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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
5076	AWA 5076 Alta Wealth Advisors Woburn, Massachusetts	$158M	+$10.4M	+7%	15.3%	87.6%	153	18.95%
5077	WPM 5077 Worldly Partners Management Needham, Massachusetts	$158M	+$29.8M	+23%	26.6%	19.9%	4	0%
5078	RIM 5078 Reliant Investment Management Memphis, Tennessee	$158M	-$9.37M	-6%	2.03%	122%	61	16.39%
5079	PWA 5079 PCG Wealth Advisors Overland Park, Kansas	$158M	+$266K	+0.2%	3.32%	71.4%	123	21.14%
5080	FPCG 5080 Forum Private Client Group Fishers, Indiana	$158M	+$13.5M	+9%	4.04%	40.5%	69	5.8%
5081	PCG 5081 Prosperity Consulting Group Owings Mills, Maryland	$158M	+$8.16M	+5%	6.26%	54.9%	106	6.6%
5082	YC 5082 Yunqi Capital Hong Kong	$158M	+$10.2M	+7%	4.15%	10.8%	8	37.5%
5083	BFG 5083 Baron Financial Group Fair Lawn, New Jersey	$158M	+$7.11M	+5%	4.77%	52.1%	58	15.52%
5084	APSI 5084 Asset Planning Services Inc Covington, Louisiana	$158M	-$54K	-0%	5.14%	117%	37	5.41%
5085	BC 5085 Barrett & Company Providence, Rhode Island	$158M	+$6.49M	+4%	4.69%	74.8%	612	6.05%
5086	PS 5086 Planned Solutions Folsom, California	$158M	+$21.3M	+16%	6.35%	60.8%	82	13.41%
5087	STC 5087 Sarah T. Connolly	$158M	+$10.6M	+7%	7.85%	35%	95	1.05%
5088	PKC 5088 Palmer Knight Company Jacksonville, Florida	$157M	+$45.4M	+41%	7.46%	58%	33	24.24%
5089	BFA 5089 Beacon Financial Advisory Cleveland, Ohio	$157M	+$17.7M	+13%	6.12%	53.5%	214	11.68%
5090	BMCM 5090 Burns Matteson Capital Management Corning, New York	$157M	+$6.44M	+4%	2.35%	144%	184	47.28%
5091	PPWM 5091 PFG Private Wealth Management Lutz, Florida	$157M	-$3.82M	-2%	4.38%	48.3%	410	35.61%
5092	HHRDM 5092 H&H Retirement Design & Management Las Vegas, Nevada	$157M	+$38.6M	+33%	2.54%	29.7%	97	71.13%
5093	VFA 5093 Values First Advisors Gray, Tennessee	$157M	+$13.7M	+10%	5.82%	86.5%	403	54.84%
5094	AMR 5094 Asset Management Resources Hyannis, Massachusetts	$157M	+$9.77M	+7%	5.24%	–	64	28.13%
5095	HB 5095 Horizon Bancorp Michigan City, Indiana	$157M	-$21.9M	-12%	0.58%	22.7%	229	25.76%
5096	BWM 5096 Benchmark Wealth Management Old Lyme, Connecticut	$157M	+$17.9M	+13%	4.11%	42.7%	54	9.26%
5097	EFIC 5097 Eliot Finkel Investment Counsel Beverly Hills, California	$157M	-$908K	-0.6%	0.71%	55.2%	31	6.45%
5098	TLA 5098 Tanglewood Legacy Advisors Houston, Texas	$157M	+$16.1M	+11%	4.85%	53.1%	280	12.14%
5099	1C 5099 1623 Capital Alexandria, Virginia	$157M	+$18.1M	+13%	7.93%	11.9%	26	3.85%
5100	CI 5100 Ceera Investments Bellaire, Texas	$157M	-$1.46M	-0.9%	15.8%	47.9%	85	28.24%