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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
4676	JWS 4676 Juncture Wealth Strategies Scottsdale, Arizona	$158M	+$13.2M	+9%	13.5%	71.5%	111	13.51%
4677	FBT 4677 First Bank & Trust Brookings, South Dakota	$158M	+$7.38M	+5%	12.6%	78.5%	422	6.64%
4678	SFPG 4678 Stonebridge Financial Planning Group Orlando, Florida	$158M	+$18.8M	+14%	11.9%	54.7%	414	9.42%
4679	OCM 4679 Orser Capital Management Southlake, Texas	$158M	+$31.3M	+25%	12.7%	122%	92	28.26%
4680	CPFP 4680 Clear Perspectives Financial Planning Cincinnati, Ohio	$158M	–	–	6.72%	–	187	–
4681	LWMM 4681 Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$158M	+$12.7M	+9%	13.5%	89.1%	102	14.71%
4682	KMWM 4682 Keudell/Morrison Wealth Management Salem, Oregon	$158M	+$1.93M	+1%	13.7%	–	161	11.18%
4683	KPWG 4683 KFA Private Wealth Group Tysons, Virginia	$158M	+$24.1M	+18%	11.6%	57.5%	73	13.7%
4684	SCM 4684 Salem Capital Management Woburn, Massachusetts	$157M	+$19.3M	+14%	14.6%	32.3%	67	8.96%
4685	TWM 4685 Triton Wealth Management Sun City, Arizona	$157M	+$38M	+32%	15.3%	–	96	22.92%
4686	SR 4686 Swiss Re Zurich, Switzerland	$157M	+$15.8M	+11%	11.1%	–	2	0%
4687	ANHIM 4687 Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts	$157M	–	–	10.3%	76.8%	11	–
4688	PWM 4688 Pacific Wealth Management San Diego, California	$157M	–	–	6.9%	37.5%	11	–
4689	PLU 4689 Performa Ltd (US) Charleston, South Carolina	$157M	+$39.6M	+34%	13.1%	46.2%	39	87.18%
4690	SWM 4690 Soundmark Wealth Management Kirkland, Washington	$157M	–	–	16.8%	17.2%	60	–
4691	V 4691 ValueWorks New York	$157M	+$38M	+32%	206%	110%	33	21.21%
4692	HS 4692 HighVista Strategies Boston, Massachusetts	$157M	+$19.3M	+14%	16.5%	518%	147	43.54%
4693	CCM 4693 Consolidated Capital Management Burbank, California	$157M	-$34.5M	-18%	12.9%	159%	33	3.03%
4694	FWM 4694 Filbrandt Wealth Management Middleton, Wisconsin	$156M	+$28.7M	+22%	19%	–	195	32.31%
4695	BM 4695 Baymount Management Miami, Florida	$156M	+$84.8M	+118%	31.6%	–	14	92.86%
4696	FCCM 4696 First City Capital Management Savannah, Georgia	$156M	-$113M	-42%	10.6%	76.5%	203	26.11%
4697	EHI 4697 Eagle Health Investments Greenwich, Connecticut	$156M	–	–	11.8%	165%	24	–
4698	MA 4698 Mezzasalma Advisors Tinton Falls, New Jersey	$156M	–	–	27.3%	157%	93	–
4699	ACM 4699 AREX Capital Management New York	$156M	+$555K	+0.4%	30.1%	36.2%	12	41.67%
4700	APSI 4700 Asset Planning Services Inc Covington, Louisiana	$156M	+$10.1M	+7%	8.99%	117%	41	12.2%