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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
4301	XWM 4301 Xcel Wealth Management Holly Hill, Florida	$362M	-$31.6M	-8%	5.08%	93.7%	149	14.09%
4302	DF 4302 Donoghue Forlines Boston, Massachusetts	$361M	+$38M	+12%	8.86%	121%	161	56.52%
4303	DAS 4303 Daybright Advisory Services Miami, Florida	$361M	-$13.5M	-4%	3.63%	–	141	11.35%
4304	BFWA 4304 Benchmark Financial Wealth Advisors Boca Raton, Florida	$361M	+$12.7M	+4%	1.18%	70.6%	142	17.61%
4305	PI 4305 Pennant Investors Summit, New Jersey	$361M	-$56.9M	-14%	10.1%	359%	18	11.11%
4306	OFP 4306 OLIO Financial Planning Mclean, Virginia	$361M	+$4.47M	+1%	0.04%	47.8%	73	4.11%
4307	BCC 4307 Bridge City Capital Lake Oswego, Oregon	$361M	+$20.6M	+6%	7.84%	76.9%	114	10.53%
4308	PPG 4308 Peak Planning Group Centennial, Colorado	$361M	+$4.15M	+1%	1.91%	82.4%	123	4.88%
4309	VWM 4309 VCI Wealth Management St Louis, Missouri	$361M	+$1.03M	+0.3%	1.06%	–	137	30.66%
4310	PWC 4310 PYA Waltman Capital Knoxville, Tennessee	$361M	-$11.5M	-3%	5.41%	60.6%	75	10.67%
4311	DWAM 4311 Duncan Williams Asset Management Memphis, Tennessee	$361M	-$41.8M	-10%	1.57%	–	176	15.91%
4312	MCM 4312 Monimus Capital Management Woodbridge, New Jersey	$361M	+$209M	+138%	11.2%	–	71	42.25%
4313	PWM 4313 Proathlete Wealth Management Boca Raton, Florida	$361M	-$6.2M	-2%	3.17%	–	320	9.06%
4314	SWM 4314 SK Wealth Management Providence, Rhode Island	$360M	+$1.79M	+0.5%	2.11%	–	80	5%
4315	RA 4315 RR Advisors Dallas, Texas	$360M	+$40.6M	+13%	27.2%	113%	29	10.34%
4316	TWD 4316 True Wealth Design Akron, Ohio	$360M	+$19.3M	+6%	1.34%	53%	2,839	14.93%
4317	WIP 4317 WealthCare Investment Partners Portsmouth, Rhode Island	$360M	+$17.2M	+5%	0.34%	47.9%	195	8.21%
4318	BWM 4318 BNC Wealth Management Beaverton, Oregon	$360M	-$29.6M	-8%	0.6%	193%	122	26.23%
4319	5VM 4319 5AM Venture Management San Francisco, California	$360M	+$42.1M	+13%	71.6%	492%	22	13.64%
4320	LSC 4320 Logan Stone Capital Chicago, Illinois	$360M	-$45.4M	-11%	7.72%	34.1%	192	52.6%
4321	LC 4321 Legacy CG Plano, Texas	$360M	+$2.81M	+0.8%	0.52%	61.2%	51	21.57%
4322	NC 4322 Naman Capital Sao Paulo, Brazil	$360M	+$4.27M	+1%	5.71%	106%	13	7.69%
4323	SIMC 4323 Squire Investment Management Company Orem, Utah	$360M	+$29.3M	+9%	2.19%	–	78	7.69%
4324	KLWA 4324 Kelly Lawrence W & Associates Pasadens, California	$360M	-$51.3M	-12%	4%	58.9%	132	9.85%
4325	ACM 4325 Arcataur Capital Management Milwaukee, Wisconsin	$359M	+$10.1M	+3%	0.83%	60%	107	7.48%