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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	PWM 5051 Proathlete Wealth Management Boca Raton, Florida	$211M	+$23.2M	+12%	2.1%	–	59	8.47%
5052	CPWM 5052 Cypress Point Wealth Management Dallas, Texas	$211M	+$15.9M	+8%	2.96%	226%	74	6.76%
5053	EWP 5053 Elevation Wealth Partners Santa Rosa, California	$211M	+$11M	+5%	2.42%	63.7%	544	18.38%
5054	BWG 5054 Beta Wealth Group San Diego, California	$211M	+$5.37M	+3%	0.29%	45.4%	106	7.55%
5055	KF 5055 KKM Financial Chicago, Illinois	$211M	+$5.76M	+3%	2.88%	–	149	5.37%
5056	PC 5056 Prairiewood Capital Fargo, North Dakota	$211M	-$2.4M	-1%	1.75%	43%	86	15.12%
5057	SWM 5057 Sterling Wealth Management Champaign, Illinois	$211M	+$9.72M	+5%	0.45%	–	101	4.95%
5058	SJIM 5058 St. Johns Investment Management Jacksonville, Florida	$211M	+$2.17M	+1%	2.82%	67.1%	226	11.95%
5059	2L 5059 25 LLC St. Louis, Missouri	$211M	+$6.23M	+3%	0.13%	44.2%	54	9.26%
5060	SAM 5060 Silphium Asset Management London, United Kingdom	$211M	+$12.6M	+6%	4.18%	107%	64	45.31%
5061	HB 5061 Horizon Bancorp Michigan City, Indiana	$210M	+$541K	+0.3%	0.03%	22.7%	251	12.75%
5062	FPCG 5062 Forum Private Client Group Fishers, Indiana	$210M	+$3.64M	+2%	0.9%	40.5%	76	7.89%
5063	HCM 5063 Hahn Capital Management Walnut Creek, California	$210M	+$43.1M	+26%	3.82%	42.1%	32	3.13%
5064	CWA 5064 CM Wealth Advisors Beachwood, Ohio	$210M	-$140M	-40%	2.09%	55.8%	188	62.77%
5065	SI 5065 Saxon Interests Houston, Texas	$210M	+$463K	+0.2%	2.45%	58.4%	197	13.71%
5066	MWM 5066 MTC Wealth Management Tampa, Florida	$210M	-$7.52M	-3%	0.28%	23%	14	7.14%
5067	CG 5067 Castellan Group Louisville, Kentucky	$210M	+$14.7M	+8%	6.9%	196%	69	28.99%
5068	TFCM 5068 Taylor Frigon Capital Management Scottsdale, Arizona	$210M	+$135K	+0.1%	1.47%	131%	87	2.3%
5069	NAH 5069 Neumann Advisory (HK) Central, Hong Kong	$210M	+$6.3M	+3%	7.39%	88.4%	15	6.67%
5070	AAG 5070 Avalon Advisory Group Wexford, Pennsylvania	$210M	+$3.43M	+2%	1.43%	41.4%	15	13.33%
5071	HCM 5071 Hall Capital Management Barrington, Rhode Island	$210M	+$7.15M	+4%	2.06%	–	100	4%
5072	EF 5072 Exeter Financial Scottsdale, Arizona	$210M	-$7.27M	-3%	0.09%	50.4%	94	10.64%
5073	SG 5073 Sharper & Granite El Segundo, California	$210M	+$2.66M	+1%	0.5%	47.1%	100	5%
5074	BCVI 5074 Bain Capital Venture Investors Boston, Massachusetts	$210M	+$79M	+61%	5.99%	82.1%	4	25%
5075	BIA 5075 Bigelow Investment Advisors Portland, Maine	$209M	+$6.04M	+3%	2.39%	53.9%	156	4.49%