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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
5451	AWA 5451 AmeriServ Wealth Advisors Johnstown, Pennsylvania	$146M	+$15.9M	+12%	15.3%	–	66	6.06%
5452	WCA 5452 Waypoint Capital Advisors Minneapolis, Minnesota	$146M	–	–	11.7%	50.3%	97	–
5453	WMP 5453 Wealth Management Partners Tucson, Arizona	$146M	+$10.6M	+8%	10.8%	179%	121	18.18%
5454	DTC 5454 Davidson Trust Company Seattle, Washington	$146M	+$14.6M	+11%	10.9%	54.5%	130	9.23%
5455	SNBOSCI 5455 Security National Bank of Sioux City Iowa Sioux City, Iowa	$146M	+$15.7M	+12%	11.3%	52.4%	93	3.23%
5456	MAM 5456 McCarthy Asset Management Redwood Shores, California	$145M	+$12.4M	+9%	8.2%	40.1%	371	15.9%
5457	RHDIC 5457 R.H. Dinel Investment Counsel Los Angeles, California	$145M	+$12M	+9%	11.2%	34.1%	55	0%
5458	TWM 5458 Trinity Wealth Management Berwyn, Pennsylvania	$145M	+$13.2M	+10%	5.3%	53.5%	38	10.53%
5459	TI 5459 TTP Investments San Jose, California	$145M	–	–	12.7%	197%	42	–
5460	CIG 5460 Cairn Investment Group Vancouver, Washington	$145M	+$10.1M	+8%	9.2%	58.6%	72	5.56%
5461	GCM 5461 Garland Capital Management Bellevue, Washington	$145M	+$5.22M	+4%	12.6%	55.7%	32	3.13%
5462	LTL 5462 Lowery Thomas LLC Pebble Beach, California	$145M	–	–	6.08%	55.8%	49	–
5463	CIA 5463 Capital Impact Advisors Boston, Massachusetts	$145M	-$107M	-43%	9.14%	–	163	65.64%
5464	OPOWM 5464 One Plus One Wealth Management Jupiter, Florida	$145M	+$6.11M	+4%	6.63%	69.2%	99	15.15%
5465	CCM 5465 Chicago Capital Management Chicago, Illinois	$145M	-$71.2M	-33%	15.2%	295%	53	73.58%
5466	CS 5466 Capital Square Chattanooga, Tennessee	$145M	+$3.7M	+3%	9.82%	43.3%	170	15.88%
5467	IIM 5467 InTrack Investment Management South Burlington, Vermont	$145M	+$7.47M	+5%	11.3%	84.9%	126	15.87%
5468	CWMU 5468 Caliber Wealth Management (Utah) Orem, Utah	$145M	+$2.84M	+2%	6.63%	36.5%	80	30%
5469	MC 5469 Matisse Capital Portland, Oregon	$145M	-$127M	-47%	3.85%	52.1%	172	33.14%
5470	SPFA 5470 Summit Place Financial Advisors Summit, New Jersey	$145M	+$7.51M	+5%	7.44%	89.4%	107	9.35%
5471	RTL 5471 Red Tortoise LLC Atlanta, Georgia	$145M	+$16.5M	+13%	3.76%	43.7%	546	87.73%
5472	ASBI 5472 American State Bank (Iowa) Sioux Center, Iowa	$144M	+$15.4M	+12%	9.95%	138%	299	3.34%
5473	CG 5473 Castellan Group Louisville, Kentucky	$144M	-$49.9M	-26%	10.2%	196%	94	41.49%
5474	FFC 5474 Fure Financial Corporation Bloomington, Minnesota	$144M	+$958K	+0.7%	7.19%	59.5%	62	24.19%
5475	AC 5475 Amitell Capital Singapore	$144M	-$9.46M	-6%	3.46%	180%	61	37.7%