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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Warren Buffett Berkshire Hathaway 27.55% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 2.08% 1-Year Est. Return

Philippe Laffont Coatue Management 94.27% 1-Year Est. Return

Ray Dalio Bridgewater Associates 40.93% 1-Year Est. Return

Ken Griffin Citadel Advisors 40.89% 1-Year Est. Return

Ken Fisher Fisher Asset Management 26.9% 1-Year Est. Return

Jim Simons Renaissance Technologies 54.88% 1-Year Est. Return

David Tepper Appaloosa LP 104.51% 1-Year Est. Return

Stanley Druckenmiller Duquesne Family Office 87.01% 1-Year Est. Return

All fund managers

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Est. Return	3 Year Est. Return	Holdings	Portfolio Turnover	Avg Holding Period (Yrs)
5351	5351 Independent Family Office Albany, New York	$177M	+$16.7M	+10%	11.6%	68.4%	75	13.33%	2.5
5352	5352 Red Tortoise LLC Atlanta, Georgia	$177M	+$27.5M	+18%	8.96%	43.7%	607	22.73%	1
5353	5353 Denver Wealth Management Denver, Colorado	$177M	+$22.1M	+14%	9.64%	64.4%	78	12.82%	1.6
5354	5354 Waterfall Asset Management New York	$177M	–	–	1.22%	–	7	–	0
5355	5355 EnerVest Houston, Texas	$177M	-$13.4M	-7%	7.07%	20.5%	1	0%	5
5356	5356 Retirement Financial Solutions Knoxville, Tennessee	$177M	+$28.2M	+19%	9.7%	52.5%	47	19.15%	0.6
5357	5357 Next Level Private Harrison, New York	$176M	+$25.7M	+17%	10.5%	95.9%	111	11.71%	0.9
5358	5358 Cooper/Haims Advisors Victor, New York	$176M	+$47.9M	+37%	8.39%	58.8%	86	17.44%	3.4
5359	5359 AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$176M	+$68.7M	+64%	12.7%	62.3%	61	27.87%	1.7
5360	5360 Union Savings Bank Litchfield, Connecticut	$176M	+$15.9M	+10%	9.58%	–	312	6.09%	0.5
5361	5361 Aragon Global Management Miami, Florida	$176M	–	–	17.6%	–	15	–	0
5362	5362 Lavaca Capital Houston, Texas	$176M	-$121M	-41%	10.9%	46.5%	149	42.28%	2.4
5363	5363 Warren Street Wealth Advisors Newport Beach, California	$176M	+$25M	+17%	8.49%	84.6%	90	11.11%	1.3
5364	5364 Private Wealth Group Tampa, Florida	$176M	+$23.6M	+15%	8.7%	52.9%	56	8.93%	2.8
5365	5365 IRON Financial Northbrook, Illinois	$176M	+$3.93M	+2%	7.5%	60.6%	103	10.68%	3
5366	PCMK 5366 Paragon Capital Management (Kansas) Overland Park, Kansas	$176M	+$6.12M	+4%	10%	87.5%	58	15.52%	6.3
5367	5367 Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma	$176M	+$7.65M	+5%	10.6%	82.3%	151	7.28%	2.7
5368	5368 Global X Japan Chiyoda-Ku, Tokyo, Japan	$176M	–	–	10.9%	151%	256	–	0
5369	5369 BCK Partners Corning, New York	$176M	+$15.8M	+10%	8.7%	46%	28	0%	2.4
5370	5370 F/M Investments Washington, District of Columbia	$176M	+$42M	+31%	11.3%	101%	99	36.36%	0.7
5371	5371 DB Wealth Management Group San Diego, California	$176M	+$17.6M	+11%	10.7%	19%	387	8.53%	2.1
5372	5372 Lindenwold Advisors Reading, Pennsylvania	$176M	+$15.4M	+10%	10.6%	75%	122	15.57%	1.6
5373	5373 1492 Capital Management Milwaukee, Wisconsin	$176M	+$20.7M	+13%	10.9%	332%	116	36.21%	1.5
5374	5374 New England Professional Planning Group Westerly, Rhode Island	$176M	+$14.5M	+9%	10.4%	64.1%	45	13.33%	4.4
5375	5375 Mader & Shannon Wealth Management Kansas City, Missouri	$176M	+$23.7M	+16%	7.48%	62.5%	12	8.33%	3.4