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	CWM 2001 Campbell Wealth Management Alexandria, Virginia	$718M	+$26.5M	+4%	79
2002	CB 2002 Community Bank Dewitt, New York	$718M	+$62.8M	+10%	728
2003	UAS 2003 United Asset Strategies Garden City, New York	$717M	+$66.5M	+10%	241
2004	TA 2004 TA Associates Boston, Massachusetts	$717M	-$289M	-29%	2
2005	EF 2005 Empowered Funds Havertown, Pennsylvania	$717M	-$316M	-31%	496
2006	LGWM 2006 Litman Gregory Wealth Management Larkspur, California	$716M	+$90.5M	+14%	82
2007	EC 2007 Estate Counselors Thiensville, Wisconsin	$715M	+$68.7M	+11%	195
2008	JIR 2008 James Investment Research Alpha, Ohio	$715M	+$14.1M	+2%	619
2009	CPA 2009 Cardiff Park Advisors Carlsbad, California	$715M	+$77.2M	+12%	331
2010	APC 2010 Alta Park Capital San Francisco, California	$714M	+$219M	+44%	30
2011	AC 2011 AltraVue Capital Bellevue, Washington	$714M	+$45.5M	+7%	32
2012	FDCC 2012 Foster Dykema Cabot & Co Waltham, Massachusetts	$714M	-$82.3M	-10%	106
2013	UBV 2013 United Bank (Virginia) Vienna, Virginia	$714M	+$63.9M	+10%	170
2014	JVBC 2014 J.V. Bruni & Co Colorado Springs, Colorado	$713M	+$76M	+12%	33
2015	LRPA 2015 L. Roy Papp & Associates Phoenix, Arizona	$713M	+$51.3M	+8%	170
2016	NP 2016 Ninepoint Partners Toronto, Ontario, Canada	$712M	+$117M	+20%	97
2017	CAM 2017 Cozad Asset Management Champaign, Illinois	$712M	+$95.1M	+15%	386
2018	CWM 2018 Curi Wealth Management Raleigh, North Carolina	$711M	+$110M	+18%	211
2019	HMH 2019 Hackensack Meridian Health Edison, New Jersey	$711M	-$20.7M	-3%	13
2020	JAFL 2020 Jay A. Fishman Ltd Troy, Michigan	$711M	+$19.5M	+3%	97
2021	TWM 2021 Tradition Wealth Management Edina, Minnesota	$708M	+$42.8M	+6%	1,244
2022	CT 2022 Caldwell Trust Venice, Florida	$707M	+$33.8M	+5%	752
2023	AIM 2023 Aigen Investment Management New York	$707M	+$10M	+1%	842
2024	GG 2024 Greenwood Gearhart Fayetteville, Arkansas	$706M	+$75.8M	+12%	103
2025	AH 2025 Allen Holding New York	$705M	+$68.6M	+11%	16