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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
5051	BWM 5051 Benchmark Wealth Management Old Lyme, Connecticut	$132M	+$5.12M	+4%	9.22%	42.7%	50	12%
5052	AFC 5052 Adaptive Financial Consulting Beachwood, Ohio	$132M	+$4.7M	+4%	7%	26.8%	18	5.56%
5053	PWA 5053 Phoenix Wealth Advisors Chapel Hill, North Carolina	$132M	–	–	16.3%	55%	343	–
5054	WLPWM 5054 Walled Lake Planning & Wealth Management Winnetka, Illinois	$132M	+$8.32M	+7%	11.8%	51.7%	365	4.66%
5055	SFA 5055 Seneca Financial Advisors Rochester, New York	$132M	–	–	12.9%	47.3%	37	–
5056	PKC 5056 Palmer Knight Company Jacksonville, Florida	$131M	+$33.5M	+34%	20.1%	58%	27	11.11%
5057	PIA 5057 Powell Investment Advisors Miami, Florida	$131M	+$14.9M	+13%	16.1%	60.3%	123	17.89%
5058	CL 5058 COWA LLC Tulsa, Oklahoma	$131M	–	–	14.6%	57.8%	379	–
5059	NFG 5059 Northeast Financial Group Tannersville, Pennsylvania	$131M	–	–	12.9%	31.6%	45	–
5060	RCA 5060 Rex Capital Advisors Providence, Rhode Island	$131M	+$13.5M	+11%	17.4%	7.31%	22	13.64%
5061	ECM 5061 EMC Capital Management Houston, Texas	$131M	–	–	26.1%	88%	100	–
5062	CCM 5062 Cox Capital Management Andover, Massachusetts	$131M	+$17.9M	+16%	12.7%	95.3%	89	14.61%
5063	BCM 5063 Burrage Capital Management Boston, Massachusetts	$131M	+$4.53M	+4%	28.7%	–	34	47.06%
5064	ETCM 5064 Evolutionary Tree Capital Management Alexandria, Virginia	$131M	–	–	34.7%	100%	41	–
5065	FCM 5065 Fortis Capital Management Bellevue, Washington	$131M	+$5.21M	+4%	8.06%	64%	130	72.31%
5066	SC 5066 Steph & Co Marinette, Wisconsin	$131M	+$24.1M	+23%	14.9%	56.8%	240	8.75%
5067	SCM 5067 Solas Capital Management Darien, Connecticut	$131M	+$26.7M	+26%	37.3%	41.5%	30	20%
5068	BCM 5068 Birch Capital Management Dallas, Texas	$131M	+$16M	+14%	10.3%	48.4%	106	24.53%
5069	SCM 5069 Stonepine Capital Management Bend, Oregon	$131M	+$34.5M	+36%	37.4%	199%	24	37.5%
5070	IA 5070 IFS Advisors Overland Park, Kansas	$131M	–	–	8.34%	47.6%	178	–
5071	FIM 5071 FWL Investment Management Dallas, Texas	$131M	–	–	20.3%	127%	48	–
5072	PPWM 5072 PFG Private Wealth Management Lutz, Florida	$130M	+$15.7M	+14%	7.54%	48.3%	49	6.12%
5073	CHA 5073 Cooper/Haims Advisors Victor, New York	$130M	+$9.06M	+7%	15.4%	41.9%	70	18.57%
5074	BFM 5074 Broadview Financial Management Wauwatosa, Wisconsin	$130M	+$11.7M	+10%	15.5%	41.8%	46	4.35%
5075	LAIC 5075 Lederer & Associates Investment Counsel Long Beach, California	$130M	+$10.2M	+8%	11.2%	75.5%	87	2.3%