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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
5701	BC 5701 Birchview Capital Burlington, Vermont	$133M	+$5.69M	+4%	15.3%	233%	56	5.36%
5702	BRG 5702 Bay Rivers Group Williamsburg, Virginia	$133M	+$19M	+17%	11.9%	166%	68	10.29%
5703	CI 5703 Carroll Investors Mt Pleasant, South Carolina	$133M	+$10.8M	+9%	16.2%	173%	39	33.33%
5704	PSC 5704 Prentiss Smith & Co Brattleboro, Vermont	$133M	-$1.46M	-1%	7.01%	55.2%	66	12.12%
5705	FFA 5705 Fortune Financial Advisors Overland Park, Kansas	$133M	–	–	6.07%	76.8%	121	–
5706	PFWA 5706 Paces Ferry Wealth Advisors Atlanta, Georgia	$133M	+$9.22M	+7%	10.1%	69.3%	115	9.57%
5707	MWM 5707 Meritas Wealth Management Larkspur, California	$133M	+$6.03M	+5%	4.96%	63%	43	6.98%
5708	GIM 5708 Growth Interface Management Orlando, Florida	$133M	+$32.9M	+33%	32%	12%	10	10%
5709	CWA 5709 Capital Wealth Alliance Scottsdale, Arizona	$133M	+$9.14M	+7%	1.73%	119%	117	20.51%
5710	HWM 5710 HighMark Wealth Management St. Paul, Minnesota	$133M	+$4.83M	+4%	6.98%	84.2%	636	16.67%
5711	DSN 5711 D. Scott Neal Lexington, Kentucky	$133M	-$46M	-26%	3.02%	105%	71	22.54%
5712	MPW 5712 MGO Private Wealth Irvine, California	$133M	+$5.26M	+4%	4.47%	44%	81	25.93%
5713	AFS 5713 AFG Fiduciary Services Hingham, Massachusetts	$133M	+$24.5M	+23%	6.12%	61.9%	91	25.27%
5714	EFH 5714 Eaton Financial Holdings Coral Springs, Florida	$133M	+$4.84M	+4%	5.36%	–	56	14.29%
5715	TOTUOP 5715 Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania	$133M	+$30.3M	+30%	29%	–	8	37.5%
5716	SNBOSCI 5716 Security National Bank of Sioux City Iowa Sioux City, Iowa	$133M	–	–	4.78%	52.4%	93	–
5717	WDC 5717 Woodward Diversified Capital Bakersfield, California	$133M	+$5.29M	+4%	6.7%	84.1%	160	20.63%
5718	LAIC 5718 Lederer & Associates Investment Counsel Long Beach, California	$133M	+$2.89M	+2%	9.02%	75.5%	88	3.41%
5719	SW 5719 SMART Wealth Omaha, Nebraska	$132M	+$19.1M	+17%	1.87%	52.3%	85	22.35%
5720	GIM 5720 Greenwich Investment Management Norwalk, Connecticut	$132M	+$2.34M	+2%	2.29%	–	49	10.2%
5721	WFA 5721 Wells Financial Advisors Framingham, Massachusetts	$132M	+$6.91M	+6%	4.1%	54%	71	16.9%
5722	PCM 5722 Pointe Capital Management Grosse Pointe Farms, Michigan	$132M	-$6.65M	-5%	5.4%	57.6%	411	64.48%
5723	GBI 5723 GP Brinson Investments Chicago, Illinois	$132M	+$6.61M	+5%	5.52%	45.5%	15	0%
5724	AWM 5724 Aspire Wealth Management Waltham, Massachusetts	$132M	+$9.06M	+7%	6.1%	26%	196	6.63%
5725	CIM 5725 Caldwell Investment Management Toronto, Ontario, Canada	$132M	+$31.4M	+31%	9.42%	178%	31	32.26%