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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 34.66% 1-Year Est. Return

Jim Simons Renaissance Technologies 45.56% 1-Year Est. Return

David Tepper Appaloosa LP 44.55% 1-Year Est. Return

Stanley Druckenmiller Duquesne Family Office 61.92% 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, 4,679 funds (~53%) 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
3651	WFP 3651 Welch Financial Planning Boulder, Colorado	$172M	+$32.6M	+23%	19%	–	77	20.78%
3652	BLFG 3652 Brian Low Financial Group Baton Rouge, Louisiana	$171M	+$24.3M	+16%	9.23%	–	128	18.75%
3653	BWMG 3653 Bannerman Wealth Management Group Lewisville, Texas	$171M	+$23M	+15%	11.3%	–	38	15.79%
3654	DSCM 3654 Del-Sette Capital Management Schenectady, New York	$171M	+$4.12M	+2%	11.6%	108%	51	15.69%
3655	FW 3655 Fidato Wealth Middleburg Heights, Ohio	$171M	+$17.1M	+11%	12.6%	–	16	18.75%
3656	CPC 3656 CFC Planning Company Cicero, Indiana	$171M	+$30.9M	+22%	24.5%	–	88	37.5%
3657	GCWM 3657 Guided Capital Wealth Management Houston, Texas	$171M	+$19.4M	+13%	10.3%	–	37	13.51%
3658	AIP 3658 Alexis Investment Partners Montgomery, Texas	$171M	+$25.8M	+18%	13.8%	–	42	26.19%
3659	LFA 3659 Longview Financial Advisors Huntsville, Alabama	$171M	+$7.33M	+4%	5.15%	–	162	73.46%
3660	RW 3660 Ridgeline Wealth Mesa, Arizona	$171M	+$31.3M	+22%	13.7%	–	61	16.39%
3661	SVP 3661 Strategic Value Partners Greenwich, Connecticut	$171M	+$37.9M	+28%	28.5%	–	1	0%
3662	IIM 3662 Invariant Investment Management Camp Hill, Pennsylvania	$171M	+$8.13M	+5%	6.08%	–	72	8.33%
3663	CPA 3663 Cathy Pareto & Associates Coral Gables, Florida	$171M	+$21.6M	+14%	12%	–	107	14.95%
3664	BDS 3664 Banco de Sabadell Miami, Florida	$170M	+$19.6M	+13%	12.3%	75.1%	62	1.61%
3665	NL 3665 NDWM LLC La Jolla, California	$170M	+$16M	+10%	9.88%	–	42	16.67%
3666	WA 3666 WPG Advisers Baltimore, Maryland	$170M	+$34.4M	+25%	19.8%	–	1,588	9.51%
3667	EWM 3667 Evolution Wealth Management Fort Myers, Florida	$170M	+$33.3M	+24%	13.5%	–	981	17.84%
3668	GA 3668 Gordian Advisors Tucson, Arizona	$170M	+$19.9M	+13%	11.4%	–	67	20.9%
3669	CA 3669 Chatterton & Associates Anaheim, California	$170M	+$27.2M	+19%	13.2%	–	110	20%
3670	PCM 3670 Park Capital Management Madison, Wisconsin	$170M	+$67.2M	+65%	56.2%	–	175	65.14%
3671	PWA 3671 Providence Wealth Advisors Frankfort, Illinois	$170M	+$12.4M	+8%	15.4%	112%	88	13.64%
3672	NWMG 3672 Nicholson Wealth Management Group Charlestown, South Carolina	$170M	-$2.1M	-1%	5.83%	–	120	12.5%
3673	CBOR 3673 Community Bank of Raymore Raymore, Missouri	$170M	+$20.4M	+14%	14.2%	89.6%	77	5.19%
3674	NA 3674 Nautilus Advisors La Jolla, California	$170M	+$23.8M	+16%	15.9%	–	185	15.68%
3675	CCM 3675 Collar Capital Management Appleton, Wisconsin	$170M	+$15.1M	+10%	39.7%	–	76	9.21%