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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
4801	CW 4801 Channel Wealth Santa Barbara, California	$212M	+$33.3M	+19%	9.64%	50.2%	205	29.27%
4802	KFSC 4802 Keystone Financial Services (Colorado) Loveland, Colorado	$212M	+$22.7M	+12%	9.65%	52.9%	83	14.46%
4803	BWM 4803 BNC Wealth Management Beaverton, Oregon	$212M	+$25.2M	+14%	12.5%	193%	110	23.64%
4804	SCP 4804 Silverleafe Capital Partners Germantown, Tennessee	$212M	+$15.9M	+8%	8.55%	82.8%	59	22.03%
4805	VBFG 4805 Vishria Bird Financial Group Memphis, Tennessee	$212M	+$35.1M	+20%	9.08%	74.3%	61	13.11%
4806	EAM 4806 Eukles Asset Management Cincinnati, Ohio	$212M	+$22.1M	+12%	12.8%	69.7%	264	12.88%
4807	LIA 4807 LSP Investment Advisors New York	$211M	+$8.5M	+4%	9.76%	104%	26	11.54%
4808	AW 4808 Alaethes Wealth Glenbrook, Nevada	$211M	+$28.7M	+16%	11.5%	80.5%	118	11.86%
4809	TAS 4809 TIFF Advisory Services Radnor, Pennsylvania	$211M	+$90.2M	+75%	9.54%	85.9%	28	39.29%
4810	LAS 4810 Lloyd Advisory Services Suwanee, Georgia	$211M	-$92.9M	-31%	7.78%	–	350	87.71%
4811	TPWM 4811 Twelve Points Wealth Management Concord, Massachusetts	$211M	+$10M	+5%	8.11%	42.6%	175	9.14%
4812	WGCA 4812 Wolf Group Capital Advisors Fairfax, Virginia	$211M	-$565K	-0.3%	9.83%	28.2%	110	10.91%
4813	RW 4813 Rede Wealth Charlottesville, Virginia	$211M	+$11.3M	+6%	6.04%	80.5%	91	12.09%
4814	IB 4814 Iyo Bank Matsuyama, Japan	$211M	+$27.1M	+15%	14.1%	96.3%	32	9.38%
4815	S 4815 Sachetta Lynnfield, Massachusetts	$211M	–	–	10.5%	–	1,150	–
4816	MIM 4816 Meros Investment Management Dallas, Texas	$211M	+$27.1M	+15%	15.1%	52.4%	44	22.73%
4817	FWM 4817 FSA Wealth Management Needham, Massachusetts	$211M	+$32M	+18%	11.1%	–	615	92.36%
4818	GSC 4818 G&S Capital Denver, Colorado	$211M	+$14.4M	+7%	8.85%	77.2%	127	19.69%
4819	TDWM 4819 Topel & Distasi Wealth Management Berkeley, California	$211M	+$19.8M	+10%	9.55%	33.2%	74	8.11%
4820	SPI 4820 Santori & Peters Inc Canonsburg, Pennsylvania	$210M	+$24.3M	+13%	13.6%	88%	59	6.78%
4821	GBI 4821 GP Brinson Investments Chicago, Illinois	$210M	+$79.4M	+61%	8.87%	45.5%	16	12.5%
4822	BWM 4822 Biltmore Wealth Management Tempe, Arizona	$210M	+$3.09M	+1%	8.67%	55.6%	53	1.89%
4823	BWM 4823 BigSur Wealth Management Miami, Florida	$210M	+$11.7M	+6%	10.2%	83.1%	123	13.01%
4824	GSC 4824 Grey Street Capital Chicago, Illinois	$210M	+$35.5M	+20%	16.3%	–	144	14.58%
4825	FFA 4825 Fi3 Financial Advisors Indianapolis, Indiana	$210M	+$23.9M	+13%	11.5%	66%	79	13.92%