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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 40.91% 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
6251	SGWM 6251 Sterling Group Wealth Management Pasadena, California	$129M	+$23M	+22%	10.9%	67.7%	55	14.55%
6252	LAM 6252 Lakewood Asset Management Naperville, Illinois	$129M	+$6.03M	+5%	8.87%	65.3%	113	5.31%
6253	FDDB 6253 Fidelity D&D Bancorp Dunmore, Pennsylvania	$129M	+$31.3M	+32%	10.8%	59.6%	109	16.51%
6254	CA 6254 Carson Advisory Athens, Georgia	$129M	+$14.5M	+13%	12.7%	68.6%	165	12.12%
6255	BFS 6255 Beacon Financial Strategies Raleigh, North Carolina	$129M	+$12.8M	+11%	9.23%	50.4%	35	5.71%
6256	DWM 6256 Dopkins Wealth Management Williamsville, New York	$129M	-$3.53M	-3%	10.8%	64.4%	60	33.33%
6257	TGM 6257 Tenzing Global Management San Francisco, California	$129M	-$52.9M	-29%	5.63%	273%	17	41.18%
6258	TWM 6258 Trevian Wealth Management Weston, Massachusetts	$128M	+$19.5M	+18%	12.3%	94.1%	34	23.53%
6259	TIA 6259 Trust Investment Advisors Indianapolis, Indiana	$128M	+$12M	+10%	14.4%	167%	113	28.32%
6260	RWM 6260 Refined Wealth Management Salt Lake City, Utah	$128M	+$16.8M	+15%	21%	76.8%	26	0%
6261	W 6261 WealthCollab Bellevue, Washington	$128M	–	–	9.69%	–	877	–
6262	CGA 6262 Channing Global Advisors Miami, Florida	$128M	+$25.6M	+25%	15.3%	131%	50	16%
6263	MFG 6263 Mendota Financial Group Madison, Wisconsin	$128M	+$32.1M	+33%	9.73%	53.8%	414	37.44%
6264	PCM 6264 Presidio Capital Management San Diego, California	$128M	+$14.2M	+12%	7.79%	56.1%	43	18.6%
6265	PIP 6265 PB Investment Partners Burlingame, California	$128M	+$11M	+9%	14.7%	81.1%	9	11.11%
6266	JAM 6266 Jacobs Asset Management New York	$128M	-$19.2M	-13%	19.2%	114%	39	30.77%
6267	OW 6267 Olistico Wealth Tulsa, Oklahoma	$128M	+$16M	+14%	12.2%	95.8%	109	8.26%
6268	HAM 6268 Hedges Asset Management Reno, Nevada	$128M	+$13.5M	+12%	15.8%	–	113	11.5%
6269	DWM 6269 Dogwood Wealth Management Lenexa, Kansas	$128M	–	–	9.77%	–	605	–
6270	PCMC 6270 Planning Capital Management Corporation Paoli, Pennsylvania	$128M	–	–	8.6%	–	650	–
6271	SFP 6271 Strategic Financial Planning Plano, Texas	$128M	+$19.3M	+18%	10.1%	47.5%	35	17.14%
6272	VFG 6272 Valley Financial Group Ambler, Pennsylvania	$128M	–	–	7.22%	–	56	–
6273	SWG 6273 Summit Wealth Group White River Junction, Vermont	$128M	+$15.8M	+14%	9.27%	53%	46	23.91%
6274	VF 6274 Vawter Financial Columbus, Ohio	$128M	+$16.5M	+15%	9.49%	48%	78	10.26%
6275	BC 6275 Birchview Capital Burlington, Vermont	$128M	+$10.1M	+9%	14.5%	327%	59	15.25%