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	BWA 2001 BDO Wealth Advisors Jacksonville, Florida	$711M	+$96.8M	+16%	14.5%	38.3%	1,030
2002	SFI 2002 SPC Financial Inc Rockville, Maryland	$711M	+$131M	+23%	15%	52.8%	163
2003	BWM 2003 BerganKDV Wealth Management Bloomington, Minnesota	$711M	+$78.8M	+12%	11.2%	27.9%	1,039
2004	HIC 2004 Harvey Investment Company Louisville, Kentucky	$710M	+$69.7M	+11%	11.9%	57.3%	92
2005	AACA 2005 American Assets Capital Advisers San Diego, California	$709M	+$88.6M	+14%	19.5%	47%	37
2006	CEI 2006 Clark Estates Inc New York	$709M	+$97.2M	+16%	28.7%	36%	117
2007	SP 2007 ShawSpring Partners Boston, Massachusetts	$708M	+$216M	+44%	38.5%	50.2%	5
2008	NAM 2008 North American Management Boston, Massachusetts	$707M	+$64.7M	+10%	13%	62%	111
2009	SC 2009 Sasco Capital Fairfield, Connecticut	$707M	+$125M	+22%	26.4%	15.5%	51
2010	MAM 2010 MPM Asset Management Boston, Massachusetts	$707M	+$170M	+32%	35%	14.1%	9
2011	QSS 2011 Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$706M	+$133M	+23%	22.7%	133%	803
2012	AWA 2012 Arete Wealth Advisors Chicago, Illinois	$706M	+$42.4M	+6%	13.1%	57.3%	458
2013	JIP 2013 Jaffetilchin Investment Partners Tampa, Florida	$705M	+$163M	+30%	12.8%	80.4%	300
2014	OAM 2014 Optimal Asset Management Los Altos, California	$705M	+$14.2M	+2%	13.3%	–	406
2015	CFIA 2015 Cantor Fitzgerald Investment Advisors New York	$704M	+$92.5M	+15%	9.82%	–	71
2016	NCM 2016 Narwhal Capital Management Marietta, Georgia	$704M	+$84.9M	+14%	11.3%	85.2%	160
2017	LWA 2017 Lenox Wealth Advisors New York	$703M	+$37.7M	+6%	13.4%	35.7%	718
2018	BWC 2018 Blue Whale Capital London, United Kingdom	$703M	+$185M	+36%	9.86%	215%	18
2019	BGIM 2019 Boussard & Gavaudan Investment Management London, United Kingdom	$702M	-$73.7M	-10%	12.6%	26.3%	87
2020	KC 2020 KCL Capital New York	$702M	+$79.7M	+13%	17.2%	110%	153
2021	CIC 2021 Cornercap Investment Counsel Atlanta, Georgia	$701M	-$5.4M	-0.8%	22.9%	45.9%	664
2022	AFA 2022 American Financial Advisors Marietta, Georgia	$701M	+$85.3M	+14%	13.7%	41%	125
2023	HT 2023 HighTower Trust Houston, Texas	$701M	+$65.6M	+10%	13.5%	90.4%	110
2024	JLBC 2024 J.L. Bainbridge & Co Sarasota, Florida	$699M	+$74.8M	+12%	17%	94.7%	85
2025	CWM 2025 Circle Wealth Management Summit, New Jersey	$698M	+$100M	+17%	14.9%	58.9%	226