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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
2001	RWM 2001 RKL Wealth Management Lancaster, Pennsylvania	$628M	+$44.9M	+8%	7.01%	54.1%	121	13.22%
2002	SFG 2002 Sather Financial Group Victoria, Texas	$628M	+$44.9M	+8%	11.3%	61.5%	47	23.4%
2003	SLF 2003 Sun Life Financial Toronto, Ontario, Canada	$627M	+$113M	+22%	5.85%	51.8%	523	12.05%
2004	BCM 2004 Bowie Capital Management Richardson, Texas	$627M	+$26M	+4%	10.9%	35.8%	47	29.79%
2005	MHS 2005 M Holdings Securities Portland, Oregon	$627M	+$68M	+12%	7.52%	68.2%	178	19.66%
2006	SM 2006 Sunriver Management Greenwich, Connecticut	$626M	-$7.93M	-1%	12.1%	2.16%	24	33.33%
2007	JMFC 2007 J.M. Forbes & Co Boston, Massachusetts	$625M	+$64.4M	+11%	10.2%	95.1%	105	8.57%
2008	BCL 2008 Bracebridge Capital LLC Boston, Massachusetts	$624M	+$283M	+83%	2.51%	127%	13	15.38%
2009	SWM 2009 SeaCrest Wealth Management Purchase, New York	$624M	+$45.4M	+8%	9.83%	142%	627	19.46%
2010	KFA 2010 Kays Financial Advisory Atlanta, Georgia	$624M	+$48.9M	+9%	6.1%	23.3%	101	7.92%
2011	FC 2011 Fairpointe Capital Chicago, Illinois	$624M	-$62.7M	-9%	6.56%	48.1%	80	11.25%
2012	NC 2012 NewSquare Capital Newtown Square, Pennsylvania	$623M	+$36.8M	+6%	6.91%	56.3%	426	25.82%
2013	LIM 2013 Lingotto Investment Management London, United Kingdom	$622M	+$12.4M	+2%	8.81%	402%	9	11.11%
2014	WCP 2014 Waterfront Capital Partners New York	$622M	+$14.8M	+2%	6.3%	88.3%	62	56.45%
2015	AF 2015 Ally Financial Detroit, Michigan	$621M	+$13.7M	+2%	3.24%	8.82%	121	14.05%
2016	M 2016 Mirova Paris, France	$621M	+$186M	+43%	43.2%	32%	230	39.13%
2017	AWMS 2017 Advocacy Wealth Management Services Atlanta, Georgia	$621M	+$127M	+26%	3.71%	33.5%	140	10%
2018	DTL 2018 Dynamic Technology Lab Singapore	$621M	-$43.6M	-7%	5.71%	21.7%	1,508	75.6%
2019	RCYC 2019 Richard C. Young & Co Newport, Rhode Island	$620M	+$20.1M	+3%	7.1%	80.3%	88	25%
2020	AACA 2020 American Assets Capital Advisers San Diego, California	$620M	+$100M	+19%	10.2%	73.5%	36	8.33%
2021	TW 2021 Transform Wealth Greenwood Village, Colorado	$620M	+$36.4M	+6%	9.32%	48.4%	237	14.77%
2022	NCM 2022 Narwhal Capital Management Marietta, Georgia	$620M	+$42.9M	+7%	9.8%	93.8%	160	23.13%
2023	WAM 2023 Weatherly Asset Management Del Mar, California	$620M	+$54.1M	+10%	9.26%	108%	183	6.56%
2024	OFG 2024 Oxford Financial Group Carmel, Indiana	$620M	+$30.1M	+5%	9.48%	80.4%	204	17.65%
2025	HCM 2025 Hengehold Capital Management Cincinnati, Ohio	$619M	+$55.9M	+10%	5.41%	48.1%	141	9.22%