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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, 3,293 funds (~37%) 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
301	CTA 301 Chesley Taft & Associates Chicago, Illinois	$2.57B	+$176M	+7%	13.3%	80.9%	388	9.54%
302	RT 302 Rockland Trust Hanover, Massachusetts	$2.55B	+$51.7M	+2%	6.03%	51%	330	10.61%
303	ST 303 Sageworth Trust Lancaster, Pennsylvania	$2.54B	+$212M	+9%	13.4%	64.5%	184	37.5%
304	AIM 304 Acropolis Investment Management St. Louis, Missouri	$2.54B	+$272M	+12%	11.2%	47.6%	400	8%
305	PVI 305 Pine Valley Investments Marlton, New Jersey	$2.53B	+$353M	+16%	17.5%	93.9%	645	12.09%
306	KWA 306 Kingswood Wealth Advisors San Diego, California	$2.48B	+$373M	+18%	22.4%	123%	1,057	18.45%
307	SQA 307 Simon Quick Advisors Morristown, New Jersey	$2.48B	+$290M	+13%	12.6%	69.5%	438	17.58%
308	BHIA 308 Birch Hill Investment Advisors Boston, Massachusetts	$2.47B	+$241M	+11%	14.2%	73.7%	214	10.28%
309	SWA 309 Sax Wealth Advisors Parsippany, New Jersey	$2.46B	+$395M	+19%	11.3%	57.2%	563	19.01%
310	DIA 310 Davidson Investment Advisors Great Falls, Montana	$2.45B	+$129M	+6%	11.9%	69.5%	130	8.46%
311	OWP 311 Obermeyer Wealth Partners Aspen, Colorado	$2.44B	+$273M	+13%	14.5%	80.9%	321	12.77%
312	GIM 312 Generate Investment Management Auckland, New Zealand	$2.43B	+$401M	+20%	27.7%	–	105	47.62%
313	NFA 313 Nationwide Fund Advisors Columbus, Ohio	$2.42B	+$135M	+6%	11.4%	28.3%	9	11.11%
314	ET 314 Equitable Trust Nashville, Tennessee	$2.4B	+$230M	+11%	14.5%	94.7%	507	19.53%
315	DDPIC 315 Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$2.4B	+$310M	+15%	29.3%	123%	183	10.38%
316	DACS 316 Dymon Asia Capital (Singapore) Singapore	$2.39B	+$1.42B	+145%	53.5%	268%	336	61.61%
317	KA 317 Klingman & Associates New York	$2.35B	+$260M	+12%	13.8%	59.3%	364	13.19%
318	CWM 318 Cornerstone Wealth Management St. Peters, Missouri	$2.33B	+$328M	+16%	14.3%	69.8%	779	12.97%
319	PA 319 Procyon Advisors Shelton, Connecticut	$2.32B	+$277M	+14%	17.6%	84.2%	663	22.62%
320	AI 320 Accredited Investors Edina, Minnesota	$2.31B	+$459M	+25%	21.7%	74%	312	14.1%
321	HHGA 321 Halbert Hargrove Global Advisors Long Beach, California	$2.31B	+$240M	+12%	12.7%	60.8%	749	48.87%
322	TWA 322 TCI Wealth Advisors Tucson, Arizona	$2.31B	+$428M	+23%	12.6%	65%	276	12.68%
323	EFP 323 Elser Financial Planning Indianapolis, Indiana	$2.31B	+$246M	+12%	13.7%	–	142	19.72%
324	SSWM 324 Smith Salley Wealth Management Greensboro, North Carolina	$2.3B	+$313M	+16%	23.5%	106%	288	11.81%
325	GIM 325 Goelzer Investment Management Carmel, Indiana	$2.29B	+$227M	+11%	18.5%	98.9%	331	15.41%