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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
5926	KIA 5926 KLR Investment Advisors Providence, Rhode Island	$121M	+$7.7M	+7%	6.07%	–	196	20.92%
5927	BCCM 5927 Blue Creek Capital Management Hong Kong	$121M	-$29.4M	-19%	12.7%	–	5	0%
5928	CFG 5928 Cosner Financial Group Windsor, Colorado	$121M	–	–	4.54%	39.5%	22	–
5929	RWM 5929 Refined Wealth Management Salt Lake City, Utah	$121M	+$8.07M	+7%	6.45%	76.8%	26	3.85%
5930	WPEP 5930 Walnut Private Equity Partners Omaha, Nebraska	$121M	+$6.5M	+6%	3.97%	60.6%	18	11.11%
5931	AA 5931 Aufman Associates Sewickley, Pennsylvania	$121M	+$3.75M	+3%	4.6%	76.4%	43	2.33%
5932	EA 5932 Echo45 Advisors Walnut Creek, California	$121M	+$664K	+0.6%	3.89%	49.9%	54	16.67%
5933	RFP 5933 RCS Financial Planning Annapolis, Maryland	$121M	+$8.47M	+8%	3.09%	42.8%	49	4.08%
5934	FB 5934 First Bancorp Damariscotta, Maine	$121M	+$4.45M	+4%	4.83%	58.1%	112	3.57%
5935	SAMC 5935 Spectrum Asset Management (Connecticut) Stamford, Connecticut	$121M	-$8.02M	-6%	1.53%	2.29%	7	0%
5936	GCL 5936 Gouws Capital LLC Charlotte, North Carolina	$121M	+$9.29M	+8%	8.64%	114%	47	4.26%
5937	WAM 5937 Walker Asset Management Verona, Missouri	$121M	+$5.76M	+5%	7.93%	75.9%	100	7%
5938	AWMT 5938 AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$121M	-$3.61M	-3%	5.31%	58.8%	53	9.43%
5939	ASI 5939 Advisory Services & Investments Bend, Oregon	$121M	+$10.9M	+10%	4.72%	19.9%	40	15%
5940	HIA 5940 HTG Investment Advisors New Canaan, Connecticut	$121M	+$11.4M	+10%	5.1%	51.8%	54	11.11%
5941	DJYG 5941 David J. Yvars Group University Park, Florida	$121M	+$10.4M	+9%	12.3%	125%	89	20.22%
5942	BW 5942 Basepoint Wealth Cedar Rapids, Iowa	$121M	+$1.14M	+0.9%	0.6%	109%	96	4.17%
5943	TFP 5943 TrueWealth Financial Partners Bellevue, Washington	$121M	+$4.95M	+4%	2.25%	29.6%	17	11.76%
5944	MFA 5944 McClarren Financial Advisors State College, Pennsylvania	$121M	+$10.9M	+10%	6.51%	55.3%	491	25.87%
5945	MHWM 5945 Montz Harcus Wealth Management New Orleans, Louisiana	$121M	+$12.6M	+12%	7.97%	74.1%	60	13.33%
5946	YEPX 5946 Yorktown Energy Partners X New York	$121M	+$16.8M	+16%	9.78%	150%	5	20%
5947	FPW 5947 Flagship Private Wealth Woburn, Massachusetts	$121M	+$8.88M	+8%	6.16%	50.5%	76	5.26%
5948	KFA 5948 Kapstone Financial Advisors Lebanon, Ohio	$121M	+$9.89M	+9%	7.92%	117%	105	15.24%
5949	VBWMG 5949 Von Berge Wealth Management Group San Diego, California	$121M	+$8.84M	+8%	6.63%	60.5%	66	10.61%
5950	CRIG 5950 Charter Research & Investment Group Southport, Connecticut	$121M	+$6.37M	+6%	6.27%	71.1%	79	6.33%