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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
401	CFG 401 Cooper Financial Group Irvine, California	$1.21B	+$217M	+22%	17.7%	78.6%	486	19.75%
402	WC 402 Woodstock Corp Boston, Massachusetts	$1.2B	+$80.9M	+7%	12.4%	96.1%	166	7.83%
403	TCOT 403 Trust Company of Toledo Holland, Ohio	$1.2B	+$148M	+14%	19.7%	93.8%	942	17.2%
404	RFM 404 Royal Fund Management Lady Lake, Florida	$1.2B	+$147M	+14%	18.5%	92.4%	350	32%
405	CPRC 405 Consolidated Portfolio Review Corp Woodbury, New York	$1.2B	+$105M	+10%	12.8%	65.4%	35	5.71%
406	RZH 406 Relyea Zuckerberg Hanson Stamford, Connecticut	$1.2B	+$205M	+21%	16.3%	84.4%	313	15.34%
407	LCM 407 LVM Capital Management Portage, Michigan	$1.19B	+$134M	+13%	19.5%	107%	173	13.29%
408	PHWA 408 Petersen Hastings Wealth Advisors Kennewick, Washington	$1.19B	+$99.9M	+9%	7.5%	–	88	9.09%
409	RC 409 Randolph Company Cincinnati, Ohio	$1.19B	+$140M	+13%	17.2%	120%	50	20%
410	CNBT 410 Canandaigua National Bank & Trust Canandaigua, New York	$1.19B	–	–	12.1%	–	305	–
411	AT 411 Arlington Trust Birmingham, Alabama	$1.18B	+$48.8M	+4%	4.64%	55.1%	910	14.29%
412	FSWA 412 Financial Synergies Wealth Advisors Houston, Texas	$1.18B	+$132M	+13%	20%	72.3%	119	9.24%
413	CA 413 Cache Advisors San Francisco, California	$1.18B	+$314M	+36%	32.1%	–	212	44.34%
414	KBFS 414 Kohmann Bosshard Financial Services Fairlawn, Ohio	$1.18B	+$151M	+15%	9.75%	42.8%	234	12.82%
415	TPI 415 Trust Point Inc La Crosse, Wisconsin	$1.18B	+$27.5M	+2%	15.8%	–	568	26.76%
416	CF 416 Clarity Financial Houston, Texas	$1.18B	+$258M	+28%	8.75%	56.8%	143	25.17%
417	TA 417 Townsend & Associates Westminster, Colorado	$1.17B	+$14.3M	+1%	5.2%	54.1%	118	5.08%
418	ANBT 418 American National Bank & Trust Wichita Falls, Texas	$1.17B	+$123M	+12%	17.1%	95.1%	643	6.22%
419	KW 419 KWB Wealth Redlands, California	$1.17B	+$158M	+16%	12.1%	49.1%	185	18.92%
420	VFP 420 Verus Financial Partners Richmond, Virginia	$1.17B	+$53.9M	+5%	8.96%	41.6%	130	9.23%
421	JC 421 Jacobs & Co San Francisco, California	$1.17B	+$153M	+15%	27.4%	92.2%	137	11.68%
422	TPWA 422 TRUE Private Wealth Advisors Salem, Oregon	$1.16B	+$110M	+10%	23.3%	84%	295	13.9%
423	OWA 423 Octavia Wealth Advisors Cincinnati, Ohio	$1.16B	+$113M	+11%	15%	67.9%	258	18.22%
424	MFA 424 Mayflower Financial Advisors Boston, Massachusetts	$1.16B	+$334M	+41%	11.3%	68.7%	509	14.54%
425	LA 425 LVW Advisors Pittsford, New York	$1.16B	+$108M	+10%	16.2%	71.5%	500	20.2%