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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
5001	BIM 5001 Breakwater Investment Management Seattle, Washington	$258M	+$24.3M	+10%	8.92%	–	319	4.08%
5002	MIM 5002 Montgomery Investment Management Rockville, Maryland	$258M	+$7.09M	+3%	6.13%	98.4%	97	6.19%
5003	BLAM 5003 Bourne Lent Asset Management Pawling, New York	$258M	+$25.3M	+11%	13.4%	76.1%	63	4.76%
5004	BWS 5004 BCR Wealth Strategies Vestavia, Alabama	$258M	+$30.6M	+13%	6.66%	34.4%	27	3.7%
5005	AW 5005 Alteri Wealth Westlake Village, California	$258M	+$30.4M	+13%	13.6%	–	284	16.55%
5006	IWP 5006 Insight Wealth Partners Plano, Texas	$258M	-$343M	-57%	7.24%	38.9%	114	10.53%
5007	EL 5007 EQ LLC Bellevue, Washington	$258M	+$43.5M	+20%	11.1%	72.9%	77	22.08%
5008	SNWA 5008 Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois	$258M	+$21.1M	+9%	6.19%	–	98	9.18%
5009	II 5009 INCA Investments Miami, Florida	$257M	+$39M	+18%	15.2%	128%	10	0%
5010	MFG 5010 Monte Financial Group Guilford, Connecticut	$257M	+$28.8M	+13%	3.18%	55%	91	10.99%
5011	IFA 5011 Independence Financial Advisors Franklin, New Hampshire	$257M	-$5.91M	-2%	7.59%	–	52	11.54%
5012	WMA 5012 Wealth Management Associates Cherry Hill, New Jersey	$257M	+$23.6M	+10%	12.2%	111%	227	10.13%
5013	SC 5013 Saiph Capital Wyckoff, New Jersey	$257M	+$47.4M	+23%	9.89%	52.4%	66	27.27%
5014	PCS 5014 Private Client Services Louisville, Kentucky	$257M	+$54.6M	+27%	8.59%	–	230	33.91%
5015	WSIB 5015 Washington State Investment Board Olympia, Washington	$256M	-$3.92M	-2%	12.9%	613%	2	0%
5016	CCM 5016 Campbell Capital Management Miami, Florida	$256M	+$84.9M	+50%	14.7%	–	80	62.5%
5017	FWM 5017 FSA Wealth Management Needham, Massachusetts	$256M	+$20.7M	+9%	10.6%	–	562	11.92%
5018	T 5018 TOBAM Paris, France	$256M	+$22.2M	+10%	5.76%	36.7%	284	22.54%
5019	KSWA 5019 Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$256M	+$14.3M	+6%	6.56%	66%	259	8.11%
5020	BFA 5020 Brown Financial Advisors Milford, Ohio	$256M	+$13.7M	+6%	8.99%	–	145	15.17%
5021	LWA 5021 Lowe Wealth Advisors Columbia, Maryland	$256M	+$20.8M	+9%	7.05%	63.3%	378	5.03%
5022	EAM 5022 Exane Asset Management Paris, France	$256M	+$84.3M	+49%	6.6%	77.5%	33	42.42%
5023	RWP 5023 Reliant Wealth Planning Louisville, Kentucky	$256M	+$36.9M	+17%	7.12%	35.1%	42	30.95%
5024	BWM 5024 BKM Wealth Management Brookfield, Wisconsin	$256M	+$13.1M	+5%	7.75%	–	161	4.35%
5025	TCM 5025 Tieton Capital Management Yakima, Washington	$256M	+$37.1M	+17%	26.2%	154%	35	5.71%