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	CF 2001 CNA Financial Chicago, Illinois	$372M	-$2.44M	-0.7%	1.78%	79.4%	198
2002	AHC 2002 Adell Harriman & Carpenter Houston, Texas	$372M	-$523K	-0.1%	1.55%	126%	141
2003	MWM 2003 Mission Wealth Management Santa Barbara, California	$371M	+$16.2M	+5%	0.13%	64.1%	172
2004	SFM 2004 Sphera Funds Management Tel Aviv, Israel	$371M	-$183M	-33%	12.1%	99.3%	138
2005	DTL 2005 Dynamic Technology Lab Singapore	$371M	+$39.3M	+12%	0.72%	24.8%	1,409
2006	OIM 2006 Oceanic Investment Management Douglas, Isle Of Man	$371M	-$176M	-32%	5.05%	46.5%	39
2007	HTHT 2007 Hemenway Trust Hemenway Trust Salem, New Hampshire	$370M	-$8.45M	-2%	3.21%	67.1%	207
2008	YIA 2008 YHB Investment Advisors West Hartford, Connecticut	$370M	-$70.7M	-16%	1.52%	76.9%	166
2009	SM 2009 Scoggin Management New York	$370M	-$26.7M	-7%	2.47%	55.5%	58
2010	RIA 2010 Regal Investment Advisors Kentwood, Michigan	$369M	-$16.4M	-4%	2.27%	50.9%	295
2011	PTC 2011 Private Trust Company Cleveland, Ohio	$369M	+$18.1M	+5%	2.23%	61.8%	334
2012	TI 2012 Turner Investments Berwyn, Pennsylvania	$369M	-$114M	-24%	0.63%	6.32%	302
2013	ACM 2013 Ativo Capital Management Chicago, Illinois	$369M	-$30.6M	-8%	1.26%	54.8%	212
2014	AAIM 2014 American Assets Investment Management San Diego, California	$368M	+$6.39M	+2%	0.75%	316%	131
2015	GX 2015 Greylock XIII Menlo Park, California	$368M	-$54.6M	-13%	12.1%	–	3
2016	CL 2016 Chubb Ltd Zurich, Switzerland	$367M	–	–	7.03%	75.9%	36
2017	FBFS 2017 First Business Financial Services Madison, Wisconsin	$367M	+$32.6M	+10%	0.55%	56.9%	80
2018	KPF 2018 K2 Principal Fund Toronto, Ontario, Canada	$366M	-$13.5M	-4%	2.01%	37.6%	251
2019	KLC 2019 Knowledge Leaders Capital Denver, Colorado	$366M	+$76.3M	+26%	4.2%	51.6%	39
2020	BCMO 2020 Buckingham Capital Management (Ohio) Dayton, Ohio	$366M	+$8.79M	+2%	1.42%	26.3%	167
2021	ASN 2021 Advisory Services Network Atlanta, Georgia	$366M	+$55.2M	+18%	2.34%	75.4%	1,921
2022	CA 2022 Callahan Advisors Houston, Texas	$365M	+$14.2M	+4%	3.23%	75.1%	123
2023	BIM 2023 Barton Investment Management West Conshohocken, Pennsylvania	$365M	+$59.7M	+20%	4.85%	218%	107
2024	ECM 2024 EII Capital Management New York	$364M	-$32.5M	-8%	2.28%	47%	132
2025	AP 2025 Archon Partners Princeton Junction, New Jersey	$363M	-$7.06M	-2%	1.04%	105%	59