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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 30.7% 1-Year Est. Return

Ken Fisher Fisher Asset Management 32.61% 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

#	Name	AUM	AUM Growth	AUM Growth %	Holdings
5026	HFP 5026 Holistic Financial Partners Indianapolis, Indiana	$172M	+$10.3M	+6%	125
5027	WLPWM 5027 Walled Lake Planning & Wealth Management Winnetka, Illinois	$172M	+$10.3M	+6%	339
5028	LAIC 5028 Lederer & Associates Investment Counsel Long Beach, California	$172M	+$17.6M	+11%	89
5029	FA 5029 Fortis Advisors Wayne, Pennsylvania	$172M	+$8.61M	+5%	295
5030	PBC 5030 Pavion Blue Capital Newport Beach, California	$172M	+$11.3M	+7%	93
5031	WOSD 5031 WFA of San Diego San Diego, California	$172M	+$29.1M	+20%	177
5032	LFWA 5032 LBJ Family Wealth Advisors Austin, Texas	$172M	+$4.36M	+3%	23
5033	BEP 5033 Brookside Equity Partners Stamford, Connecticut	$172M	-$88.4M	-34%	7
5034	SN 5034 Sittner & Nelson Eugene, Oregon	$172M	+$16.9M	+11%	455
5035	AWM 5035 AllSquare Wealth Management Albany, New York	$172M	+$4.39M	+3%	518
5036	FWM 5036 FSA Wealth Management Needham, Massachusetts	$172M	+$10.9M	+7%	47
5037	CWA 5037 Capital Wealth Alliance Scottsdale, Arizona	$172M	+$7.09M	+4%	156
5038	KIC 5038 Kensington Investment Counsel Long Beach, California	$172M	–	–	88
5039	SIAG 5039 Safeguard Investment Advisory Group Corona, California	$171M	+$16.8M	+11%	94
5040	LA 5040 Lindenwold Advisors Reading, Pennsylvania	$171M	–	–	128
5041	MAG 5041 Millrace Asset Group Berwyn, Pennsylvania	$171M	+$11.2M	+7%	93
5042	HCM 5042 Hutner Capital Management Manchester, Vermont	$171M	+$18.5M	+12%	46
5043	HIGP 5043 Hill Investment Group Partners St. Louis, Missouri	$171M	+$16.4M	+11%	32
5044	GCM 5044 GoodHaven Capital Management Millburn, New Jersey	$171M	+$17.5M	+11%	27
5045	NFG 5045 Northeast Financial Group Tannersville, Pennsylvania	$171M	+$15.8M	+10%	48
5046	EFIC 5046 Eliot Finkel Investment Counsel Beverly Hills, California	$171M	+$14.9M	+10%	34
5047	CIA 5047 Citadel Investment Advisory Chesterland, Ohio	$171M	+$9.57M	+6%	75
5048	BW 5048 Bison Wealth Atlanta, Georgia	$171M	-$45.7M	-21%	473
5049	SFG 5049 Sowa Financial Group Lincoln, Rhode Island	$171M	+$16.7M	+11%	73
5050	NC 5050 Naman Capital Sao Paulo, Brazil	$171M	+$8.51M	+5%	17