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	KCMH 2001 Keywise Capital Management (HK) Hong Kong	$1.1B	+$190M	+21%	15
2002	HCM 2002 Hengehold Capital Management Cincinnati, Ohio	$1.1B	+$45.4M	+4%	217
2003	AL 2003 Arnhold LLC New York	$1.1B	+$107M	+11%	124
2004	CCA 2004 Clearwater Capital Advisors Hoffman Estates, Illinois	$1.09B	+$59.7M	+6%	178
2005	MNBTD 2005 Moody National Bank Trust Division Galveston, Texas	$1.09B	+$134M	+14%	519
2006	JMFC 2006 J.M. Forbes & Co Boston, Massachusetts	$1.09B	+$60.8M	+6%	143
2007	CISOA 2007 Capital Investment Services of America Milwaukee, Wisconsin	$1.09B	+$106M	+11%	84
2008	CCFCSB 2008 Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$1.09B	$0	0%	189
2009	NM 2009 NWI Management New York	$1.09B	+$339M	+45%	49
2010	JLBC 2010 J.L. Bainbridge & Co Sarasota, Florida	$1.09B	+$105M	+11%	106
2011	WC 2011 Woodstock Corp Boston, Massachusetts	$1.09B	+$75.7M	+7%	159
2012	PL 2012 Parkwood LLC Cleveland, Ohio	$1.09B	+$66.1M	+6%	100
2013	TF 2013 Tompkins Financial Ithaca, New York	$1.09B	+$42.8M	+4%	583
2014	SCM 2014 Sone Capital Management New York	$1.08B	+$112M	+12%	131
2015	TW 2015 TritonPoint Wealth Chevy Chase, Maryland	$1.08B	+$30.2M	+3%	361
2016	SFS 2016 Summit Financial Strategies Columbus, Ohio	$1.08B	+$89M	+9%	158
2017	CNBT 2017 Canandaigua National Bank & Trust Canandaigua, New York	$1.08B	+$76.5M	+8%	319
2018	BOPW 2018 Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$1.08B	+$60.5M	+6%	239
2019	TBC 2019 Tweedy, Browne Co Stamford, Connecticut	$1.08B	-$49.9M	-4%	92
2020	CCG 2020 Clearlake Capital Group Santa Monica, California	$1.08B	+$86.1M	+9%	6
2021	COLIM 2021 City of London Investment Management London, United Kingdom	$1.08B	+$141M	+15%	94
2022	AWA 2022 Amplius Wealth Advisors Blue Bell, Pennsylvania	$1.08B	+$114M	+12%	209
2023	MGWM 2023 Marks Group Wealth Management Minnetonka, Minnesota	$1.08B	+$35.9M	+3%	321
2024	MA 2024 MONECO Advisors Fairfield, Connecticut	$1.07B	+$109M	+11%	487
2025	KEM 2025 Kimmeridge Energy Management New York	$1.07B	-$152M	-12%	4