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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
7001	BAWM 7001 Bennett Associates Wealth Management Butler, Pennsylvania	$138M	+$7.7M	+6%	4.86%	–	54	24.07%
7002	DJFS 7002 Dean Jacobson Financial Services Fort Worth, Texas	$138M	+$8.31M	+6%	6.15%	44.2%	19	36.84%
7003	EWA 7003 Elevate Wealth Advisory Athens, Georgia	$138M	-$2.91M	-2%	5.39%	–	136	12.5%
7004	AVI 7004 Asset Value Investors London, United Kingdom	$138M	+$1.44M	+1%	1.31%	–	3	0%
7005	AGAM 7005 Audent Global Asset Management West Hollywood, California	$138M	-$2.59M	-2%	8.21%	98.8%	57	19.3%
7006	MWM 7006 Moulton Wealth Management Spokane, Washington	$137M	+$5.23M	+4%	7.97%	47.1%	45	17.78%
7007	TL 7007 TowerView LLC New York	$137M	-$2.85M	-2%	0.51%	23.3%	21	23.81%
7008	PPWM 7008 Perissos Private Wealth Management Bethany, Oklahoma	$137M	+$10.8M	+9%	5.72%	–	85	18.82%
7009	HFAS 7009 Hummer Financial Advisory Services Chicago, Illinois	$137M	+$4.19M	+3%	4.28%	60.6%	119	8.4%
7010	CCA 7010 Cottonwood Capital Advisors Salt Lake City, Utah	$137M	-$11.6M	-8%	6.5%	78.3%	132	34.85%
7011	LI 7011 Latash Investments Anchorage, Alaska	$137M	+$7.77M	+6%	6.74%	126%	18	5.56%
7012	LFS 7012 Littlejohn Financial Services Roseburg, Oregon	$137M	+$7.76M	+6%	4.6%	–	77	40.26%
7013	MSK 7013 Melissa S. Kampmann	$137M	+$3.98M	+3%	5.87%	–	40	0%
7014	SFSG 7014 Sound Financial Strategies Group Madison, Mississippi	$137M	+$18.7M	+16%	3.47%	18.2%	112	18.75%
7015	LPP 7015 Life Planning Partners Jacksonville, Florida	$137M	+$11.3M	+9%	6.06%	–	71	9.86%
7016	CFG 7016 Clayton Financial Group St. Louis, Missouri	$137M	+$52.8M	+63%	6.81%	–	278	89.57%
7017	AGP 7017 Aspire Growth Partners Miromar Lakes, Florida	$137M	+$14.8M	+12%	8.55%	–	120	6.67%
7018	BRIA 7018 Balanced Rock Investment Advisors Roslindale, Massachusetts	$137M	+$9.34M	+7%	4.51%	–	97	2.06%
7019	AWF 7019 Alpha Wealth Funds Park City, Utah	$137M	+$17.8M	+15%	3.04%	–	63	49.21%
7020	RSF 7020 Rik Saylor Financial Fairfield, Ohio	$137M	+$6.87M	+5%	6.39%	–	84	2.38%
7021	BCM 7021 BluePath Capital Management Atlanta, Georgia	$137M	+$23M	+20%	11.8%	101%	88	7.95%
7022	SHF 7022 Stage Harbor Financial Westwood, Massachusetts	$137M	+$13.6M	+11%	6.62%	–	60	13.33%
7023	GWM 7023 GK Wealth Management Reno, Nevada	$137M	+$25.8M	+23%	19.2%	–	195	30.77%
7024	EC 7024 Enhancing Capital Harrisburg, Pennsylvania	$137M	+$5.55M	+4%	8.65%	–	94	9.57%
7025	AWA 7025 AGH Wealth Advisors Wichita, Kansas	$136M	+$15.1M	+12%	8.75%	–	134	12.69%