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
4751	WAOTB 4751 Wealth Advisors of Tampa Bay Tampa, Florida	$175M	+$13.3M	+8%	5.61%	61.8%	77
4752	SP 4752 SCF Partners Houston, Texas	$175M	-$123M	-41%	35.3%	44.2%	3
4753	TW 4753 Towerpoint Wealth Sacramento, California	$175M	+$1.36M	+0.8%	5.91%	47.1%	90
4754	BKA 4754 Brick & Kyle Associates Newtown, Pennsylvania	$175M	+$2.71M	+2%	8.71%	82.9%	57
4755	LD 4755 Lipe & Dalton Syracuse, New York	$175M	+$752K	+0.4%	5.39%	59.7%	105
4756	ARIS 4756 Advanced Research Investment Solutions Los Angeles, California	$175M	+$15.5M	+10%	5.13%	13.2%	24
4757	LCM 4757 Leisure Capital Management Costa Mesa, California	$174M	-$19.1M	-10%	5.86%	68.6%	149
4758	WCP 4758 Wick Capital Partners Wayne, Pennsylvania	$174M	-$3.74M	-2%	5.71%	46.7%	74
4759	PM 4759 Phraction Management Colchester, Connecticut	$174M	+$22M	+14%	7.23%	62.9%	47
4760	TPWM 4760 Twelve Points Wealth Management Concord, Massachusetts	$174M	+$27.3M	+19%	5.08%	35.2%	171
4761	SN 4761 Sittner & Nelson Eugene, Oregon	$174M	+$10.7M	+7%	8.53%	79.8%	498
4762	BG 4762 Benedetti & Gucer Atlanta, Georgia	$174M	+$37.6M	+28%	8.58%	42.6%	168
4763	ICVCFVA 4763 IDG China Venture Capital Fund V Associates Hong Kong	$174M	+$36M	+26%	26.1%	3.76%	1
4764	CWM 4764 Capital Wealth Management W. Warwick, Rhode Island	$174M	+$26.3M	+18%	5.29%	37.1%	65
4765	CMG 4765 Cavalry Management Group San Francisco, California	$174M	-$73.9M	-30%	42.3%	63.6%	35
4766	IAG 4766 Investment Advisory Group Hanover, Massachusetts	$174M	+$10.9M	+7%	5.63%	49.1%	141
4767	WMS 4767 Wealth Management Solutions Exton, Pennsylvania	$174M	-$16.6M	-9%	2.05%	–	99
4768	PFT 4768 Providence First Trust Scottsdale, Arizona	$174M	+$3.39M	+2%	3.39%	37.8%	100
4769	BIA 4769 Bigelow Investment Advisors Portland, Maine	$174M	+$1.32M	+0.8%	5.56%	50.4%	152
4770	UID 4770 Union Investments & Development Tel Aviv, Israel	$174M	+$3.37M	+2%	13.6%	17%	54
4771	AWC 4771 Adamsbrown Wealth Consultants Wichita, Kansas	$173M	+$8.74M	+5%	3.77%	38.7%	83
4772	BDCM 4772 Black Diamond Capital Management Stamford, Connecticut	$173M	+$10.5M	+6%	10.5%	28.2%	12
4773	PFCS 4773 Pale Fire Capital SE Prague, Czech Republic	$173M	+$14.5M	+9%	9.62%	–	18
4774	IFO 4774 Independent Family Office Albany, New York	$173M	+$6.88M	+4%	5.88%	66.1%	71
4775	CT 4775 Columbia Trust Portland, Oregon	$173M	-$6.19M	-3%	7.97%	36%	139