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
3701	AWMG 3701 Alliance Wealth Management Group Flemington, New Jersey	$371M	-$2.37M	-0.6%	1%	–	85
3702	AC 3702 AMANSA Capital Raffles City Tower, Singapore	$371M	-$34M	-8%	2.17%	–	2
3703	VP 3703 Verum Partners Charlotte, North Carolina	$371M	+$23.4M	+7%	1.62%	–	171
3704	FPTW 3704 Franklin, Parlapiano, Turner & Welch Houston, Texas	$371M	+$1.27M	+0.3%	1.87%	41.1%	52
3705	CRWM 3705 Castle Rock Wealth Management Walnut Creek, California	$370M	-$49.5M	-12%	1.17%	71.1%	239
3706	MMG 3706 Monetary Management Group St Louis, Missouri	$370M	-$14.8M	-4%	2.61%	100%	332
3707	SA 3707 Stewardship Advisors Mount Joy, Pennsylvania	$370M	+$9.4M	+3%	0.85%	28.8%	162
3708	CFO 3708 Collective Family Office York, Pennsylvania	$370M	+$5.48M	+2%	0.24%	35.8%	166
3709	SFA 3709 Semmax Financial Advisors Winston Salem, North Carolina	$370M	-$5.18M	-1%	1.42%	–	437
3710	BI 3710 Bulldog Investors Saddle Brook, New Jersey	$370M	-$13.3M	-3%	0.68%	28.5%	171
3711	KWS 3711 Keystone Wealth Services Palm Desert, California	$369M	-$8.35M	-2%	2.89%	59.2%	273
3712	BWM 3712 BigSur Wealth Management Miami, Florida	$369M	+$19.2M	+5%	0.43%	75.9%	160
3713	PPC 3713 Park Place Capital Homewood, Alabama	$369M	+$11.7M	+3%	1.44%	–	886
3714	DCM 3714 Davidson Capital Management Corpus Christi, Texas	$369M	-$11.2M	-3%	3.35%	67.1%	96
3715	TPWM 3715 Twelve Points Wealth Management Concord, Massachusetts	$369M	+$20.7M	+6%	1.1%	35.2%	186
3716	AWM 3716 Aries Wealth Management Portland, Maine	$368M	+$5.07M	+1%	0.33%	64.1%	237
3717	SWMG 3717 Sanchez Wealth Management Group Jacksonville, Florida	$368M	+$2.18M	+0.6%	3.45%	47%	50
3718	MCA 3718 Magnolia Capital Advisors Jackson, Mississippi	$368M	-$18.4M	-5%	1.45%	65.3%	239
3719	LI 3719 Louisbourg Investments Dieppe, New Brunswick, Canada	$368M	-$13M	-3%	1.37%	–	185
3720	SIAG 3720 Safeguard Investment Advisory Group Corona, California	$368M	+$3.43M	+0.9%	4.35%	63.7%	143
3721	VIA 3721 Virtus Investment Advisers Hartford, Connecticut	$368M	+$240M	+188%	1.68%	126%	777
3722	EGI 3722 EAM Global Investors Solana Beach, California	$367M	-$190M	-34%	18.3%	1,983%	163
3723	PCM 3723 PenderFund Capital Management Vancouver, British Columbia, Canada	$367M	-$98.3M	-21%	34%	114%	179
3724	RDFA 3724 Ritter Daniher Financial Advisory Cincinnati, Ohio	$367M	+$12.4M	+4%	1.73%	50.1%	332
3725	AA 3725 Addison Advisors Middlebury, Vermont	$367M	+$7.03M	+2%	0.53%	45.7%	886