52.2%	177
3213	LS 3213 Liquid Strategies Atlanta, Georgia	$379M	+$58M	+18%	4.72%	38.4%	7
3214	GMA 3214 Goldstein Munger & Associates San Ramon, California	$379M	+$21.1M	+6%	6.37%	11.9%	34
3215	EWF 3215 Epstein & White Financial San Diego, California	$379M	+$35.6M	+10%	6.29%	51%	100
3216	FCA 3216 FinTrust Capital Advisors Greenville, South Carolina	$379M	+$33.5M	+10%	6.49%	23.5%	1,250
3217	WF 3217 WoodTrust Financial Wisconsin Rapids, Wisconsin	$379M	+$39.2M	+12%	7.2%	59.4%	129
3218	IBT 3218 International Biotechnology Trust London, United Kingdom	$379M	+$697K	+0.2%	5.7%	11.1%	70
3219	HC 3219 HNP Capital Rochester, New York	$378M	+$41M	+12%	5.83%	52.4%	149
3220	SQA 3220 Simon Quick Advisors Morristown, New Jersey	$378M	+$38M	+11%	8.09%	67.1%	490
3221	FM 3221 Family Management New York	$378M	+$59.3M	+19%	8.14%	54.2%	206
3222	FAAM 3222 First Ascent Asset Management Denver, Colorado	$377M	+$102M	+37%	4.17%	4.18%	24
3223	SAM 3223 Synergy Asset Management Vancouver, Washington	$377M	+$43.2M	+13%	8.68%	64.5%	138
3224	SHJ 3224 Sharkey, Howes & Javer Denver, Colorado	$377M	+$57M	+18%	6.02%	43.6%	83
3225	PWMG 3225 Prestige Wealth Management Group Flemington, New Jersey	$377M	+$10.9M	+3%	5.77%	47.7%	1,065