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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
5401	CWM 5401 CCG Wealth Management San Diego, California	$129M	+$27.2M	+27%	4.31%	63%	92	19.57%
5402	C 5402 Clearshares New York	$129M	+$5.18M	+4%	4.45%	–	37	8.11%
5403	CIA 5403 Cohen Investment Advisors Bedford, New Hampshire	$129M	+$5.51M	+4%	8.94%	73.5%	77	0%
5404	TCMP 5404 Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$129M	+$21.6M	+20%	4.59%	43.2%	115	13.04%
5405	AWA 5405 AmeriServ Wealth Advisors Johnstown, Pennsylvania	$128M	+$11.8M	+10%	8.59%	–	73	13.7%
5406	DTC 5406 Davidson Trust Company Seattle, Washington	$128M	+$9.26M	+8%	5.82%	54.5%	125	16%
5407	EW 5407 Element Wealth Ridgeland, Mississippi	$128M	+$7.86M	+7%	5.85%	44.8%	182	8.79%
5408	PWM 5408 Peterson Wealth Management Sparks, Nevada	$128M	+$10.3M	+9%	6.23%	68.5%	65	36.92%
5409	ASBI 5409 American State Bank (Iowa) Sioux Center, Iowa	$128M	+$10.9M	+9%	7.05%	138%	292	1.71%
5410	TWM 5410 Trinity Wealth Management Berwyn, Pennsylvania	$128M	+$12.6M	+11%	5.83%	53.5%	31	25.81%
5411	AAM 5411 American Asset Management Boca Raton, Florida	$128M	+$12.3M	+11%	5.43%	42.5%	9	11.11%
5412	ICMP 5412 Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$128M	+$14.2M	+12%	5.39%	38.3%	85	25.88%
5413	SA 5413 swisspartners Advisors Zurich, Switzerland	$128M	+$14.9M	+13%	4.05%	86.6%	38	39.47%
5414	HC 5414 Hatton Consulting Phoenix, Arizona	$128M	+$18.7M	+17%	3.71%	–	50	32%
5415	YMRC 5415 Yorktown Management & Research Company Forest, Virginia	$128M	+$7.12M	+6%	9.18%	223%	278	24.1%
5416	IIM 5416 InTrack Investment Management South Burlington, Vermont	$128M	+$18.6M	+17%	6.66%	84.9%	120	20%
5417	CFSG 5417 Clark Financial Services Group Chesterfield, Missouri	$127M	+$9.37M	+8%	7.79%	102%	67	16.42%
5418	PA 5418 Proem Advisors Dallas, Texas	$127M	-$6.85M	-5%	3.99%	–	22	22.73%
5419	SNBOSCI 5419 Security National Bank of Sioux City Iowa Sioux City, Iowa	$127M	+$3.24M	+3%	8.2%	52.4%	130	46.15%
5420	HPCM 5420 High Pointe Capital Management Chicago, Illinois	$127M	+$13.1M	+12%	7%	92.4%	103	24.27%
5421	IWP 5421 Innova Wealth Partners Newtown, Pennsylvania	$127M	+$9.22M	+8%	6.29%	68%	66	9.09%
5422	MMFA 5422 Main Management Fund Advisors San Francisco, California	$127M	+$12.4M	+11%	7.3%	77.7%	6	0%
5423	FCM 5423 Fairbanks Capital Management Rancho Santa Fe, California	$127M	+$4.37M	+4%	9.21%	69.4%	52	3.85%
5424	HM 5424 HCEP Management Hong Kong	$127M	-$9.48M	-7%	2.24%	104%	9	66.67%
5425	DMPV 5425 Delphi Management Partners VIII San Mateo, California	$127M	-$18.1M	-13%	7.04%	–	5	20%