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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
6026	LAM 6026 Lakewood Asset Management Naperville, Illinois	$147M	+$18.4M	+14%	10.8%	57.4%	118	10.17%
6027	PE 6027 Platinum Equity Beverly Hills, California	$147M	-$570K	-0.4%	1.27%	56.5%	7	14.29%
6028	AC 6028 Avory & Company Miami, Florida	$147M	+$3.98M	+3%	0.08%	61.6%	30	10%
6029	KFA 6029 Kapstone Financial Advisors Lebanon, Ohio	$147M	+$19.3M	+15%	22.8%	117%	102	4.9%
6030	CMBA 6030 C.M. Bidwell & Associates Honolulu, Hawaii	$147M	+$12M	+9%	8.85%	59.8%	562	27.58%
6031	YWS 6031 Yarger Wealth Strategies Westerville, Ohio	$147M	+$22.9M	+19%	7.16%	55.1%	80	21.25%
6032	SWG 6032 Summit Wealth Group White River Junction, Vermont	$147M	+$19M	+15%	6.49%	38.4%	44	6.82%
6033	WFA 6033 Wells Financial Advisors Framingham, Massachusetts	$147M	+$9.12M	+7%	6.92%	54%	69	8.7%
6034	CSTB 6034 Charles Schwab Trust Bank Henderson, Nevada	$147M	–	–	5.91%	–	1	–
6035	TWM 6035 Trevian Wealth Management Weston, Massachusetts	$147M	+$18.2M	+14%	9.43%	94.1%	32	15.63%
6036	GHA 6036 Granite Harbor Advisors Houston, Texas	$147M	+$13.5M	+10%	8.3%	55.4%	83	13.25%
6037	SP 6037 Successful Portfolios Clearwater, Florida	$147M	+$12.8M	+10%	11.8%	101%	177	7.34%
6038	VFG 6038 V2 Financial group Naperville, Illinois	$147M	+$2.78M	+2%	5.75%	47.5%	75	12%
6039	HLA 6039 Hamilton Lane Advisors Conshohocken, Pennsylvania	$147M	-$97M	-40%	6.88%	187%	27	40.74%
6040	SWM 6040 Salvus Wealth Management Red Bank, New Jersey	$146M	+$5.78M	+4%	10.7%	104%	108	1.85%
6041	CAM 6041 Concorde Asset Management Ann Arbor, Michigan	$146M	-$689K	-0.5%	7.89%	–	179	34.08%
6042	WFG 6042 Wormser Freres Gestion Paris, France	$146M	+$22.8M	+19%	9.76%	–	44	6.82%
6043	BC 6043 Barnett & Company Chattanooga, Tennessee	$146M	+$12.8M	+10%	7.47%	50.8%	84	10.71%
6044	BMMM 6044 Boston Mountain Money Management Bentonville, Arkansas	$146M	–	–	8.47%	–	62	–
6045	RAM 6045 Robocap Asset Management London, United Kingdom	$146M	+$14.9M	+11%	16.8%	259%	26	11.54%
6046	DA 6046 Dover Advisors Richmond, Virginia	$146M	+$69.9M	+92%	8.19%	60%	115	31.3%
6047	IFPL 6047 Investments & Financial Planning LLC Lexington, Kentucky	$146M	+$12.4M	+9%	9.19%	51.1%	34	8.82%
6048	GFP 6048 Guardian Financial Partners Orange, California	$146M	+$24M	+20%	6.34%	50.2%	49	18.37%
6049	WAL 6049 W Advisors LLC Germantown, Tennessee	$146M	+$10.9M	+8%	9.58%	61.1%	117	11.97%
6050	IF 6050 Integrity Financial Cheyenne, Wyoming	$146M	+$7.83M	+6%	7.58%	54.9%	216	12.04%