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	MC 2001 Montag & Caldwell Atlanta, Georgia	$820M	+$75.2M	+10%	87
2002	HI 2002 Helikon Investments London, United Kingdom	$819M	+$71.3M	+10%	16
2003	RI 2003 Redwood Investments Boston, Massachusetts	$819M	+$36.4M	+5%	128
2004	WSCM 2004 Wellington Shields Capital Management New York	$819M	-$12.2M	-1%	331
2005	SCM 2005 Sandler Capital Management New York	$817M	+$209M	+34%	127
2006	PIMJS 2006 PKO Investment Management Joint-Stock Warsaw, Poland	$816M	+$58.1M	+8%	151
2007	VV 2007 Verity & Verity Beaufort, South Carolina	$815M	+$32M	+4%	121
2008	CPA 2008 Cardiff Park Advisors Carlsbad, California	$814M	+$54.2M	+7%	328
2009	FG 2009 Fiduciary Group Savannah, Georgia	$814M	+$44.8M	+6%	245
2010	UBV 2010 United Bank (Virginia) Vienna, Virginia	$813M	+$30.7M	+4%	166
2011	AI 2011 Aperture Investors New York	$813M	+$102M	+14%	89
2012	SAM 2012 Sawgrass Asset Management Ponte Vedra Beach, Florida	$812M	+$42.5M	+6%	196
2013	TA 2013 Tectonic Advisors Frisco, Texas	$812M	+$80.9M	+11%	249
2014	ORI 2014 Oak Ridge Investments Chicago, Illinois	$811M	+$72.1M	+10%	155
2015	FBFS 2015 First Business Financial Services Madison, Wisconsin	$811M	+$13.9M	+2%	180
2016	SW 2016 SoFi Wealth San Francisco, California	$810M	+$67.9M	+9%	11
2017	HH 2017 Hilltop Holdings Dallas, Texas	$810M	+$71.7M	+10%	614
2018	HP 2018 Harvey Partners Tarrytown, New York	$809M	+$17.2M	+2%	44
2019	KL 2019 KWMG LLC Overland Park, Kansas	$808M	+$66.7M	+9%	140
2020	CCA 2020 Castle Creek Arbitrage Avon, Colorado	$806M	-$102M	-11%	488
2021	FWM 2021 FFT Wealth Management Philadelphia, Pennsylvania	$805M	-$581K	-0.1%	143
2022	PWMAG 2022 Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$804M	+$64M	+9%	353
2023	JMFC 2023 J.M. Forbes & Co Boston, Massachusetts	$804M	+$72.4M	+10%	128
2024	AVLSA 2024 Atlas Venture Life Science Advisors Cambridge, Massachusetts	$804M	+$65M	+9%	16
2025	AAM 2025 ACK Asset Management Greenwich, Connecticut	$803M	+$148M	+23%	25