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
5851	NMG 5851 New Millennium Group Sandy, Utah	$153M	+$20.7M	+16%	12.4%	139%	419
5852	LIM 5852 Lancaster Investment Management London, United Kingdom	$153M	+$27.8M	+22%	3.68%	62.1%	6
5853	CWMGP 5853 Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$153M	+$13.6M	+10%	3.37%	52.8%	73
5854	WBWA 5854 William B. Walkup & Associates Columbia, South Carolina	$153M	–	–	4.11%	–	158
5855	TL 5855 TowerView LLC New York	$153M	+$1.91M	+1%	0.34%	10.7%	30
5856	KFA 5856 Kapstone Financial Advisors Lebanon, Ohio	$153M	+$5.64M	+4%	3.44%	–	113
5857	WAL 5857 W Advisors LLC Germantown, Tennessee	$152M	+$6.64M	+5%	3.48%	57.5%	115
5858	BIM 5858 Bullseye Investment Management Cincinnati, Ohio	$152M	-$19.7M	-11%	1.83%	40%	79
5859	WFAG 5859 Worth Financial Advisory Group Charlotte, North Carolina	$152M	+$8.03M	+6%	2.69%	–	161
5860	FCM 5860 Fairbanks Capital Management Rancho Santa Fe, California	$152M	+$7.26M	+5%	6.09%	93.3%	54
5861	CF 5861 Concorde Financial Dallas, Texas	$152M	+$42.3M	+38%	2.12%	64.4%	41
5862	RMSCM 5862 R.M. Sincerbeaux Capital Management New York	$152M	-$5.23M	-3%	2.66%	78.8%	40
5863	BWM 5863 BlackDiamond Wealth Management New York	$152M	+$11.8M	+8%	2.83%	51%	162
5864	SIM 5864 SummerHaven Investment Management Stamford, Connecticut	$152M	-$7.64M	-5%	2.36%	98.9%	195
5865	WFA 5865 Wells Financial Advisors Framingham, Massachusetts	$152M	+$5.11M	+3%	1.99%	44.3%	84
5866	PTEAP 5866 Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland	$152M	+$35.9M	+31%	5.25%	–	13
5867	LFA 5867 Lauterbach Financial Advisors El Paso, Texas	$152M	-$507K	-0.3%	0.08%	58.1%	68
5868	EFIC 5868 Eliot Finkel Investment Counsel Beverly Hills, California	$152M	-$2.93M	-2%	2.02%	33.1%	30
5869	ONSWM 5869 Old North State Wealth Management Wilmington, North Carolina	$152M	-$1.34M	-0.9%	1.25%	55.8%	103
5870	DEM 5870 Disciplined Equity Management Neptune Beach, Florida	$152M	+$1.25M	+0.8%	0.36%	49.7%	64
5871	CCP 5871 Cassia Capital Partners Winston Salem, North Carolina	$152M	+$1.2M	+0.8%	1.11%	37.8%	62
5872	SI 5872 Stash Investments New York	$152M	+$11.9M	+8%	0.95%	–	5
5873	TCFP 5873 Treasure Coast Financial Planning Vero Beach, Florida	$152M	-$1.28M	-0.8%	0.17%	25.4%	35
5874	BMMM 5874 Boston Mountain Money Management Bentonville, Arkansas	$152M	+$5.57M	+4%	3.9%	–	64
5875	GPA 5875 Garrison Point Advisors Walnut Creek, California	$152M	-$4.03M	-3%	3.47%	74%	152