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	PA 2001 PFG Advisors Phoenix, Arizona	$773M	+$188M	+32%	3.88%	59.8%	466
2002	RCIM 2002 Red Cedar Investment Management Grand Rapids, Michigan	$773M	+$104M	+16%	6.98%	55.9%	94
2003	1IA 2003 1834 Investment Advisors Milwaukee, Wisconsin	$773M	+$22.7M	+3%	5.62%	46%	514
2004	KCMH 2004 Kontiki Capital Management (HK) Hong Kong	$773M	+$985K	+0.1%	6.34%	246%	5
2005	GIM 2005 Growth Interface Management Orlando, Florida	$773M	+$179M	+30%	3.43%	12%	14
2006	JJIJ 2006 Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey	$772M	-$3.34M	-0.4%	4.29%	–	17
2007	PCP 2007 Proficio Capital Partners Newton, Massachusetts	$772M	+$133M	+21%	3.81%	81.3%	285
2008	COF 2008 Capital One Financial Mclean, Virginia	$771M	+$20.6M	+3%	2.56%	–	203
2009	OAM 2009 Optimal Asset Management Los Altos, California	$771M	+$66M	+9%	6.36%	–	443
2010	ACL 2010 Azora Capital LP Miami, Florida	$771M	-$319M	-29%	15.1%	127%	64
2011	AACA 2011 American Assets Capital Advisers San Diego, California	$770M	+$61.1M	+9%	4.91%	47%	36
2012	KA 2012 Kovack Advisors Ft. Lauderdale, Florida	$769M	+$75M	+11%	4.78%	93%	691
2013	MG 2013 Magnolia Group Omaha, Nebraska	$769M	-$184M	-19%	15.1%	21.3%	11
2014	ROTUOC 2014 Regents of the University of California Oakland, California	$767M	+$74.8M	+11%	8.42%	76.8%	35
2015	MIM 2015 Marco Investment Management Atlanta, Georgia	$766M	+$69.7M	+10%	7.23%	87%	201
2016	RW 2016 RVW Wealth Los Angeles, California	$766M	+$84M	+12%	6.13%	48.1%	105
2017	CHAM 2017 Clear Harbor Asset Management Stamford, Connecticut	$765M	+$69M	+10%	7.45%	72%	376
2018	MYIA 2018 Mount Yale Investment Advisors Denver, Colorado	$765M	+$53M	+7%	6.16%	73.5%	459
2019	NC 2019 NewSquare Capital Newtown Square, Pennsylvania	$763M	+$48.8M	+7%	6.17%	46.4%	387
2020	WCM 2020 Wallace Capital Management Dallas, Texas	$763M	+$104M	+16%	10.3%	40.3%	70
2021	MCM 2021 Maltese Capital Management New York	$763M	+$121M	+19%	23.5%	49.9%	181
2022	TCM 2022 Tensile Capital Management Larkspur, California	$762M	-$90.1M	-11%	6.28%	107%	19
2023	SFG 2023 Sage Financial Group W. Conshohocken, Pennsylvania	$762M	+$33.1M	+5%	6.57%	51.5%	71
2024	CTA 2024 Colonial Trust Advisors Spartanburg, South Carolina	$761M	+$40.2M	+6%	5.43%	72.4%	181
2025	SF 2025 Summit Financial Parsippany, New Jersey	$758M	+$47.1M	+7%	6.15%	69.3%	57