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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
4526	CSWM 4526 Cassady Schiller Wealth Management Cincinnati, Ohio	$273M	-$742K	-0.3%	0.76%	21.8%	1,149	57.18%
4527	CFP 4527 Cypress Financial Planning Haddon Heights, New Jersey	$273M	+$2.05M	+0.8%	1.83%	37.9%	86	12.79%
4528	LFA 4528 Level Financial Advisors East Amherst, New York	$273M	+$10.5M	+4%	2.31%	41.5%	81	9.88%
4529	WIC 4529 WealthBridge Investment Counsel Calgary, Alberta, Canada	$272M	-$9.19M	-3%	0.24%	92.5%	47	2.13%
4530	BIP 4530 Blue Investment Partners Alamo, California	$272M	+$29.9M	+12%	5%	–	54	12.96%
4531	SP 4531 Sequent Planning Omaha, Nebraska	$272M	-$17.8M	-6%	0.2%	–	158	18.35%
4532	ROC 4532 Robertson Opportunity Capital Dallas, Texas	$272M	+$13.6M	+5%	6.97%	93.4%	30	10%
4533	GAM 4533 Grandview Asset Management Harrisburg, Pennsylvania	$272M	+$97.9M	+56%	6.8%	172%	122	52.46%
4534	IPW 4534 IronBridge Private Wealth Austin, Texas	$272M	+$4.63M	+2%	3.35%	125%	56	21.43%
4535	DC 4535 Defender Capital Charlotte, North Carolina	$272M	-$29.2M	-10%	15.5%	83.5%	42	23.81%
4536	SFP 4536 Sterling Financial Planning Sparta, New Jersey	$272M	+$576K	+0.2%	1.6%	46.8%	112	7.14%
4537	CCG 4537 Ceeto Capital Group Coral Gables, Florida	$272M	+$3.78M	+1%	3.73%	81.6%	183	8.2%
4538	VVVM4 4538 Viola Ventures VC Management 4 Herzliya, Israel	$271M	+$612K	+0.2%	3.38%	79.1%	6	50%
4539	PAA 4539 Peregrine Asset Advisers Portland, Oregon	$271M	-$19.4M	-7%	6.8%	163%	197	23.35%
4540	EGP 4540 Emergence GP Partners San Francisco, California	$271M	+$11.6M	+4%	3.61%	–	4	25%
4541	ACGA 4541 Atlanta Consulting Group Advisors Atlanta, Georgia	$271M	-$132M	-33%	1.36%	–	236	49.15%
4542	WMR 4542 Wealth Management Resources Smithfield, Rhode Island	$271M	+$21.5M	+9%	2.37%	36.5%	34	17.65%
4543	CHJWM 4543 Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$271M	+$8.49M	+3%	0.6%	58.2%	139	4.32%
4544	PWA 4544 PCG Wealth Advisors Overland Park, Kansas	$271M	+$11.5M	+4%	0.97%	71.4%	131	10.69%
4545	SWM 4545 Sterling Wealth Management Champaign, Illinois	$271M	+$2.89M	+1%	1.94%	–	115	9.57%
4546	UHC 4546 Union Heritage Capital Bloomfield Hills, Michigan	$271M	-$314K	-0.1%	1%	69.2%	59	0%
4547	CGIC 4547 Continental General Insurance Company Austin, Texas	$271M	-$76.7M	-22%	9.62%	202%	8	62.5%
4548	NRCM 4548 Northern Right Capital Management Darien, Connecticut	$270M	+$1.82M	+0.7%	8.85%	150%	33	45.45%
4549	OAM 4549 Oak Asset Management Westlake Village, California	$270M	-$12.1M	-4%	1.85%	78%	106	3.77%
4550	SC 4550 Sawyer & Company Boston, Massachusetts	$270M	+$42K	+0%	0.72%	97.4%	202	16.34%