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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
5976	SF 5976 SWP Financial San Diego, California	$196M	+$14.3M	+8%	7.45%	–	78	8.97%
5977	SWIM 5977 Smallwood Wealth Investment Management Red Bank, New Jersey	$196M	+$21.1M	+12%	7.08%	67.4%	599	17.2%
5978	KGP 5978 Keystone Global Partners Denver, Colorado	$196M	+$12.7M	+7%	6.66%	–	157	69.43%
5979	ASBI 5979 American State Bank (Iowa) Sioux Center, Iowa	$196M	+$15.6M	+9%	10.3%	138%	132	3.79%
5980	CS 5980 Capital Square Chattanooga, Tennessee	$196M	+$8.56M	+5%	5.51%	43.3%	223	15.7%
5981	CFIM 5981 Client First Investment Management West Bend, Wisconsin	$196M	+$33M	+20%	21.7%	–	47	61.7%
5982	CI 5982 Canerector Inc Toronto, Ontario, Canada	$196M	+$19.7M	+11%	8.64%	–	10	0%
5983	TFP 5983 TrueWealth Financial Partners Bellevue, Washington	$196M	+$14.6M	+8%	5.15%	29.6%	26	3.85%
5984	BCM 5984 Birch Capital Management Dallas, Texas	$196M	+$702K	+0.4%	2.21%	48.4%	81	7.41%
5985	FCB 5985 First County Bank Stamford, Connecticut	$196M	+$9.98M	+5%	7.75%	89.1%	170	5.29%
5986	AMIM 5986 Aull & Monroe Investment Management Mobile, Alabama	$196M	+$9.54M	+5%	7.1%	96.6%	127	5.51%
5987	WCM 5987 Wisconsin Capital Management Madison, Wisconsin	$196M	+$14.9M	+8%	9.25%	153%	55	18.18%
5988	ICMARC 5988 International City Management Association Retirement Corp Washington, District of Columbia	$196M	+$8.39M	+4%	4.58%	35.2%	6	0%
5989	CA 5989 Crossingbridge Advisors Pleasantville, New York	$195M	+$81.5M	+72%	0.22%	–	120	63.33%
5990	HAS 5990 Horizon Advisory Services West Henrietta, New York	$195M	+$9.29M	+5%	5.66%	–	47	6.38%
5991	MPWS 5991 McCarter Private Wealth Services Boston, Massachusetts	$195M	+$20.4M	+12%	9.95%	–	130	12.31%
5992	SSCM 5992 Spectrum Strategic Capital Management Corvallis, Oregon	$195M	-$3.57M	-2%	8.31%	–	47	8.51%
5993	PWMG 5993 Pinnacle Wealth Management Group Plymouth, Michigan	$195M	+$20.7M	+12%	8.99%	55.7%	131	9.16%
5994	TC 5994 Touchstone Capital Pittsburgh, Pennsylvania	$195M	–	–	8%	–	49	–
5995	RWRC 5995 R.W. Roge & Company Bohemia, New York	$195M	+$18.9M	+11%	7.8%	57.7%	59	11.86%
5996	QHA 5996 Quarry Hill Advisors St Paul, Minnesota	$195M	+$23.1M	+13%	7.74%	62.5%	52	13.46%
5997	MLRA 5997 Main Line Retirement Advisors Whitefish, Montana	$195M	+$19.3M	+11%	5.19%	–	46	10.87%
5998	YEPX 5998 Yorktown Energy Partners XI New York	$195M	+$79.8M	+69%	111%	139%	3	0%
5999	FBC 5999 Fairfield, Bush & Co Darien, Connecticut	$195M	+$17.9M	+10%	11.9%	101%	122	11.48%
6000	PAM 6000 Peninsula Asset Management Bradenton, Florida	$195M	+$5.36M	+3%	4.85%	41.8%	45	4.44%