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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

Live Disclosures

Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 3,180 funds (~36%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Est. Return	3 Year Est. Return	Holdings	Portfolio Turnover
2526	MWS 2526 MFA Wealth Services Thousand Oaks, California	$167M	+$16.4M	+11%	10.8%	–	136	11.76%
2527	TDC 2527 Thompson Davis & Co Richmond, Virginia	$167M	+$17.3M	+12%	14.7%	188%	193	39.9%
2528	GFM 2528 GEN Financial Management Plymouth, Minnesota	$167M	+$5.6M	+3%	9.15%	–	57	35.09%
2529	RSWA 2529 Robinson Smith Wealth Advisors South Portland, Maine	$167M	+$19.1M	+13%	11.1%	–	101	19.8%
2530	SRS 2530 Strong Retirement Solutions Silverdale, Washington	$167M	+$24.1M	+17%	18.8%	–	89	11.24%
2531	OWM 2531 Orca Wealth Management New Port Richey, Florida	$167M	+$26.1M	+19%	34.3%	–	86	25.58%
2532	LW 2532 Lauer Wealth Valparaiso, Indiana	$167M	+$41M	+33%	12.7%	75.5%	101	59.41%
2533	KFSN 2533 Keystone Financial Services (Nebraska) Omaha, Nebraska	$166M	+$17.8M	+12%	12.1%	–	62	8.06%
2534	SH 2534 SeaTown Holdings Singapore	$166M	+$13.7M	+9%	35.9%	220%	19	31.58%
2535	SMWM 2535 Silvia McColl Wealth Management San Diego, California	$166M	+$14.4M	+9%	13.7%	76.1%	124	5.65%
2536	LFASL 2536 Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$166M	-$30.4M	-15%	8.62%	44.9%	286	26.57%
2537	MCM 2537 Mainstream Capital Management Los Angeles, California	$166M	+$17M	+11%	17.7%	–	92	6.52%
2538	CWMGI 2538 Capstone Wealth Management Group, Inc. Bend, Oregon	$166M	–	–	16.1%	–	123	–
2539	SFG 2539 Shum Financial Group Alameda, California	$166M	+$24.5M	+17%	15%	–	110	19.09%
2540	CCA 2540 Cottonwood Capital Advisors Salt Lake City, Utah	$166M	+$24.1M	+17%	18.6%	78.3%	90	6.67%
2541	RWM 2541 Refined Wealth Management Salt Lake City, Utah	$166M	+$7.27M	+5%	6.38%	76.8%	52	9.62%
2542	WAS 2542 Westco Advisory Services Lynbrook, New York	$166M	+$10.2M	+7%	20.4%	–	107	10.28%
2543	SRSA 2543 S.R. Schill & Associates Mercer Island, Washington	$166M	+$17.6M	+12%	8.66%	36.7%	29	13.79%
2544	VWA 2544 VERITY Wealth Advisors Sausalito, United States	$166M	+$15.8M	+11%	13.8%	59.9%	85	9.41%
2545	TWM 2545 TopTier Wealth Management Muskego, Wisconsin	$166M	+$2.88M	+2%	12%	–	795	83.27%
2546	RB 2546 Robert Bosch Gerlingen Schillerhoehe, Germany	$166M	+$5.15M	+3%	5.73%	–	3	0%
2547	KOMWMG 2547 Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$165M	+$18.8M	+13%	9.91%	60.2%	101	16.83%
2548	LIM 2548 Lancaster Investment Management London, United Kingdom	$165M	-$16.3M	-9%	2.66%	18%	13	53.85%
2549	HPBT 2549 Hickory Point Bank & Trust Decatur, Illinois	$165M	+$13.4M	+9%	12.7%	–	473	10.15%
2550	TTIC 2550 Tower Trust & Investment Company Davenport, Iowa	$165M	+$12.4M	+8%	17.1%	–	254	20.87%