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
1801	CI 1801 CX Institutional Auburn, Indiana	$619M	-$11.3M	-2%	1.6%	44.8%	1,000
1802	SOAMC 1802 Spirit of America Management Corp Syosset, New York	$618M	-$47.5M	-7%	0.67%	78.4%	244
1803	CC 1803 Cadinha & Co Honolulu, Hawaii	$618M	+$64.9M	+12%	3.32%	126%	122
1804	ECM 1804 Everence Capital Management Goshen, Indiana	$617M	+$12.2M	+2%	2.49%	82.7%	677
1805	DBT 1805 Dubuque Bank & Trust Dubuque, Iowa	$617M	-$2.7M	-0.4%	2.13%	24%	182
1806	VAS 1806 Vestmark Advisory Solutions Wakefield, Massachusetts	$617M	+$32.4M	+6%	1.77%	63.5%	591
1807	JC 1807 Jacobs & Co San Francisco, California	$617M	-$2.92M	-0.5%	2.62%	71.6%	139
1808	ALAM 1808 Asahi Life Asset Management Tokyo, Japan	$616M	+$116M	+23%	1.63%	101%	291
1809	AOWM 1809 Alpha Omega Wealth Management Richmond, Virginia	$616M	+$381M	+162%	6.81%	49.2%	666
1810	RWM 1810 Ritholtz Wealth Management New York	$616M	+$30.3M	+5%	0.36%	75.7%	140
1811	AEPI 1811 AH Equity Partners III Menlo Park, California	$616M	-$376M	-38%	37.3%	41.9%	3
1812	WSCM 1812 Wellington Shields Capital Management New York	$615M	+$11.1M	+2%	1.36%	55.7%	296
1813	MA 1813 MCF Advisors Covington, Kentucky	$614M	+$9.61M	+2%	0.7%	41.1%	475
1814	AAA 1814 Adams Asset Advisors Dallas, Texas	$614M	-$33.6M	-5%	6.09%	26.3%	111
1815	CFIA 1815 Cantor Fitzgerald Investment Advisors New York	$614M	-$25.6M	-4%	0.28%	–	58
1816	AT 1816 Arden Trust Wilmington, Delaware	$613M	+$21.4M	+4%	1.25%	22.5%	383
1817	CCMD 1817 Cypress Capital Management (Delaware) Greenville, Delaware	$612M	+$36M	+6%	1.55%	25.6%	172
1818	WTB 1818 Washington Trust Bank Spokane, Washington	$611M	-$3.75M	-0.6%	1.25%	72.4%	198
1819	LWMT 1819 Legacy Wealth Management (Tennessee) Memphis, Tennessee	$611M	+$56.2M	+10%	0.29%	40.1%	12
1820	BFS 1820 Baskin Financial Services Toronto, Ontario, Canada	$611M	+$24M	+4%	2.52%	86.7%	46
1821	PS 1821 Presima Securities Montreal, Quebec, Canada	$610M	-$18.1M	-3%	4.64%	0.54%	37
1822	CIA 1822 CCM Investment Advisers Columbia, South Carolina	$609M	+$14.5M	+2%	3.52%	115%	73
1823	BWFA 1823 Baltimore-Washington Financial Advisors Columbia, Maryland	$609M	+$14.7M	+2%	0.56%	87.1%	109
1824	GC 1824 Gratus Capital Atlanta, Georgia	$608M	+$634K	+0.1%	2.76%	50.9%	179
1825	GRP 1825 Global Retirement Partners San Rafael, California	$608M	+$86.1M	+16%	1.09%	–	1,750