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

Warren Buffett Berkshire Hathaway

Bill Ackman Pershing Square Capital Management

Michael Burry Scion Asset Management

Ray Dalio Bridgewater Associates

Ken Griffin Citadel Advisors

Ken Fisher Fisher Asset Management

Cathie Wood ARK Investment Management

Jim Simons Renaissance Technologies

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#	Name	AUM	AUM Growth	AUM Growth %	Quarter Return	3 Year Return	Holdings
2001	RIM 2001 Redwood Investment Management Scottsdale, Arizona	$1.03B	-$101M	-9%	0.96%	50.3%	390
2002	PO 2002 Paradigm Operations San Francisco, California	$1.02B	+$220M	+27%	39.4%	659%	1
2003	TCM 2003 TCG Crossover Management Palo Alto, California	$1.02B	-$157M	-13%	10.8%	997%	41
2004	RA 2004 Rational Advisors Huntington, New York	$1.02B	-$16.2M	-2%	0.23%	31.1%	186
2005	BOPW 2005 Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$1.02B	-$9.74M	-0.9%	1.56%	43.5%	244
2006	CCA 2006 Clearwater Capital Advisors Hoffman Estates, Illinois	$1.02B	-$4.72M	-0.5%	1.8%	32.9%	181
2007	SW 2007 SlateStone Wealth Jupiter, Florida	$1.02B	-$91.1M	-8%	1.65%	69.1%	306
2008	PCM 2008 Penn Capital Management Philadelphia, Pennsylvania	$1.02B	-$69.9M	-6%	7.75%	105%	181
2009	TSAM 2009 Trinity Street Asset Management London, United Kingdom	$1.02B	+$15.9M	+2%	2.49%	72.7%	15
2010	KA 2010 Kovack Advisors Ft. Lauderdale, Florida	$1.02B	+$74.8M	+8%	4.7%	93%	646
2011	KFGK 2011 Keystone Financial Group (Kentucky) Lexington, Kentucky	$1.02B	+$235M	+30%	5.27%	–	409
2012	6CM 2012 683 Capital Management New York	$1.02B	+$34.6M	+4%	7.22%	136%	250
2013	GAM 2013 Gemmer Asset Management Walnut Creek, California	$1.02B	+$16.7M	+2%	0.54%	55.7%	162
2014	CNBT 2014 Canandaigua National Bank & Trust Canandaigua, New York	$1.02B	-$35.4M	-3%	0.84%	–	347
2015	MGWM 2015 Marks Group Wealth Management Minnetonka, Minnesota	$1.02B	-$32.2M	-3%	0.08%	69.3%	302
2016	GIG 2016 Goodnow Investment Group Darien, Connecticut	$1.02B	+$72.2M	+8%	10.1%	236%	28
2017	AL 2017 Arnhold LLC New York	$1.01B	-$15.9M	-2%	4.89%	77.1%	121
2018	MSFS 2018 Main Street Financial Solutions Newtown, Pennsylvania	$1.01B	-$75.1M	-7%	1.4%	64.6%	559
2019	GA 2019 GRS Advisors Chicago, Illinois	$1.01B	-$42.7M	-4%	4.33%	26.5%	35
2020	TCMI 2020 Technology Crossover Management IX Menlo Park, California	$1.01B	+$245M	+32%	33.9%	168%	6
2021	WIM 2021 WealthPlan Investment Management Omaha, Nebraska	$1.01B	+$24.6M	+2%	0.47%	46.3%	288
2022	FBFS 2022 First Business Financial Services Madison, Wisconsin	$1.01B	+$12.2M	+1%	0.48%	56.9%	170
2023	WDA 2023 Wendell David Associates Portsmouth, New Hampshire	$1.01B	-$34.2M	-3%	1%	59.6%	161
2024	BCL 2024 Bracebridge Capital LLC Boston, Massachusetts	$1.01B	+$748M	+285%	11.9%	45%	47
2025	TFA 2025 Transamerica Financial Advisors St. Petersburg, Florida	$1.01B	-$14M	-1%	0.51%	50.1%	599