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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	OPWM 5051 Oakwell Private Wealth Management Austin, Texas	$156M	+$14.6M	+10%	6.06%	50.1%	65	12.31%
5052	BCM 5052 Brooktree Capital Management Gand Rapids, Michigan	$156M	+$6.52M	+4%	7.94%	57.3%	43	4.65%
5053	CWM 5053 Concentrum Wealth Management San Jose, California	$156M	+$23.3M	+18%	13.8%	145%	58	12.07%
5054	EFIC 5054 Eliot Finkel Investment Counsel Beverly Hills, California	$156M	+$178K	+0.1%	3.07%	55.2%	31	9.68%
5055	BHBT 5055 Burke & Herbert Bank & Trust Alexandria, Virginia	$156M	+$9.6M	+7%	5.92%	52.7%	150	6%
5056	DAM 5056 Doheny Asset Management Los Angeles, California	$155M	+$7.81M	+5%	10.8%	121%	105	11.43%
5057	MWA 5057 Moser Wealth Advisors Bellevue, Washington	$155M	+$12.9M	+9%	7.36%	–	175	28.57%
5058	SIAG 5058 Signet Investment Advisory Group Providence, Rhode Island	$155M	+$26.2M	+20%	6.41%	59.9%	95	23.16%
5059	AWM 5059 Altus Wealth Management Ft Mitchell, Kentucky	$155M	+$14.3M	+10%	7.31%	68.8%	36	5.56%
5060	BAM 5060 Boyar Asset Management New York	$155M	+$7.35M	+5%	4.97%	58.4%	85	3.53%
5061	TWA 5061 TPB Wealth Advisors San Antonio, Texas	$155M	+$38.7M	+33%	5.83%	–	39	17.95%
5062	HCM 5062 Hall Capital Management Barrington, Rhode Island	$155M	–	–	5.93%	–	95	–
5063	MCM 5063 Masterton Capital Management New York	$155M	+$17M	+12%	1.43%	3.52%	24	58.33%
5064	TWS 5064 Thomas W. Smith	$155M	+$11M	+8%	10.6%	–	8	0%
5065	LI 5065 Lakestar II St. Peter Port, Gy1 3pp, Guernsey	$155M	-$165M	-52%	16.8%	–	2	0%
5066	P 5066 &Partners Nashville, Tennessee	$155M	+$17.1M	+12%	6.87%	62.7%	183	16.94%
5067	SCM 5067 Spreng Capital Management Bucyrus, Ohio	$155M	+$10.9M	+8%	5.49%	72.5%	108	10.19%
5068	SIC 5068 Samalin Investment Counsel Chappaqua, New York	$154M	+$5.21M	+3%	6.85%	53.5%	248	13.31%
5069	PPWM 5069 PFG Private Wealth Management Lutz, Florida	$154M	+$8.88M	+6%	4.32%	48.3%	58	0%
5070	SHA 5070 Seneca House Advisors Richmond, Virginia	$154M	+$12.7M	+9%	7.9%	48%	85	12.94%
5071	HM 5071 Harvest Management New York	$154M	-$12.9M	-8%	16.7%	609%	93	75.27%
5072	SC 5072 Steph & Co Marinette, Wisconsin	$154M	+$10M	+7%	5.56%	56.8%	243	7%
5073	SFP 5073 Sterling Financial Planning Sparta, New Jersey	$154M	+$13.7M	+10%	5.55%	46.8%	414	10.39%
5074	EIA 5074 Eastover Investment Advisors Charlotte, North Carolina	$154M	+$12.5M	+9%	5.15%	102%	47	6.38%
5075	WC 5075 Wealth CMT Cherry Hill, New Jersey	$154M	-$15.8M	-9%	6.46%	25%	19	26.32%