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
4676	WC 4676 Wynnefield Capital New York	$174M	-$15.7M	-8%	7.16%	81%	23
4677	LD 4677 Lipe & Dalton Syracuse, New York	$174M	+$14.4M	+9%	13.2%	59.7%	107
4678	AUIM 4678 Aegon USA Investment Management Cedar Rapids, Iowa	$174M	+$2.34M	+1%	3.29%	33%	49
4679	HIM 4679 Harbour Investment Management Edmonds, Washington	$174M	+$13.8M	+9%	10.4%	63.6%	73
4680	ACM 4680 Aljian Capital Management Carson City, Nevada	$173M	-$8.68M	-5%	0.39%	149%	54
4681	ZIMP 4681 Zimmermann Investment Management & Planning New Cumberland, Pennsylvania	$173M	+$12.7M	+8%	6.39%	31.6%	101
4682	HFRG 4682 Houlihan Financial Resource Group Ashburn, Virginia	$173M	+$9.06M	+6%	5.37%	40.5%	89
4683	TW 4683 Towerpoint Wealth Sacramento, California	$173M	+$7.43M	+4%	6.34%	47.1%	90
4684	NFSG 4684 Newbridge Financial Services Group Boca Raton, Florida	$173M	+$3.12M	+2%	4.9%	132%	1,547
4685	NIM 4685 Nicollet Investment Management Minneapolis, Minnesota	$173M	-$9.66M	-5%	4.58%	97.6%	60
4686	NFP 4686 Narus Financial Partners Salt Lake City, Utah	$173M	+$15M	+10%	7.75%	82.1%	124
4687	PLU 4687 Performa Ltd (US) Charleston, South Carolina	$173M	+$23.4M	+16%	6.84%	49.1%	84
4688	YAL 4688 Your Advocates Ltd Houston, Texas	$173M	+$6.26M	+4%	4.83%	31.3%	230
4689	KLCM 4689 KG&L Capital Management Saint Francisville, Louisiana	$173M	-$4.09M	-2%	11.3%	67.6%	143
4690	BA 4690 Bennicas & Associates Portola Valley, California	$173M	+$16.2M	+10%	13.7%	40.3%	104
4691	VBFP 4691 Valtinson Bruner Financial Planning New Brighton, Minnesota	$173M	+$10.9M	+7%	6.39%	37.1%	122
4692	SWM 4692 Scissortail Wealth Management Tulsa, Oklahoma	$173M	-$19.9M	-10%	12.2%	62%	174
4693	LCM 4693 LRT Capital Management Austin, Texas	$173M	+$26M	+18%	9.35%	57%	70
4694	GWM 4694 Gray Wealth Management Bangor, Maine	$173M	+$15.9M	+10%	8.74%	22.1%	123
4695	RAG 4695 RIA Advisory Group Des Moines, Iowa	$173M	–	–	6.01%	–	96
4696	KIM 4696 Kestrel Investment Management San Mateo, California	$172M	+$14.7M	+9%	15.6%	86.9%	42
4697	CWA 4697 Clarity Wealth Advisors San Jose, California	$172M	+$6.43M	+4%	6.13%	78.7%	65
4698	MRI 4698 Mad River Investors Boston, Massachusetts	$172M	+$35.1M	+26%	27.7%	181%	27
4699	BIA 4699 Bigelow Investment Advisors Portland, Maine	$172M	+$4.75M	+3%	8.21%	50.4%	151
4700	PIA 4700 Powell Investment Advisors Miami, Florida	$172M	+$19.8M	+13%	7.15%	56.3%	147