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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	LODC 5201 Lanham O'Dell & Company Hurricane, West Virginia	$198M	+$53.5M	+37%	13.7%	81%	36	36.11%
5202	GPFA 5202 Game Plan Financial Advisors Westlake, Ohio	$198M	+$23M	+13%	12.6%	–	486	19.55%
5203	LFP 5203 Lakeshore Financial Planning St. Clair Shores, Michigan	$198M	+$17.6M	+10%	7.82%	56.8%	69	11.59%
5204	PSA 5204 Plum Street Advisors New Orleans, Louisiana	$197M	+$47.3M	+32%	5.44%	–	85	31.76%
5205	MWS 5205 Maxwell Wealth Strategies Pleasanton, California	$197M	+$44.3M	+29%	10.7%	–	110	24.55%
5206	VLC 5206 Van Leeuwen & Company Princeton, New Jersey	$197M	+$25.5M	+15%	17%	75.4%	96	20.83%
5207	MUAMU 5207 Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$197M	+$14.5M	+8%	13.6%	138%	106	25.47%
5208	GCM 5208 Gallacher Capital Management Lone Tree, Colorado	$197M	+$17.7M	+10%	6.22%	70.7%	320	37.19%
5209	FFC 5209 First Financial Corp Terre Haute, Indiana	$197M	+$461K	+0.2%	7.22%	88.3%	574	37.28%
5210	DRS 5210 Deane Retirement Strategies New Orleans, Louisiana	$197M	+$13.6M	+7%	8.51%	64.7%	87	47.13%
5211	WMP 5211 Wealth Management Partners Tucson, Arizona	$197M	+$17.6M	+10%	15.6%	179%	127	14.96%
5212	AIM 5212 Aspen Investment Management Grand Rapids, Michigan	$197M	+$17.9M	+10%	8.43%	84.9%	159	16.35%
5213	OFS 5213 OMC Financial Services Dewitt, New York	$197M	–	–	17.2%	–	60	–
5214	HFP 5214 Holistic Financial Partners Indianapolis, Indiana	$197M	+$30.5M	+18%	14.8%	95.7%	143	21.68%
5215	AWA 5215 Alta Wealth Advisors Woburn, Massachusetts	$197M	+$17.5M	+10%	11.1%	87.6%	133	9.02%
5216	UBG 5216 United Bank (Georgia) Zebulon, Georgia	$197M	+$15.5M	+9%	9.63%	64.5%	97	9.28%
5217	SWM 5217 Silverlake Wealth Management Williston, Vermont	$196M	+$15.1M	+8%	7.41%	54.9%	258	17.83%
5218	SFS 5218 Searcy Financial Services Overland Park, Kansas	$196M	+$16.2M	+9%	6.38%	58.5%	27	25.93%
5219	TF 5219 Theory Financial Fort Collins, Colorado	$196M	+$9.22M	+5%	5.4%	40.5%	85	32.94%
5220	AP 5220 Arlington Partners Birmingham, Alabama	$196M	-$151M	-44%	7.5%	43.7%	261	78.93%
5221	HWMA 5221 Heritage Wealth Management (Arizona) Phoenix, Arizona	$196M	+$11.8M	+6%	6.03%	–	185	13.51%
5222	DWM 5222 Denver Wealth Management Denver, Colorado	$196M	+$19.2M	+11%	7.13%	50%	83	13.25%
5223	VCM 5223 Verger Capital Management Winston-Salem, North Carolina	$196M	+$16.6M	+9%	6.94%	53.1%	13	0%
5224	HWA 5224 Hilltop Wealth Advisors Chapel Hill, North Carolina	$196M	+$20.2M	+12%	6.57%	43.9%	52	23.08%
5225	TWCM 5225 True Wind Capital Management San Francisco, California	$196M	-$142M	-42%	14.8%	119%	3	33.33%