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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
5601	IWA 5601 IVC Wealth Advisors Silverdale, Pennsylvania	$224M	+$18.7M	+9%	7%	70.8%	191	13.09%
5602	WW 5602 Windle Wealth Oklahoma City, Oklahoma	$224M	+$19M	+9%	8.97%	70.5%	33	0%
5603	TCG 5603 Transcendent Capital Group Edmond, Oklahoma	$223M	+$28.9M	+15%	7.43%	–	126	28.57%
5604	NPI 5604 New Perspectives Inc Ridgeland, Mississippi	$223M	+$21.2M	+10%	6.97%	–	41	14.63%
5605	PF 5605 Penney Financial Houston, Texas	$223M	+$26.6M	+14%	5.32%	–	51	21.57%
5606	EFA 5606 Edge Financial Advisors Wheaton, Illinois	$223M	+$33.4M	+18%	7.45%	–	141	15.6%
5607	AWM 5607 Ariadne Wealth Management Santa Barbara, California	$223M	+$14M	+7%	10.1%	–	261	18.01%
5608	FGG 5608 Financial Guidance Group Palm Harbor, Florida	$223M	+$17.2M	+8%	6.3%	52%	87	5.75%
5609	TRIA 5609 Trail Ridge Investment Advisors Fort Collins, Colorado	$223M	+$15.1M	+7%	7.68%	68.2%	110	8.18%
5610	FS 5610 Financial Symmetry Raleigh, North Carolina	$223M	+$29.4M	+15%	7.25%	–	54	11.11%
5611	SHCM 5611 Silver Heights Capital Management Toronto, Ontario, Canada	$223M	-$39.2M	-15%	21.6%	6.93%	4	0%
5612	AWAP 5612 Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania	$223M	+$27.4M	+14%	9.66%	68.1%	155	7.74%
5613	OWCM 5613 One Wealth Capital Management Scottsdale, Arizona	$223M	+$9.88M	+5%	7.04%	–	129	20.16%
5614	CFGF 5614 Compass Financial Group (Florida) Deerfield Beach, Florida	$223M	+$23.4M	+12%	5.76%	36.3%	47	19.15%
5615	DCM 5615 Dudley Capital Management Middleburg, Virginia	$223M	+$22.3M	+11%	11.4%	110%	142	14.79%
5616	PC 5616 Panoramic Capital Larkspur, California	$223M	+$90.4M	+68%	29.6%	–	54	44.44%
5617	LWM 5617 Lodestone Wealth Management Spokane, Washington	$222M	+$17.1M	+8%	8.96%	81.1%	177	7.34%
5618	WAM 5618 Worth Asset Management Dallas, Texas	$222M	+$19.7M	+10%	7.79%	115%	204	43.63%
5619	MSS 5619 Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$222M	+$13.5M	+6%	8.08%	72.2%	148	6.76%
5620	SNWA 5620 Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois	$222M	-$35.1M	-14%	6%	–	228	89.91%
5621	HWA 5621 Hillcrest Wealth Advisors Hazlet, New Jersey	$222M	+$9.71M	+5%	7.69%	55%	54	11.11%
5622	EA 5622 Evolution Advisers Richmond, Virginia	$222M	+$18.4M	+9%	5.08%	33%	162	5.56%
5623	OFM 5623 Omega Fund Management Boston, Massachusetts	$222M	+$67.9M	+44%	48.9%	112%	14	21.43%
5624	IRP 5624 Investment Research Partners Lemont, Pennsylvania	$222M	–	–	7.65%	–	224	–
5625	SCM 5625 Sage Capital Management Stockton, New Jersey	$222M	+$14.5M	+7%	6.79%	–	164	8.54%