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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
5101	W 5101 WorthPointe La Jolla, California	$267M	+$29.1M	+12%	7.06%	59.7%	111	19.82%
5102	TWM 5102 Trinity Wealth Management Berwyn, Pennsylvania	$267M	+$14.8M	+6%	5.05%	53.5%	69	11.59%
5103	AG 5103 AmeriFlex Group Las Vegas, Nevada	$267M	+$76.4M	+40%	9.77%	–	1,435	50.1%
5104	SFPG 5104 Stonebridge Financial Planning Group Orlando, Florida	$266M	+$26.8M	+11%	6.64%	67.2%	176	9.09%
5105	EH 5105 EMG Holdings Old Greenwich, Connecticut	$266M	+$130M	+95%	10.1%	5.25%	34	58.82%
5106	AWM 5106 Able Wealth Management Toms River, New Jersey	$266M	+$67.7M	+34%	5.47%	–	119	21.85%
5107	NIWA 5107 New Insight Wealth Advisors San Ramon, California	$266M	+$22.8M	+9%	9.55%	–	110	7.27%
5108	CCAM 5108 Codex Capital Asset Management Dallas, Texas	$266M	+$15.6M	+6%	9.14%	–	33	9.09%
5109	DIM 5109 DLK Investment Management Solana Beach, California	$265M	+$863K	+0.3%	6.33%	–	101	21.78%
5110	NWMG 5110 National Wealth Management Group Cincinnati, Ohio	$265M	+$86.9M	+49%	10.2%	123%	254	48.03%
5111	IB 5111 Iyo Bank Matsuyama, Japan	$265M	+$17.6M	+7%	6.12%	96.3%	42	4.76%
5112	SW 5112 SMART Wealth Omaha, Nebraska	$265M	-$53.7M	-17%	9.13%	52.3%	193	39.9%
5113	JPLA 5113 Joseph P. Lucia & Associates Yorktown Heights, New York	$265M	+$20.7M	+8%	6.8%	58.2%	165	10.91%
5114	RAM 5114 Revere Asset Management Dallas, Texas	$265M	+$58.9M	+29%	24.5%	–	44	63.64%
5115	LVIA 5115 Lind Value II ApS Aarhus C, Denmark	$265M	+$37.5M	+16%	6.32%	–	13	38.46%
5116	ACC 5116 Acorn Creek Capital Fort Collins, Colorado	$265M	+$24.1M	+10%	7.06%	–	82	10.98%
5117	HIS 5117 Horizon Investment Services Hammond, Indiana	$265M	+$36.6M	+16%	17.2%	168%	143	21.68%
5118	SC 5118 Sawyer & Company Boston, Massachusetts	$265M	-$33.1M	-11%	5.67%	97.4%	218	21.56%
5119	ECML 5119 Eagle Capital Management (Louisiana) Mandeville, Louisiana	$265M	+$37.1M	+16%	7.99%	93.6%	50	14%
5120	RW 5120 REDW Wealth Albuquerque, New Mexico	$265M	+$13.1M	+5%	6.29%	54.1%	115	10.43%
5121	TBT 5121 Texas Bank & Trust Longview, Texas	$264M	+$13M	+5%	8.7%	–	187	12.3%
5122	WIA 5122 Wealthedge Investment Advisors New York	$264M	+$24.3M	+10%	5.58%	–	163	33.74%
5123	BNMT 5123 Bawa N Mallick Trust Forest Hills, New York	$264M	+$22.2M	+9%	8.64%	–	74	9.46%
5124	MFC 5124 Mechanics Financial Corp Mansfield, Ohio	$264M	+$28.8M	+12%	11.9%	65.2%	242	2.07%
5125	ACH 5125 Axis Capital Holdings Pembroke, Bermuda	$264M	+$19M	+8%	7.74%	67%	2	0%