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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
5301	JRCM 5301 Jones Road Capital Management New York	$206M	-$114M	-36%	1.48%	82.5%	46	41.3%
5302	YWM 5302 Yardley Wealth Management Yardley, Pennsylvania	$206M	+$37.3M	+22%	2.42%	–	42	4.76%
5303	HPFG 5303 Hart & Patterson Financial Group Amherst, Massachusetts	$206M	-$5.42M	-3%	2.58%	–	73	2.74%
5304	PFWA 5304 Paces Ferry Wealth Advisors Atlanta, Georgia	$206M	+$31.9M	+18%	2.51%	69.3%	137	17.52%
5305	IC 5305 Innealta Capital Austin, Texas	$206M	-$40.9M	-17%	2.5%	52.1%	172	34.88%
5306	RP 5306 Riverwater Partners Milwaukee, Wisconsin	$206M	+$4.07M	+2%	2.16%	85.5%	235	22.13%
5307	BOCM 5307 Bontempo Ohly Capital Management Bethesda, Maryland	$205M	-$13.7M	-6%	4.02%	41.5%	35	2.86%
5308	LWMI 5308 Landmark Wealth Management (Illinois) Normal, Illinois	$205M	+$4.68M	+2%	2.42%	–	47	14.89%
5309	TSW 5309 Three Seasons Wealth Salt Lake City, Utah	$205M	+$15.2M	+8%	4.42%	–	141	36.88%
5310	IAMOG 5310 Investors Asset Management of Georgia Atlanta, Georgia	$205M	-$6.98M	-3%	0.02%	113%	168	5.95%
5311	APSI 5311 Asset Planning Services Inc Covington, Louisiana	$205M	+$2.85M	+1%	1.93%	117%	35	0%
5312	RWMG 5312 Redwood Wealth Management Group Medford, New Jersey	$205M	+$3.44M	+2%	3.4%	74.1%	171	15.79%
5313	ACM 5313 Ayrshire Capital Management Westport, Connecticut	$205M	-$5.21M	-2%	0.21%	78.4%	54	20.37%
5314	SC 5314 Swan Capital Pensacola, Florida	$205M	+$1.74M	+0.9%	3.17%	–	431	31.79%
5315	NECFA 5315 New England Capital Financial Advisors Meriden, Connecticut	$205M	+$12.2M	+6%	0.12%	55.6%	429	10.72%
5316	SHFP 5316 Second Half Financial Partners Sebring, Florida	$205M	+$16M	+8%	0.38%	36.8%	111	32.43%
5317	MS 5317 Marshall & Sullivan Seattle, Washington	$205M	-$3.61M	-2%	0.83%	82%	41	2.44%
5318	PWG 5318 Private Wealth Group Tampa, Florida	$205M	+$4.49M	+2%	0.75%	48.2%	67	8.96%
5319	DRP 5319 Decade Renewable Partners Houston, Texas	$204M	+$13.7M	+7%	3.66%	–	44	56.82%
5320	SRWM 5320 Shira Ridge Wealth Management Larkspur, California	$204M	+$8.28M	+4%	0.55%	64.9%	85	14.12%
5321	BA 5321 Bluesphere Advisors East Norriton, Pennsylvania	$204M	+$2.02M	+1%	3.22%	81.4%	108	10.19%
5322	BF 5322 Brogan Financial Knoxville, Tennessee	$204M	+$28.5M	+16%	0.96%	35.5%	59	16.95%
5323	TW 5323 Towerpoint Wealth Sacramento, California	$204M	-$6.85M	-3%	0.03%	62.4%	92	19.57%
5324	ORC 5324 O'Rourke & Company Boston, Massachusetts	$204M	+$4.3M	+2%	3.02%	62.4%	155	9.68%
5325	UAM 5325 Unison Asset Management North Miami Beach, Florida	$204M	-$6.39M	-3%	0.33%	84%	35	8.57%