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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
5501	SWA 5501 Sightline Wealth Advisors Groton, Connecticut	$102M	–	–	14.4%	44.4%	52	–
5502	NVPX 5502 Norwest Venture Partners XIV Palo Alto, California	$101M	–	–	19.7%	–	1	–
5503	DWM 5503 Defined Wealth Management Beaverton, Oregon	$101M	–	–	13.5%	54.4%	216	–
5504	GWA 5504 GGM Wealth Advisors Baltimore, Maryland	$101M	–	–	17.8%	25.9%	70	–
5505	GWM 5505 Greenhouse Wealth Management Westport, Connecticut	$101M	–	–	14%	65.7%	133	–
5506	AWP 5506 Accretive Wealth Partners Parsippany, New Jersey	$101M	–	–	15.7%	54%	94	–
5507	VBCG 5507 Valley Brook Capital Group Venetia, Pennsylvania	$101M	–	–	12.5%	77.9%	410	–
5508	SSCA 5508 South Shore Capital Advisors Cohasset, Massachusetts	$101M	–	–	16.5%	–	120	–
5509	PHIMC 5509 Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$101M	+$6.53M	+7%	7.9%	95.1%	56	3.57%
5510	TWA 5510 TPB Wealth Advisors San Antonio, Texas	$101M	–	–	10.6%	–	27	–
5511	RFP 5511 Roth Financial Partners Kingwood, Texas	$101M	–	–	16.9%	54.3%	20	–
5512	GWAM 5512 Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$101M	–	–	12.2%	45.6%	64	–
5513	SC 5513 Schiavi & Co Wilmington, Delaware	$101M	–	–	13.8%	33%	7	–
5514	LMAM 5514 Legg Mason Asset Management Tokyo, Japan	$101M	–	–	12.8%	–	120	–
5515	UAM 5515 Unison Asset Management North Miami Beach, Florida	$101M	–	–	15.1%	84%	29	–
5516	APC 5516 Asset Planning Corporation Knoxville, Tennessee	$101M	–	–	10.4%	44.5%	68	–
5517	CCM 5517 Courage Capital Management Nashville, Tennessee	$100M	+$10.8M	+12%	2,034%	76.1%	39	35.9%
5518	SAM 5518 Soditic Asset Management Tonbridge, United Kingdom	$100M	–	–	13.5%	23.4%	20	–
5519	CFAM 5519 Center For Asset Management Palm Beach Gardens, Florida	$100M	–	–	7.31%	49.3%	81	–
5520	IIM 5520 InTrack Investment Management South Burlington, Vermont	$100M	–	–	13.2%	84.9%	88	–
5521	MF 5521 Montis Financial Waltham, Massachusetts	$100M	–	–	14.7%	44%	67	–
5522	AC 5522 AWH Capital Dallas, Texas	$100M	+$29.1M	+41%	56%	139%	51	49.02%
5523	FHC 5523 Fort Henry Capital Wheeling, West Virginia	$100M	–	–	9.18%	37%	11	–
5524	SWMP 5524 Signature Wealth Management Partners Montvale, New Jersey	$100M	–	–	12.2%	70%	93	–
5525	BCM 5525 Beaumont Capital Management Boston, Massachusetts	$100M	–	–	10.7%	40.9%	32	–