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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)
4701	4701 Howard Bailey Securities Fort Wayne, Indiana	$264M	–	–	5.3%	–	164	–	0
4702	4702 Omega Financial Group Santa Barbara, California	$264M	+$16.8M	+7%	7.65%	47%	86	10.47%	4
4703	4703 Veracity Capital Atlanta, Georgia	$264M	+$23.7M	+10%	6.68%	149%	217	16.13%	2.6
4704	4704 Beech Hill Advisors New York	$264M	+$21.5M	+9%	7.78%	105%	104	8.65%	4.4
4705	4705 Vishria Bird Financial Group Memphis, Tennessee	$264M	+$25.7M	+11%	2.34%	74.3%	82	24.39%	2.7
4706	4706 Bourne Lent Asset Management Pawling, New York	$264M	+$2.7M	+1%	2.4%	76.1%	63	4.76%	6.5
4707	4707 OneAscent Wealth Management Birmingham, Alabama	$263M	+$71.1M	+37%	5.45%	50.6%	185	51.35%	0.7
4708	4708 Socorro Asset Management Dallas, Texas	$263M	+$6.65M	+3%	5.93%	43.8%	33	6.06%	2.5
4709	4709 Denver PWM Denver, Colorado	$263M	+$12.6M	+5%	4.75%	48.6%	241	36.93%	1.3
4710	4710 Heathbridge Capital Management Toronto, Ontario, Canada	$263M	+$27.1M	+12%	12.6%	73.6%	29	3.45%	4.9
4711	4711 One Charles Private Wealth Services Hingham, Massachusetts	$263M	+$22.7M	+9%	9.04%	99.7%	161	11.8%	2.1
4712	4712 Bishop & Co Investment Management Erie, Pennsylvania	$263M	+$97.8M	+59%	7.29%	47.6%	25	8%	5.6
4713	4713 Intergy Private Wealth Colorado Springs, Colorado	$263M	+$20.1M	+8%	5.79%	73.8%	89	11.24%	1.7
4714	4714 Morling Financial Advisors Fremont, California	$262M	+$33M	+14%	3.77%	97.6%	102	13.73%	1.7
4715	4715 Kelleher Financial Advisors New York	$262M	+$18.9M	+8%	7.46%	80.3%	124	16.13%	4.2
4716	4716 Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$262M	+$6.76M	+3%	5.95%	63.9%	140	2.14%	5.6
4717	4717 Encompass More Asset Management Danville, California	$262M	+$122M	+87%	4.55%	80.4%	205	53.66%	0.3
4718	4718 Excalibur Management Waltham, Massachusetts	$262M	+$17.1M	+7%	8.52%	81.7%	172	8.14%	5.2
4719	PAM 4719 Pegasus Asset Management Montebello, New York	$262M	+$1.14M	+0.4%	6.73%	89%	74	9.46%	4.9
4720	4720 Level Financial Advisors East Amherst, New York	$262M	+$31.3M	+14%	5.84%	44%	76	13.16%	2
4721	4721 Corbyn Investment Management Lutherville, Maryland	$262M	+$19.6M	+8%	5.61%	71%	66	1.52%	4.6
4722	4722 Calton & Associates Tampa, Florida	$262M	+$61.9M	+31%	6.38%	73.9%	282	47.87%	1.2
4723	4723 Transatlantique Private Wealth New York	$262M	+$16.6M	+7%	8.08%	88.6%	229	20.96%	1.5
4724	4724 Joseph Group Capital Management Columbus, Ohio	$262M	+$68.9M	+36%	6.46%	58.4%	82	13.41%	2
4725	4725 Rede Wealth Charlottesville, Virginia	$261M	+$153M	+141%	9.79%	84.4%	104	7.69%	2.5