We are live on ! Find out more

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	EHWM 5701 Eads & Heald Wealth Management Atlanta, Georgia	$202M	+$5.53M	+3%	9.16%	70.2%	143	9.79%
5702	PFSC 5702 Peoples Financial Services Corp Dunmore, Pennsylvania	$202M	-$5.83M	-3%	8.68%	93%	261	3.07%
5703	AWA 5703 AmeriServ Wealth Advisors Johnstown, Pennsylvania	$202M	+$29.4M	+17%	6.63%	–	64	14.06%
5704	TWA 5704 Tandem Wealth Advisors Phoenix, Arizona	$202M	+$11M	+6%	6.36%	33.1%	55	14.55%
5705	NPI 5705 New Perspectives Inc Ridgeland, Mississippi	$202M	+$14.8M	+8%	8.92%	–	40	15%
5706	PP 5706 Patron Partners Houston, Texas	$202M	+$17.1M	+9%	9.2%	69.3%	185	10.81%
5707	SIA 5707 Schear Investment Advisers Cincinnati, Ohio	$202M	+$28.4M	+16%	21.3%	240%	93	11.83%
5708	AFT 5708 Alpha Family Trust Los Angeles, California	$202M	+$30.6M	+18%	18.9%	142%	199	20.1%
5709	AFO 5709 Allie Family Office Miami, Florida	$202M	+$18.8M	+10%	7.71%	50.9%	111	19.82%
5710	WWC 5710 Waypoint Wealth Counsel Atlanta, Georgia	$202M	+$42.4M	+27%	10.7%	79.8%	199	42.21%
5711	CCC 5711 Chelsea Counsel Company Los Angeles, California	$202M	+$17.7M	+10%	7.37%	94.6%	210	9.05%
5712	AIM 5712 Alhambra Investment Management Palmetto Bay, Florida	$202M	+$7.61M	+4%	5.09%	61.5%	183	12.57%
5713	AIA 5713 Alternative Investment Advisors Maitland, Florida	$201M	+$12.3M	+6%	9.56%	–	61	19.67%
5714	5SA 5714 5th Street Advisors Southport, Connecticut	$201M	-$6.01M	-3%	6.85%	39.2%	48	29.17%
5715	LIA 5715 LifePlan Investment Advisors Raleigh, North Carolina	$201M	+$27.5M	+16%	8.24%	41.5%	108	10.19%
5716	HWMT 5716 Heritage Wealth Management (Texas) Houston, Texas	$201M	+$28.7M	+17%	6.14%	42.8%	40	25%
5717	LPCM 5717 Lynwood Price Capital Management Austin, Texas	$201M	+$25.8M	+15%	13.8%	–	18	33.33%
5718	PC 5718 Powers Capital San Francisco, California	$201M	+$16.9M	+9%	10.6%	–	2	0%
5719	RFP 5719 RCS Financial Planning Annapolis, Maryland	$201M	+$11.6M	+6%	6.26%	42.8%	85	12.94%
5720	ACG 5720 Ampersand Capital Group Burlingame, California	$201M	+$56.1M	+39%	23.2%	–	7	0%
5721	MFG 5721 Marmo Financial Group Johnson City, Tennessee	$201M	+$18M	+10%	8.91%	47.5%	30	13.33%
5722	DSN 5722 D. Scott Neal Lexington, Kentucky	$201M	+$20.3M	+11%	11.3%	105%	57	8.77%
5723	KFP 5723 Keener Financial Planning Keller, Texas	$201M	+$46.7M	+30%	9.52%	–	221	18.55%
5724	KFA 5724 Kapstone Financial Advisors Lebanon, Ohio	$201M	+$23.8M	+13%	14.2%	117%	126	15.87%
5725	BA 5725 Bluesphere Advisors East Norriton, Pennsylvania	$201M	+$25.8M	+15%	14.2%	81.4%	96	14.58%