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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Warren Buffett Berkshire Hathaway 27.55% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 2.08% 1-Year Est. Return

Philippe Laffont Coatue Management 94.27% 1-Year Est. Return

Ray Dalio Bridgewater Associates 40.93% 1-Year Est. Return

Ken Griffin Citadel Advisors 40.89% 1-Year Est. Return

Ken Fisher Fisher Asset Management 34.66% 1-Year Est. Return

Jim Simons Renaissance Technologies 54.88% 1-Year Est. Return

David Tepper Appaloosa LP 104.51% 1-Year Est. Return

Stanley Druckenmiller Duquesne Family Office 87.01% 1-Year Est. Return

All fund managers

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Est. Return	3 Year Est. Return	Holdings	Portfolio Turnover	Avg Holding Period (Yrs)
4201	4201 MPS Loria Financial Planners Burr Ridge, Illinois	$225M	-$32.6M	-13%	5.73%	80%	72	6.94%	4.1
4202	4202 Jackson Creek Investment Advisors Castle Rock, Colorado	$225M	+$11.4M	+5%	13.6%	239%	397	52.64%	0.7
4203	4203 Capital Planning Bellevue, Washington	$225M	+$48.5M	+27%	8.06%	81.2%	79	24.05%	1.3
4204	4204 Hendley & Co Zanesville, Ohio	$225M	+$8.07M	+4%	11.3%	64.9%	57	7.02%	5.5
4205	4205 Princeton Capital Management Red Bank, New Jersey	$225M	-$3.45M	-2%	6.03%	206%	99	14.14%	4.5
4206	4206 Financial Management Network Mission Viejo, California	$225M	+$22.3M	+11%	8.92%	62.5%	144	17.36%	1.4
4207	H2CM 4207 H/2 Credit Manager Stamford, Connecticut	$225M	+$35M	+18%	13.9%	97.4%	13	7.69%	1.4
4208	4208 Baldrige Asset Management Allentown, Pennsylvania	$225M	+$14.6M	+7%	7.27%	43.5%	331	9.67%	1.8
4209	4209 TMD Wealth Management Scottsdale, Arizona	$225M	+$2.34M	+1%	6.05%	2.41%	54	44.44%	1.1
4210	TFA 4210 Triad Financial Advisors Greensboro, North Carolina	$224M	+$40.4M	+22%	7.12%	–	116	18.1%	0.8
4211	4211 Cornell Pochily Investment Advisors Ithaca, New York	$224M	-$4.57M	-2%	9.54%	97%	173	6.94%	3.5
4212	4212 Castle Rock Wealth Management Walnut Creek, California	$224M	+$25.3M	+13%	7.69%	115%	235	22.55%	1.7
4213	WA 4213 WP Advisors San Francisco, California	$224M	+$2.83M	+1%	7.24%	113%	111	14.41%	2.9
4214	PH 4214 Pinnacle Holdings Tulsa, Oklahoma	$224M	+$10.1M	+5%	10.5%	79.6%	231	14.72%	4.4
4215	4215 Mokosak Advisory Group Urbandale, Iowa	$224M	+$20.5M	+10%	7.69%	59.2%	26	15.38%	3.1
4216	4216 Elizabeth Park Capital Advisors Pepper Pike, Ohio	$224M	+$5.1M	+2%	7.23%	119%	62	22.58%	1.6
4217	4217 272 Capital Dallas, Texas	$223M	+$37.3M	+20%	7.44%	222%	88	52.27%	0.4
4218	4218 Clear Sky Carbon Solutions Investment Management Bellaire, Texas	$223M	+$55.4M	+33%	4.72%	–	72	37.5%	0.5
4219	4219 Shoker Investment Counsel Oxford, Ohio	$223M	+$32.4M	+17%	13.2%	83.8%	91	9.89%	5.1
4220	4220 Bessemer Securities New York	$223M	-$54.9M	-20%	10.6%	45%	138	15.22%	2.3
4221	RFG 4221 RFP Financial Group Atlanta, Georgia	$223M	–	–	7.52%	53.2%	915	–	0
4222	4222 Bay Harbor Wealth Management Hunt Valley, Maryland	$223M	+$10.9M	+5%	5.72%	47.9%	213	16.9%	2
4223	MP 4223 Mediatel Partners Fort Worth, Texas	$223M	+$35.3M	+19%	18.9%	11.6%	3	0%	6.5
4224	4224 Perseverance Asset Management International George Town, Cayman Islands	$223M	+$56.8M	+34%	13.9%	120%	18	22.22%	1
4225	IBOK 4225 Independence Bank of Kentucky Owensboro, Kentucky	$223M	+$19.9M	+10%	9.83%	94.3%	459	13.73%	3.3