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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	KIC 5076 Kensington Investment Counsel Long Beach, California	$225M	-$14.6M	-6%	1.26%	61.6%	103	17.48%
5077	SAMC 5077 Spectrum Asset Management (California) Newport Beach, California	$225M	+$2.47M	+1%	3.07%	56.5%	100	20%
5078	AFA 5078 Alpha Financial Advisors Charlotte, North Carolina	$225M	+$4.01M	+2%	2.17%	30.8%	53	16.98%
5079	RWM 5079 Revisor Wealth Management Akron, Ohio	$225M	+$116M	+107%	0.79%	62.8%	226	47.79%
5080	AWG 5080 Alpha Wave Global New York	$224M	+$6.57M	+3%	7.09%	219%	28	32.14%
5081	CCM 5081 Chaney Capital Management Lynnwood, Washington	$224M	+$13.1M	+6%	2.55%	–	38	10.53%
5082	VH 5082 V3 Holding Rye, New York	$224M	-$228M	-50%	50.4%	–	1	0%
5083	HH 5083 HWG Holdings Houston, Texas	$224M	-$81.1M	-27%	3.33%	–	140	70.71%
5084	T 5084 Transce3nd Kyle, Texas	$224M	-$71.4M	-24%	1.27%	–	1,633	31.29%
5085	OPPS 5085 Obsidian Personal Planning Solutions Rockville, Maryland	$224M	+$16.6M	+8%	0.27%	58.2%	113	14.16%
5086	AB 5086 ANB Bank Denver, Colorado	$224M	-$3.97M	-2%	0.6%	–	125	15.2%
5087	SIM 5087 Sims Investment Management Cincinnati, Ohio	$224M	+$46.9M	+27%	5.82%	–	45	26.67%
5088	W 5088 WorthPointe La Jolla, California	$224M	-$21.9M	-9%	2.23%	51%	101	19.8%
5089	MCM 5089 Moerus Capital Management New York	$224M	-$50.4M	-18%	8.05%	248%	19	36.84%
5090	CNBT 5090 Cornerstone National Bank & Trust Palatine, Illinois	$224M	+$5.81M	+3%	0.26%	33.9%	177	10.17%
5091	EML 5091 Eos Management LP New York	$224M	-$13.9M	-6%	0.24%	152%	43	13.95%
5092	NWWA 5092 New Wave Wealth Advisors Springdale, Arkansas	$223M	-$20.8M	-9%	2.79%	–	719	82.75%
5093	EF 5093 Exeter Financial Scottsdale, Arizona	$223M	+$4.48M	+2%	2.06%	50.4%	91	1.1%
5094	LAM 5094 Lynch Asset Management Yardley, Pennsylvania	$223M	-$24.1M	-10%	8.65%	156%	45	8.89%
5095	OFS 5095 OMC Financial Services Dewitt, New York	$223M	-$12.4M	-5%	2.56%	–	63	3.17%
5096	FCG 5096 Financial Connections Group Corte Madera, California	$223M	+$14.7M	+7%	1.6%	44.4%	246	14.23%
5097	HFRG 5097 Houlihan Financial Resource Group Ashburn, Virginia	$223M	-$11.9M	-5%	2.33%	42.4%	105	3.81%
5098	FWM 5098 Forza Wealth Management Sarasota, Florida	$222M	+$2.99M	+1%	2.54%	65.6%	184	4.35%
5099	HBW 5099 Hazlett, Burt & Watson Wheeling, West Virginia	$222M	-$3.45M	-2%	1.83%	97.1%	853	16.06%
5100	HC 5100 Headwater Capital Hong Kong, China	$222M	+$34.8M	+19%	0.93%	–	15	66.67%