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
5376	AFO 5376 Aurelius Family Office Bedford, New Hampshire	$197M	-$1.1M	-0.6%	0.88%	–	46
5377	BCA 5377 Ballentine Capital Advisors Greenville, South Carolina	$197M	+$4.05M	+2%	0.53%	–	29
5378	MFP 5378 Meridian Financial Partners Warrenton, Virginia	$197M	+$7.67M	+4%	3.37%	47.2%	109
5379	JFG 5379 JDM Financial Group Austin, Texas	$197M	+$4.64M	+2%	2.34%	–	368
5380	MS 5380 Marshall & Sullivan Seattle, Washington	$197M	-$7.58M	-4%	1.83%	61%	43
5381	I2I 5381 Insight 2811 Inc Chicago, Illinois	$197M	+$2.97M	+2%	1.04%	20.4%	91
5382	EHWM 5382 Eads & Heald Wealth Management Atlanta, Georgia	$197M	-$6.39M	-3%	0.27%	74.7%	141
5383	NERM 5383 New England Research & Management Chicago, Illinois	$197M	+$354K	+0.2%	3.32%	33.3%	169
5384	DWM 5384 Dopkins Wealth Management Williamsville, New York	$197M	+$361K	+0.2%	1.41%	49.5%	89
5385	APSI 5385 Asset Planning Services Inc Covington, Louisiana	$197M	-$8.4M	-4%	2.04%	103%	35
5386	NECFA 5386 New England Capital Financial Advisors Meriden, Connecticut	$197M	-$8.26M	-4%	2.58%	–	422
5387	RWMG 5387 Redwood Wealth Management Group Medford, New Jersey	$197M	-$8.5M	-4%	1.62%	–	171
5388	BFAG 5388 Blackston Financial Advisory Group The Villages, Florida	$197M	-$4.18M	-2%	3.24%	63.8%	143
5389	CWM 5389 Cahill Wealth Management Portage, Michigan	$196M	+$407K	+0.2%	2.63%	24.6%	50
5390	PFA 5390 Peak Financial Advisors Denver, Colorado	$196M	+$4.18M	+2%	1.56%	25.5%	87
5391	RCM 5391 Rings Capital Management Chicago, Illinois	$196M	+$4.81M	+3%	3.59%	109%	8
5392	EFP 5392 Envision Financial Planning Memphis, Tennessee	$196M	+$2.7M	+1%	0.06%	–	48
5393	MADR 5393 Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$196M	-$806K	-0.4%	5.98%	109%	23
5394	HFO 5394 Heritage Family Offices Scottsdale, Arizona	$196M	-$4.87M	-2%	0.17%	–	197
5395	SST 5395 S Squared Technology New York	$195M	-$45.3M	-19%	10.6%	160%	39
5396	AA 5396 AJ Advisors Nashville, Tennessee	$195M	+$2.63M	+1%	2.09%	–	36
5397	SSA 5397 SSA Swiss Advisors Zurich,	$195M	–	–	2.09%	–	121
5398	CFC 5398 Client First Capital San Diego, California	$195M	+$652K	+0.3%	1.84%	33.5%	22
5399	SWP 5399 Significant Wealth Partners Cary, Illinois	$195M	+$1.97M	+1%	2.93%	–	94
5400	CWA 5400 Continuum Wealth Advisors Saratoga Springs, New York	$195M	-$2.67M	-1%	0.88%	–	65