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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
5551	LWM 5551 Lionsbridge Wealth Management Jacksonville Beach, Florida	$103M	+$10M	+11%	10.8%	55.3%	60	23.33%
5552	DLDF 5552 Dan L. Duncan Foundation Houston, Texas	$103M	+$33.7M	+49%	6.21%	11.8%	4	75%
5553	PPG 5553 Peak Planning Group Centennial, Colorado	$103M	+$14.5M	+16%	4.34%	82.4%	76	21.05%
5554	CCG 5554 Capital CS Group Irvine, California	$102M	+$6.13M	+6%	6.24%	11.6%	89	69.66%
5555	FC 5555 Farley Capital New York	$102M	+$3.94M	+4%	8.01%	105%	18	0%
5556	MRL 5556 Mantle Ridge LP New York	$102M	-$1.89M	-2%	1.8%	44.2%	1	0%
5557	TIA 5557 Trust Investment Advisors Indianapolis, Indiana	$102M	+$3.34M	+3%	7.9%	167%	81	13.58%
5558	MVA 5558 Mount Vernon Associates Baltimore, Maryland	$102M	+$6.66M	+7%	8.79%	119%	56	1.79%
5559	OFS 5559 OneAscent Financial Services Birmingham, Alabama	$102M	+$7.97M	+9%	3.61%	47.1%	164	32.93%
5560	AC 5560 AWH Capital Dallas, Texas	$102M	+$1.58M	+2%	41.9%	139%	40	37.5%
5561	AWM 5561 Avondale Wealth Management West Lake Hills, Texas	$102M	+$15.3M	+18%	2.74%	78.6%	111	17.12%
5562	CWM 5562 CCG Wealth Management San Diego, California	$101M	+$6.63M	+7%	6.12%	63%	90	21.11%
5563	FB 5563 First Bancorp Damariscotta, Maine	$101M	–	–	7.93%	58.1%	101	–
5564	AWAP 5564 Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania	$101M	+$6.04M	+6%	8.71%	68.1%	116	14.66%
5565	MCM 5565 Magnolia Capital Management Cold Spring, New York	$101M	+$4.16M	+4%	5.76%	77.6%	46	0%
5566	MPPLM 5566 Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$101M	-$61M	-38%	6.03%	90.2%	125	46.4%
5567	TC 5567 Tsai Capital New York	$101M	+$1.44M	+1%	5.57%	43.2%	21	33.33%
5568	GAA 5568 Green Alpha Advisors Niwot, Colorado	$101M	+$18.4M	+22%	6.53%	136%	113	12.39%
5569	CI 5569 Centerstone Investors New York	$101M	-$2.8M	-3%	11.2%	73.7%	23	17.39%
5570	GWM 5570 Greenhouse Wealth Management Westport, Connecticut	$101M	-$516K	-0.5%	6.14%	65.7%	133	60.9%
5571	AL 5571 ADE LLC Baltimore, Maryland	$101M	-$23.3M	-19%	3.69%	40%	333	33.03%
5572	BCM 5572 Beaumont Capital Management Boston, Massachusetts	$101M	+$659K	+0.7%	6.75%	40.9%	42	54.76%
5573	AWG 5573 Altus Wealth Group Colorado Springs, Colorado	$101M	-$3.98M	-4%	5.54%	68.6%	864	81.71%
5574	SSCA 5574 South Shore Capital Advisors Cohasset, Massachusetts	$101M	-$514K	-0.5%	2.13%	–	142	30.28%
5575	SCM 5575 Springhouse Capital Management Westport, Connecticut	$100M	-$3.34M	-3%	10.9%	52%	26	46.15%