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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
5526	IFO 5526 Independent Family Office Albany, New York	$240M	+$3.16M	+1%	2.44%	66.8%	81	4.94%
5527	FF 5527 Foronjy Financial Santa Barbara, California	$240M	+$11.2M	+5%	1.14%	–	107	6.54%
5528	RC 5528 Resolute Capital Greenville, South Carolina	$239M	–	–	0.91%	–	58	–
5529	WR 5529 WD Rutherford Portland, Oregon	$239M	+$4.13M	+2%	2.33%	170%	81	19.75%
5530	GSF 5530 Grove Street Fiduciary Peterborough, New Hampshire	$239M	+$27.7M	+13%	1.5%	–	76	3.95%
5531	RWMG 5531 Redwood Wealth Management Group Medford, New Jersey	$239M	+$3.29M	+1%	2.98%	74.1%	197	14.21%
5532	MMM 5532 Mendel Money Management Northbrook, Illinois	$239M	+$1.09M	+0.5%	3.75%	75.4%	154	7.14%
5533	CCAM 5533 Cascades Capital Asset Management Greensboro, North Carolina	$239M	+$11.7M	+5%	2.73%	–	173	15.61%
5534	JCFM 5534 JBR Co Financial Management Ardmore, Oklahoma	$239M	+$2.54M	+1%	1.3%	–	128	15.63%
5535	MWM 5535 MBE Wealth Management Tomah, Wisconsin	$239M	+$7.62M	+3%	2.41%	60.9%	142	9.15%
5536	NEPPG 5536 New England Professional Planning Group Westerly, Rhode Island	$239M	+$20.4M	+9%	1.88%	59%	52	17.31%
5537	CWMGP 5537 Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$239M	+$2.46M	+1%	2.26%	75.9%	91	24.18%
5538	CA 5538 Cresta Advisors Laredo, Texas	$239M	+$14.4M	+6%	1.93%	59.1%	167	71.26%
5539	CI 5539 Cordant Inc Portland, Oregon	$239M	+$16.9M	+8%	3.19%	47%	72	13.89%
5540	RP 5540 Raelipskie Partnership Waterloo, Ontario, Canada	$239M	+$5.68M	+2%	2.62%	–	120	6.67%
5541	HAM 5541 Harber Asset Management Asheville, North Carolina	$238M	-$40.5M	-15%	1.84%	30%	44	38.64%
5542	TPF 5542 Tribridge Partners Financial Columbia, Maryland	$238M	+$20.6M	+9%	0.86%	–	78	10.26%
5543	MAG 5543 MRA Advisory Group Parsippany, New Jersey	$238M	+$8.91M	+4%	1.97%	84.5%	153	20.26%
5544	I 5544 IMPACTfolio Denver, Colorado	$238M	+$6.28M	+3%	1.82%	51.2%	42	19.05%
5545	BWA 5545 BlueChip Wealth Advisors Milton, Georgia	$238M	+$3.76M	+2%	1.66%	–	170	16.47%
5546	AWM 5546 Aviso Wealth Management Bellevue, Washington	$238M	+$8.47M	+4%	3.95%	–	151	10.6%
5547	IIM 5547 Ironwood Investment Management Boston, Massachusetts	$238M	+$8.5M	+4%	5.22%	149%	180	9.44%
5548	GSB 5548 Greenfield Savings Bank Greenfield, Massachusetts	$238M	+$703K	+0.3%	3.2%	97.3%	149	5.37%
5549	AFS 5549 Axiom Financial Strategies New Albany, Indiana	$238M	+$5.29M	+2%	1.74%	41.2%	50	4%
5550	EFA 5550 Edge Financial Advisors Wheaton, Illinois	$238M	+$14.5M	+6%	2.21%	–	144	11.81%