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	MC 2001 Montag & Caldwell Atlanta, Georgia	$673M	-$15.7M	-2%	94
2002	CT 2002 Caldwell Trust Venice, Florida	$673M	-$53.2M	-7%	745
2003	WC 2003 Woodstock Corp Boston, Massachusetts	$672M	-$48.3M	-7%	167
2004	SC 2004 Sasco Capital Fairfield, Connecticut	$672M	-$58.3M	-8%	50
2005	CTC 2005 Chai Trust Company Chicago, Illinois	$672M	-$73.7M	-10%	25
2006	VS 2006 VK Services Menlo Park, California	$671M	+$511K	+0.1%	11
2007	HP 2007 Harvey Partners Tarrytown, New York	$671M	+$218M	+48%	39
2008	CAM 2008 Carret Asset Management New York	$670M	-$50.7M	-7%	279
2009	CCP 2009 Clough Capital Partners Boston, Massachusetts	$670M	-$103M	-13%	107
2010	AC 2010 AltraVue Capital Bellevue, Washington	$669M	-$11.4M	-2%	34
2011	1IA 2011 1834 Investment Advisors Milwaukee, Wisconsin	$668M	-$41.9M	-6%	481
2012	SL 2012 Salomon & Ludwin Richmond, Virginia	$667M	+$20.6M	+3%	145
2013	TWM 2013 Tradition Wealth Management Edina, Minnesota	$666M	-$22.8M	-3%	1,237
2014	FFW 2014 Fusion Family Wealth Woodbury, New York	$665M	-$32.7M	-5%	42
2015	ACGDR 2015 Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$665M	+$6.86M	+1%	26
2016	SIA 2016 Soltis Investment Advisors St. George, Utah	$665M	-$23.9M	-3%	254
2017	OFG 2017 Oxford Financial Group Carmel, Indiana	$665M	-$13.4M	-2%	277
2018	DG 2018 DigitalBridge Group Boca Raton, Florida	$664M	-$34.1M	-5%	60
2019	LG 2019 Leuthold Group Minneapolis, Minnesota	$664M	-$40.7M	-6%	201
2020	PVI 2020 Pura Vida Investments New York	$663M	+$34.3M	+5%	224
2021	ZF 2021 Zhang Financial Portage, Michigan	$663M	+$40.2M	+6%	230
2022	SIM 2022 Sandia Investment Management Boston, Massachusetts	$663M	-$62M	-9%	364
2023	TWM 2023 Tanglewood Wealth Management Houston, Texas	$662M	-$78.9M	-11%	32
2024	LOM 2024 LTS One Management New York	$662M	-$127M	-16%	5
2025	MG 2025 Magnolia Group Omaha, Nebraska	$662M	-$16.1M	-2%	11