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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	CNBT 2001 Canandaigua National Bank & Trust Canandaigua, New York	$1.05B	+$128M	+14%	7.83%	–	348	16.95%
2002	AC 2002 Allstate Corporation Northbrook, Illinois	$1.05B	-$181M	-15%	6.05%	35.8%	227	57.71%
2003	NPIC 2003 Neumeier Poma Investment Counsel Carmel, California	$1.05B	-$42.5M	-4%	11.4%	178%	44	6.82%
2004	CISOA 2004 Capital Investment Services of America Milwaukee, Wisconsin	$1.05B	+$12.1M	+1%	6.84%	50.7%	79	7.59%
2005	LCS 2005 Levin Capital Strategies New York	$1.05B	+$88.8M	+9%	8.43%	79.3%	279	36.2%
2006	MGWM 2006 Marks Group Wealth Management Minnetonka, Minnesota	$1.05B	+$98.1M	+10%	8.67%	62.8%	307	10.75%
2007	SMC 2007 Smith, Moore & Co Clayton, Missouri	$1.05B	+$77.6M	+8%	6.97%	55.8%	477	9.43%
2008	PWMAG 2008 Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$1.05B	+$78M	+8%	6.87%	64.3%	374	6.95%
2009	CAM 2009 Cozad Asset Management Champaign, Illinois	$1.05B	+$44.7M	+4%	6.79%	94%	420	8.81%
2010	BW 2010 Browning West Los Angeles, California	$1.05B	+$167M	+19%	19.2%	94.4%	2	0%
2011	WDA 2011 Wendell David Associates Portsmouth, New Hampshire	$1.05B	+$64.2M	+7%	8.28%	46%	163	4.29%
2012	GGI 2012 Godsey & Gibb Inc Richmond, Virginia	$1.05B	+$78.1M	+8%	10.3%	78.9%	465	21.51%
2013	WTB 2013 Washington Trust Bank Spokane, Washington	$1.04B	+$33.5M	+3%	4.81%	69.3%	224	11.61%
2014	GC 2014 Globeflex Capital San Diego, California	$1.04B	+$87.1M	+9%	11.9%	135%	539	27.46%
2015	HHAA 2015 Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$1.04B	+$42.2M	+4%	6.71%	49.3%	63	6.35%
2016	TF 2016 Tompkins Financial Ithaca, New York	$1.04B	+$88.4M	+9%	7.15%	74.1%	629	14.15%
2017	JLBC 2017 J.L. Bainbridge & Co Sarasota, Florida	$1.04B	+$32.6M	+3%	4.12%	93.8%	105	13.33%
2018	MYIA 2018 Mount Yale Investment Advisors Denver, Colorado	$1.04B	-$221M	-17%	7.21%	69.4%	618	24.11%
2019	SWP 2019 Strategic Wealth Partners Independence, Ohio	$1.04B	+$82.6M	+9%	6.04%	–	307	10.1%
2020	APW 2020 Austin Private Wealth Austin, Texas	$1.04B	+$110M	+12%	5.28%	62.3%	300	19.67%
2021	WC 2021 Woodstock Corp Boston, Massachusetts	$1.04B	+$55.8M	+6%	6.66%	96.1%	169	4.73%
2022	RA 2022 Rational Advisors Huntington, New York	$1.04B	+$13.7M	+1%	5.59%	37.7%	206	25.73%
2023	SC 2023 Strategy Capital Los Altos, California	$1.04B	+$20.8M	+2%	10.7%	201%	11	18.18%
2024	USGIU 2024 U.S. Global Investors (USGI) San Antonio, Texas	$1.04B	-$15.9M	-2%	6.24%	119%	161	38.51%
2025	AF 2025 Atlas FRM Greenwich, Connecticut	$1.04B	+$284M	+38%	18%	17.9%	9	33.33%