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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
7201	CP 7201 Clayton Partners Berkeley, California	$138M	+$6.6M	+5%	5.9%	99%	43	27.91%
7202	TWA 7202 Trace Wealth Advisors Los Angeles, California	$138M	+$4.64M	+3%	2.96%	–	72	8.33%
7203	PIA 7203 Polaris Investment Advisors Framingham, Massachusetts	$138M	–	–	3.48%	–	73	–
7204	DAM 7204 Diamant Asset Management Ridgefield, Connecticut	$138M	+$2.56M	+2%	4.12%	63.6%	73	5.48%
7205	BWM 7205 BAM Wealth Management Lakewood, Colorado	$138M	+$9.17M	+7%	2.4%	–	178	28.65%
7206	EFP 7206 Elser Financial Planning Indianapolis, Indiana	$138M	+$55.3M	+67%	8.73%	–	82	18.29%
7207	ICVCFVA 7207 IDG China Venture Capital Fund V Associates Hong Kong	$138M	-$19.7M	-12%	11.4%	24.1%	1	0%
7208	LBC 7208 Lane Brothers & Co Prescott, Arizona	$138M	–	–	1.65%	–	83	–
7209	SF 7209 SageOak Financial Tulsa, Oklahoma	$138M	+$2.2M	+2%	1.32%	–	33	3.03%
7210	RWA 7210 Reicon Wealth Advisors Atlanta, Georgia	$138M	–	–	2.12%	–	59	–
7211	OIM 7211 Oder Investment Management Woodland Hills, California	$138M	-$1.18M	-0.8%	2.22%	88.7%	106	13.21%
7212	SGC 7212 Slocum, Gordon & Co Newport, Rhode Island	$138M	+$12.7M	+10%	2.5%	55.2%	61	9.84%
7213	HA 7213 HFG Advisors Cincinatti, Ohio	$138M	+$2.41M	+2%	2.16%	54.8%	119	19.33%
7214	TL 7214 TowerView LLC New York	$138M	+$555K	+0.4%	3.77%	23.3%	17	5.88%
7215	SIM 7215 SWP Investment Management Independence, Ohio	$138M	+$36.2M	+36%	3.08%	–	54	27.78%
7216	AFW 7216 Avantra Family Wealth Mechanicsburg, Pennsylvania	$138M	+$4.23M	+3%	4.14%	–	165	7.27%
7217	HPBT 7217 Hickory Point Bank & Trust Decatur, Illinois	$138M	+$4.06M	+3%	3.08%	–	132	7.58%
7218	GCIG 7218 Grand Central Investment Group Tampa, Florida	$138M	–	–	19%	–	43	–
7219	SA 7219 swisspartners Advisors Zurich, Switzerland	$138M	+$16M	+13%	0.64%	86.6%	24	8.33%
7220	SFC 7220 Summit Financial Consulting Sterling Heights, Michigan	$138M	+$12.4M	+10%	1.24%	–	45	11.11%
7221	SR 7221 Summer Road West Palm Beach, Florida	$138M	-$11.5M	-8%	3.83%	101%	22	22.73%
7222	USWIA 7222 UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$138M	+$4.26M	+3%	3.52%	–	96	18.75%
7223	OCA 7223 OEP Capital Advisors New York	$138M	+$14M	+11%	11.3%	16.9%	1	0%
7224	MCM 7224 M28 Capital Management Stamford, Connecticut	$138M	+$69.6M	+102%	117%	219%	9	0%
7225	AC 7225 Anson Capital Tyrone, Georgia	$137M	+$4.09M	+3%	2.19%	40.8%	87	9.2%