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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, 3,024 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
2751	WAT 2751 Wealth Advisory Team Bellevue, Kentucky	$123M	–	–	9.46%	–	39	–
2752	PA 2752 Powerhouse Assets Lincoln, Massachusetts	$123M	+$7.92M	+7%	11.9%	–	58	6.9%
2753	BF 2753 Benchmark Financial Wilmington, Delaware	$123M	+$11.3M	+10%	8.07%	–	57	14.04%
2754	FA 2754 Fairlight Advisors San Francisco, California	$123M	–	–	5.67%	–	30	–
2755	AAM 2755 American Asset Management Boca Raton, Florida	$123M	+$7.4M	+6%	7.01%	42.5%	34	11.76%
2756	WA 2756 Walsh & Associates Sarasota, Florida	$122M	+$21.6M	+21%	14.8%	–	305	25.57%
2757	CG 2757 Curat Global Springfield, New Hampshire	$122M	+$20.9M	+21%	26.8%	–	268	7.46%
2758	HPWM 2758 High Point Wealth Management Chester, New Jersey	$122M	+$18.6M	+18%	21.1%	–	262	9.16%
2759	FWM 2759 Forteris Wealth Management Armonk, New York	$122M	+$17.8M	+17%	17.8%	–	73	12.33%
2760	WCG 2760 Wall Capital Group Phoenix, Arizona	$122M	+$28.5M	+30%	11.6%	–	31	29.03%
2761	CWM 2761 Cooke Wealth Management Irvine, California	$122M	+$9.25M	+8%	9.41%	–	39	5.13%
2762	HCM 2762 Hicks Capital Management Columbus, Ohio	$122M	+$22M	+22%	11.8%	–	42	19.05%
2763	GWM 2763 Greenline Wealth Management Boca Raton, Florida	$122M	+$35M	+40%	34.8%	–	139	38.13%
2764	D 2764 Drystone Ivy, Virginia	$122M	+$10.7M	+10%	14.7%	–	18	0%
2765	TPWM 2765 Torrey-Payne Wealth Management Pasadena, California	$122M	+$12.6M	+12%	10.8%	–	42	11.9%
2766	PWA 2766 Portus Wealth Advisors Charlotte, North Carolina	$121M	+$15.3M	+14%	22.2%	–	568	91.37%
2767	CIM 2767 Chapman Investment Management San Anselmo, California	$121M	+$47.9K	+0%	0%	44%	53	100%
2768	WFP 2768 Worthington Financial Partners Worthington, Ohio	$121M	+$4.39M	+4%	41%	–	108	11.11%
2769	MGI 2769 Miller Global Investments Dallas, Texas	$121M	+$11.7M	+11%	9.93%	–	310	14.84%
2770	RCP 2770 Roan Capital Partners Johnson City, Tennessee	$121M	+$12.3M	+11%	8.34%	–	89	25.84%
2771	MM 2771 Morangie Management Vero Beach, Florida	$120M	+$11.8M	+11%	15.3%	–	35	5.71%
2772	IMC 2772 Investment Management Corporation Roanoke, Virginia	$120M	+$3.37M	+3%	11.2%	–	56	17.86%
2773	HA 2773 Heffernan Advisory Flagstaff, Arizona	$120M	+$11.7M	+11%	9.52%	–	43	44.19%
2774	MFG 2774 Mann Financial Group Detroit Lakes, Minnesota	$120M	+$13.3M	+13%	10.8%	–	35	14.29%
2775	1CP 2775 1015 Capital Partners Pottstown, Pennsylvania	$119M	+$16.5M	+16%	20.8%	–	630	8.57%