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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, 2,529 funds (~29%) 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
251	WA 251 Waddell & Associates Memphis, Tennessee	$2.02B	+$249M	+14%	9.75%	194%	588	30.61%
252	JWA 252 JFS Wealth Advisors Hermitage, Pennsylvania	$2.01B	+$219M	+12%	11.8%	54.8%	2,306	20.42%
253	CC 253 Courier Capital Buffalo, New York	$2B	+$214M	+12%	13.1%	64.1%	407	7.37%
254	SB 254 Strategic Blueprint Atlanta, Georgia	$2B	+$282M	+16%	16.6%	76.6%	734	18.12%
255	NL 255 NWAM LLC Mercer Island, Washington	$2B	+$263M	+15%	16.2%	112%	713	16.97%
256	CAM 256 Cacti Asset Management Atlanta, Georgia	$1.99B	+$344M	+21%	44.2%	168%	78	2.56%
257	PA 257 PFG Advisors Phoenix, Arizona	$1.98B	-$70M	-3%	16.2%	77.4%	869	18.3%
258	AWA 258 Aaron Wealth Advisors Chicago, Illinois	$1.97B	+$207M	+12%	21%	96.4%	776	22.29%
259	EIP 259 Easterly Investment Partners Beverly, Massachusetts	$1.97B	+$658M	+50%	13.6%	57.6%	260	39.23%
260	SP 260 Symmetry Partners Glastonbury, Connecticut	$1.96B	+$211M	+12%	11.4%	58.5%	313	38.98%
261	TSAM 261 Trinity Street Asset Management London, United Kingdom	$1.94B	+$484M	+33%	24.5%	78.9%	23	4.35%
262	CTI 262 Community Trust & Investment Versailles, Kentucky	$1.94B	+$96.7M	+5%	16.5%	104%	148	8.11%
263	EK 263 Evensky & Katz Coral Gables, Florida	$1.94B	+$178M	+10%	12.1%	57.1%	72	0%
264	GIA 264 Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.94B	+$207M	+12%	18.2%	88.9%	284	8.45%
265	SWM 265 Segment Wealth Management Houston, Texas	$1.93B	+$223M	+13%	15%	102%	319	5.33%
266	FIB 266 First Interstate Bank Billings, Montana	$1.92B	+$137M	+8%	10.9%	48.2%	204	12.25%
267	IHL 267 Investment House LLC Redondo Beach, California	$1.92B	-$5.77M	-0.3%	16.7%	103%	223	0.9%
268	RMA 268 Roffman Miller Associates Philadelphia, Pennsylvania	$1.91B	+$178M	+10%	17.1%	68.9%	88	2.27%
269	LWMT 269 Legacy Wealth Management (Tennessee) Memphis, Tennessee	$1.91B	+$197M	+11%	11.6%	46.9%	31	6.45%
270	R 270 Rebalance Palo Alto, California	$1.91B	+$186M	+11%	9.97%	43.3%	105	5.71%
271	FVWA 271 Foster Victor Wealth Advisors Greenville, South Carolina	$1.9B	+$154M	+9%	13.4%	68.9%	268	14.55%
272	MLL 272 Moody Lynn & Lieberson Boston, Massachusetts	$1.9B	+$114M	+6%	13%	128%	283	18.37%
273	FFA 273 Fragasso Financial Advisors Sewickley, Pennsylvania	$1.88B	+$222M	+13%	14.3%	65.5%	370	15.41%
274	AP 274 Atwood & Palmer Kansas City, Missouri	$1.87B	+$103M	+6%	10.2%	82.3%	556	15.47%
275	LI 275 LMCG Investments Boston, Massachusetts	$1.87B	+$187M	+11%	22%	125%	230	6.52%