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	CA 2001 Callahan Advisors Houston, Texas	$381M	+$15.9M	+4%	2.61%	75.1%	120
2002	TNB 2002 Thomasville National Bank Thomasville, Georgia	$380M	+$48.6M	+15%	3.27%	79.9%	160
2003	CWM 2003 Cabot Wealth Management Salem, Massachusetts	$380M	+$20.4M	+6%	2.95%	70.4%	149
2004	AAM 2004 AO Asset Management New York	$380M	+$1.31M	+0.3%	6.78%	127%	33
2005	TI 2005 Trigran Investments Northbrook, Illinois	$380M	+$52M	+16%	13.7%	2.04%	21
2006	PCM 2006 Perritt Capital Management Chicago, Illinois	$379M	-$23.1M	-6%	4.17%	70.8%	242
2007	IL 2007 Investure LLC Charlottesville, Virginia	$379M	-$27.3M	-7%	6.58%	42.4%	10
2008	SCI 2008 SkyBridge Capital II New York	$378M	+$89.9M	+31%	1.52%	–	45
2009	BCMO 2009 Buckingham Capital Management (Ohio) Dayton, Ohio	$377M	+$10.5M	+3%	1.61%	26.3%	153
2010	MWM 2010 Mission Wealth Management Santa Barbara, California	$376M	+$5.05M	+1%	1.28%	64.1%	181
2011	PWM 2011 Perigon Wealth Management San Francisco, California	$376M	+$56.1M	+18%	2.05%	82.8%	498
2012	PDM 2012 Penn Davis McFarland Dallas, Texas	$376M	-$5.2M	-1%	1.27%	63.6%	37
2013	WA 2013 WFG Advisors Dallas, Texas	$375M	+$29.2M	+8%	6.4%	21.3%	1,812
2014	PFP 2014 Patriot Financial Partners Radnor, Pennsylvania	$375M	-$16M	-4%	3.94%	16.6%	17
2015	ZIG 2015 Zuckerman Investment Group Chicago, Illinois	$374M	+$1.22M	+0.3%	0.9%	126%	57
2016	FPCM 2016 Financial Partners Capital Management New York	$374M	-$29.4M	-7%	1.23%	34.2%	106
2017	PFM 2017 Phillips Financial Management Fort Wayne, Indiana	$374M	+$13.1M	+4%	2.25%	31.6%	63
2018	RIA 2018 RPG Investment Advisory Pleasanton, California	$373M	+$115M	+44%	2.84%	147%	122
2019	IFLIT 2019 Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$373M	-$8.94M	-2%	1.69%	45.8%	19
2020	BCM 2020 Bienville Capital Management New York	$373M	+$70.7M	+23%	9.38%	59.9%	126
2021	NCM 2021 Novare Capital Management Charlotte, North Carolina	$371M	+$14.9M	+4%	5.43%	69.1%	118
2022	JBFJ 2022 James B. Fleming Jr	$370M	-$82.6M	-18%	15.2%	–	1
2023	RC 2023 Rivulet Capital Summit, New Jersey	$370M	+$47.5M	+15%	1.97%	47.3%	12
2024	KA 2024 Kerrisdale Advisers Miami, Florida	$370M	-$216M	-37%	3.18%	41.3%	51
2025	DTL 2025 Dynamic Technology Lab Singapore	$370M	-$1.3M	-0.4%	0.45%	24.8%	1,408