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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	CLA 4801 Carnegie Lake Advisors Princeton, New Jersey	$246M	-$1.42M	-0.6%	0.5%	–	168	6.55%
4802	FFA 4802 Fi3 Financial Advisors Indianapolis, Indiana	$246M	-$20.7M	-8%	2.55%	66%	145	20.69%
4803	CCM 4803 Carmel Capital Management Carmel, California	$246M	-$18.4M	-7%	4.51%	265%	26	3.85%
4804	HCM 4804 Heathbridge Capital Management Toronto, Ontario, Canada	$246M	-$5.06M	-2%	3.95%	58.7%	29	0%
4805	BOC 4805 Barbara Oil Co Chicago, Illinois	$246M	+$4.99M	+2%	3.3%	56.4%	76	1.32%
4806	DFG 4806 Dupree Financial Group Lexington, Kentucky	$246M	+$27.3M	+12%	3.9%	–	76	22.37%
4807	IPA 4807 Investment Planning Advisors Cumming, Georgia	$246M	+$17.1M	+7%	2.98%	–	73	17.81%
4808	WAOTB 4808 Wealth Advisors of Tampa Bay Tampa, Florida	$246M	+$12.5M	+5%	1.18%	73.5%	152	44.74%
4809	RCM 4809 Robinson Capital Management Grosse Pointe Farms, Michigan	$246M	-$1.78M	-0.7%	0.43%	1.5%	127	35.43%
4810	CRI 4810 Commonwealth Retirement Investments Richmond, Virginia	$246M	+$3.12M	+1%	1.26%	70.1%	106	16.98%
4811	MC 4811 Mathes Company New York	$246M	-$28.2M	-10%	4.28%	105%	128	7.03%
4812	BWL 4812 Beacon Wealthcare LLC Raleigh, North Carolina	$246M	-$665K	-0.3%	1.78%	42%	26	19.23%
4813	VAM 4813 Verity Asset Management Durham, North Carolina	$246M	+$68.3M	+38%	2.21%	68.4%	221	30.77%
4814	PC 4814 Prairiewood Capital Fargo, North Dakota	$246M	+$11.7M	+5%	0.9%	43%	79	5.06%
4815	WCM 4815 Weik Capital Management Wyomissing, Pennsylvania	$246M	-$115K	-0%	2.83%	67.4%	94	4.26%
4816	EWA 4816 Encompass Wealth Advisors Portland, Oregon	$246M	-$1.97M	-0.8%	1.98%	63.2%	102	4.9%
4817	IIA 4817 ICW Investment Advisors Scottsdale, Arizona	$245M	+$5.87M	+2%	2.67%	45.3%	140	0.71%
4818	BFS 4818 Burkett Financial Services Rock Hill, South Carolina	$245M	+$862K	+0.4%	1.04%	–	263	17.87%
4819	RLIM 4819 Red Lighthouse Investment Management New York	$245M	-$7.42M	-3%	2.71%	53.1%	113	7.96%
4820	KA 4820 Kercheville Advisors San Antonio, Texas	$245M	-$12.4M	-5%	4.79%	240%	105	25.71%
4821	CL 4821 CRCM LP San Francisco, California	$245M	-$646K	-0.3%	8.97%	–	7	28.57%
4822	ITB 4822 Idaho Trust Bank Boise, Idaho	$245M	+$46.8M	+24%	0.18%	37.7%	106	35.85%
4823	PCM 4823 Presidio Capital Management San Diego, California	$245M	+$58.5M	+31%	0.58%	56.1%	87	33.33%
4824	LFA 4824 LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$245M	+$11.9M	+5%	1.72%	31%	44	13.64%
4825	KCM 4825 Kaye Capital Management El Segundo, California	$245M	+$24.5M	+11%	1.22%	–	47	23.4%