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	COI 2001 Connable Office Inc Kalamazoo, Michigan	$544M	+$28.9M	+6%	2.89%	52.2%	196
2002	KFA 2002 Kays Financial Advisory Atlanta, Georgia	$544M	+$28.8M	+6%	3.15%	23.2%	110
2003	CNBT 2003 Canandaigua National Bank & Trust Canandaigua, New York	$543M	+$21.2M	+4%	4.38%	–	306
2004	RWM 2004 RKL Wealth Management Lancaster, Pennsylvania	$542M	+$31.7M	+6%	3.49%	53%	132
2005	CCI 2005 Cevian Capital II St. Helier, Jersey	$542M	-$9.3M	-2%	9.28%	84%	2
2006	NIA 2006 Northstar Investment Advisors Denver, Colorado	$542M	+$2.85M	+0.5%	4.05%	85.7%	131
2007	MYIA 2007 Mount Yale Investment Advisors Denver, Colorado	$542M	+$7.91M	+1%	4.11%	73.5%	334
2008	JMH 2008 J.M. Hartwell New York	$541M	-$8.28M	-2%	4.57%	73.3%	86
2009	ASP 2009 Adams Street Partners Chicago, Illinois	$539M	+$22.8M	+4%	4.19%	263%	21
2010	JAM 2010 Jacobs Asset Management New York	$539M	+$33.9M	+7%	5.18%	42.4%	67
2011	KA 2011 Klingman & Associates New York	$538M	+$25.3M	+5%	2.28%	45.3%	122
2012	BCM 2012 BTR Capital Management Oakland, California	$536M	+$16.1M	+3%	5.04%	35.1%	181
2013	FGP 2013 Foyston, Gordon, & Payne Toronto, Ontario, Canada	$536M	+$12.7M	+2%	3.56%	78.3%	62
2014	AHC 2014 Adell Harriman & Carpenter Houston, Texas	$535M	+$21.2M	+4%	4.06%	126%	144
2015	BCM 2015 Beryl Capital Management Redondo Beach, California	$535M	-$1.28M	-0.2%	17.6%	2,587%	39
2016	JAFL 2016 Jay A. Fishman Ltd Troy, Michigan	$535M	-$1.06M	-0.2%	4.09%	102%	88
2017	FWP 2017 FAS Wealth Partners Leawood, Kansas	$534M	+$21.8M	+4%	2.76%	54.7%	196
2018	C 2018 Chescapmanager Baltimore, Maryland	$534M	-$15.3M	-3%	1.45%	99.3%	46
2019	F 2019 F3Logic Burnsville, Minnesota	$533M	+$71.8M	+16%	2.99%	11.9%	231
2020	SFP 2020 Shepherd Financial Partners Winchester, Massachusetts	$532M	+$16.3M	+3%	3.76%	59.8%	129
2021	DCM 2021 Decatur Capital Management Decatur, Georgia	$532M	+$14.9M	+3%	6.21%	151%	62
2022	IRF 2022 IBM Retirement Fund Armonk, New York	$532M	+$23.3M	+5%	3.94%	54.5%	438
2023	GIA 2023 Granite Investment Advisors Concord, New Hampshire	$532M	+$11.8M	+2%	3.67%	55.6%	169
2024	OIM 2024 Opus Investment Management Worcester, Massachusetts	$531M	+$25.6M	+5%	2.18%	31.9%	94
2025	QSS 2025 Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$531M	+$127M	+31%	5.92%	133%	617