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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, 3,470 funds (~39%) 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
3276	SFG 3276 Strategic Financial Group Grand Haven, Michigan	$104M	+$7.23M	+7%	8%	–	19	5.26%
3277	XFP 3277 Xena Financial Planning Portland, Oregon	$104M	+$15.6M	+18%	11.1%	–	38	13.16%
3278	KFP 3278 Kroeger Financial Partners Grass Valley, California	$103M	–	–	8.74%	–	141	–
3279	SRM 3279 Shelter Rock Management Jericho, New York	$103M	+$8.82M	+9%	21.3%	–	40	20%
3280	UIA 3280 UG Investment Advisers Taipei, Taiwan	$103M	-$45.1M	-30%	0.78%	172%	17	58.82%
3281	CIM 3281 Courant Investment Management Franklin, Tennessee	$103M	+$629K	+0.6%	1.52%	33.5%	7	0%
3282	JTF 3282 J. Team Financial Abilene, Texas	$103M	+$13.6M	+15%	15.3%	–	115	38.26%
3283	PBK 3283 Peoples Bank (Kansas) Pratt, Kansas	$103M	+$3.5M	+4%	8.3%	63.3%	102	6.86%
3284	VL 3284 Vima LLC Troy, Michigan	$103M	–	–	15.2%	–	371	–
3285	SCA 3285 Sulzberger Capital Advisors Miami, Florida	$102M	+$4.44M	+5%	9.45%	–	54	11.11%
3286	SG 3286 Sherry Group Mountain Home, Arkansas	$102M	+$10.8M	+12%	10.7%	–	52	21.15%
3287	CEFA 3287 Closed-End Fund Advisors Richmond, Virginia	$102M	+$4.1M	+4%	2.87%	–	172	11.05%
3288	GHA 3288 Good Harbor Advisors Gloucester, Massachusetts	$102M	+$10.6M	+12%	5.87%	–	90	12.22%
3289	PWM 3289 Partners Wealth Management Carmel By The Sea, California	$102M	+$4.97M	+5%	12.6%	–	116	12.93%
3290	EFA 3290 Englebert Financial Advisers Allentown, Pennsylvania	$102M	+$13.6M	+15%	13.4%	–	72	33.33%
3291	AM 3291 Ampfield Management New York	$100M	+$19.4M	+24%	17.2%	56.9%	5	0%
3292	SIC 3292 Sage Investment Counsel Franklin, Tennessee	$99.9M	+$9.71M	+11%	10.6%	–	137	15.33%
3293	GC 3293 Guilbault Capital Metairie, Louisiana	$99.6M	+$8.31M	+9%	9.96%	–	76	15.79%
3294	PFM 3294 Professional Financial Management Appleton, Wisconsin	$98.6M	+$2.54M	+3%	1.3%	–	26	19.23%
3295	FNWA 3295 Financial Network Wealth Advisors Murray, Utah	$98.5M	+$818K	+0.8%	8.2%	–	895	17.88%
3296	MAM 3296 Montchanin Asset Management Montchanin, Delaware	$98.1M	+$4.08M	+4%	18.3%	–	64	18.75%
3297	PWM 3297 Puff Wealth Management Haddonfield, New Jersey	$98.1M	–	–	13.2%	–	77	–
3298	ZWA 3298 Zinnia Wealth Advisory Ocala, Florida	$98.1M	+$8.72M	+10%	16.3%	–	109	22.94%
3299	OWMIAS 3299 One Wealth Management Investment & Advisory Services Miami Beach, Florida	$95.3M	+$12.2M	+15%	17.1%	–	59	22.03%
3300	PPP 3300 Prism Planning Partners Libertyville, Illinois	$94.5M	+$9.93M	+12%	10%	–	45	28.89%