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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, 2,529 funds (~29%) 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	HCA 301 Heck Capital Advisors Rhinelander, Wisconsin	$1.67B	+$326M	+24%	17.3%	59.4%	232	20.69%
302	IAIM 302 International Assets Investment Management Orlando, Florida	$1.67B	+$233M	+16%	17.9%	85%	2,470	13.64%
303	CUAMC 303 China Universal Asset Management Company Shanghai, China	$1.67B	+$351M	+27%	46.9%	264%	547	14.81%
304	AIA 304 Angeles Investment Advisors Santa Monica, California	$1.66B	+$177M	+12%	13.7%	71.7%	35	22.86%
305	BCM 305 BTC Capital Management Des Moines, Iowa	$1.65B	+$170M	+11%	16.6%	–	219	10.96%
306	AAG 306 Armstrong Advisory Group Needham, Massachusetts	$1.64B	+$152M	+10%	11.5%	48.5%	1,018	8.94%
307	HCMG 307 Howard Capital Management Group Los Angeles, California	$1.64B	+$129M	+9%	16%	95.9%	160	16.88%
308	AP 308 Appleton Partners Boston, Massachusetts	$1.63B	+$198M	+14%	26.2%	101%	284	10.92%
309	MIM 309 Morningstar Investment Management Chicago, Illinois	$1.62B	+$6.35M	+0.4%	6.92%	48.2%	317	0.63%
310	NGA 310 Naples Global Advisors Naples, Florida	$1.62B	+$250M	+18%	26.8%	103%	472	7.84%
311	CIAS 311 Capital Investment Advisory Services Raleigh, North Carolina	$1.62B	+$249M	+18%	13.9%	69.3%	1,341	13.27%
312	RWB 312 RMR Wealth Builders Montclair, New Jersey	$1.61B	+$340M	+27%	19.4%	81.6%	326	18.1%
313	TAM 313 Trust Asset Management Houston, Texas	$1.61B	+$209M	+15%	19.8%	91.1%	234	5.98%
314	QPBE 314 Quintet Private Bank (Europe) Luxembourg	$1.6B	+$112M	+7%	15.6%	87.2%	204	12.75%
315	BHWM 315 Beaird Harris Wealth Management Dallas, Texas	$1.6B	+$125M	+9%	8.03%	41.3%	757	16.12%
316	SW 316 SVB Wealth Boston, Massachusetts	$1.59B	+$68.3M	+5%	14.6%	170%	402	9.2%
317	W 317 Wealthquest Cincinnati, Ohio	$1.59B	+$174M	+12%	11%	52.1%	183	21.31%
318	PIS 318 PPSC Investment Service Tokyo, Japan	$1.58B	+$317M	+25%	30.1%	161%	8	0%
319	FWP 319 Falcon Wealth Planning Ontario, California	$1.58B	+$116M	+8%	8.82%	52.7%	266	18.05%
320	RWM 320 Rockwood Wealth Management New Hope, Pennsylvania	$1.58B	+$185M	+13%	9.81%	48.9%	134	14.18%
321	AIM 321 Avity Investment Management Greenwich, Connecticut	$1.57B	+$194M	+14%	23.5%	104%	124	12.9%
322	EFG 322 Everhart Financial Group Dublin, Ohio	$1.56B	+$389M	+33%	21%	113%	517	17.21%
323	YIA 323 YHB Investment Advisors West Hartford, Connecticut	$1.56B	+$166M	+12%	16.1%	85.7%	326	12.27%
324	PEGL 324 P/E Global LLC Boston, Massachusetts	$1.56B	+$290M	+23%	13.7%	40.8%	8	12.5%
325	CIEC 325 Crédit Industriel et Commercial Paris France, France	$1.55B	+$271M	+21%	12.3%	–	415	34.7%