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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
4101	TI 4101 tru Independence Portland, Oregon	$322M	+$3.85M	+1%	0.11%	42.5%	118	11.02%
4102	CW 4102 Channel Wealth Santa Barbara, California	$322M	+$14.8M	+5%	1.57%	50.2%	178	16.29%
4103	SWA 4103 Strata Wealth Advisors Dallas, Texas	$322M	+$3.13M	+1%	2.11%	–	80	16.25%
4104	TWP 4104 Triad Wealth Partners Lawrence, Kansas	$322M	+$44.8M	+16%	1.09%	–	226	29.65%
4105	BWM 4105 Buckley Wealth Management Las Vegas, Nevada	$321M	-$5.18M	-2%	0.51%	79.6%	105	12.38%
4106	MPPLM 4106 Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$321M	-$13.5M	-4%	2.59%	90.2%	159	6.92%
4107	XWM 4107 Xcel Wealth Management Holly Hill, Florida	$321M	-$39.9M	-11%	8.3%	93.7%	136	12.5%
4108	SWK 4108 Stephen W. Kidder	$321M	-$11.5M	-3%	1.1%	62.5%	72	5.56%
4109	BAM 4109 Brave Asset Management Summit, New Jersey	$321M	+$5.65M	+2%	2.72%	76.3%	174	9.2%
4110	GF 4110 Gray Foundation Cohoes, New York	$321M	-$30M	-9%	7.52%	–	14	21.43%
4111	GCM 4111 Galibier Capital Management Toronto, Ontario, Canada	$321M	-$29.7M	-8%	0.93%	66.8%	40	15%
4112	CFO 4112 Colony Family Offices Charlotte, North Carolina	$321M	+$2.27M	+0.7%	0.93%	49.6%	79	12.66%
4113	SA 4113 Shilanski & Associates Anchorage, Alaska	$321M	+$8.84M	+3%	1.03%	84.2%	114	20.18%
4114	LEFP 4114 Leading Edge Financial Planning Knoxville, Tennessee	$320M	+$15.3M	+5%	0.24%	35.8%	60	8.33%
4115	KFG 4115 Kelly Financial Group Wethersfield, Connecticut	$320M	+$38.8M	+14%	0.24%	–	89	22.47%
4116	HWMG 4116 Hurlow Wealth Management Group Bloomington, Indiana	$320M	-$247K	-0.1%	0.95%	47.2%	126	8.73%
4117	CRAM 4117 Compass Rose Asset Management New York	$320M	+$70M	+28%	5.52%	47%	25	44%
4118	SIM 4118 SW Investment Management Telluride, Colorado	$320M	-$106M	-25%	13.6%	155%	14	42.86%
4119	CWM 4119 Centurion Wealth Management Mclean, Virginia	$320M	-$45.5K	-0%	3.21%	–	215	0.47%
4120	RWM 4120 Ruedi Wealth Management Champaign, Illinois	$320M	+$2.77M	+0.9%	0.42%	44.9%	339	3.83%
4121	WSC 4121 Wellington Shields & Co New York	$319M	-$6.63M	-2%	1.88%	75.6%	317	11.04%
4122	PP 4122 Prosperity Planning Kansas City, Missouri	$319M	+$7.35M	+2%	0.31%	40.5%	105	1.9%
4123	UWM 4123 United Wealth Management Charlottesville, Virginia	$319M	+$22.6M	+8%	0.9%	–	21	0%
4124	BWM 4124 Buska Wealth Management Wausau, Wisconsin	$319M	+$6.66M	+2%	2.11%	–	64	9.38%
4125	PA 4125 PFW Advisors Atlanta, Georgia	$319M	-$6.16M	-2%	0.47%	–	128	7.81%