Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Warren Buffett Berkshire Hathaway 16.68% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 13.45% 1-Year Est. Return

Michael Burry Scion Asset Management 43.96% 1-Year Est. Return

Ray Dalio Bridgewater Associates 34.48% 1-Year Est. Return

Ken Griffin Citadel Advisors 30.7% 1-Year Est. Return

Ken Fisher Fisher Asset Management 32.61% 1-Year Est. Return

Cathie Wood ARK Investment Management 64.92% 1-Year Est. Return

Jim Simons Renaissance Technologies 45.56% 1-Year Est. Return

David Tepper Appaloosa LP 44.55% 1-Year Est. Return

#	Name	AUM	AUM Growth	AUM Growth %	Holdings
2001	MSR 2001 Main Street Research Lakeville, Connecticut	$533M	+$88.7M	+20%	99
2002	MFG 2002 Magnus Financial Group New York	$533M	+$13.9M	+3%	599
2003	SGCM 2003 Sand Grove Capital Management London, United Kingdom	$532M	-$406M	-43%	23
2004	BCM 2004 BTR Capital Management Oakland, California	$532M	-$4.54M	-0.8%	172
2005	IRF 2005 IBM Retirement Fund Armonk, New York	$532M	-$515K	-0.1%	437
2006	TI 2006 Trigran Investments Northbrook, Illinois	$529M	-$70.8M	-12%	19
2007	AFA 2007 American Financial Advisors Marietta, Georgia	$529M	+$16.3M	+3%	97
2008	BCM 2008 Bayesian Capital Management Brooklyn, New York	$529M	+$44.9M	+9%	776
2009	CFG 2009 CKW Financial Group Honolulu, Hawaii	$528M	+$32.8M	+7%	170
2010	BOPW 2010 Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$528M	+$27.5M	+5%	249
2011	BB 2011 Bell Bank Fargo, North Dakota	$527M	+$82.2M	+18%	168
2012	CB 2012 Community Bank Dewitt, New York	$527M	+$6.75M	+1%	454
2013	CP 2013 Centerbridge Partners New York	$527M	-$279M	-35%	12
2014	II 2014 INCA Investments Miami, Florida	$527M	-$39.8M	-7%	12
2015	PAS 2015 Professional Advisory Services Vero Beach, Florida	$526M	+$10.4M	+2%	68
2016	RWM 2016 RKL Wealth Management Lancaster, Pennsylvania	$526M	-$16.7M	-3%	131
2017	KGI 2017 Kopernik Global Investors Tampa, Florida	$525M	-$60M	-10%	29
2018	AWA 2018 Arete Wealth Advisors Chicago, Illinois	$523M	+$7.69M	+1%	444
2019	LFS 2019 Lutz Financial Services Omaha, Nebraska	$522M	+$10.7M	+2%	66
2020	CGA 2020 Crescent Grove Advisors Lake Forest, Illinois	$521M	-$9.27M	-2%	169
2021	BST 2021 Bath Savings Trust Bath, Maine	$521M	+$18.1M	+4%	136
2022	RBCM 2022 Raub Brock Capital Management Larkspur, California	$520M	+$31.1M	+6%	58
2023	JMFC 2023 J.M. Forbes & Co Boston, Massachusetts	$520M	+$1.8M	+0.3%	107
2024	CIC 2024 Cutler Investment Counsel Jacksonville, Oregon	$519M	-$1.04M	-0.2%	98
2025	AI 2025 Accredited Investors Edina, Minnesota	$519M	+$8.29M	+2%	141