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	ACM 2001 AlphaStar Capital Management Cornelius, North Carolina	$994M	+$37.2M	+4%	1.76%	55.3%	210
2002	KA 2002 Kintegral Advisory New York	$992M	-$67.1M	-6%	4.04%	105%	238
2003	PCM 2003 Prelude Capital Management New York	$992M	-$199M	-17%	1.02%	112%	1,493
2004	SFS 2004 Summit Financial Strategies Columbus, Ohio	$992M	+$85.5M	+9%	1.3%	49.7%	156
2005	CC 2005 Clearline Capital New York	$991M	+$236M	+31%	10.2%	9.29%	133
2006	RA 2006 Rational Advisors Huntington, New York	$991M	-$32M	-3%	0.09%	31.1%	130
2007	CCG 2007 Clearlake Capital Group Santa Monica, California	$991M	-$235M	-19%	18.6%	21.1%	6
2008	QI 2008 QV Investors Calgary, Alberta, Canada	$990M	+$20.5M	+2%	0.03%	41.4%	69
2009	AL 2009 Arnhold LLC New York	$990M	-$24.6M	-2%	3.4%	77.1%	121
2010	BBA 2010 Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$990M	-$98.1M	-9%	2.5%	92%	458
2011	TCBWMS 2011 Texas Capital Bank Wealth Management Services Dallas, Texas	$990M	+$11.8M	+1%	3.42%	74%	218
2012	LOIM 2012 Liberty One Investment Management Libertyville, Illinois	$988M	+$65.4M	+7%	5.62%	32.7%	155
2013	TSAM 2013 Trinity Street Asset Management London, United Kingdom	$988M	-$30.9M	-3%	5.2%	72.7%	17
2014	RIA 2014 Retirement Investment Advisors Oklahoma City, Oklahoma	$988M	+$39.4M	+4%	0.27%	–	63
2015	TCM 2015 TD Capital Management Memphis, Tennessee	$987M	+$3.14M	+0.3%	1.49%	36.1%	721
2016	MW 2016 MBL Wealth Charlotte, North Carolina	$987M	-$6.79M	-0.7%	0.63%	35.5%	240
2017	CISOA 2017 Capital Investment Services of America Milwaukee, Wisconsin	$987M	-$62.5M	-6%	4.38%	91%	79
2018	TAM 2018 Taurus Asset Management New York	$986M	-$41.7M	-4%	4.2%	26.9%	89
2019	WCM 2019 Wealthcare Capital Management Richmond, Virginia	$986M	-$6.76M	-0.7%	0.92%	31.2%	96
2020	FC 2020 FORA Capital Miami, Florida	$986M	+$112M	+13%	5.54%	97.4%	670
2021	6CM 2021 683 Capital Management New York	$986M	-$30.6M	-3%	1.84%	136%	242
2022	KFGK 2022 Keystone Financial Group (Kentucky) Lexington, Kentucky	$984M	-$33.1M	-3%	3.2%	–	415
2023	JLBC 2023 J.L. Bainbridge & Co Sarasota, Florida	$984M	-$76.7M	-7%	6.88%	94.7%	104
2024	KL 2024 KWMG LLC Overland Park, Kansas	$983M	+$11.7M	+1%	0.27%	43.5%	147
2025	TCMX 2025 Technology Crossover Management XI Menlo Park, California	$982M	+$116M	+13%	15.1%	–	3