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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
2851	SA 2851 SPWM Advisors Traverse City, Michigan	$108M	-$6.94M	-6%	10.2%	–	98	13.27%
2852	RL 2852 Retireful LLC Haslett, Michigan	$107M	+$36.5M	+51%	76.8%	382%	121	63.64%
2853	BAM 2853 Burkett Asset Management Victoria,	$107M	+$5.53M	+5%	14.1%	–	66	18.18%
2854	FA 2854 Fullerton Advisors Danville, California	$107M	+$10.4M	+11%	12.2%	–	56	8.93%
2855	IWS 2855 Intentional Wealth Strategies Colorado Springs, Colorado	$107M	-$727K	-0.7%	17.3%	–	945	93.12%
2856	OPWM 2856 Oregon Pacific Wealth Management Medford, Oregon	$107M	+$10.7M	+11%	11.5%	–	122	19.67%
2857	ECM 2857 Ebert Capital Management Eureka, California	$107M	+$8.65M	+9%	12.8%	–	29	13.79%
2858	CWMS 2858 CFG Wealth Management Services Indianapolis, Indiana	$107M	-$3.63M	-3%	6.04%	–	152	47.37%
2859	OE 2859 October Effect Virginia Beach, Virginia	$106M	+$19.5M	+22%	64.6%	–	76	31.58%
2860	PGWA 2860 Plus Group Wealth Advisors Belgium, Wisconsin	$106M	+$15.4M	+17%	12%	–	48	14.58%
2861	CF 2861 Calder Financial Downingtown, Pennsylvania	$106M	+$5.41M	+5%	12.2%	–	45	15.56%
2862	HA 2862 Hyposwiss Advisors Geneva,	$106M	+$4.39M	+4%	14.4%	–	114	10.53%
2863	VIM 2863 Villanova Investment Management Wayne, Pennsylvania	$105M	+$7.79M	+8%	9.8%	–	59	10.17%
2864	JRSI 2864 Jeter Robert S II	$104M	+$3.96M	+4%	12.5%	–	48	12.5%
2865	SFG 2865 Strategic Financial Group Grand Haven, Michigan	$104M	+$7.23M	+7%	8%	–	19	5.26%
2866	XFP 2866 Xena Financial Planning Portland, Oregon	$104M	+$15.6M	+18%	11.1%	–	38	13.16%
2867	KFP 2867 Kroeger Financial Partners Grass Valley, California	$103M	–	–	8.74%	–	141	–
2868	SRM 2868 Shelter Rock Management Jericho, New York	$103M	+$8.82M	+9%	21.3%	–	40	20%
2869	UIA 2869 UG Investment Advisers Taipei, Taiwan	$103M	-$45.1M	-30%	0.78%	172%	17	58.82%
2870	CIM 2870 Courant Investment Management Franklin, Tennessee	$103M	+$629K	+0.6%	1.52%	33.5%	7	0%
2871	JTF 2871 J. Team Financial Abilene, Texas	$103M	+$13.6M	+15%	15.3%	–	115	38.26%
2872	PBK 2872 Peoples Bank (Kansas) Pratt, Kansas	$103M	+$3.5M	+4%	8.3%	63.3%	102	6.86%
2873	VL 2873 Vima LLC Troy, Michigan	$103M	–	–	15.2%	–	371	–
2874	SCA 2874 Sulzberger Capital Advisors Miami, Florida	$102M	+$4.44M	+5%	9.45%	–	54	11.11%
2875	SG 2875 Sherry Group Mountain Home, Arkansas	$102M	+$10.8M	+12%	10.7%	–	52	21.15%