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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
6701	DWM 6701 Daner Wealth Management Alpharetta, Georgia	$154M	+$9.02M	+6%	5.72%	–	100	21%
6702	BWA 6702 Babb Wealth Advisors Flagstaff, Arizona	$154M	+$18.4M	+14%	5.88%	–	19	5.26%
6703	CC 6703 Commons Capital Needham, Massachusetts	$154M	+$21.9M	+17%	9.83%	138%	122	21.31%
6704	AFP 6704 Alpha Financial Partners Lexington, Kentucky	$154M	+$15M	+11%	7.03%	51.3%	98	15.31%
6705	KFO 6705 Kopp Family Office Bloomington, Minnesota	$154M	-$910K	-0.6%	8.26%	34%	27	3.7%
6706	SNBOSCI 6706 Security National Bank of Sioux City Iowa Sioux City, Iowa	$154M	+$11.1M	+8%	9.72%	52.4%	90	10%
6707	ADMI 6707 Albert D. Mason Inc Boston, Massachusetts	$154M	+$15.4M	+11%	7%	82%	147	5.44%
6708	BCA 6708 Bay Capital Advisors Virginia Beach, Virginia	$154M	+$22.4M	+17%	7.96%	–	115	6.96%
6709	FWM 6709 Fingerlakes Wealth Management Ithaca, New York	$153M	+$19.3M	+14%	9.21%	80.2%	101	11.88%
6710	ASP 6710 Adams Street Partners Chicago, Illinois	$153M	+$11.2M	+8%	33%	352%	7	42.86%
6711	CW 6711 Code Waechter Tampa, Florida	$153M	+$12.7M	+9%	6.74%	–	119	12.61%
6712	CCM 6712 Cox Capital Management Andover, Massachusetts	$153M	+$6.45M	+4%	11.1%	95.3%	67	16.42%
6713	VAG 6713 Vannoy Advisory Group Austin, Texas	$153M	+$8.37M	+6%	6%	–	29	6.9%
6714	USWG 6714 U.S. Wealth Group Woodbury, New York	$153M	+$24.8M	+19%	9.58%	–	41	0%
6715	SCM 6715 Susquehanna Capital Management Bala Cynwyd, Pennsylvania	$153M	-$20.2M	-12%	11.7%	16.1%	1	0%
6716	RWS 6716 Rochester Wealth Strategies Rochester, Michigan	$153M	+$13.4M	+10%	6.13%	–	23	4.35%
6717	BCP 6717 Bluegrass Capital Partners Palm Beach, Florida	$153M	+$8.53M	+6%	1.7%	56.2%	11	9.09%
6718	VFS 6718 Valpey Financial Services Concord, New Hampshire	$153M	+$8.18M	+6%	5.13%	–	72	6.94%
6719	MWM 6719 Mittelman Wealth Management Andover, Massachusetts	$153M	+$34.3M	+29%	6.64%	–	42	11.9%
6720	AIFAIM 6720 American Institute for Advanced Investment Management Scottsdale, Arizona	$153M	+$11.3M	+8%	8.21%	72.8%	151	5.96%
6721	FAM 6721 Fairtree Asset Management Bellville, Cape Town, South Africa	$153M	+$20M	+15%	8.18%	–	100	13%
6722	JIM 6722 JCP Investment Management Houston, Texas	$153M	-$20.7M	-12%	14.9%	64.9%	28	64.29%
6723	DIS 6723 Diversified Investment Strategies Baton Rouge, Louisiana	$153M	+$4.68M	+3%	5.07%	86%	52	5.77%
6724	CPCP 6724 Cedar Point Capital Partners Cedar Rapids, Iowa	$153M	+$10.7M	+8%	6.6%	–	69	8.7%
6725	CIM 6725 Caldwell Investment Management Toronto, Ontario, Canada	$152M	+$36.9M	+32%	13.4%	178%	32	56.25%