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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
6176	APS 6176 American Planning Services Sun City Center, Florida	$138M	+$8.15M	+6%	8.05%	23.8%	50	14%
6177	PWM 6177 Peterson Wealth Management Sparks, Nevada	$138M	+$27.4M	+25%	10.2%	68.5%	59	20.34%
6178	CAM 6178 Clio Asset Management Charlottesville, Virginia	$138M	+$15.3M	+12%	13.2%	70%	13	15.38%
6179	KIA 6179 KLR Investment Advisors Providence, Rhode Island	$138M	-$57.3K	-0%	9.93%	–	205	21.46%
6180	GAA 6180 Green Alpha Advisors Niwot, Colorado	$138M	-$649K	-0.5%	4.81%	136%	152	7.24%
6181	LFA 6181 Legend Financial Advisors Pittsburgh, Pennsylvania	$138M	+$13.6M	+11%	8.59%	117%	197	8.12%
6182	MAM 6182 MWA Asset Management Lexington, Massachusetts	$138M	+$16.9M	+14%	13%	–	126	10.32%
6183	CWM 6183 Cordatus Wealth Management Newtown, Pennsylvania	$138M	+$17.1M	+14%	14.4%	89.7%	66	25.76%
6184	ECP 6184 Epacria Capital Partners Boulder, Colorado	$138M	+$13.1M	+10%	10.1%	85.8%	56	8.93%
6185	OM 6185 OV Management Minneapolis, Minnesota	$138M	+$16.7M	+14%	18.5%	–	63	9.52%
6186	WPWM 6186 Western Pacific Wealth Management Lake Forest, Illinois	$138M	+$999K	+0.7%	1.42%	45.5%	326	33.13%
6187	VF 6187 Vawter Financial Columbus, Ohio	$138M	+$9.97M	+8%	5.31%	48%	90	15.56%
6188	MAG 6188 Mayfair Advisory Group Birmingham, Alabama	$138M	+$20.3M	+17%	7.49%	54.7%	145	15.86%
6189	MFFIA 6189 McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts	$138M	+$12.8M	+10%	10.4%	81.2%	68	7.35%
6190	JWWM 6190 Johnson & White Wealth Management York, Pennsylvania	$137M	+$16.7M	+14%	8.39%	76.5%	88	12.5%
6191	LFASL 6191 Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$137M	+$10.1M	+8%	4.79%	36.8%	186	22.58%
6192	BFM 6192 Broadview Financial Management Wauwatosa, Wisconsin	$137M	+$7.69M	+6%	6.73%	41.8%	40	2.5%
6193	JCA 6193 Jade Capital Advisors Essex Fells, New Jersey	$137M	-$30.6M	-18%	7.53%	28.9%	110	63.64%
6194	JFG 6194 JDM Financial Group Austin, Texas	$137M	+$16.6M	+14%	8.19%	51.5%	216	4.63%
6195	PTCG 6195 Pring Turner Capital Group Alamo, California	$137M	+$6.4M	+5%	8.62%	68.8%	70	11.43%
6196	PCM 6196 Presidio Capital Management San Diego, California	$137M	+$9.04M	+7%	5.24%	56.1%	54	29.63%
6197	PP 6197 Pingora Partners Wilson, Wyoming	$137M	+$24M	+21%	19.8%	–	258	39.53%
6198	AIA 6198 Affinity Investment Advisors Newport Beach, California	$137M	-$10M	-7%	14.9%	120%	190	43.16%
6199	APC 6199 Asset Planning Corporation Knoxville, Tennessee	$137M	+$7.5M	+6%	5.67%	44.5%	44	13.64%
6200	PCMC 6200 Planning Capital Management Corporation Paoli, Pennsylvania	$137M	+$8.98M	+7%	7.32%	–	715	17.76%