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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
5026	ARC 5026 Arias Resource Capital George Town, Grand Cayman, Cayman Islands	$151M	-$18.6M	-11%	2.09%	81.3%	2	50%
5027	JF 5027 Joule Financial Lexington, Kentucky	$151M	+$17.5M	+13%	5.83%	55.5%	107	24.3%
5028	BFA 5028 BMS Financial Advisors Rapid City, South Dakota	$151M	+$8.18M	+6%	7.92%	–	116	34.48%
5029	SCM 5029 Sterneck Capital Management Kansas City, Missouri	$151M	+$9.29M	+7%	6.21%	52.9%	107	18.69%
5030	RM 5030 Rudius Management New York	$151M	+$17.6M	+13%	13.3%	8.21%	4	0%
5031	FWM 5031 Forza Wealth Management Sarasota, Florida	$151M	–	–	9.91%	65.6%	142	–
5032	SC 5032 Stephens Consulting Flint, Michigan	$151M	+$39.3M	+35%	8.83%	50.1%	571	13.66%
5033	RWRC 5033 R.W. Roge & Company Bohemia, New York	$150M	+$9.32M	+7%	2.92%	57.7%	41	17.07%
5034	MCA 5034 Magnolia Capital Advisors Jackson, Mississippi	$150M	+$32.2M	+27%	7.27%	64.9%	140	11.43%
5035	SG 5035 Sharper & Granite El Segundo, California	$150M	–	–	8.18%	47.1%	99	–
5036	EP 5036 EPIQ Partners Minneapolis, Minnesota	$150M	-$11.4M	-7%	2.61%	44.3%	84	15.48%
5037	SFPG 5037 Stonebridge Financial Planning Group Orlando, Florida	$150M	+$7.29M	+5%	5.58%	54.7%	125	9.6%
5038	WMA 5038 Wealth Management Associates Cherry Hill, New Jersey	$150M	+$8.21M	+6%	9.98%	111%	196	16.33%
5039	7CM 5039 7G Capital Management New York	$150M	-$5.36M	-3%	0.6%	128%	9	33.33%
5040	CWP 5040 Corepath Wealth Partners Scottsdale, Arizona	$150M	+$15.4M	+11%	7.97%	56%	38	0%
5041	PCG 5041 Prosperity Consulting Group Owings Mills, Maryland	$150M	+$28.2M	+23%	8.17%	54.9%	105	12.38%
5042	VIA 5042 Virtus Investment Advisers Hartford, Connecticut	$150M	-$67.6M	-31%	13.3%	131%	388	20.88%
5043	HFG 5043 Heron Financial Group New York	$150M	-$12.1M	-7%	10.2%	47.5%	144	19.44%
5044	CFP 5044 Cypress Financial Planning Haddon Heights, New Jersey	$150M	+$8.82M	+6%	6.51%	37.9%	57	19.3%
5045	JAM 5045 JLP Asset Management New York	$150M	+$9.41M	+7%	3.04%	16.1%	25	32%
5046	II 5046 Ibex Investors Denver, Colorado	$149M	-$45M	-23%	12.5%	4.48%	65	78.46%
5047	LA 5047 Lindenwold Advisors Reading, Pennsylvania	$149M	+$14.2M	+10%	9.17%	75%	121	17.36%
5048	LFPWM 5048 Leicht Financial Planning & Wealth Management Parsippany, New Jersey	$149M	+$9.27M	+7%	7.61%	46.3%	29	37.93%
5049	BMC 5049 Beaton Management Company Haverhill, Massachusetts	$149M	+$16.8M	+13%	13.9%	79.9%	128	5.47%
5050	BWG 5050 Beta Wealth Group San Diego, California	$149M	+$10.2M	+7%	5.8%	45.4%	104	19.23%