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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
5676	AWM 5676 Avaii Wealth Management Appleton, Wisconsin	$153M	+$21.3M	+16%	11%	68.3%	159	20.75%
5677	BIP 5677 Blue Investment Partners Alamo, California	$153M	+$27.6M	+22%	12.3%	–	35	25.71%
5678	FF 5678 Friedenthal Financial Marlton, New Jersey	$153M	+$5.86M	+4%	15.7%	111%	273	78.75%
5679	WFA 5679 WMG Financial Advisors Knoxville, Tennessee	$153M	+$35.6M	+30%	11.1%	68%	132	30.3%
5680	PSFG 5680 Prairie Sky Financial Group Lake Bluff, Illinois	$153M	+$11.2M	+8%	9.83%	–	81	9.88%
5681	CCM 5681 Cox Capital Management Andover, Massachusetts	$153M	+$11M	+8%	10.4%	95.3%	107	36.45%
5682	AM 5682 Ampfield Management New York	$153M	+$41.4M	+37%	29.5%	52.5%	5	40%
5683	RCM 5683 Ratan Capital Management Miami Beach, Florida	$153M	+$21.1M	+16%	23.9%	320%	48	45.83%
5684	HIA 5684 HTG Investment Advisors New Canaan, Connecticut	$153M	+$28.3M	+23%	11.1%	51.8%	61	14.75%
5685	MWS 5685 Maxwell Wealth Strategies Pleasanton, California	$153M	–	–	10%	–	91	–
5686	TC 5686 TAGStone Capital Charlotte, North Carolina	$153M	+$17M	+12%	10.5%	50.8%	83	10.84%
5687	SPFA 5687 Summit Place Financial Advisors Summit, New Jersey	$153M	+$12.4M	+9%	10.5%	89.4%	93	11.83%
5688	RFP 5688 RCS Financial Planning Annapolis, Maryland	$153M	+$22M	+17%	8.57%	42.8%	66	13.64%
5689	BFA 5689 Brendel Financial Advisors Hanover, New Hampshire	$153M	+$85.4M	+127%	9.24%	110%	97	60.82%
5690	HWM 5690 Horizons Wealth Management Asheville, North Carolina	$153M	+$15.5M	+11%	7.85%	23%	192	8.33%
5691	FWP 5691 Firethorn Wealth Partners Augusta, Georgia	$153M	+$22.1M	+17%	10.2%	67.1%	153	24.84%
5692	LWM 5692 Luminvest Wealth Management Scottsdale, Arizona	$153M	–	–	8.81%	–	21	–
5693	AWS 5693 Arkfeld Wealth Strategies Omaha, Nebraska	$153M	+$13.8M	+10%	8.72%	83.9%	78	8.97%
5694	LP 5694 Lexington Partners New York	$152M	+$16.5M	+12%	10.2%	53.9%	9	55.56%
5695	CCM 5695 Colorado Capital Management Boulder, Colorado	$152M	+$20.4M	+15%	9.51%	53.4%	82	7.32%
5696	TWM 5696 Triton Wealth Management Sun City, Arizona	$152M	+$3.68M	+2%	13.2%	–	80	15%
5697	CF 5697 CNA Financial Chicago, Illinois	$152M	-$25.9M	-15%	5.08%	50.5%	19	42.11%
5698	RVM 5698 Robinson Value Management San Antonio, Texas	$152M	+$17.8M	+13%	12.4%	60.9%	85	17.65%
5699	PSIWM 5699 Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$152M	-$4.83M	-3%	7.35%	37.9%	51	21.57%
5700	EM 5700 ELCO Management New York	$152M	+$13.3M	+10%	9.23%	86.3%	151	15.89%