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
5151	SFS 5151 Solitude Financial Services Charlottesville, Virginia	$146M	+$9.08M	+7%	9.44%	41.7%	45
5152	LSA 5152 Lansing Street Advisors Ambler, Pennsylvania	$146M	+$16.6M	+13%	9.21%	–	378
5153	RFWA 5153 RPg Family Wealth Advisory Burlington, Massachusetts	$146M	-$44.1M	-23%	6.91%	85.2%	103
5154	ORAM 5154 One River Asset Management Stamford, Connecticut	$146M	–	–	0.02%	–	140
5155	AWM 5155 AllSquare Wealth Management Albany, New York	$146M	+$7.51M	+5%	6.7%	43.2%	543
5156	DCM 5156 Davidson Capital Management Corpus Christi, Texas	$146M	-$58.3M	-29%	8.94%	67.1%	160
5157	FMTCOCP 5157 Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$146M	+$16.7M	+13%	12.7%	61%	369
5158	CGIC 5158 Continental General Insurance Company Austin, Texas	$146M	–	–	22.7%	–	8
5159	AWP 5159 Accretive Wealth Partners Parsippany, New Jersey	$146M	+$14.2M	+11%	8.8%	60.5%	113
5160	AW 5160 Alaethes Wealth Glenbrook, Nevada	$146M	+$9.47M	+7%	9.44%	89.4%	110
5161	SC 5161 Saiph Capital Wyckoff, New Jersey	$145M	+$17.2M	+13%	3.76%	50.1%	43
5162	CCA 5162 Cora Capital Advisors Marlton, New Jersey	$145M	–	–	8.91%	–	77
5163	BCM 5163 Birch Capital Management Dallas, Texas	$145M	+$12.8M	+10%	9.65%	58.8%	111
5164	TRIA 5164 Trail Ridge Investment Advisors Fort Collins, Colorado	$145M	-$6.11M	-4%	9.42%	69.5%	126
5165	SRWM 5165 Shira Ridge Wealth Management Larkspur, California	$145M	–	–	7.26%	–	58
5166	NFGH 5166 Nan Fung Group Holdings Kai Tak, Hong Kong	$145M	-$11.5M	-7%	3.58%	216%	47
5167	YEPX 5167 Yorktown Energy Partners XI New York	$145M	+$17M	+13%	17.7%	36.9%	4
5168	TB 5168 Treynor Bancshares Treynor, Iowa	$145M	+$11.6M	+9%	6.24%	3.34%	74
5169	ATWA 5169 Arbor Trust Wealth Advisors Ann Arbor, Michigan	$145M	+$13.4M	+10%	10.1%	53.3%	103
5170	KA 5170 Kercheville Advisors San Antonio, Texas	$145M	+$47.1M	+48%	9.74%	170%	99
5171	EFSCE 5171 Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$145M	+$10.7M	+8%	12.1%	71.6%	157
5172	LFP 5172 Leeward Financial Partners Bellevue, Washington	$145M	+$5.28M	+4%	6.58%	76%	72
5173	AIC 5173 Aurora Investment Counsel Atlanta, Georgia	$145M	+$13M	+10%	13%	52%	126
5174	FPCG 5174 Forum Private Client Group Fishers, Indiana	$145M	+$11M	+8%	6.54%	39.1%	68
5175	VLC 5175 Van Leeuwen & Company Princeton, New Jersey	$145M	+$19.1M	+15%	11.3%	76.3%	68