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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
6151	LAM 6151 Lakewood Asset Management Naperville, Illinois	$129M	+$6.03M	+5%	8.87%	57.4%	113	5.31%
6152	FDDB 6152 Fidelity D&D Bancorp Dunmore, Pennsylvania	$129M	+$31.3M	+32%	10.8%	–	109	16.51%
6153	CA 6153 Carson Advisory Athens, Georgia	$129M	+$14.5M	+13%	12.7%	57.9%	165	12.12%
6154	BFS 6154 Beacon Financial Strategies Raleigh, North Carolina	$129M	+$12.8M	+11%	9.23%	50.4%	35	5.71%
6155	DWM 6155 Dopkins Wealth Management Williamsville, New York	$129M	-$3.53M	-3%	10.8%	64.4%	60	33.33%
6156	TGM 6156 Tenzing Global Management San Francisco, California	$129M	-$52.9M	-29%	5.63%	218%	17	41.18%
6157	TWM 6157 Trevian Wealth Management Weston, Massachusetts	$128M	+$19.5M	+18%	12.3%	94.1%	34	23.53%
6158	TIA 6158 Trust Investment Advisors Indianapolis, Indiana	$128M	+$12M	+10%	14.4%	167%	113	28.32%
6159	RWM 6159 Refined Wealth Management Salt Lake City, Utah	$128M	+$16.8M	+15%	21%	76.8%	26	0%
6160	W 6160 WealthCollab Bellevue, Washington	$128M	–	–	9.69%	–	877	–
6161	CGA 6161 Channing Global Advisors Miami, Florida	$128M	+$25.6M	+25%	15.3%	104%	50	16%
6162	MFG 6162 Mendota Financial Group Madison, Wisconsin	$128M	+$32.1M	+33%	9.73%	53.8%	414	37.44%
6163	PCM 6163 Presidio Capital Management San Diego, California	$128M	+$14.2M	+12%	7.79%	56.1%	43	18.6%
6164	PIP 6164 PB Investment Partners Burlingame, California	$128M	+$11M	+9%	14.7%	73.3%	9	11.11%
6165	JAM 6165 Jacobs Asset Management New York	$128M	-$19.2M	-13%	19.2%	79.5%	39	30.77%
6166	OW 6166 Olistico Wealth Tulsa, Oklahoma	$128M	+$16M	+14%	12.2%	95.8%	109	8.26%
6167	HAM 6167 Hedges Asset Management Reno, Nevada	$128M	+$13.5M	+12%	15.8%	–	113	11.5%
6168	DWM 6168 Dogwood Wealth Management Lenexa, Kansas	$128M	–	–	9.77%	–	605	–
6169	PCMC 6169 Planning Capital Management Corporation Paoli, Pennsylvania	$128M	–	–	8.6%	–	650	–
6170	SFP 6170 Strategic Financial Planning Plano, Texas	$128M	+$19.3M	+18%	10.1%	35%	35	17.14%
6171	VFG 6171 Valley Financial Group Ambler, Pennsylvania	$128M	–	–	7.22%	–	56	–
6172	SWG 6172 Summit Wealth Group White River Junction, Vermont	$128M	+$15.8M	+14%	9.27%	38.4%	46	23.91%
6173	VF 6173 Vawter Financial Columbus, Ohio	$128M	+$39.6M	+45%	9.49%	48%	78	23.08%
6174	BC 6174 Birchview Capital Burlington, Vermont	$128M	+$10.1M	+9%	14.5%	233%	59	15.25%
6175	IFA 6175 Invus Financial Advisors New York	$128M	-$31.8M	-20%	6.73%	29.5%	8	12.5%