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

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#	Name	AUM	AUM Growth	AUM Growth %	Quarter Return	3 Year Return	Holdings
2001	COLIM 2001 City of London Investment Management London, United Kingdom	$1.08B	+$141M	+15%	14.9%	27.5%	94
2002	AWA 2002 Amplius Wealth Advisors Blue Bell, Pennsylvania	$1.08B	+$114M	+12%	7.86%	47.9%	209
2003	MGWM 2003 Marks Group Wealth Management Minnetonka, Minnesota	$1.08B	+$35.9M	+3%	6.16%	69.3%	321
2004	MA 2004 MONECO Advisors Fairfield, Connecticut	$1.07B	+$109M	+11%	7.38%	56.6%	487
2005	NPIC 2005 Neumeier Poma Investment Counsel Carmel, California	$1.07B	+$144M	+15%	26.2%	162%	47
2006	GIG 2006 Goodnow Investment Group Darien, Connecticut	$1.07B	+$146M	+16%	23.6%	236%	27
2007	ABI 2007 Abrams Bison Investments Bethesda, Maryland	$1.07B	+$154M	+17%	18.4%	104%	9
2008	PIS 2008 PPSC Investment Service Tokyo, Japan	$1.07B	+$198M	+23%	18.2%	–	7
2009	TCBWMS 2009 Texas Capital Bank Wealth Management Services Dallas, Texas	$1.07B	+$81.2M	+8%	13.1%	74%	229
2010	IHAM 2010 Integral Health Asset Management New York	$1.07B	+$168M	+19%	11.3%	328%	98
2011	ACA 2011 Abdiel Capital Advisors New York	$1.07B	+$99.8M	+10%	6.64%	109%	8
2012	SW 2012 SlateStone Wealth Jupiter, Florida	$1.07B	+$73.3M	+7%	8.63%	69.1%	302
2013	PCA 2013 Prosperity Capital Advisors Westlake, Ohio	$1.07B	-$196M	-16%	11%	–	389
2014	GGI 2014 Godsey & Gibb Inc Richmond, Virginia	$1.07B	+$51.3M	+5%	9.5%	56.2%	407
2015	PAG 2015 Private Advisory Group Redmond, Washington	$1.07B	+$193M	+22%	22.7%	139%	248
2016	SGDR 2016 SPX Gestao de Recursos Rio De Janeiro, Brazil	$1.07B	+$295M	+38%	19%	65.9%	163
2017	NWM 2017 Nicola Wealth Management Vancouver, British Columbia, Canada	$1.07B	+$41.4M	+4%	14.6%	51.9%	120
2018	TFA 2018 Transamerica Financial Advisors St. Petersburg, Florida	$1.07B	+$85.1M	+9%	11.3%	50.1%	594
2019	TLIC 2019 Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan	$1.07B	-$50.8M	-5%	13.1%	72.1%	11
2020	KL 2020 KWMG LLC Overland Park, Kansas	$1.06B	+$82.1M	+8%	8.37%	43.5%	150
2021	DSAM 2021 Dock Street Asset Management Palm Beach, Florida	$1.06B	+$217M	+26%	30.1%	227%	59
2022	AS 2022 American Securities New York	$1.06B	+$264M	+33%	29.7%	–	1
2023	C 2023 Certuity North Palm Beach, Florida	$1.06B	+$110M	+12%	14.1%	94.1%	459
2024	CUAMC 2024 China Universal Asset Management Company Shanghai, China	$1.06B	-$12.1M	-1%	18%	205%	501
2025	FG 2025 Fiduciary Group Savannah, Georgia	$1.06B	+$64.5M	+6%	7.42%	57.5%	287