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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
5251	WF 5251 Warner Financial Bethesda, Maryland	$177M	+$26.8M	+18%	10.4%	62.1%	102	10.78%
5252	MAS 5252 Madden Advisory Services Jacksonville, Florida	$177M	+$19.4M	+12%	9.68%	44.7%	94	18.09%
5253	WA1 5253 Wimmer Associates 1 Pasadena, California	$177M	+$17.1M	+11%	10.5%	69.4%	109	3.67%
5254	PGDP 5254 Pragma Gestao de Patrimonio Sao Paulo, Brazil	$177M	+$11.8M	+7%	16%	59.2%	24	12.5%
5255	BCFD 5255 Boit C.F. David	$177M	+$30.9M	+21%	8.39%	66.7%	133	21.8%
5256	LIG 5256 Lokken Investment Group Lewes, Delaware	$177M	+$24.3M	+16%	9.79%	65.3%	148	16.22%
5257	IFO 5257 Independent Family Office Albany, New York	$177M	+$16.7M	+10%	11.6%	66.8%	75	13.33%
5258	RTL 5258 Red Tortoise LLC Atlanta, Georgia	$177M	+$27.5M	+18%	8.96%	43.7%	607	22.73%
5259	DWM 5259 Denver Wealth Management Denver, Colorado	$177M	+$22.1M	+14%	9.64%	50%	78	12.82%
5260	WAM 5260 Waterfall Asset Management New York	$177M	–	–	1.22%	–	7	–
5261	E 5261 EnerVest Houston, Texas	$177M	-$13.4M	-7%	7.07%	20.5%	1	0%
5262	RFS 5262 Retirement Financial Solutions Knoxville, Tennessee	$177M	+$28.2M	+19%	9.7%	40.6%	47	19.15%
5263	NLP 5263 Next Level Private Harrison, New York	$176M	+$25.7M	+17%	10.5%	92.4%	111	11.71%
5264	CHA 5264 Cooper/Haims Advisors Victor, New York	$176M	+$47.9M	+37%	8.39%	41.9%	86	17.44%
5265	AWMT 5265 AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$176M	+$68.7M	+64%	12.7%	58.8%	61	27.87%
5266	USB 5266 Union Savings Bank Litchfield, Connecticut	$176M	+$15.9M	+10%	9.58%	–	312	6.09%
5267	AGM 5267 Aragon Global Management Miami, Florida	$176M	–	–	17.6%	–	15	–
5268	LC 5268 Lavaca Capital Houston, Texas	$176M	-$121M	-41%	10.9%	32%	149	42.28%
5269	WSWA 5269 Warren Street Wealth Advisors Newport Beach, California	$176M	+$25M	+17%	8.49%	75.7%	90	11.11%
5270	PWG 5270 Private Wealth Group Tampa, Florida	$176M	+$23.6M	+15%	8.7%	48.2%	56	8.93%
5271	IF 5271 IRON Financial Northbrook, Illinois	$176M	+$3.93M	+2%	7.5%	51.4%	103	10.68%
5272	PCMK 5272 Paragon Capital Management (Kansas) Overland Park, Kansas	$176M	+$6.12M	+4%	10%	75.8%	58	15.52%
5273	MPPW 5273 Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma	$176M	+$7.65M	+5%	10.6%	75.2%	151	7.28%
5274	GXJ 5274 Global X Japan Chiyoda-Ku, Tokyo, Japan	$176M	–	–	10.9%	–	256	–
5275	BP 5275 BCK Partners Corning, New York	$176M	+$15.8M	+10%	8.7%	44.6%	28	0%