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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
4076	IIA 4076 Integral Investment Advisors Turlock, California	$403M	+$32.2M	+9%	2.44%	60%	180	11.67%
4077	FPTW 4077 Franklin, Parlapiano, Turner & Welch Houston, Texas	$403M	+$6.96M	+2%	1.15%	41.6%	54	5.56%
4078	AEPWM 4078 Atlantic Edge Private Wealth Management Jacksonville, Florida	$403M	+$13.3M	+3%	2.5%	–	608	15.46%
4079	SCP 4079 SailingStone Capital Partners Houston, Texas	$402M	+$20.6M	+5%	7.72%	161%	16	6.25%
4080	DWAM 4080 Duncan Williams Asset Management Memphis, Tennessee	$402M	+$47.1M	+13%	2.35%	–	179	13.41%
4081	DS 4081 Dalal Street West Lake Hills, Texas	$402M	+$65.2M	+19%	30.3%	155%	5	20%
4082	MCM 4082 Monument Capital Management Alexandria, Virginia	$402M	+$1.99M	+0.5%	4.33%	160%	248	20.16%
4083	SC 4083 Saybrook Capital Winston Salem, North Carolina	$402M	+$19M	+5%	7.27%	67.1%	44	6.82%
4084	CL 4084 CLG LLC Long Beach, California	$402M	+$34.5M	+9%	3.24%	–	151	15.89%
4085	SAM 4085 Shikiar Asset Management New York	$402M	+$4.17M	+1%	4.73%	97.8%	106	11.32%
4086	WA 4086 WP Advisors San Francisco, California	$402M	+$8.12M	+2%	3.36%	95.5%	123	7.32%
4087	WP 4087 Westmount Partners Los Angeles, California	$401M	+$13.9M	+4%	3.4%	101%	252	5.56%
4088	GWSA 4088 Global Wealth Strategies & Associates Denver, Colorado	$401M	+$12.2M	+3%	1.65%	62.5%	606	30.53%
4089	CWM 4089 Compass Wealth Management Guilford, Connecticut	$401M	-$46.9M	-10%	6.01%	84.7%	153	53.59%
4090	CFO 4090 Colony Family Offices Charlotte, North Carolina	$401M	+$14.3M	+4%	2.1%	49.6%	68	4.41%
4091	NF 4091 Napier Financial Braintree, Massachusetts	$400M	–	–	1.98%	–	53	–
4092	AC 4092 Addison Capital Conshohocken, Pennsylvania	$400M	+$62M	+18%	0.76%	54.2%	156	17.31%
4093	OC 4093 Opal Capital Boca Raton, Florida	$400M	–	–	3.38%	–	187	–
4094	BA 4094 Birinyi Associates Westport, Connecticut	$400M	+$8.25M	+2%	6.93%	102%	60	8.33%
4095	SIA 4095 Sovereign Investment Advisors Phoenix, Arizona	$400M	+$33.2M	+9%	1.63%	34.5%	40	15%
4096	DA 4096 Doliver Advisors Houston, Texas	$400M	+$13.1M	+3%	3.95%	81%	183	8.74%
4097	MWM 4097 MorganRosel Wealth Management Highlands Ranch, Colorado	$400M	+$13.6M	+4%	1.65%	51.9%	119	15.97%
4098	DR 4098 Davis Rea Toronto, Ontario, Canada	$400M	-$12.5M	-3%	2.99%	50%	60	10%
4099	RPA 4099 Rock Point Advisors Burlington, Vermont	$399M	+$22.1M	+6%	4.63%	64.6%	124	8.06%
4100	MA 4100 MSA Advisors Santa Monica, California	$399M	-$781K	-0.2%	8.05%	–	33	15.15%