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	OAM 2001 Oberweis Asset Management Lisle, Illinois	$823M	+$178M	+28%	206
2002	CA 2002 CapWealth Advisors Franklin, Tennessee	$820M	+$18.2M	+2%	104
2003	MC 2003 Montag & Caldwell Atlanta, Georgia	$820M	+$75.2M	+10%	87
2004	HI 2004 Helikon Investments London, United Kingdom	$819M	+$71.3M	+10%	16
2005	RI 2005 Redwood Investments Boston, Massachusetts	$819M	+$36.4M	+5%	128
2006	WSCM 2006 Wellington Shields Capital Management New York	$819M	-$12.2M	-1%	331
2007	SCM 2007 Sandler Capital Management New York	$817M	+$209M	+34%	127
2008	PIMJS 2008 PKO Investment Management Joint-Stock Warsaw, Poland	$816M	+$58.1M	+8%	151
2009	VV 2009 Verity & Verity Beaufort, South Carolina	$815M	+$32M	+4%	121
2010	CPA 2010 Cardiff Park Advisors Carlsbad, California	$814M	+$54.2M	+7%	328
2011	FG 2011 Fiduciary Group Savannah, Georgia	$814M	+$44.8M	+6%	245
2012	UBV 2012 United Bank (Virginia) Vienna, Virginia	$813M	+$30.7M	+4%	166
2013	AI 2013 Aperture Investors New York	$813M	+$102M	+14%	89
2014	SAM 2014 Sawgrass Asset Management Ponte Vedra Beach, Florida	$812M	+$42.5M	+6%	196
2015	TA 2015 Tectonic Advisors Frisco, Texas	$812M	+$80.9M	+11%	249
2016	ORI 2016 Oak Ridge Investments Chicago, Illinois	$811M	+$72.1M	+10%	155
2017	FBFS 2017 First Business Financial Services Madison, Wisconsin	$811M	+$13.9M	+2%	180
2018	SW 2018 SoFi Wealth San Francisco, California	$810M	+$67.9M	+9%	11
2019	HH 2019 Hilltop Holdings Dallas, Texas	$810M	+$71.7M	+10%	614
2020	HP 2020 Harvey Partners Tarrytown, New York	$809M	+$17.2M	+2%	44
2021	KL 2021 KWMG LLC Overland Park, Kansas	$808M	+$66.7M	+9%	140
2022	CCA 2022 Castle Creek Arbitrage Avon, Colorado	$806M	-$102M	-11%	488
2023	FWM 2023 FFT Wealth Management Philadelphia, Pennsylvania	$805M	-$581K	-0.1%	143
2024	PWMAG 2024 Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$804M	+$64M	+9%	353
2025	JMFC 2025 J.M. Forbes & Co Boston, Massachusetts	$804M	+$72.4M	+10%	128