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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	BCA 5451 Ballentine Capital Advisors Greenville, South Carolina	$197M	+$4.05M	+2%	0.53%	–	29	0%
5452	MFP 5452 Meridian Financial Partners Warrenton, Virginia	$197M	+$7.67M	+4%	3.37%	73.1%	109	12.84%
5453	JFG 5453 JDM Financial Group Austin, Texas	$197M	+$4.64M	+2%	2.34%	51.5%	347	17.58%
5454	MS 5454 Marshall & Sullivan Seattle, Washington	$197M	-$7.58M	-4%	1.83%	82%	43	6.98%
5455	EHWM 5455 Eads & Heald Wealth Management Atlanta, Georgia	$197M	-$6.39M	-3%	0.27%	70.2%	141	6.38%
5456	NERM 5456 New England Research & Management Chicago, Illinois	$197M	+$354K	+0.2%	3.32%	56.4%	169	28.99%
5457	DWM 5457 Dopkins Wealth Management Williamsville, New York	$197M	+$361K	+0.2%	1.41%	64.4%	89	8.99%
5458	APSI 5458 Asset Planning Services Inc Covington, Louisiana	$197M	-$8.4M	-4%	2.04%	117%	35	0%
5459	BFS 5459 Burrus Financial Services Salt Lake City, Utah	$197M	+$2.06M	+1%	0.17%	30.2%	10	0%
5460	NECFA 5460 New England Capital Financial Advisors Meriden, Connecticut	$197M	-$8.26M	-4%	2.58%	55.6%	422	9.48%
5461	RWMG 5461 Redwood Wealth Management Group Medford, New Jersey	$197M	-$8.5M	-4%	1.62%	74.1%	171	15.2%
5462	CWM 5462 Cahill Wealth Management Portage, Michigan	$196M	+$407K	+0.2%	2.63%	24.7%	50	4%
5463	PFA 5463 Peak Financial Advisors Denver, Colorado	$196M	+$4.18M	+2%	1.56%	40.1%	87	32.18%
5464	RCM 5464 Rings Capital Management Chicago, Illinois	$196M	+$4.81M	+3%	3.59%	49.5%	8	0%
5465	EFP 5465 Envision Financial Planning Memphis, Tennessee	$196M	+$2.7M	+1%	0.06%	–	48	18.75%
5466	MADR 5466 Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$196M	-$806K	-0.4%	5.98%	114%	23	8.7%
5467	HFO 5467 Heritage Family Offices Scottsdale, Arizona	$196M	-$4.87M	-2%	0.17%	–	197	16.75%
5468	SST 5468 S Squared Technology New York	$195M	-$45.3M	-19%	10.6%	138%	39	25.64%
5469	AA 5469 AJ Advisors Nashville, Tennessee	$195M	+$2.63M	+1%	2.09%	59.8%	36	16.67%
5470	HFF 5470 Halter Ferguson Financial Carmel, Indiana	$195M	-$49.1M	-20%	26.1%	–	35	14.29%
5471	CFC 5471 Client First Capital San Diego, California	$195M	+$652K	+0.3%	1.84%	49.6%	22	31.82%
5472	SWP 5472 Significant Wealth Partners Cary, Illinois	$195M	+$1.97M	+1%	2.93%	–	94	12.77%
5473	CWA 5473 Continuum Wealth Advisors Saratoga Springs, New York	$195M	-$2.67M	-1%	0.88%	61.4%	65	23.08%
5474	FU 5474 Fairfield University Fairfield, Connecticut	$195M	+$8.01M	+4%	2.54%	48%	3	0%
5475	RP 5475 Riverwater Partners Milwaukee, Wisconsin	$195M	-$10.7M	-5%	2.21%	85.5%	233	22.32%