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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
5626	MC 5626 Matisse Capital Portland, Oregon	$222M	+$10.6M	+5%	8.39%	52.1%	183	18.58%
5627	LAI 5627 Legal Advantage Investments Los Altos Hills, California	$222M	+$8.29M	+4%	9.04%	105%	99	15.15%
5628	YP 5628 YANKCOM Partnership Yankton, South Dakota	$222M	+$17.7M	+9%	7.65%	–	336	21.73%
5629	ATWA 5629 Arbor Trust Wealth Advisors Ann Arbor, Michigan	$222M	+$17.6M	+9%	7.66%	52.8%	85	5.88%
5630	RA 5630 Ransom Advisory Providence, Rhode Island	$222M	+$9.89M	+5%	11.4%	–	329	10.64%
5631	ACG 5631 Ampersand Capital Group Burlingame, California	$222M	+$21M	+10%	6.16%	–	7	0%
5632	LFPWM 5632 Leicht Financial Planning & Wealth Management Parsippany, New Jersey	$222M	+$11.3M	+5%	6.04%	46.3%	15	0%
5633	CI 5633 Cordant Inc Portland, Oregon	$222M	+$14.3M	+7%	4.94%	47%	72	13.89%
5634	PAM 5634 Prodigy Asset Management Omaha, Nebraska	$222M	+$68.9M	+45%	3.65%	–	25	8%
5635	SWA 5635 Sightline Wealth Advisors Groton, Connecticut	$221M	+$14.4M	+7%	5.38%	44.4%	96	9.38%
5636	PFSC 5636 Peoples Financial Services Corp Dunmore, Pennsylvania	$221M	+$19.1M	+9%	7.92%	93%	269	7.43%
5637	ATC 5637 Advantage Trust Company Salina, Kansas	$221M	+$18.4M	+9%	7.54%	–	209	9.57%
5638	ORG 5638 Optimist Retirement Group Bellevue, Washington	$221M	+$12.7M	+6%	7.46%	–	131	20.61%
5639	KFS 5639 Kaizen Financial Strategies Campbell, California	$221M	+$24.4M	+12%	11.7%	116%	169	21.89%
5640	LWMI 5640 Legacy Wealth Management (Idaho) Boise, Idaho	$221M	+$29.1M	+15%	3.91%	–	843	18.51%
5641	RWP 5641 Ridgecrest Wealth Partners Mill Valley, California	$221M	+$31.7M	+17%	12.9%	78.6%	119	7.56%
5642	GTAM 5642 Global Trust Asset Management West Palm Beach, Florida	$221M	+$34.1M	+18%	14%	109%	529	14.56%
5643	MI 5643 Moneywise Inc Forest, Virginia	$221M	+$7.77M	+4%	6.9%	58%	79	15.19%
5644	BCFD 5644 Boit C.F. David	$221M	+$13.1M	+6%	7.6%	75.4%	123	5.69%
5645	SOAG 5645 Silver Oak Advisory Group Portland, Oregon	$221M	+$14.6M	+7%	4.06%	20.1%	80	12.5%
5646	IPGDR 5646 Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$221M	+$25.6M	+13%	1.7%	48.1%	31	35.48%
5647	SWM 5647 Shelton Wealth Management Fort Worth, Texas	$221M	+$13.4M	+6%	8.19%	88%	188	41.49%
5648	SIF 5648 State Insurance Fund New York	$221M	+$14.4M	+7%	6.96%	–	1	0%
5649	AWM 5649 AAF Wealth Management Westborough, Massachusetts	$221M	+$1.23M	+0.6%	7.62%	65.8%	49	16.33%
5650	MPW 5650 Melone Private Wealth Auburn Hills, Michigan	$221M	+$25.3M	+13%	4.29%	30.3%	56	10.71%