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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
5951	ASBI 5951 American State Bank (Iowa) Sioux Center, Iowa	$208M	+$11.7M	+6%	3.4%	138%	138	5.8%
5952	IFS 5952 Intelligent Financial Strategies Excelsior, Minnesota	$208M	+$2.5M	+1%	1.78%	60.6%	75	6.67%
5953	MWM 5953 Meritas Wealth Management Larkspur, California	$208M	+$6M	+3%	2.62%	63%	60	5%
5954	OPWM 5954 Oxinas Partners Wealth Management Jeffersonville, Indiana	$208M	+$21.1M	+11%	3.49%	91.4%	138	15.94%
5955	PSF 5955 Pacific Sun Financial Los Angeles, California	$208M	+$705K	+0.3%	1.24%	51.6%	207	7.73%
5956	LHCM 5956 Lloyd Harbor Capital Management Cold Spring Harbor, New York	$208M	-$49M	-19%	1.41%	206%	25	52%
5957	C 5957 Croban Fremont, Ohio	$207M	+$57.4M	+38%	1.47%	–	85	10.59%
5958	BAM 5958 Bosun Asset Management Chicago, Illinois	$207M	+$12.8M	+7%	5.04%	240%	82	17.07%
5959	BFP 5959 Beacon Financial Planning Hyannis, Massachusetts	$207M	+$14.2M	+7%	1.8%	58.7%	57	17.54%
5960	CWM 5960 Cadence Wealth Management Westborough, Massachusetts	$207M	+$16.2M	+8%	7.21%	63.6%	61	11.48%
5961	CA 5961 CWC Advisors Lake Oswego, Oregon	$207M	+$2.89M	+1%	3.21%	–	154	7.79%
5962	RCAP 5962 Resolute Capital Asset Partners Denver, Colorado	$207M	+$15.8M	+8%	20.3%	637%	71	69.01%
5963	LCM 5963 LCM Capital Management Chicago, Illinois	$207M	-$1.56M	-0.7%	2.1%	89.1%	116	7.76%
5964	UOC 5964 University of Chicago Chicago, Illinois	$207M	+$2.14M	+1%	2.3%	19.1%	12	8.33%
5965	EHWM 5965 Eads & Heald Wealth Management Atlanta, Georgia	$207M	-$2.75M	-1%	3.08%	70.2%	144	5.56%
5966	FWM 5966 Finer Wealth Management Salem, Massachusetts	$207M	+$6.01M	+3%	6.53%	117%	91	14.29%
5967	MMHP 5967 Murphy Middleton Hinkle & Parker Thomasville, Georgia	$207M	+$2.12M	+1%	0.73%	61.7%	228	81.14%
5968	SIAM 5968 Sterling Investment Advisors (Missouri) Bolivar, Missouri	$207M	+$4.7M	+2%	0.47%	37.8%	40	5%
5969	SGWM 5969 Sterling Group Wealth Management Pasadena, California	$207M	+$4.73M	+2%	2.7%	54.6%	53	5.66%
5970	AL 5970 ADE LLC Baltimore, Maryland	$207M	+$8.67M	+4%	2.11%	40%	87	5.75%
5971	WFAG 5971 Worth Financial Advisory Group Charlotte, North Carolina	$206M	+$28.2M	+16%	2.39%	60.9%	187	22.99%
5972	SPFA 5972 Summit Place Financial Advisors Summit, New Jersey	$206M	-$5.73M	-3%	1.88%	95.2%	105	10.48%
5973	PP 5973 Praetorian PR Rincon, Puerto Rico	$206M	+$40M	+24%	3.8%	107%	20	45%
5974	KCM 5974 Kennicott Capital Management Corte Madera, California	$206M	-$986K	-0.5%	1.66%	85.5%	50	8%
5975	KIM 5975 Kane Investment Management Los Gatos, California	$206M	+$606K	+0.3%	2.94%	–	106	20.75%