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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
4976	PWM 4976 Power Wealth Management Alpharetta, Georgia	$234M	+$24.9M	+12%	5.47%	–	104	16.35%
4977	HIS 4977 Horizon Investment Services Hammond, Indiana	$234M	+$21.9M	+10%	7.43%	168%	137	31.39%
4978	SFG 4978 Sterling Financial Group Pasadena, California	$234M	+$13.7M	+6%	4.78%	49.6%	67	5.97%
4979	LCM 4979 Leisure Capital Management Costa Mesa, California	$234M	+$19.4M	+9%	6.83%	98%	148	12.16%
4980	BDFN 4980 Bond & Devick Financial Network St. Louis Park, Minnesota	$234M	+$47.4M	+25%	7.34%	41.2%	160	10%
4981	AWG 4981 Altus Wealth Group Colorado Springs, Colorado	$234M	+$34.2M	+17%	7.15%	68.6%	146	10.27%
4982	LCM 4982 Lazari Capital Management Woodland Hills, California	$234M	+$12M	+5%	5.31%	124%	163	14.11%
4983	ICM 4983 Indaba Capital Management San Francisco, California	$234M	+$78.8M	+51%	1.23%	66.7%	10	10%
4984	IFPG 4984 Intrepid Financial Planning Group Carmel, Indiana	$234M	+$439K	+0.2%	5.75%	64.1%	135	11.85%
4985	AFG 4985 American Financial Group Cincinnati, Ohio	$233M	+$509K	+0.2%	5.86%	32.3%	68	2.94%
4986	SW 4986 StrongBox Wealth Lee's Summit, Missouri	$233M	+$21.6M	+10%	5.69%	57.8%	94	14.89%
4987	CWM 4987 Capital Wealth Management W. Warwick, Rhode Island	$233M	+$15M	+7%	5.62%	46.7%	42	9.52%
4988	OFW 4988 Omnia Family Wealth Aventura, Florida	$233M	-$2.89M	-1%	7.04%	80.6%	89	23.6%
4989	BKA 4989 Brick & Kyle Associates Newtown, Pennsylvania	$233M	-$8.93M	-4%	2.95%	82.3%	62	12.9%
4990	UOMF 4990 University of Massachusetts Foundation Newton, Massachusetts	$233M	-$5.76M	-2%	6.19%	53.6%	4	0%
4991	FC 4991 Fusion Capital Mt. Pleasant, South Carolina	$233M	+$13.9M	+6%	5.25%	73.5%	77	6.49%
4992	LVIA 4992 Lind Value II ApS Aarhus C, Denmark	$233M	-$17.8M	-7%	3.45%	–	5	40%
4993	MW 4993 Marks Wealth Annapolis, Maryland	$233M	+$6.4M	+3%	8.48%	169%	29	55.17%
4994	EWP 4994 Elevation Wealth Partners Santa Rosa, California	$233M	+$21.8M	+10%	6.14%	63.7%	547	19.38%
4995	WWM 4995 Waterway Wealth Management The Woodlands, Texas	$233M	+$29M	+14%	6.31%	–	74	20.27%
4996	MFC 4996 Morris Financial Concepts Mount Pleasant, South Carolina	$233M	+$23.9M	+11%	6.42%	56.5%	193	17.1%
4997	BBWP 4997 Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$233M	+$14.8M	+7%	5.53%	39.8%	99	16.16%
4998	AWA 4998 Acorn Wealth Advisors Grand Blanc, Michigan	$233M	+$30.4M	+15%	6.46%	53.6%	231	13.42%
4999	OCP 4999 OCO Capital Partners New York	$232M	+$42.7M	+23%	6.15%	679%	5	40%
5000	BCA 5000 Bernzott Capital Advisors Camarillo, California	$232M	+$15.3M	+7%	7.68%	46.6%	38	10.53%