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

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Return	3 Year Return	Holdings
2026	HCM 2026 Hengehold Capital Management Cincinnati, Ohio	$938M	+$93.6M	+11%	7.24%	38.9%	197
2027	CCA 2027 Clearwater Capital Advisors Hoffman Estates, Illinois	$938M	+$45.2M	+5%	3.64%	32.9%	163
2028	TIA 2028 Traphagen Investment Advisors Oradell, New Jersey	$938M	+$85.5M	+10%	7.79%	44%	186
2029	MSFS 2029 Main Street Financial Solutions Newtown, Pennsylvania	$936M	+$162M	+21%	8.62%	64.6%	517
2030	DTL 2030 Dynamic Technology Lab Singapore	$936M	-$9.54M	-1%	5.8%	24.8%	1,527
2031	CCA 2031 Canyon Capital Advisors Dallas, Texas	$936M	+$51.4M	+6%	0.03%	29.4%	22
2032	BW 2032 Browning West Los Angeles, California	$936M	+$7.18M	+0.8%	11.8%	190%	2
2033	CIAS 2033 Capital Investment Advisory Services Raleigh, North Carolina	$934M	-$137M	-13%	7.78%	48.2%	1,029
2034	IB 2034 Intrust Bank Wichita, Kansas	$933M	+$71.5M	+8%	11.5%	80.9%	393
2035	W 2035 Wealthquest Cincinnati, Ohio	$933M	+$30.8M	+3%	7.64%	45.7%	141
2036	COCM 2036 Charter Oak Capital Management Portsmouth, New Hampshire	$933M	+$91.3M	+11%	5.65%	40.1%	190
2037	FBFS 2037 First Business Financial Services Madison, Wisconsin	$933M	+$72.4M	+8%	8.31%	56.9%	171
2038	PWMAG 2038 Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$932M	+$77.9M	+9%	8.64%	62.4%	366
2039	CF 2039 Cypress Funds Los Angeles, California	$932M	+$71.2M	+8%	23%	202%	16
2040	PMFA 2040 Plante Moran Financial Advisors Southfield, Michigan	$931M	-$26M	-3%	8.41%	55.9%	969
2041	CC 2041 Criteria Caixa Barcelona, Spain	$929M	+$42.6M	+5%	7.94%	42.9%	26
2042	BONST 2042 Bank of Nova Scotia Trust Toronto, Ontario, Canada	$929M	+$37.9M	+4%	4.15%	33.2%	145
2043	GCA 2043 Guardian Capital Advisors Toronto, Ontario, Canada	$928M	-$31.4M	-3%	4.68%	26.1%	181
2044	RI 2044 RWWM Inc Rocklin, California	$927M	+$64.7M	+8%	5.58%	41.7%	18
2045	PTC 2045 Private Trust Company Cleveland, Ohio	$926M	+$74.6M	+9%	9.19%	61.8%	2,392
2046	NFA 2046 Nationwide Fund Advisors Columbus, Ohio	$923M	+$20.6M	+2%	0.36%	7.29%	5
2047	APC 2047 Alta Park Capital San Francisco, California	$923M	-$49.7M	-5%	13%	433%	47
2048	JMFC 2048 J.M. Forbes & Co Boston, Massachusetts	$923M	+$62M	+7%	11.6%	89.1%	132
2049	AC 2049 AltraVue Capital Bellevue, Washington	$922M	+$55M	+6%	8.99%	182%	27
2050	CTC 2050 Chai Trust Company Chicago, Illinois	$922M	-$270M	-23%	0.54%	15.5%	14