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
5826	WCM 5826 W Capital Management New York	$117M	+$13.3M	+13%	17.5%	–	4
5827	PCMU 5827 Paragon Capital Management (Utah) Provo, Utah	$117M	-$1.32M	-1%	0.8%	52.6%	82
5828	PIP 5828 PB Investment Partners Burlingame, California	$117M	+$229K	+0.2%	7.72%	112%	10
5829	SAMC 5829 Spectrum Asset Management (Connecticut) Stamford, Connecticut	$117M	-$4M	-3%	3.52%	3.77%	7
5830	OPPS 5830 Obsidian Personal Planning Solutions Rockville, Maryland	$117M	+$35.9M	+44%	2.84%	41.2%	83
5831	VBWMG 5831 Von Berge Wealth Management Group San Diego, California	$117M	-$3.67M	-3%	3.59%	60.5%	62
5832	MHWM 5832 Montz Harcus Wealth Management New Orleans, Louisiana	$117M	-$3.79M	-3%	3.54%	70.6%	59
5833	AA 5833 Atmos Advisory Pittsburgh, Pennsylvania	$117M	-$1.48M	-1%	3.89%	21%	20
5834	LI 5834 Latash Investments Anchorage, Alaska	$117M	-$6.95M	-6%	3.42%	125%	20
5835	DSN 5835 D. Scott Neal Lexington, Kentucky	$117M	-$16M	-12%	7.02%	88%	66
5836	FHC 5836 Fort Henry Capital Wheeling, West Virginia	$117M	-$7.31M	-6%	3.92%	25.3%	15
5837	PBK 5837 Peoples Bank (Kansas) Pratt, Kansas	$117M	–	–	3.35%	–	268
5838	LFASL 5838 Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$117M	-$33.5M	-22%	2.81%	31.2%	215
5839	MAM 5839 Miria Asset Management St. Julians, Malta	$117M	+$77.8M	+200%	10%	247%	11
5840	KWA 5840 Kellett Wealth Advisors Cincinnati, Ohio	$117M	+$6.61M	+6%	3.06%	51.4%	71
5841	SSWM 5841 Strait & Sound Wealth Management San Francisco, California	$117M	+$15.6M	+15%	3.16%	–	136
5842	OFA 5842 Onyx Financial Advisors Idaho Falls, Idaho	$116M	-$649K	-0.6%	3.37%	–	11
5843	SC 5843 Solstein Capital Menlo Park, California	$116M	-$3.63M	-3%	1.43%	74.5%	310
5844	ALWM 5844 Andrews Lucia Wealth Management Danville, California	$116M	-$3.98M	-3%	2.94%	45.6%	26
5845	TIA 5845 Trust Investment Advisors Indianapolis, Indiana	$116M	-$7.59M	-6%	2.15%	114%	112
5846	CCM 5846 Chiron Capital Management Tallahassee, Florida	$116M	-$10M	-8%	7.49%	16.4%	131
5847	ICM 5847 Islay Capital Management Lubbock, Texas	$116M	+$2.75M	+2%	0.03%	60.1%	241
5848	PVAMC 5848 PPS&V Asset Management Consultants Portage, Michigan	$116M	-$7.44M	-6%	3.98%	–	39
5849	HP 5849 Hyperion Partners Berwyn, Pennsylvania	$116M	-$2.71M	-2%	4.23%	–	68
5850	TA 5850 Tactive Advisors Jacksonville, Florida	$116M	-$15.1M	-12%	0.21%	–	92