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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, 3,264 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
376	FWP 376 FAS Wealth Partners Leawood, Kansas	$1.92B	+$313M	+20%	14.3%	72.3%	545	9.91%
377	FIB 377 First Interstate Bank Billings, Montana	$1.92B	+$137M	+8%	10.9%	48.2%	204	12.25%
378	IHL 378 Investment House LLC Redondo Beach, California	$1.92B	-$5.77M	-0.3%	16.7%	103%	223	0.9%
379	RMA 379 Roffman Miller Associates Philadelphia, Pennsylvania	$1.91B	+$178M	+10%	17.1%	68.9%	88	2.27%
380	LWMT 380 Legacy Wealth Management (Tennessee) Memphis, Tennessee	$1.91B	+$197M	+11%	11.6%	46.9%	31	6.45%
381	R 381 Rebalance Palo Alto, California	$1.91B	+$186M	+11%	9.97%	43.3%	105	5.71%
382	VCA 382 Verdence Capital Advisors Hunt Valley, Maryland	$1.9B	+$185M	+11%	19.9%	97.1%	715	17.2%
383	FVWA 383 Foster Victor Wealth Advisors Greenville, South Carolina	$1.9B	+$154M	+9%	13.4%	68.9%	268	14.55%
384	MLL 384 Moody Lynn & Lieberson Boston, Massachusetts	$1.9B	+$114M	+6%	13%	128%	283	18.37%
385	TCWA 385 Turtle Creek Wealth Advisors Dallas, Texas	$1.89B	+$570M	+43%	18%	–	561	22.82%
386	KCM 386 Kathmere Capital Management Wayne, Pennsylvania	$1.89B	+$266M	+16%	14.4%	62.3%	717	18.83%
387	FFA 387 Fragasso Financial Advisors Sewickley, Pennsylvania	$1.88B	+$222M	+13%	14.3%	65.5%	370	15.41%
388	388 Koshinski Asset Management Decatur, Illinois	$1.88B	+$275M	+17%	16.7%	76.5%	803	13.95%
389	AP 389 Atwood & Palmer Kansas City, Missouri	$1.87B	+$103M	+6%	10.2%	82.3%	556	15.47%
390	LI 390 LMCG Investments Boston, Massachusetts	$1.87B	+$187M	+11%	22%	125%	230	6.52%
391	BHWM 391 Bar Harbor Wealth Management Concord, New Hampshire	$1.86B	+$153M	+9%	15.2%	79.2%	281	9.96%
392	IPW 392 Invictus Private Wealth Denver, Colorado	$1.86B	+$240M	+15%	17%	84.2%	95	20%
393	NO 393 Ninety One Cape Town, South Africa	$1.85B	-$479M	-21%	1.79%	193%	115	20.87%
394	NSIM 394 North Star Investment Management Chicago, Illinois	$1.84B	+$190M	+12%	15.4%	80.6%	1,856	15.03%
395	WIC 395 Woodmont Investment Counsel Nashville, Tennessee	$1.83B	+$209M	+13%	14.4%	66.8%	290	10.34%
396	SRIM 396 Saratoga Research & Investment Management Saratoga, California	$1.83B	+$65.3M	+4%	11.9%	54.3%	51	19.61%
397	TNB 397 Thomasville National Bank Thomasville, Georgia	$1.82B	–	–	16.9%	–	241	–
398	LPT 398 Legacy Private Trust Neenah, Wisconsin	$1.81B	+$180M	+11%	12%	63.5%	270	5.19%
399	SFG 399 Sage Financial Group W. Conshohocken, Pennsylvania	$1.81B	+$268M	+17%	14.2%	62%	112	6.25%
400	PPW 400 Parcion Private Wealth Bellevue, Washington	$1.8B	+$188M	+12%	16%	103%	566	29.68%