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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	HBW 5051 Hazlett, Burt & Watson Wheeling, West Virginia	$226M	+$8.57M	+4%	0.75%	69.2%	791	11.88%
5052	SSW 5052 Smith Shellnut Wilson Ridgeland, Mississippi	$226M	+$4.68M	+2%	0.09%	92.2%	154	10.39%
5053	CCM 5053 Conway Capital Management Burbank, California	$226M	+$19.9M	+10%	11.5%	154%	49	6.12%
5054	LWMNY 5054 Landmark Wealth Management (New York) Melville, New York	$226M	-$4.09M	-2%	2.45%	25.3%	77	3.9%
5055	RSC 5055 Red Spruce Capital Berwyn, Pennsylvania	$225M	+$5.39M	+2%	0.6%	93.3%	92	13.04%
5056	LVIA 5056 Lind Value II ApS Aarhus C, Denmark	$225M	-$7.71M	-3%	9.19%	–	8	62.5%
5057	OAP 5057 One Advisory Partners Overland Park, Kansas	$225M	-$2.57M	-1%	1.47%	54.2%	48	10.42%
5058	JPLA 5058 Joseph P. Lucia & Associates Yorktown Heights, New York	$225M	+$7.83M	+4%	2.13%	58.2%	151	13.25%
5059	RW 5059 Rockport Wealth Fairview Park, Ohio	$225M	-$150M	-40%	1.51%	–	77	23.38%
5060	TIA 5060 Tiemann Investment Advisors Menlo Park, California	$225M	-$6.9M	-3%	0.43%	64.1%	202	7.43%
5061	OAM 5061 Oxford Asset Management Oxford, United Kingdom	$225M	+$105M	+87%	0.37%	–	640	85.47%
5062	SHCM 5062 Silver Heights Capital Management Toronto, Ontario, Canada	$225M	-$14.2M	-6%	5%	6.93%	5	20%
5063	BFF 5063 Byrne Financial Freedom Franklin, Massachusetts	$225M	–	–	6.84%	–	99	–
5064	CFM 5064 Capricorn Fund Managers London, United Kingdom	$225M	+$76.2M	+51%	16.4%	169%	78	48.72%
5065	FPCG 5065 Forum Private Client Group Fishers, Indiana	$225M	-$516K	-0.2%	2.01%	40.5%	79	11.39%
5066	CPW 5066 Catalyst Private Wealth San Mateo, California	$225M	+$20.7M	+10%	19%	103%	87	9.2%
5067	AFS 5067 Access Financial Services Minneapolis, Minnesota	$225M	+$6.5M	+3%	0.46%	44.8%	108	11.11%
5068	IAM 5068 Infusive Asset Management New York	$225M	-$12.5M	-5%	4.28%	40.1%	46	36.96%
5069	MWP 5069 Meredith Wealth Planning Maryville, Illinois	$224M	+$14.8M	+7%	2.16%	66.3%	51	9.8%
5070	EC 5070 Eaton-Cambridge Phoenix, Arizona	$224M	+$13.3M	+6%	1.89%	–	36	19.44%
5071	MMM 5071 Mendel Money Management Northbrook, Illinois	$224M	-$7.34M	-3%	1.43%	55.5%	140	6.43%
5072	SFPG 5072 Stonebridge Financial Planning Group Orlando, Florida	$224M	+$14M	+7%	1.62%	54.7%	165	7.88%
5073	FFA 5073 Florida Financial Advisors Tampa, Florida	$224M	+$29.9M	+15%	3.06%	–	209	24.88%
5074	BTIM 5074 BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$224M	-$75.3M	-25%	3.55%	44.9%	56	5.36%
5075	AWM 5075 Altus Wealth Management Ft Mitchell, Kentucky	$224M	+$10.4M	+5%	2.46%	68.8%	42	7.14%