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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
2801	TCRG 2801 Twin Cities Retirement Group Plymouth, Minnesota	$117M	+$7.45M	+7%	7.04%	–	24	8.33%
2802	KCA 2802 Kilner Capital Advisors Gaithersburg, Maryland	$117M	+$12.3M	+12%	11.7%	–	18	0%
2803	WWA 2803 Wisconsin Wealth Advisors Sun Prairie, Wisconsin	$117M	+$15M	+15%	20.8%	–	92	10.87%
2804	VMMC 2804 V.M. Manning & Co Greenville, South Carolina	$117M	–	–	17.7%	–	53	–
2805	MS 2805 Monetary Solutions Dayton, Ohio	$116M	+$12.6M	+12%	11.9%	–	403	22.58%
2806	CFCS 2806 CDM Financial Counseling Services Norwich, Connecticut	$116M	+$11.5M	+11%	19.4%	–	82	8.54%
2807	SA 2807 SFI Advisors Montclair, New Jersey	$116M	+$20.7M	+22%	24.4%	82.9%	56	16.07%
2808	VWA 2808 Vistica Wealth Advisors Carlsbad, California	$116M	+$15.2M	+15%	12.5%	–	55	12.73%
2809	JBC 2809 Jefferson Bridge Capital Nashville, Tennessee	$115M	+$14.7M	+15%	22.4%	–	54	3.7%
2810	IIWM 2810 Investment Insight Wealth Management North Massapequa, New York	$115M	+$22.7M	+24%	26.9%	–	44	18.18%
2811	VFM 2811 Vision Financial Markets Stamford, Connecticut	$115M	+$12.8M	+12%	11.3%	–	439	9.11%
2812	NWPL 2812 Noble Wealth Partners LLC Denver, Colorado	$115M	–	–	10.9%	–	76	–
2813	UWM 2813 Urban Wealth Management El Segundo, California	$115M	+$17M	+17%	20%	–	120	33.33%
2814	RHCA 2814 Rosenthal Henry Capital Advisors Mishawaka, Indiana	$114M	+$12.1M	+12%	14.3%	91.9%	52	26.92%
2815	JC 2815 JBGlobal.com New York	$114M	+$12.8M	+13%	6.4%	–	33	21.21%
2816	VCM 2816 Vavra Capital Management Collegeville, Pennsylvania	$114M	+$11.4M	+11%	11%	–	24	8.33%
2817	SSA 2817 Shepherd Street Advisors Larkspur, California	$114M	+$12.5M	+12%	17.8%	–	90	8.89%
2818	SPW 2818 Surience Private Wealth Yakima, Washington	$114M	+$20.5M	+22%	12.7%	168%	57	50.88%
2819	RSEWM 2819 River's Edge Wealth Management Beaver, Pennsylvania	$114M	+$7.11M	+7%	11.4%	–	46	4.35%
2820	IIM 2820 IFC & Insurance Marketing Auburn, California	$114M	+$17.8M	+19%	13%	–	83	19.28%
2821	OCM 2821 Objective Capital Management Pepper Pike, Ohio	$113M	+$13.5M	+14%	14%	–	109	18.35%
2822	VPW 2822 Vericrest Private Wealth Newtown, Pennsylvania	$112M	+$905K	+0.8%	11.9%	–	46	19.57%
2823	CCM 2823 Chicago Capital Management Chicago, Illinois	$112M	-$8.41M	-7%	18.9%	295%	37	56.76%
2824	HIIL 2824 HS Investments IV Ltd St Peter Port,	$112M	+$31.5M	+39%	39.6%	–	2	0%
2825	LCS 2825 Luma Capital SA Luxembourg,	$112M	+$8.22M	+8%	9.26%	–	12	0%