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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	SWP 5101 ShoreHaven Wealth Partners Red Bank, New Jersey	$278M	+$7.8M	+3%	2.13%	63.8%	113	17.7%
5102	SC 5102 Saiph Capital Wyckoff, New Jersey	$278M	+$541K	+0.2%	1.33%	52.4%	75	12%
5103	EFM 5103 Eley Financial Management South Burlington, Vermont	$278M	+$717K	+0.3%	2.46%	61.9%	68	1.47%
5104	APW 5104 Aventura Private Wealth Aventura, Florida	$278M	+$7.15M	+3%	2.45%	–	905	15.8%
5105	GCM 5105 Goldstream Capital Management Central, Hong Kong	$278M	-$164M	-37%	8.72%	403%	63	31.75%
5106	FSA 5106 Financial Services Advisory Rockville, Maryland	$278M	+$18.8M	+7%	2.67%	61.8%	77	31.17%
5107	ACC 5107 Acorn Creek Capital Fort Collins, Colorado	$278M	+$13.3M	+5%	3.27%	–	87	19.54%
5108	IVGAI 5108 Index Venture Growth Associates IV St. Helier, Jersey	$278M	-$27.5M	-9%	5.95%	–	2	0%
5109	IFU 5109 iSAM Funds (UK) London, United Kingdom	$278M	-$209M	-43%	1.9%	48.3%	749	80.37%
5110	MSWM 5110 Master's Wealth Management Lancaster, Pennsylvania	$278M	+$47.7M	+21%	2%	–	68	33.82%
5111	BWAM 5111 Blue Water Asset Management Grand Rapids, Michigan	$278M	–	–	0.74%	–	104	–
5112	GJIA 5112 Glass Jacobson Investment Advisors Owings Mills, Maryland	$278M	+$1.45M	+0.5%	1.86%	58.3%	621	12.08%
5113	MIM 5113 Montgomery Investment Management Rockville, Maryland	$278M	-$6.26M	-2%	0.22%	98.4%	98	3.06%
5114	PFG 5114 Prosperity Financial Group San Ramon, California	$278M	+$4.43M	+2%	3.5%	108%	209	23.44%
5115	HIS 5115 Horizon Investment Services Hammond, Indiana	$278M	+$13M	+5%	4.62%	168%	151	19.87%
5116	WQ 5116 Wealth Quarterback Toms River, New Jersey	$278M	+$19.2M	+7%	3.74%	96.7%	164	13.41%
5117	CG 5117 Clarus Group Houston, Texas	$278M	-$9.99M	-3%	1.58%	65.5%	112	14.29%
5118	TP 5118 Tranquility Partners Brentwood, Tennessee	$278M	-$18.6M	-6%	1.81%	67.4%	245	10.61%
5119	WAM 5119 Weinberger Asset Management Los Angeles, California	$277M	+$1.21M	+0.4%	2.01%	66.4%	94	8.51%
5120	FWP 5120 Family Wealth Partners Matthews, North Carolina	$277M	+$10.6M	+4%	2.79%	–	100	27%
5121	EM 5121 Excalibur Management Waltham, Massachusetts	$277M	+$1.78M	+0.6%	3.12%	68.9%	169	6.51%
5122	JPLA 5122 Joseph P. Lucia & Associates Yorktown Heights, New York	$277M	+$12.2M	+5%	1.71%	58.2%	176	14.2%
5123	EC 5123 E20 Capital Hong Kong,	$277M	–	–	78.4%	–	20	–
5124	IWM 5124 Iams Wealth Management Omaha, Nebraska	$277M	+$27.8M	+11%	1.82%	51.3%	211	24.17%
5125	SFPG 5125 Stonebridge Financial Planning Group Orlando, Florida	$277M	+$10.7M	+4%	1.86%	67.2%	175	6.29%