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

Warren Buffett Berkshire Hathaway 16.68% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 13.45% 1-Year Est. Return

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

Ray Dalio Bridgewater Associates 34.48% 1-Year Est. Return

Ken Griffin Citadel Advisors 30.7% 1-Year Est. Return

Ken Fisher Fisher Asset Management 32.61% 1-Year Est. Return

Cathie Wood ARK Investment Management 64.92% 1-Year Est. Return

Jim Simons Renaissance Technologies 45.56% 1-Year Est. Return

David Tepper Appaloosa LP 44.55% 1-Year Est. Return

#	Name	AUM	AUM Growth	AUM Growth %	Holdings
2001	MIA 2001 MMBG Investment Advisors Miami, Florida	$824M	+$34.4M	+4%	165
2002	CA 2002 Callahan Advisors Houston, Texas	$823M	+$48.7M	+6%	142
2003	OAM 2003 Oberweis Asset Management Lisle, Illinois	$823M	+$178M	+28%	206
2004	CA 2004 CapWealth Advisors Franklin, Tennessee	$820M	+$18.2M	+2%	104
2005	MC 2005 Montag & Caldwell Atlanta, Georgia	$820M	+$75.2M	+10%	87
2006	HI 2006 Helikon Investments London, United Kingdom	$819M	+$71.3M	+10%	16
2007	RI 2007 Redwood Investments Boston, Massachusetts	$819M	+$36.4M	+5%	128
2008	WSCM 2008 Wellington Shields Capital Management New York	$819M	-$12.2M	-1%	331
2009	SCM 2009 Sandler Capital Management New York	$817M	+$209M	+34%	127
2010	PIMJS 2010 PKO Investment Management Joint-Stock Warsaw, Poland	$816M	+$58.1M	+8%	151
2011	VV 2011 Verity & Verity Beaufort, South Carolina	$815M	+$32M	+4%	121
2012	CPA 2012 Cardiff Park Advisors Carlsbad, California	$814M	+$54.2M	+7%	328
2013	FG 2013 Fiduciary Group Savannah, Georgia	$814M	+$44.8M	+6%	245
2014	UBV 2014 United Bank (Virginia) Vienna, Virginia	$813M	+$30.7M	+4%	166
2015	AI 2015 Aperture Investors New York	$813M	+$102M	+14%	89
2016	SAM 2016 Sawgrass Asset Management Ponte Vedra Beach, Florida	$812M	+$42.5M	+6%	196
2017	TA 2017 Tectonic Advisors Frisco, Texas	$812M	+$80.9M	+11%	249
2018	ORI 2018 Oak Ridge Investments Chicago, Illinois	$811M	+$72.1M	+10%	155
2019	FBFS 2019 First Business Financial Services Madison, Wisconsin	$811M	+$13.9M	+2%	180
2020	SW 2020 SoFi Wealth San Francisco, California	$810M	+$67.9M	+9%	11
2021	HH 2021 Hilltop Holdings Dallas, Texas	$810M	+$71.7M	+10%	614
2022	HP 2022 Harvey Partners Tarrytown, New York	$809M	+$17.2M	+2%	44
2023	KL 2023 KWMG LLC Overland Park, Kansas	$808M	+$66.7M	+9%	140
2024	CCA 2024 Castle Creek Arbitrage Avon, Colorado	$806M	-$102M	-11%	488
2025	FWM 2025 FFT Wealth Management Philadelphia, Pennsylvania	$805M	-$581K	-0.1%	143