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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, 3,026 funds (~34%) 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
2676	SWM 2676 Sherman Wealth Management Gaithersburg, Maryland	$133M	+$16.4M	+14%	15.6%	–	87	11.49%
2677	FFP 2677 Frisco Financial Planning Frisco, Texas	$133M	+$11.5M	+9%	9.04%	–	29	0%
2678	NCTC 2678 New Covenant Trust Company Jeffersonville, Indiana	$133M	+$20.6M	+18%	18.2%	–	108	12.04%
2679	DFG 2679 Dynamic Financial Group Cedar Falls, Iowa	$132M	+$10.1M	+8%	5.43%	–	79	16.46%
2680	NC 2680 North Capital Salt Lake City, Utah	$132M	+$14.3M	+12%	11.6%	–	106	16.04%
2681	CW 2681 Cedarwood Wealth Highlands Ranch, Colorado	$132M	+$33.3M	+34%	25%	–	101	24.75%
2682	FPFC 2682 Financial Planning Fort Collins Fort Collins, Colorado	$132M	-$1.37M	-1%	11.2%	–	34	5.88%
2683	VFP 2683 Vilga Financial Planning Fair Lawn, New Jersey	$132M	+$20.1M	+18%	18.4%	–	97	18.56%
2684	FGC 2684 First Growth Capital Pikesville, Maryland	$132M	+$21M	+19%	24%	–	149	20.81%
2685	FB 2685 Finward Bancorp Munster, Indiana	$132M	+$6.76M	+5%	12.6%	–	112	11.61%
2686	KCWM 2686 Kane Co Wealth Management Johnston, Iowa	$132M	+$13.2M	+11%	8.93%	–	54	7.41%
2687	SGH 2687 Sivik Global Healthcare Greenwich, Connecticut	$132M	$0	0%	10.1%	53.8%	34	0%
2688	WIM 2688 Waycross Investment Management Bellingham, Washington	$131M	+$26.6M	+25%	8.66%	47.6%	59	25.42%
2689	EWL 2689 Emissary Wealth LLC Hackensack, New Jersey	$131M	+$24.6M	+23%	17.9%	–	65	20%
2690	LMFP 2690 Larry Mathis Financial Planning Phoenix, Arizona	$131M	+$19.7M	+18%	15.2%	–	196	43.88%
2691	EWA 2691 Eagle Wealth Advisors Westport, Connecticut	$131M	+$22.7M	+21%	36.3%	–	109	18.35%
2692	JRFS 2692 James Reed Financial Services Cleveland, Ohio	$131M	+$15.5M	+13%	14%	–	19	10.53%
2693	RIG 2693 Ramiah Investment Group Brookfield, Wisconsin	$131M	+$116M	+775%	20.5%	46.3%	93	77.42%
2694	FWA 2694 Fulcrum Wealth Advisors Bellevue, Washington	$131M	+$10.1M	+8%	11.3%	–	91	31.87%
2695	PCOTEOTHU 2695 Provident Company of the Employees of the Hebrew University Jerusalem, Israel	$131M	+$67.4M	+106%	48.8%	–	41	51.22%
2696	PAWC 2696 P.A.W. Capital Greenwich, Connecticut	$131M	+$42.4M	+48%	46.2%	67.2%	71	45.07%
2697	4A 2697 4Wealth Advisors Burr Ridge, Illinois	$130M	+$13.2M	+11%	8.36%	–	157	13.38%
2698	BNA 2698 BankChampaign National Association Champaign, Illinois	$130M	+$29.4M	+29%	34.6%	–	225	29.33%
2699	RHDIC 2699 R.H. Dinel Investment Counsel Los Angeles, California	$130M	+$6.59M	+5%	4.52%	34.1%	41	4.88%
2700	LIP 2700 Lynch Investment Planning Newtown Square, Pennsylvania	$130M	+$18.9M	+17%	10.8%	–	58	10.34%