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 27.63% 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 42.73% 1-Year Est. Return

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

#	Name	AUM	AUM Growth	AUM Growth %	Holdings
2001	AC 2001 AltraVue Capital Bellevue, Washington	$714M	+$45.5M	+7%	32
2002	FDCC 2002 Foster Dykema Cabot & Co Waltham, Massachusetts	$714M	-$82.3M	-10%	106
2003	UBV 2003 United Bank (Virginia) Vienna, Virginia	$714M	+$63.9M	+10%	170
2004	JVBC 2004 J.V. Bruni & Co Colorado Springs, Colorado	$713M	+$76M	+12%	33
2005	LRPA 2005 L. Roy Papp & Associates Phoenix, Arizona	$713M	+$51.3M	+8%	170
2006	NP 2006 Ninepoint Partners Toronto, Ontario, Canada	$712M	+$117M	+20%	97
2007	CAM 2007 Cozad Asset Management Champaign, Illinois	$712M	+$95.1M	+15%	386
2008	CWM 2008 Curi Wealth Management Raleigh, North Carolina	$711M	+$110M	+18%	211
2009	HMH 2009 Hackensack Meridian Health Edison, New Jersey	$711M	-$20.7M	-3%	13
2010	JAFL 2010 Jay A. Fishman Ltd Troy, Michigan	$711M	+$19.5M	+3%	97
2011	TWM 2011 Tradition Wealth Management Edina, Minnesota	$708M	+$42.8M	+6%	1,245
2012	CT 2012 Caldwell Trust Venice, Florida	$707M	+$33.8M	+5%	752
2013	AIM 2013 Aigen Investment Management New York	$707M	+$10M	+1%	842
2014	GG 2014 Greenwood Gearhart Fayetteville, Arkansas	$706M	+$75.8M	+12%	103
2015	AH 2015 Allen Holding New York	$705M	+$68.6M	+11%	16
2016	TSS 2016 Two Sigma Securities New York	$704M	+$3.25M	+0.5%	2,234
2017	KL 2017 KWMG LLC Overland Park, Kansas	$704M	+$53.9M	+8%	144
2018	LNWTC 2018 Laird Norton Wetherby Trust Company Seattle, Washington	$704M	+$264M	+60%	119
2019	SGCA 2019 Steel Grove Capital Advisors Memphis, Tennessee	$704M	+$141M	+25%	187
2020	BBCM 2020 Broad Bay Capital Management New York	$704M	+$136M	+24%	19
2021	MPMG 2021 Minneapolis Portfolio Management Group Wayzata, Minnesota	$702M	+$103M	+17%	30
2022	TFA 2022 Transamerica Financial Advisors St. Petersburg, Florida	$702M	+$23.9M	+4%	720
2023	SP 2023 Stairway Partners Chicago, Illinois	$701M	+$85.1M	+14%	10
2024	1IA 2024 1834 Investment Advisors Milwaukee, Wisconsin	$700M	+$32.2M	+5%	209
2025	HWMA 2025 Heritage Wealth Management (Arizona) Phoenix, Arizona	$700M	+$389M	+125%	1,116