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

Warren Buffett Berkshire Hathaway 13.76% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 24.65% 1-Year Est. Return

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

Ray Dalio Bridgewater Associates 31.63% 1-Year Est. Return

Ken Griffin Citadel Advisors 27.65% 1-Year Est. Return

Ken Fisher Fisher Asset Management 28.33% 1-Year Est. Return

Cathie Wood ARK Investment Management 59.91% 1-Year Est. Return

Jim Simons Renaissance Technologies 42.74% 1-Year Est. Return

David Tepper Appaloosa LP 58.13% 1-Year Est. Return

#	Name	AUM	AUM Growth	AUM Growth %	Holdings
2001	CT 2001 Caldwell Trust Venice, Florida	$673M	-$53.2M	-7%	745
2002	WC 2002 Woodstock Corp Boston, Massachusetts	$672M	-$48.3M	-7%	167
2003	SC 2003 Sasco Capital Fairfield, Connecticut	$672M	-$58.3M	-8%	50
2004	CTC 2004 Chai Trust Company Chicago, Illinois	$672M	-$73.7M	-10%	25
2005	VS 2005 VK Services Menlo Park, California	$671M	+$511K	+0.1%	11
2006	HP 2006 Harvey Partners Tarrytown, New York	$671M	+$218M	+48%	39
2007	CAM 2007 Carret Asset Management New York	$670M	-$50.7M	-7%	279
2008	CCP 2008 Clough Capital Partners Boston, Massachusetts	$670M	-$103M	-13%	107
2009	AC 2009 AltraVue Capital Bellevue, Washington	$669M	-$11.4M	-2%	34
2010	1IA 2010 1834 Investment Advisors Milwaukee, Wisconsin	$668M	-$41.9M	-6%	481
2011	SL 2011 Salomon & Ludwin Richmond, Virginia	$667M	+$20.6M	+3%	145
2012	TWM 2012 Tradition Wealth Management Edina, Minnesota	$666M	-$22.8M	-3%	1,237
2013	FFW 2013 Fusion Family Wealth Woodbury, New York	$665M	-$32.7M	-5%	42
2014	ACGDR 2014 Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$665M	+$6.86M	+1%	26
2015	SIA 2015 Soltis Investment Advisors St. George, Utah	$665M	-$23.9M	-3%	254
2016	OFG 2016 Oxford Financial Group Carmel, Indiana	$665M	-$13.4M	-2%	277
2017	DG 2017 DigitalBridge Group Boca Raton, Florida	$664M	-$34.1M	-5%	60
2018	LG 2018 Leuthold Group Minneapolis, Minnesota	$664M	-$40.7M	-6%	201
2019	PVI 2019 Pura Vida Investments New York	$663M	+$34.3M	+5%	224
2020	ZF 2020 Zhang Financial Portage, Michigan	$663M	+$40.2M	+6%	230
2021	SIM 2021 Sandia Investment Management Boston, Massachusetts	$663M	-$62M	-9%	364
2022	TWM 2022 Tanglewood Wealth Management Houston, Texas	$662M	-$78.9M	-11%	32
2023	LOM 2023 LTS One Management New York	$662M	-$127M	-16%	5
2024	MG 2024 Magnolia Group Omaha, Nebraska	$662M	-$16.1M	-2%	11
2025	LRPA 2025 L. Roy Papp & Associates Phoenix, Arizona	$661M	-$28.4M	-4%	171