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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
7076	TWA 7076 Trace Wealth Advisors Los Angeles, California	$134M	+$11.4M	+9%	8.07%	–	68	16.18%
7077	NWA 7077 Navis Wealth Advisors Rye Brook, New York	$134M	+$15M	+13%	9.32%	142%	131	17.56%
7078	RPGNY 7078 Retirement Planning Group (New York) Malta, New York	$134M	+$19.9M	+17%	6.7%	–	90	17.78%
7079	PCMU 7079 Paragon Capital Management (Utah) Provo, Utah	$134M	+$2.57M	+2%	5.07%	69.4%	72	1.39%
7080	AFW 7080 Avantra Family Wealth Mechanicsburg, Pennsylvania	$134M	+$12.6M	+10%	8.73%	–	177	35.03%
7081	AI 7081 Axos Invest Las Vegas, Nevada	$134M	+$1.05M	+0.8%	5.8%	–	25	24%
7082	TF 7082 TME Financial Huntington Beach, California	$133M	+$9.83M	+8%	5.61%	–	76	3.95%
7083	USWIA 7083 UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$133M	+$5.19M	+4%	8.6%	–	100	18%
7084	AC 7084 Anson Capital Tyrone, Georgia	$133M	+$9.26M	+7%	5.87%	40.8%	83	9.64%
7085	BCCM 7085 Black Cypress Capital Management Ponte Vedra Beach, Florida	$133M	+$11M	+9%	8.67%	–	32	12.5%
7086	RWM 7086 Rolek Wealth Management Berwyn, Pennsylvania	$133M	+$17.6M	+15%	8.65%	–	16	0%
7087	BCG 7087 Barington Capital Group New York	$133M	+$25.7M	+24%	27.6%	55.3%	13	46.15%
7088	RWP 7088 Ridgeline Wealth Planning Centerville, Ohio	$133M	+$11.7M	+10%	6.22%	–	42	11.9%
7089	AA 7089 Alpha Advisors Richmond, Virginia	$133M	+$16.3M	+14%	7.93%	–	50	20%
7090	VFIA 7090 Virtus Fixed Income Advisers Hartford, Connecticut	$133M	+$22.9M	+21%	0.58%	–	28	25%
7091	CF 7091 Collier Financial Denver, Colorado	$133M	–	–	4.7%	–	131	–
7092	JCM 7092 J2 Capital Management Troy, Michigan	$133M	+$7.44M	+6%	6.39%	–	133	20.3%
7093	FFA 7093 Fortune Financial Advisors Overland Park, Kansas	$133M	+$8.6M	+7%	6.79%	76.8%	99	9.09%
7094	LAS 7094 Legacy Advisory Services Exton, Pennsylvania	$133M	+$6.72M	+5%	4.3%	–	51	11.76%
7095	WCFP 7095 White & Co Financial Planning Sunnyside, Washington	$133M	+$7.78M	+6%	5.74%	–	19	0%
7096	UIA 7096 Ulland Investment Advisors Minneapolis, Minnesota	$133M	+$1.85M	+1%	9.66%	154%	244	19.26%
7097	AFA 7097 Avant Financial Advisors Austin, Texas	$133M	+$11.4M	+9%	6.45%	–	65	1.54%
7098	CPA 7098 Cathy Pareto & Associates Coral Gables, Florida	$133M	+$11.5M	+10%	8.13%	–	93	8.6%
7099	BC 7099 Birchview Capital Burlington, Vermont	$132M	+$31.8M	+32%	34.9%	233%	79	22.78%
7100	MWM 7100 MFG Wealth Management Indianapolis, Indiana	$132M	+$13.7M	+12%	11.8%	–	69	39.13%