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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Warren Buffett Berkshire Hathaway 27.55% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 2.08% 1-Year Est. Return

Philippe Laffont Coatue Management 94.27% 1-Year Est. Return

Ray Dalio Bridgewater Associates 40.93% 1-Year Est. Return

Ken Griffin Citadel Advisors 40.89% 1-Year Est. Return

Ken Fisher Fisher Asset Management 34.66% 1-Year Est. Return

Jim Simons Renaissance Technologies 54.88% 1-Year Est. Return

David Tepper Appaloosa LP 104.51% 1-Year Est. Return

Stanley Druckenmiller Duquesne Family Office 87.01% 1-Year Est. Return

All fund managers

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Est. Return	3 Year Est. Return	Holdings	Portfolio Turnover	Avg Holding Period (Yrs)
6251	6251 Asset Planning Corporation Knoxville, Tennessee	$129M	-$537K	-0.4%	9.02%	44.5%	43	9.3%	2.2
6252	6252 Fort Henry Capital Wheeling, West Virginia	$129M	+$12.4M	+11%	9.36%	39.3%	15	6.67%	2.7
6253	6253 Keener Financial Planning Keller, Texas	$129M	–	–	11%	–	185	–	0
6254	LAM 6254 LifePro Asset Management San Diego, California	$129M	+$8.03M	+7%	7.07%	49%	127	35.43%	1
6255	6255 Philip James Wealth Mangement Milton, Georgia	$129M	–	–	7.23%	76%	74	–	0
6256	6256 Mainsail Financial Group Bellevue, Washington	$129M	+$18.8M	+17%	9.99%	61.9%	52	7.69%	0.8
6257	6257 SWP Financial San Diego, California	$129M	–	–	9.69%	58.4%	44	–	0
6258	6258 Sterling Group Wealth Management Pasadena, California	$129M	+$23M	+22%	10.9%	75.9%	55	14.55%	0.9
6259	6259 Lakewood Asset Management Naperville, Illinois	$129M	+$6.03M	+5%	8.87%	69.3%	113	5.31%	1
6260	6260 Fidelity D&D Bancorp Dunmore, Pennsylvania	$129M	+$31.3M	+32%	10.8%	59.6%	109	16.51%	0.6
6261	6261 Carson Advisory Athens, Georgia	$129M	+$14.5M	+13%	12.7%	68.6%	165	12.12%	1.4
6262	6262 Beacon Financial Strategies Raleigh, North Carolina	$129M	+$12.8M	+11%	9.23%	54.2%	35	5.71%	2.3
6263	6263 Dopkins Wealth Management Williamsville, New York	$129M	-$3.53M	-3%	10.8%	64.4%	60	33.33%	1.4
6264	6264 Tenzing Global Management San Francisco, California	$129M	-$52.9M	-29%	5.63%	273%	17	41.18%	1.8
6265	6265 Trevian Wealth Management Weston, Massachusetts	$128M	+$19.5M	+18%	12.3%	94.1%	34	23.53%	0.7
6266	6266 Trust Investment Advisors Indianapolis, Indiana	$128M	+$12M	+10%	14.4%	178%	113	28.32%	3.9
6267	6267 Refined Wealth Management Salt Lake City, Utah	$128M	+$16.8M	+15%	21%	99.4%	26	0%	1.9
6268	6268 WealthCollab Bellevue, Washington	$128M	–	–	9.69%	–	877	–	0
6269	6269 Channing Global Advisors Miami, Florida	$128M	+$25.6M	+25%	15.3%	128%	50	16%	1.3
6270	6270 Mendota Financial Group Madison, Wisconsin	$128M	+$32.1M	+33%	9.73%	50.1%	414	37.44%	0.6
6271	6271 Presidio Capital Management San Diego, California	$128M	+$14.2M	+12%	7.79%	56.1%	43	18.6%	1.1
6272	PIP 6272 PB Investment Partners Burlingame, California	$128M	+$11M	+9%	14.7%	81.1%	9	11.11%	1.8
6273	6273 Jacobs Asset Management New York	$128M	-$19.2M	-13%	19.2%	114%	39	30.77%	1.8
6274	6274 Olistico Wealth Tulsa, Oklahoma	$128M	+$16M	+14%	12.2%	108%	109	8.26%	0.9
6275	HAM 6275 Hedges Asset Management Reno, Nevada	$128M	+$13.5M	+12%	15.8%	–	113	11.5%	1.7