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

Warren Buffett Berkshire Hathaway 11.78% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 23.66% 1-Year Est. Return

Michael Burry Scion Asset Management 19.72% 1-Year Est. Return

Ray Dalio Bridgewater Associates 29.73% 1-Year Est. Return

Ken Griffin Citadel Advisors 4.72% 1-Year Est. Return

Ken Fisher Fisher Asset Management 24.78% 1-Year Est. Return

Cathie Wood ARK Investment Management 114.45% 1-Year Est. Return

Jim Simons Renaissance Technologies 50.56% 1-Year Est. Return

David Tepper Appaloosa LP 37.21% 1-Year Est. Return

#	Name	AUM	AUM Growth	AUM Growth %	Holdings
2001	FDCC 2001 Foster Dykema Cabot & Co Waltham, Massachusetts	$713M	+$104M	+17%	100
2002	TAM 2002 Third Avenue Management New York	$713M	-$6.73M	-0.9%	67
2003	ITP 2003 Iron Triangle Partners Cos Cob, Connecticut	$713M	+$265M	+59%	35
2004	TA 2004 Teton Advisors Rye, New York	$712M	+$130M	+22%	404
2005	MYIA 2005 Mount Yale Investment Advisors Denver, Colorado	$712M	+$89M	+14%	429
2006	SF 2006 Summit Financial Parsippany, New Jersey	$711M	+$107M	+18%	53
2007	SWM 2007 SeaCrest Wealth Management Purchase, New York	$711M	+$87.2M	+14%	666
2008	BWA 2008 BDO Wealth Advisors Jacksonville, Florida	$711M	+$96.8M	+16%	1,030
2009	SFI 2009 SPC Financial Inc Rockville, Maryland	$711M	+$131M	+23%	163
2010	BWM 2010 BerganKDV Wealth Management Bloomington, Minnesota	$711M	+$78.8M	+12%	1,039
2011	HIC 2011 Harvey Investment Company Louisville, Kentucky	$710M	+$69.7M	+11%	92
2012	AACA 2012 American Assets Capital Advisers San Diego, California	$709M	+$88.6M	+14%	37
2013	CEI 2013 Clark Estates Inc New York	$709M	+$97.2M	+16%	117
2014	SP 2014 ShawSpring Partners Boston, Massachusetts	$708M	+$216M	+44%	5
2015	NAM 2015 North American Management Boston, Massachusetts	$707M	+$64.7M	+10%	111
2016	SC 2016 Sasco Capital Fairfield, Connecticut	$707M	+$125M	+22%	51
2017	MAM 2017 MPM Asset Management Boston, Massachusetts	$707M	+$170M	+32%	9
2018	QSS 2018 Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$706M	+$133M	+23%	803
2019	AWA 2019 Arete Wealth Advisors Chicago, Illinois	$706M	+$42.4M	+6%	458
2020	JIP 2020 Jaffetilchin Investment Partners Tampa, Florida	$705M	+$163M	+30%	300
2021	OAM 2021 Optimal Asset Management Los Altos, California	$705M	+$14.2M	+2%	406
2022	CFIA 2022 Cantor Fitzgerald Investment Advisors New York	$704M	+$92.5M	+15%	71
2023	NCM 2023 Narwhal Capital Management Marietta, Georgia	$704M	+$84.9M	+14%	160
2024	LWA 2024 Lenox Wealth Advisors New York	$703M	+$37.7M	+6%	718
2025	BWC 2025 Blue Whale Capital London, United Kingdom	$703M	+$185M	+36%	18