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
5076	FFC 5076 First Financial Corp Terre Haute, Indiana	$150M	+$6.33M	+4%	4.43%	64.8%	356
5077	RHP 5077 Royal Harbor Partners Houston, Texas	$150M	+$19.2M	+15%	6.59%	47.8%	80
5078	GCM 5078 GoodHaven Capital Management Millburn, New Jersey	$150M	+$16.8M	+13%	9.82%	108%	28
5079	BFP 5079 Briaud Financial Planning College Station, Texas	$150M	+$14.3M	+11%	4.68%	53.6%	23
5080	DFAM 5080 Deep Field Asset Management Beverly Hills, California	$150M	+$1.34M	+0.9%	1.84%	8.15%	32
5081	LAIC 5081 Lederer & Associates Investment Counsel Long Beach, California	$150M	+$8.29M	+6%	7.87%	76.7%	154
5082	PCAP 5082 Pratt Collard Advisory Partners Buffalo, New York	$150M	+$10.2M	+7%	6.72%	91.7%	100
5083	SIS 5083 SVB Investment Services Salt Lake City, Utah	$150M	+$24.4M	+19%	5.51%	–	38
5084	AWAM 5084 Appian Way Asset Management New York	$150M	-$43.4M	-22%	6.57%	30.4%	76
5085	CWA 5085 Core Wealth Advisors Lakeland, Florida	$150M	+$36.5M	+32%	5.18%	50.1%	216
5086	MJB 5086 Mark J. Bradley	$150M	+$2.19M	+1%	7.51%	–	51
5087	WCM 5087 Washburn Capital Management Vero Beach, Florida	$150M	+$2.21M	+2%	8.84%	93.8%	59
5088	KLC 5088 Knowledge Leaders Capital Denver, Colorado	$149M	+$23.8M	+19%	7.48%	51.6%	151
5089	GC 5089 Grace Capital Quincy, Massachusetts	$149M	-$7.9M	-5%	8.31%	127%	214
5090	CCM 5090 Cox Capital Management Andover, Massachusetts	$149M	+$4.89M	+3%	4.86%	48.8%	83
5091	AC 5091 Apogem Capital New York	$149M	+$6.1M	+4%	11%	–	212
5092	NWA 5092 New World Advisors Hingham, Massachusetts	$149M	-$32.9M	-18%	8%	110%	109
5093	PWM 5093 Palumbo Wealth Management Great Neck, New York	$149M	+$16.4M	+12%	8%	55.9%	107
5094	OCPWS 5094 One Charles Private Wealth Services Hingham, Massachusetts	$149M	+$128M	+614%	4.54%	109%	107
5095	IA 5095 IFS Advisors Overland Park, Kansas	$149M	+$21.1M	+17%	4.37%	47.2%	29
5096	AFR 5096 Applied Fundamental Research Cambridge, Massachusetts	$149M	+$30.3M	+26%	5.56%	19.3%	12
5097	CCM 5097 Colorado Capital Management Boulder, Colorado	$149M	+$8.66M	+6%	5.02%	41.9%	74
5098	BCM 5098 Brightline Capital Management Miami, Florida	$149M	+$370K	+0.2%	17.7%	–	15
5099	UBG 5099 United Bank (Georgia) Zebulon, Georgia	$148M	+$5.97M	+4%	6.94%	65.7%	85
5100	CWA 5100 Carolina Wealth Advisors Myrtle Beach, South Carolina	$148M	+$11.4M	+8%	4.35%	49%	337