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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
5201	UBG 5201 United Bank (Georgia) Zebulon, Georgia	$181M	+$14M	+8%	10.4%	64.5%	91	3.3%
5202	XSC 5202 X-Square Capital Guaynabo, Puerto Rico	$181M	+$32.4M	+22%	12.8%	112%	172	27.33%
5203	FWM 5203 Forza Wealth Management Sarasota, Florida	$181M	-$12.6M	-6%	8.57%	65.6%	189	16.4%
5204	LI 5204 Latigo Investments Fort Lauderdale, Florida	$181M	+$16.8M	+10%	10.1%	45.2%	19	0%
5205	GCM 5205 Gator Capital Management Tampa, Florida	$181M	+$39.7M	+28%	23.8%	201%	68	14.71%
5206	WPW 5206 Watershed Private Wealth Oak Brook, Illinois	$181M	+$18.8M	+12%	10.6%	71.4%	113	21.24%
5207	PIA 5207 Powell Investment Advisors Miami, Florida	$181M	+$14.4M	+9%	11.2%	76.1%	158	19.62%
5208	TCOK 5208 Trust Company of Kansas Wichita, Kansas	$181M	+$24M	+15%	13.4%	87%	52	9.62%
5209	CA 5209 Claris Advisors St. Louis, Missouri	$181M	+$24.1M	+15%	11.3%	65.7%	55	16.36%
5210	GP 5210 Geneva Partners Lake Geneva, Wisconsin	$181M	+$29.8M	+20%	15.1%	252%	81	35.8%
5211	AWG 5211 Altus Wealth Group Colorado Springs, Colorado	$180M	+$22.9M	+15%	11%	68.6%	143	11.19%
5212	IGYL 5212 I.G.Y. Ltd London, United Kingdom	$180M	+$18.4M	+11%	14.2%	81.2%	3	0%
5213	SFS 5213 Searcy Financial Services Overland Park, Kansas	$180M	+$14.7M	+9%	8.81%	58.5%	21	0%
5214	WPM 5214 Worldly Partners Management Needham, Massachusetts	$180M	+$23.5M	+15%	17.2%	19.9%	4	25%
5215	MM 5215 MQS Management New York	$180M	+$15.9M	+10%	8.84%	9.76%	706	80.17%
5216	LFP 5216 Lakeshore Financial Planning St. Clair Shores, Michigan	$180M	+$4.59M	+3%	10.6%	56.8%	68	17.65%
5217	MIM 5217 Moseley Investment Management Bradenton, Florida	$180M	+$12.5M	+7%	12%	96.6%	157	15.29%
5218	LAM 5218 Lifestyle Asset Management Friendswood, Texas	$180M	+$15M	+9%	8.33%	82.6%	107	28.04%
5219	BFS 5219 Burkett Financial Services Rock Hill, South Carolina	$180M	–	–	9.96%	–	198	–
5220	MA 5220 MBA Advisors Hermitage, Pennsylvania	$179M	+$16.4M	+10%	8.99%	58.3%	126	11.9%
5221	CWP 5221 Corepath Wealth Partners Scottsdale, Arizona	$179M	+$13.5M	+8%	9.55%	56%	42	7.14%
5222	CJH 5222 Christopher J. Hasenberg Eau Claire, Wisconsin	$179M	–	–	11.2%	–	21	–
5223	GCM 5223 Gallacher Capital Management Lone Tree, Colorado	$179M	+$19.2M	+12%	9.35%	70.7%	305	38.36%
5224	WMP 5224 Wealth Management Partners Tucson, Arizona	$179M	+$19M	+12%	12.4%	179%	124	11.29%
5225	AWA 5225 Alta Wealth Advisors Woburn, Massachusetts	$179M	+$16M	+10%	15%	87.6%	140	18.57%