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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
5476	SFP 5476 Strategic Financial Partners Bend, Oregon	$182M	+$956K	+0.5%	1.6%	43%	75	14.67%
5477	KWAG 5477 Kiely Wealth Advisory Group Kernersville, North Carolina	$181M	+$5.81M	+3%	0.31%	–	322	17.39%
5478	IFA 5478 Interactive Financial Advisors New Lenox, Illinois	$181M	+$577K	+0.3%	1.07%	37.7%	86	1.16%
5479	WP 5479 Wealthspan Partners Davenport, Iowa	$181M	+$11.5M	+7%	1.58%	59.1%	104	7.69%
5480	BWM 5480 Boyd Wealth Management Sacramento, California	$181M	+$6.11M	+3%	1.85%	51.1%	47	17.02%
5481	HKIMG 5481 Hutchens & Kramer Investment Management Group Carmel, Indiana	$181M	+$12.1M	+7%	5.32%	84.6%	161	16.15%
5482	BAM 5482 Bellevue Asset Management Bellevue, Washington	$181M	+$4.94M	+3%	4.32%	51%	479	8.14%
5483	PFA 5483 Pinnacle Family Advisors Springfield, Missouri	$181M	-$6.7M	-4%	4.12%	77.3%	130	39.23%
5484	TSW 5484 Three Seasons Wealth Salt Lake City, Utah	$181M	+$37.9M	+27%	5.71%	–	97	27.84%
5485	AA 5485 AJ Advisors Nashville, Tennessee	$181M	-$462K	-0.3%	1.65%	59.8%	49	34.69%
5486	QCIG 5486 Quad-Cities Investment Group Davenport, Iowa	$181M	+$9.53M	+6%	2.85%	61%	185	8.11%
5487	DCM 5487 Dudley Capital Management Middleburg, Virginia	$181M	+$9.39M	+5%	5.82%	110%	123	8.13%
5488	CP 5488 Creekside Partners Petaluma, California	$181M	–	–	0.83%	–	162	–
5489	AWM 5489 Avaii Wealth Management Appleton, Wisconsin	$180M	+$9.96M	+6%	2.25%	68.3%	152	17.11%
5490	MCA 5490 Mendon Capital Advisors Key Largo, Florida	$180M	-$6.24M	-3%	0.91%	–	55	21.82%
5491	MTWM 5491 Masso Torrence Wealth Management Marlton, New Jersey	$180M	+$11.7M	+7%	7.41%	130%	100	13%
5492	MA 5492 Menlo Advisors Menlo Park, California	$180M	+$5.54M	+3%	2.89%	81.9%	35	25.71%
5493	HWMA 5493 Heritage Wealth Management (Arizona) Phoenix, Arizona	$180M	-$16.2M	-8%	0.31%	–	188	16.49%
5494	HFO 5494 Heritage Family Offices Scottsdale, Arizona	$180M	–	–	0.31%	–	168	–
5495	SOAG 5495 Silver Oak Advisory Group Portland, Oregon	$180M	+$1.9M	+1%	0.21%	20.1%	67	8.96%
5496	TCM 5496 Tieton Capital Management Yakima, Washington	$180M	-$10.7M	-6%	5.76%	154%	40	7.5%
5497	DB 5497 Dravo Bay Rehoboth Beach, Delaware	$180M	+$12M	+7%	0.71%	36.6%	49	2.04%
5498	BCM 5498 Bond Capital Management San Francisco, California	$180M	-$7.46M	-4%	0.14%	28.9%	5	0%
5499	CWM 5499 Chronos Wealth Management Clearwater, Florida	$180M	+$8.85M	+5%	5.78%	86.4%	41	7.32%
5500	DSN 5500 D. Scott Neal Lexington, Kentucky	$180M	+$26.7M	+17%	2.34%	105%	65	9.23%