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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 30.7% 1-Year Est. Return

Ken Fisher Fisher Asset Management 32.61% 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

#	Name	AUM	AUM Growth	AUM Growth %	Holdings
6076	RWM 6076 Refined Wealth Management Salt Lake City, Utah	$142M	+$13.7M	+11%	29
6077	GC 6077 Gould Capital Tacoma, Washington	$142M	+$5.2M	+4%	204
6078	MWM 6078 Massachusetts Wealth Management North Andover, Massachusetts	$142M	+$18M	+15%	91
6079	RFS 6079 Richardson Financial Services Medway, Massachusetts	$142M	+$27.7M	+24%	646
6080	SNBOSCI 6080 Security National Bank of Sioux City Iowa Sioux City, Iowa	$142M	+$9.37M	+7%	91
6081	PAWA 6081 Palo Alto Wealth Advisors Palo Alto, California	$142M	+$9.57M	+7%	43
6082	SIM 6082 Sterling Investment Management Tucson, Arizona	$142M	+$5.49M	+4%	65
6083	TC 6083 Tenret Company Tampa, Florida	$142M	+$15.1M	+12%	30
6084	CS 6084 Capital Square Chattanooga, Tennessee	$142M	+$53.2M	+60%	161
6085	LIWM 6085 Long Island Wealth Management Melville, New York	$142M	+$1.4M	+1%	434
6086	LI 6086 LHM Inc Sandy, Utah	$142M	+$21M	+17%	15
6087	MCA 6087 Millennium Capital Advisors Little Rock, Arkansas	$142M	+$10.7M	+8%	124
6088	AWA 6088 Archvest Wealth Advisors Concord, California	$141M	+$8.77M	+7%	61
6089	MA 6089 Marquette Associates Chicago, Illinois	$141M	+$41.9M	+42%	37
6090	DFA 6090 DHK Financial Advisors Portsmouth, New Hampshire	$141M	+$7.87M	+6%	75
6091	PJWM 6091 Philip James Wealth Mangement Milton, Georgia	$141M	+$12M	+9%	86
6092	VWA 6092 Valued Wealth Advisors Holladay, Utah	$141M	+$32.9M	+30%	631
6093	LHCM 6093 Lloyd Harbor Capital Management Cold Spring Harbor, New York	$141M	-$17.2M	-11%	21
6094	CTFG 6094 Capstone Triton Financial Group Oklahoma City, Oklahoma	$141M	+$3.79M	+3%	105
6095	KAM 6095 Kopion Asset Management Mckinney, Texas	$141M	+$10.3M	+8%	18
6096	LI 6096 Latash Investments Anchorage, Alaska	$141M	+$1.84M	+1%	21
6097	RB 6097 Renasant Bank Tupelo, Mississippi	$141M	+$15.1M	+12%	191
6098	AWA 6098 Adapt Wealth Advisors Atlanta, Georgia	$140M	–	–	49
6099	LP 6099 Lexington Partners New York	$140M	-$12M	-8%	9
6100	JPC 6100 Jabodon PT Co Reno, Nevada	$140M	+$10.3M	+8%	4