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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
2676	PA 2676 Planning Alternatives Birmingham, Michigan	$779M	+$60.1M	+8%	7.33%	50.4%	89	11.24%
2677	HP 2677 Hound Partners New York	$779M	+$38.7M	+5%	10.5%	2.99%	35	34.29%
2678	GC 2678 Gilbert & Cook West Des Moines, Iowa	$778M	+$38.3M	+5%	6.64%	63.2%	222	12.61%
2679	SHJ 2679 Sharkey, Howes & Javer Denver, Colorado	$778M	+$32.2M	+4%	6.68%	54.6%	169	14.79%
2680	IBOK 2680 Independence Bank of Kentucky Owensboro, Kentucky	$778M	+$72.2M	+10%	7.83%	80.6%	640	6.56%
2681	DA 2681 Dillon & Associates Jackson, Michigan	$778M	+$41.1M	+6%	8.24%	92%	78	3.85%
2682	PPWP 2682 Premier Path Wealth Partners Madison, New Jersey	$777M	+$58.6M	+8%	8.04%	–	400	5.75%
2683	CFO 2683 CVA Family Office Denver, Colorado	$777M	+$65.3M	+9%	7.3%	57.4%	1,354	9.68%
2684	AFA 2684 American Financial Advisors Marietta, Georgia	$776M	+$60.3M	+8%	5.44%	52.7%	167	8.98%
2685	LSPW 2685 Lake Street Private Wealth Chicago, Illinois	$776M	+$73M	+10%	8.63%	77%	282	10.99%
2686	AAA 2686 Adams Asset Advisors Dallas, Texas	$776M	+$64.9M	+9%	9.87%	63.2%	81	1.23%
2687	TWP 2687 Triad Wealth Partners Lawrence, Kansas	$775M	+$280M	+57%	7.11%	–	385	29.87%
2688	BIG 2688 Brookwood Investment Group Phoenix, Arizona	$775M	+$154M	+25%	9.78%	–	556	32.73%
2689	RMC 2689 Resources Management Corp West Hartford, Connecticut	$774M	+$37.3M	+5%	9.14%	65.2%	431	6.5%
2690	PWA 2690 Provenance Wealth Advisors Fort Lauderdale, Florida	$774M	+$77.5M	+11%	7.45%	55.9%	445	7.19%
2691	EAM 2691 EFG Asset Management Portland, Oregon	$773M	+$65.6M	+9%	14.6%	211%	182	19.23%
2692	SAM 2692 Southernsun Asset Management Memphis, Tennessee	$772M	+$59.6M	+8%	12.2%	45.7%	31	0%
2693	PFC 2693 Phocas Financial Corp Alameda, California	$771M	+$76M	+11%	11.2%	124%	162	21.6%
2694	LWL 2694 Leo Wealth LLC Hurst, Texas	$771M	-$515M	-40%	6.44%	–	404	33.91%
2695	WAM 2695 Wallington Asset Management Indianapolis, Indiana	$771M	+$60.2M	+8%	8.37%	108%	73	5.48%
2696	HMP 2696 HS Management Partners New York	$770M	-$456M	-37%	1.29%	23.4%	25	0%
2697	HWM 2697 Hemington Wealth Management Falls Church, Virginia	$769M	+$78.6M	+11%	6.63%	76.1%	1,768	6.67%
2698	TIM 2698 Total Investment Management Scottsdale, Arizona	$769M	+$77.2M	+11%	5.22%	29.5%	903	91.14%
2699	AGDI 2699 Absolute Gestao de Investimentos Sao Paulo, Brazil	$769M	+$457M	+147%	16.9%	–	87	85.06%
2700	PAS 2700 Professional Advisory Services Vero Beach, Florida	$768M	+$31.1M	+4%	6.12%	61.8%	93	22.58%