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
5926	SFC 5926 Swisher Financial Concepts Westerville, Ohio	$159M	+$60M	+61%	7.74%	–	92
5927	VAF 5927 Values Added Financial Washington, District of Columbia	$159M	+$19.9M	+14%	6.14%	–	108
5928	MWM 5928 Massachusetts Wealth Management North Andover, Massachusetts	$159M	+$9.63M	+6%	6.54%	–	97
5929	MAG 5929 Mayfair Advisory Group Birmingham, Alabama	$159M	+$10.9M	+7%	6.43%	51.1%	165
5930	FAG 5930 Fortitude Advisory Group Gig Harbor, Washington	$159M	-$8.8M	-5%	5.16%	104%	216
5931	BCM 5931 Bancreek Capital Management Santa Monica, California	$158M	+$30.4M	+24%	11.5%	38.3%	22
5932	PWMG 5932 Pinnacle Wealth Management Group Plymouth, Michigan	$158M	+$10.7M	+7%	6.05%	43.2%	121
5933	DEM 5933 Disciplined Equity Management Neptune Beach, Florida	$158M	+$6.65M	+4%	7.61%	49.7%	63
5934	PTCG 5934 Pring Turner Capital Group Alamo, California	$158M	+$15.2M	+11%	9.41%	64.9%	72
5935	PCM 5935 Palouse Capital Management Spokane, Washington	$158M	+$9.35M	+6%	7.95%	33.9%	126
5936	NC 5936 Nipun Capital Foster City, California	$158M	+$18.1M	+13%	10.5%	–	8
5937	NCMW 5937 Northern Capital Management (Washington) Spokane, Washington	$158M	+$8.43M	+6%	4.95%	66.4%	42
5938	SCM 5938 Stonepine Capital Management Bend, Oregon	$158M	+$48.6M	+44%	31.9%	160%	41
5939	SFG 5939 Sowa Financial Group Lincoln, Rhode Island	$158M	+$26.1M	+20%	7.56%	52.5%	32
5940	GWCM 5940 Godshalk Welsh Capital Management Radnor, Pennsylvania	$158M	+$8.24M	+5%	7.45%	54.9%	127
5941	PC 5941 Periscope Capital Toronto, Ontario, Canada	$158M	-$117M	-42%	0.94%	26.3%	365
5942	SSG 5942 Summit Securities Group New York	$158M	-$104M	-40%	1.99%	33.4%	826
5943	DWA 5943 Delap Wealth Advisory Lake Oswego, Oregon	$158M	-$59.1M	-27%	5.93%	–	124
5944	CRC 5944 Catawba River Capital Lake Wylie, South Carolina	$158M	-$7.14M	-4%	8.4%	68%	20
5945	MPWS 5945 McCarter Private Wealth Services Boston, Massachusetts	$158M	–	–	3.92%	–	102
5946	IFPL 5946 Investments & Financial Planning LLC Lexington, Kentucky	$158M	+$8.96M	+6%	6.38%	–	34
5947	KWAG 5947 Kiely Wealth Advisory Group Kernersville, North Carolina	$158M	-$23.7M	-13%	4.4%	–	315
5948	OCA 5948 Otter Creek Advisors Palm Beach Gardens, Florida	$158M	+$3.58M	+2%	14.8%	117%	40
5949	WDC 5949 Woodward Diversified Capital Bakersfield, California	$158M	-$12.9M	-8%	6.9%	72.7%	166
5950	AWA 5950 Archvest Wealth Advisors Concord, California	$158M	+$6.68M	+4%	5.92%	31.4%	78