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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
426	KFGK 426 Keystone Financial Group (Kentucky) Lexington, Kentucky	$1.69B	+$225M	+15%	24.2%	116%	585	13.5%
427	SH 427 Spear Holdings Dubai, United Arab Emirates	$1.68B	+$675M	+67%	12.7%	–	23	43.48%
428	HCA 428 Heck Capital Advisors Rhinelander, Wisconsin	$1.67B	+$326M	+24%	17.3%	59.4%	232	20.69%
429	IAIM 429 International Assets Investment Management Orlando, Florida	$1.67B	+$233M	+16%	17.9%	85%	2,470	13.64%
430	CUAMC 430 China Universal Asset Management Company Shanghai, China	$1.67B	+$351M	+27%	46.9%	264%	547	14.81%
431	AIA 431 Angeles Investment Advisors Santa Monica, California	$1.66B	+$177M	+12%	13.7%	71.7%	35	22.86%
432	BCM 432 BTC Capital Management Des Moines, Iowa	$1.65B	+$170M	+11%	16.6%	–	219	10.96%
433	AAG 433 Armstrong Advisory Group Needham, Massachusetts	$1.64B	+$152M	+10%	11.5%	48.5%	1,018	8.94%
434	TIM 434 Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$1.64B	+$320M	+24%	23.7%	89.9%	51	5.88%
435	HCMG 435 Howard Capital Management Group Los Angeles, California	$1.64B	+$129M	+9%	16%	95.9%	160	16.88%
436	AP 436 Appleton Partners Boston, Massachusetts	$1.63B	+$198M	+14%	26.2%	101%	284	10.92%
437	MIM 437 Morningstar Investment Management Chicago, Illinois	$1.62B	+$6.35M	+0.4%	6.92%	48.2%	317	0.63%
438	NGA 438 Naples Global Advisors Naples, Florida	$1.62B	+$250M	+18%	26.8%	103%	472	7.84%
439	CIAS 439 Capital Investment Advisory Services Raleigh, North Carolina	$1.62B	+$249M	+18%	13.9%	69.3%	1,341	13.27%
440	RWB 440 RMR Wealth Builders Montclair, New Jersey	$1.61B	+$340M	+27%	19.4%	81.6%	326	18.1%
441	TAM 441 Trust Asset Management Houston, Texas	$1.61B	+$209M	+15%	19.8%	91.1%	234	5.98%
442	QPBE 442 Quintet Private Bank (Europe) Luxembourg	$1.6B	+$112M	+7%	15.6%	87.2%	204	12.75%
443	MAWA 443 Moss Adams Wealth Advisors Seattle, Washington	$1.6B	+$233M	+17%	18%	71.9%	323	21.36%
444	BHWM 444 Beaird Harris Wealth Management Dallas, Texas	$1.6B	+$125M	+9%	8.03%	41.3%	757	16.12%
445	SW 445 SVB Wealth Boston, Massachusetts	$1.59B	+$68.3M	+5%	14.6%	170%	402	9.2%
446	W 446 Wealthquest Cincinnati, Ohio	$1.59B	+$174M	+12%	11%	52.1%	183	21.31%
447	PIS 447 PPSC Investment Service Tokyo, Japan	$1.58B	+$317M	+25%	30.1%	161%	8	0%
448	FWP 448 Falcon Wealth Planning Ontario, California	$1.58B	+$116M	+8%	8.82%	52.7%	266	18.05%
449	RWM 449 Rockwood Wealth Management New Hope, Pennsylvania	$1.58B	+$185M	+13%	9.81%	48.9%	134	14.18%
450	AIM 450 Avity Investment Management Greenwich, Connecticut	$1.57B	+$194M	+14%	23.5%	104%	124	12.9%