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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
3726	XWM 3726 Xcel Wealth Management Holly Hill, Florida	$284M	+$30.3M	+12%	11.7%	93.7%	135	8.15%
3727	PCA 3727 PL Capital Advisors Naples, Florida	$284M	-$79.8M	-22%	14.6%	58%	48	27.08%
3728	FL 3728 Fourthstone LLC St Louis, Missouri	$284M	-$96.6M	-25%	14.5%	60.1%	50	36%
3729	EA 3729 Ellsworth Advisors Hudson, Ohio	$284M	+$17M	+6%	3.96%	123%	180	22.78%
3730	FBC 3730 Fairfield, Bush & Co Darien, Connecticut	$284M	+$132M	+87%	10.7%	101%	148	22.3%
3731	WMG 3731 WESCAP Management Group Glendale, California	$284M	-$720K	-0.3%	4.97%	40.2%	94	11.7%
3732	TCA 3732 Trifecta Capital Advisors Northbrook, Illinois	$284M	+$32.9M	+13%	11.9%	105%	466	14.59%
3733	KS 3733 Karpas Strategies Litchfield, Connecticut	$284M	-$814K	-0.3%	0.75%	16.1%	122	4.92%
3734	HW 3734 Hamilton Wealth Encino, California	$284M	+$37.9M	+15%	13%	101%	112	43.75%
3735	SRAM 3735 Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$284M	+$149M	+111%	13.9%	74.7%	195	38.46%
3736	MKC 3736 M. Kraus & Co Shelburne, Vermont	$283M	+$12.2M	+5%	4.5%	51.8%	75	2.67%
3737	NNPTE 3737 Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$283M	+$52.9M	+23%	10.7%	605%	29	44.83%
3738	MIM 3738 Montgomery Investment Management Rockville, Maryland	$283M	+$1.45M	+0.5%	2.27%	98.4%	86	8.14%
3739	MCM 3739 Morton Capital Management Calabasas, California	$283M	+$26.5M	+10%	7.82%	65.8%	94	12.77%
3740	PLFA 3740 Pacific Life Fund Advisors Newport Beach, California	$282M	+$2.15M	+0.8%	3.83%	36.4%	8	0%
3741	VARA 3741 Value Aligned Research Advisors Princeton, New Jersey	$282M	+$61.8M	+28%	33%	862%	24	20.83%
3742	FNB 3742 Farmers National Bank Danville, Kentucky	$282M	+$1.94M	+0.7%	2.52%	–	147	2.72%
3743	WA 3743 Wambolt & Associates Littleton, Colorado	$282M	+$21.5M	+8%	4.83%	62.2%	274	17.52%
3744	SWM 3744 Shakespeare Wealth Management Pewaukee, Wisconsin	$282M	+$9.24M	+3%	3.66%	49.6%	79	7.59%
3745	SAM 3745 Shikiar Asset Management New York	$281M	–	–	11.4%	97.8%	80	–
3746	HW 3746 Hedeker Wealth Lincolnshire, Illinois	$281M	+$13.8M	+5%	5.09%	120%	101	17.82%
3747	FRGX 3747 First Reserve GP XIII Stamford, Connecticut	$281M	-$14.2M	-5%	4.81%	29.1%	1	0%
3748	HIP 3748 Harrell Investment Partners Austin, Texas	$281M	+$26.7M	+10%	7.94%	105%	94	1.06%
3749	SEM 3749 Strategic Equity Management Tucson, Arizona	$281M	+$20.3M	+8%	4.3%	54.6%	47	36.17%
3750	RCG 3750 Regatta Capital Group El Segundo, California	$281M	-$56	-0%	8.03%	63%	174	0%