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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
2876	CEFA 2876 Closed-End Fund Advisors Richmond, Virginia	$102M	+$4.1M	+4%	2.87%	–	172	11.05%
2877	GHA 2877 Good Harbor Advisors Gloucester, Massachusetts	$102M	+$10.6M	+12%	5.87%	–	90	12.22%
2878	PWM 2878 Partners Wealth Management Carmel By The Sea, California	$102M	+$4.97M	+5%	12.6%	–	116	12.93%
2879	EFA 2879 Englebert Financial Advisers Allentown, Pennsylvania	$102M	+$13.6M	+15%	13.4%	–	72	33.33%
2880	SIC 2880 Sage Investment Counsel Franklin, Tennessee	$99.9M	+$9.71M	+11%	10.6%	–	137	15.33%
2881	GC 2881 Guilbault Capital Metairie, Louisiana	$99.6M	+$8.31M	+9%	9.96%	–	76	15.79%
2882	PFM 2882 Professional Financial Management Appleton, Wisconsin	$98.6M	+$2.54M	+3%	1.3%	–	26	19.23%
2883	PWM 2883 Puff Wealth Management Haddonfield, New Jersey	$98.1M	–	–	13.2%	–	77	–
2884	OWMIAS 2884 One Wealth Management Investment & Advisory Services Miami Beach, Florida	$95.3M	+$12.2M	+15%	17.1%	–	59	22.03%
2885	PPP 2885 Prism Planning Partners Libertyville, Illinois	$94.5M	+$9.93M	+12%	10%	–	45	28.89%
2886	GFS 2886 Geremia Financial Services Edison, New Jersey	$94.3M	-$28.5M	-23%	35.3%	–	10	10%
2887	UOCIM 2887 University of Cambridge Investment Management Cambridge,	$93.9M	-$14.5M	-13%	15.4%	–	1	0%
2888	PS 2888 Pensionfund Sabic Sittard, Netherlands	$93.5M	+$10.5M	+13%	12.6%	67.7%	77	1.3%
2889	PBT 2889 Pictet Bank & Trust Nassau, Bahamas	$93.3M	+$17.2M	+23%	16.2%	66.3%	40	22.5%
2890	MWM 2890 Meadowbrook Wealth Management Garden City, New York	$92.9M	+$17.4M	+23%	28.7%	–	88	34.09%
2891	SWP 2891 Significant Wealth Partners Cary, Illinois	$92.4M	+$11.2M	+14%	13.9%	–	121	12.4%
2892	GBA 2892 Garrison Bradford & Associates New York	$92.2M	+$3.81M	+4%	9.82%	63.5%	39	12.82%
2893	AWP 2893 Atlas Wealth Partners Wyomissing, Pennsylvania	$91.6M	-$5.7M	-6%	2.77%	145%	68	10.29%
2894	TIM 2894 Triad Investment Management Newport Beach, California	$90.7M	+$6M	+7%	7.36%	–	38	15.79%
2895	HAS 2895 Holland Advisory Services Ormond Beach, Florida	$90.5M	+$15.9M	+21%	17.2%	57.1%	53	18.87%
2896	LC 2896 Lakehouse Capital Sydney NSW, Australia	$90.5M	-$57.8M	-39%	2.7%	47.2%	13	7.69%
2897	KFP 2897 Kerr Financial Planning Fresno, California	$89.6M	-$52.2M	-37%	32.7%	–	554	7.22%
2898	AAM 2898 Alken Asset Management London, United Kingdom	$89.6M	+$34.1M	+61%	0.06%	0.22%	41	7.32%
2899	FWM 2899 FSR Wealth Management Elmhurst, Illinois	$87.8M	+$6.92M	+9%	7.22%	–	52	55.77%
2900	WP 2900 Walleye Partners Madison, Wisconsin	$87.7M	+$6.31M	+8%	9.91%	–	65	26.15%