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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
4826	VBFP 4826 Valtinson Bruner Financial Planning New Brighton, Minnesota	$175M	+$5.22M	+3%	4.32%	33.4%	95	23.16%
4827	TWM 4827 Triton Wealth Management Sun City, Arizona	$175M	+$27.8M	+19%	11.1%	–	131	29.01%
4828	OPWM 4828 Oxinas Partners Wealth Management Jeffersonville, Indiana	$175M	+$17.5M	+11%	5.55%	91.4%	171	28.65%
4829	MWP 4829 Madison Wealth Partners Madison, Wisconsin	$175M	+$32.5M	+23%	6.22%	55.3%	74	29.73%
4830	SAM 4830 Sequent Asset Management Houston, Texas	$174M	+$12.5M	+8%	4.48%	51.3%	73	15.07%
4831	SW 4831 StrongBox Wealth Lee's Summit, Missouri	$174M	+$13.1M	+8%	6.46%	57.8%	106	16.98%
4832	MPW 4832 Monterey Private Wealth Monterey, California	$174M	-$7.46M	-4%	6.65%	29.8%	102	8.82%
4833	BCM 4833 Beddow Capital Management Jackson, Wyoming	$174M	+$16.8M	+11%	5.57%	50.7%	60	13.33%
4834	SIRP 4834 Shelter Insurance Retirement Plan Columbia, Missouri	$174M	-$21.6M	-11%	6.33%	51.1%	11	54.55%
4835	BWA 4835 Bordeaux Wealth Advisors Menlo Park, California	$174M	+$29.9M	+21%	6.84%	141%	70	12.86%
4836	JWS 4836 Juncture Wealth Strategies Scottsdale, Arizona	$174M	+$15M	+9%	6.89%	71.5%	125	30.4%
4837	YEPV 4837 Yorktown Energy Partners VIII New York	$174M	+$49.6M	+40%	41.2%	15.2%	2	0%
4838	LWMG 4838 Levy Wealth Management Group Philadelphia, Pennsylvania	$174M	+$21.8M	+14%	7.21%	21.1%	73	13.7%
4839	GWM 4839 Gray Wealth Management Bangor, Maine	$174M	+$16M	+10%	6.17%	22.1%	119	9.24%
4840	IWMA 4840 Ironwood Wealth Management (Arizona) Chandler, Arizona	$173M	+$17.5M	+11%	4.21%	25.4%	53	11.32%
4841	AIIC 4841 AJU IB Investment Company Seoul, South Korea	$173M	-$91.7M	-35%	4.17%	–	11	0%
4842	GEH 4842 General Equity Holdings Brooklyn, New York	$173M	+$5.05M	+3%	10.8%	1,293%	14	35.71%
4843	ARCM 4843 Asia Research & Capital Management Hong Kong	$173M	–	–	14.1%	–	5	–
4844	NWS 4844 Newport Wealth Strategies Irvine, California	$173M	+$11.9M	+7%	7.17%	51.5%	115	6.09%
4845	APSI 4845 Asset Planning Services Inc Covington, Louisiana	$173M	+$7.44M	+4%	5.42%	113%	41	4.88%
4846	RPG 4846 Resource Planning Group Atlanta, Georgia	$173M	+$20.2M	+13%	4.02%	1.9%	88	29.55%
4847	EF 4847 Exeter Financial Scottsdale, Arizona	$172M	+$13.9M	+9%	5.73%	50.4%	82	4.88%
4848	ER 4848 EVR Research Richmond, Virginia	$172M	+$40.7M	+31%	9.96%	104%	34	44.12%
4849	FA 4849 Fermata Advisors Sonoma, California	$172M	+$53.2M	+45%	5.61%	49.3%	155	56.13%
4850	SSW 4850 Smith Shellnut Wilson Ridgeland, Mississippi	$172M	+$8.06M	+5%	6.68%	92.2%	168	10.12%