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
4851	EA 4851 Eclectic Associates Fullerton, California	$219M	+$10.7M	+5%	5.8%	39.4%	92
4852	WF 4852 Whelan Financial Fresno, California	$219M	+$4.7M	+2%	5.26%	39.3%	44
4853	KIC 4853 Kensington Investment Counsel Long Beach, California	$219M	+$28.2M	+15%	11.1%	72.3%	102
4854	SI 4854 SimpliFi Inc San Diego, California	$219M	+$15.7M	+8%	3.06%	21.1%	40
4855	AMIM 4855 Aull & Monroe Investment Management Mobile, Alabama	$219M	+$16M	+8%	9.66%	47.5%	136
4856	FC 4856 Fusion Capital Mt. Pleasant, South Carolina	$219M	+$23.3M	+12%	8.93%	63.5%	76
4857	SSG 4857 Summit Securities Group New York	$219M	-$30.1M	-12%	5.42%	33.4%	809
4858	ODFS 4858 O'Donnell Financial Services San Rafael, California	$218M	+$19M	+10%	7.4%	48.9%	39
4859	CFP 4859 Cypress Financial Planning Haddon Heights, New Jersey	$218M	+$108M	+98%	4%	32.5%	67
4860	HIC 4860 Harbor Island Capital Topsfield, Massachusetts	$218M	+$16.7M	+8%	13.5%	95.7%	15
4861	NLP 4861 Next Level Private Harrison, New York	$218M	+$41.4M	+23%	10.6%	73.8%	132
4862	SST 4862 S Squared Technology New York	$218M	+$11.8M	+6%	0.68%	160%	39
4863	OIA 4863 Optimum Investment Advisors Chicago, Illinois	$218M	+$19M	+10%	12.4%	92.1%	670
4864	ACM 4864 Ategra Capital Management Vienna, Virginia	$218M	-$5.93M	-3%	1.48%	63.7%	94
4865	MWM 4865 MTC Wealth Management Tampa, Florida	$218M	+$2.62M	+1%	3.6%	22.2%	13
4866	FFA 4866 Fi3 Financial Advisors Indianapolis, Indiana	$217M	+$7.56M	+4%	9.04%	60.3%	92
4867	FDS 4867 First Dallas Securities Dallas, Texas	$217M	+$23.3M	+12%	17.4%	132%	129
4868	BIM 4868 Breakwater Investment Management Seattle, Washington	$217M	–	–	5.66%	–	314
4869	SWA 4869 ShankerValleau Wealth Advisors Skokie, Illinois	$217M	+$21M	+11%	6.62%	59%	24
4870	IRAG 4870 Investment Research & Advisory Group Atlanta, Georgia	$217M	+$21.3M	+11%	12.7%	97.2%	239
4871	SFS 4871 Solitude Financial Services Charlottesville, Virginia	$217M	+$34.5M	+19%	8%	41.7%	50
4872	FS 4872 Ferguson Shapiro Decatur, Georgia	$217M	+$9.73M	+5%	5.5%	26.1%	47
4873	SFCM 4873 Savoir Faire Capital Management Norwalk, Connecticut	$217M	-$13.1M	-6%	8.01%	–	60
4874	WCM 4874 Winthrop Capital Management Carmel, Indiana	$217M	-$89.3M	-29%	8.14%	–	304
4875	SCA 4875 Sandy Cove Advisors Hingham, Massachusetts	$217M	+$21.8M	+11%	8.57%	64.8%	134