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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

Philippe Laffont Coatue Management 96.54% 1-Year Est. Return

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

Ken Griffin Citadel Advisors 30.34% 1-Year Est. Return

Ken Fisher Fisher Asset Management 31.6% 1-Year Est. Return

Leopold Aschenbrenner Situational Awareness 334.5% 1-Year Est. Return

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

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

All fund managers

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Est. Return	3 Year Est. Return	Holdings	Portfolio Turnover
2526	WIC 2526 Wilkins Investment Counsel Boston, Massachusetts	$685M	+$275M	+67%	6.98%	44.5%	129	40.31%
2527	OCG 2527 Opus Capital Group Cincinnati, Ohio	$685M	+$69.4M	+11%	6.27%	39.5%	129	8.53%
2528	MIG 2528 McGuire Investment Group Wakefield, Rhode Island	$685M	+$85.2M	+14%	14.8%	184%	122	10.66%
2529	RMC 2529 Resources Management Corp West Hartford, Connecticut	$684M	+$11.1M	+2%	8.48%	65.2%	469	9.17%
2530	AIA 2530 Arbor Investment Advisors Winston Salem, North Carolina	$683M	+$43.7M	+7%	5.09%	44.3%	113	10.62%
2531	PWPS 2531 Pinnacle Wealth Planning Services Mansfield, Ohio	$683M	+$46M	+7%	9.87%	64.8%	538	16.17%
2532	RIM 2532 Rockbridge Investment Management Syracuse, New York	$682M	+$28.6M	+4%	3.57%	31.1%	666	82.28%
2533	BAM 2533 Bell Asset Management Melbourne, Australia	$682M	+$26.6M	+4%	6.61%	29.1%	64	4.69%
2534	MBTD 2534 Mechanics Bank - Trust Department Walnut Creek, California	$681M	+$40.2M	+6%	7.67%	67.2%	196	8.67%
2535	MWA 2535 Monograph Wealth Advisors Manhattan Beach, California	$681M	+$124M	+22%	7.86%	59.7%	165	40%
2536	IWS 2536 Insight Wealth Strategies San Ramon, California	$681M	+$62M	+10%	7.18%	79.5%	185	31.35%
2537	CWP 2537 Curated Wealth Partners El Segundo, California	$681M	+$68.4M	+11%	0%	45.4%	280	100%
2538	CC 2538 Conversant Capital Summit, New Jersey	$680M	+$447M	+192%	99.9%	178%	20	60%
2539	KWM 2539 Keebeck Wealth Management Chicago, Illinois	$680M	+$73.7M	+12%	9.7%	64.6%	289	14.53%
2540	FMP 2540 Financial Management Professionals Austin, Texas	$679M	+$64.8M	+11%	7.9%	62.1%	1,131	16.27%
2541	CNBT 2541 Canandaigua National Bank & Trust Canandaigua, New York	$678M	+$31.6M	+5%	8.87%	–	276	7.97%
2542	PIMC 2542 Praesidium Investment Management Company New York	$678M	-$132M	-16%	8.2%	60.5%	15	33.33%
2543	OWA 2543 Octavia Wealth Advisors Cincinnati, Ohio	$677M	+$109M	+19%	7.56%	67.9%	242	18.6%
2544	IDA 2544 Intelligence Driven Advisers Carlsbad, California	$677M	+$57.9M	+9%	6.21%	43.8%	109	22.02%
2545	GLR 2545 Great Lakes Retirement Sandusky, Ohio	$676M	+$68.4M	+11%	12%	77.3%	234	17.95%
2546	LG 2546 LaFleur & Godfrey Grand Rapids, Michigan	$676M	+$4.83M	+0.7%	9.03%	85.2%	139	5.76%
2547	SCA 2547 Stillwater Capital Advisors Devon, Pennsylvania	$675M	+$51.6M	+8%	15%	121%	71	5.63%
2548	KBG 2548 Kahn Brothers Group New York	$674M	+$39.6M	+6%	8.79%	38.1%	56	28.57%
2549	FAM 2549 Flaharty Asset Management Clearwater, Florida	$674M	+$40.7M	+6%	4.86%	33.4%	126	13.49%
2550	AWP 2550 Ascent Wealth Partners New Hartford, New York	$674M	+$61.1M	+10%	9.79%	72.3%	167	10.78%