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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
4701	SWM 4701 Selective Wealth Management Forest, Virginia	$320M	+$9.64M	+3%	1.57%	62.6%	115	14.78%
4702	CC 4702 Checkpoint Capital San Francisco, California	$320M	+$21.6M	+7%	14.2%	–	11	45.45%
4703	WF 4703 Whelan Financial Fresno, California	$320M	+$4.58M	+1%	1.27%	57.9%	103	13.59%
4704	WIC 4704 Whitegate Investment Counselors Concord, New Hampshire	$320M	+$16.3M	+5%	0.64%	40.3%	70	8.57%
4705	RWP 4705 Reliant Wealth Planning Louisville, Kentucky	$320M	+$11.4M	+4%	0.22%	35.1%	56	17.86%
4706	PCS 4706 Private Client Services Louisville, Kentucky	$320M	+$21.2M	+7%	2.3%	–	214	18.22%
4707	RA 4707 RR Advisors Dallas, Texas	$320M	-$102M	-24%	2.63%	113%	30	13.33%
4708	C1AG 4708 Client 1st Advisory Group Dunedin, Florida	$320M	+$17.8M	+6%	2.65%	57.4%	151	14.57%
4709	PCM 4709 Passive Capital Management Baltimore, Maryland	$320M	+$13.2M	+4%	1.5%	28.1%	96	10.42%
4710	WE 4710 Wealth Effects Boston, Massachusetts	$320M	+$8.77M	+3%	11.8%	160%	233	12.88%
4711	IAS 4711 Investment Advisory Services The Woodlands, Texas	$320M	+$2.25M	+0.7%	2.37%	65.4%	131	7.63%
4712	EWA 4712 Etesian Wealth Advisors West Linn, Oregon	$319M	+$16.1M	+5%	2.22%	54.8%	137	5.11%
4713	SLP 4713 Storen Legacy Partners Zionsville, Indiana	$319M	–	–	3.33%	–	77	–
4714	TPW 4714 Transatlantique Private Wealth New York	$319M	+$13.1M	+4%	3.93%	89%	220	10%
4715	BCM 4715 Boone Capital Management Atlanta, Georgia	$319M	+$13.6M	+4%	17.5%	255%	20	45%
4716	EWA 4716 ERTS Wealth Advisors Marquette, Michigan	$319M	+$8.9M	+3%	0.8%	29.7%	30	0%
4717	EWM 4717 Essex Woodlands Management The Woodlands, Texas	$318M	+$11.2M	+4%	2.77%	203%	6	0%
4718	MFA 4718 Morling Financial Advisors Fremont, California	$318M	+$15.9M	+5%	1.75%	87.8%	116	20.69%
4719	5VM 4719 5AM Venture Management San Francisco, California	$318M	+$45.1M	+17%	41.7%	492%	26	23.08%
4720	LAM 4720 Lynch Asset Management Yardley, Pennsylvania	$318M	+$5.51M	+2%	3.04%	156%	57	10.53%
4721	CPI 4721 Crestview Partners II New York	$318M	-$20.6M	-6%	4.56%	124%	3	0%
4722	MC 4722 Muzinich & Co New York	$318M	+$59.2M	+23%	1.64%	9.67%	40	7.5%
4723	BOSSRA 4723 B.O.S.S. Retirement Advisors Lehi, Utah	$318M	-$100M	-24%	1.97%	69.7%	212	26.42%
4724	MP 4724 McDonald Partners Cleveland, Ohio	$317M	-$17.5M	-5%	4.04%	90.7%	238	20.59%
4725	HJIM 4725 Henry James International Management New York	$317M	-$9.51M	-3%	5.2%	123%	97	4.12%