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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Warren Buffett Berkshire Hathaway 27.55% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 2.08% 1-Year Est. Return

Philippe Laffont Coatue Management 94.27% 1-Year Est. Return

Ray Dalio Bridgewater Associates 40.93% 1-Year Est. Return

Ken Griffin Citadel Advisors 40.89% 1-Year Est. Return

Ken Fisher Fisher Asset Management 34.66% 1-Year Est. Return

Jim Simons Renaissance Technologies 54.88% 1-Year Est. Return

David Tepper Appaloosa LP 104.51% 1-Year Est. Return

Stanley Druckenmiller Duquesne Family Office 87.01% 1-Year Est. Return

All fund managers

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Est. Return	3 Year Est. Return	Holdings	Portfolio Turnover	Avg Holding Period (Yrs)
5051	5051 Forum Private Client Group Fishers, Indiana	$259M	+$29.1M	+13%	5.88%	47.9%	82	9.76%	1.3
5052	5052 InvesTrust Oklahoma City, Oklahoma	$259M	-$106M	-29%	6.39%	–	94	3.19%	0.5
5053	5053 Gen-Wealth Partners Zeeland, Michigan	$259M	+$19.5M	+8%	7.51%	–	667	10.64%	1
5054	5054 Highview Capital Management Buffalo Grove, Illinois	$259M	+$20.2M	+8%	13.5%	123%	123	28.46%	2.1
5055	5055 Weinberger Asset Management Los Angeles, California	$259M	+$25.9M	+11%	11.4%	89.6%	84	8.33%	2.8
5056	5056 Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$259M	+$31.3M	+14%	19.2%	–	83	28.92%	0.5
5057	5057 Medallion Wealth Advisors Farmington, Connecticut	$259M	+$38.6M	+18%	8.62%	–	1,134	8.47%	0.5
5058	5058 Alpha Financial Advisors Charlotte, North Carolina	$259M	+$33.9M	+15%	8.25%	41.6%	62	25.81%	1.4
5059	5059 Anchorage Capital Group New York	$259M	+$8.61M	+3%	11.4%	24.9%	6	0%	3.7
5060	5060 Buckhead Capital Management Atlanta, Georgia	$259M	-$53.1M	-17%	5.75%	67.6%	130	8.46%	5.2
5061	5061 Uniting Wealth Partners Mission, Kansas	$259M	+$59M	+30%	12.7%	–	123	17.89%	0.4
5062	5062 Breakwater Investment Management Seattle, Washington	$258M	+$24.3M	+10%	8.92%	–	319	4.08%	1.2
5063	5063 Montgomery Investment Management Rockville, Maryland	$258M	+$7.09M	+3%	6.13%	105%	97	6.19%	7
5064	5064 Bourne Lent Asset Management Pawling, New York	$258M	+$25.3M	+11%	13.4%	76.1%	63	4.76%	7.2
5065	5065 BCR Wealth Strategies Vestavia, Alabama	$258M	+$30.6M	+13%	6.66%	42.2%	27	3.7%	2.5
5066	5066 Alteri Wealth Westlake Village, California	$258M	+$30.4M	+13%	13.6%	–	284	16.55%	0.4
5067	5067 Insight Wealth Partners Plano, Texas	$258M	-$343M	-57%	7.24%	56.2%	114	10.53%	2.4
5068	EL 5068 EQ LLC Bellevue, Washington	$258M	+$43.5M	+20%	11.1%	72.9%	77	22.08%	2.2
5069	5069 Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois	$258M	+$21.1M	+9%	6.19%	–	98	9.18%	0.5
5070	5070 INCA Investments Miami, Florida	$257M	+$39M	+18%	15.2%	128%	10	0%	5.3
5071	5071 Monte Financial Group Guilford, Connecticut	$257M	+$28.8M	+13%	3.18%	57.9%	91	10.99%	3.5
5072	5072 Independence Financial Advisors Franklin, New Hampshire	$257M	-$5.91M	-2%	7.59%	–	52	11.54%	0.2
5073	WMA 5073 Wealth Management Associates Cherry Hill, New Jersey	$257M	+$23.6M	+10%	12.2%	111%	227	10.13%	3.5
5074	5074 Saiph Capital Wyckoff, New Jersey	$257M	+$47.4M	+23%	9.89%	52.4%	66	27.27%	1.7
5075	5075 Private Client Services Louisville, Kentucky	$257M	+$54.6M	+27%	8.59%	72%	230	33.91%	0.8