We are live on
!
Find out more
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
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.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 426 |
WB
426
Webster Bank
Waterbury,
Connecticut
| $1.15B | +$96.4M | +9% | 13.3% | 77.5% | 766 | 19.84% |
|
| 427 |
CIG
427
Consolidated Investment Group
Englewood,
Colorado
| $1.15B | +$229M | +25% | 39.4% | 140% | 80 | 7.5% |
|
| 428 |
TWM
428
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $1.15B | +$115M | +11% | 10.7% | 48.1% | 171 | 22.81% |
|
| 429 |
DWS
429
Discipline Wealth Solutions
Greenville,
South Carolina
| $1.15B | +$196M | +21% | 11.6% | – | 212 | 16.51% |
|
| 430 |
GG
430
Gleason Group
Prospect,
Kentucky
| $1.15B | +$136M | +13% | 13.6% | 64% | 471 | 56.05% |
|
| 431 |
VCP
431
Vista Capital Partners
Portland,
Oregon
| $1.14B | +$149M | +15% | 14.6% | 61.2% | 175 | 13.71% |
|
| 432 |
PCA
432
Private Capital Advisors
Darien,
Connecticut
| $1.14B | +$269M | +31% | 22% | 138% | 84 | 22.62% |
|
| 433 |
HGIM
433
High Ground Investment Management
London,
United Kingdom
| $1.14B | +$600M | +111% | 27.5% | 25.9% | 7 | 28.57% |
|
| 434 |
TCM
434
Telos Capital Management
San Diego,
California
| $1.13B | +$90.8M | +9% | 14.6% | 71.1% | 206 | 9.71% |
|
| 435 |
PNAA
435
Pictet North America Advisors
Geneva 73,
Switzerland
| $1.13B | +$128M | +13% | 13.7% | 65.9% | 162 | 9.88% |
|
| 436 |
B
436
Bensler
Bellevue,
Washington
| $1.13B | +$162M | +17% | 30.2% | 106% | 217 | 19.35% |
|
| 437 |
ST
437
Sentinel Trust
Houston,
Texas
| $1.13B | +$123M | +12% | 12.5% | 79.2% | 147 | 15.65% |
|
| 438 |
BL
438
BFSG LLC
Irvine,
California
| $1.13B | +$72M | +7% | 11.7% | 81.9% | 810 | 12.59% |
|
| 439 |
PDM
439
Penn Davis McFarland
Dallas,
Texas
| $1.12B | +$100M | +10% | 9.88% | 86.8% | 84 | 16.67% |
|
| 440 |
HWA
440
HCR Wealth Advisors
Los Angeles,
California
| $1.12B | +$153M | +16% | 19.3% | 91% | 268 | 13.43% |
|
| 441 |
VFM
441
Viking Fund Management
Minot,
North Dakota
| $1.12B | +$141M | +14% | 16.3% | 104% | 153 | 11.76% |
|
| 442 |
VCM
442
Versant Capital Management
Phoenix,
Arizona
| $1.12B | +$101M | +10% | 13.5% | 82.4% | 2,873 | 7.8% |
|
| 443 |
JWM
443
JGP Wealth Management
Bend,
Oregon
| $1.11B | +$153M | +16% | 21.5% | 78.2% | 241 | 11.62% |
|
| 444 |
OBWG
444
Onyx Bridge Wealth Group
Tarrytown,
New York
| $1.11B | +$181M | +19% | 16.2% | 67.4% | 411 | 14.6% |
|
| 445 |
TC
445
Trust Company
Manhattan,
Kansas
| $1.11B | +$41.1M | +4% | 8.12% | 36.5% | 971 | 13.29% |
|
| 446 |
HAS
446
HBW Advisory Services
Simi Valley,
California
| $1.11B | +$157M | +17% | 15.2% | 62.1% | 502 | 19.32% |
|
| 447 |
PFM
447
Premier Fund Managers
Guildford,
United Kingdom
| $1.1B | -$309M | -22% | 10.6% | 56.6% | 201 | 30.85% |
|
| 448 |
TFA
448
Teamwork Financial Advisors
San Antonio,
Texas
| $1.1B | +$156M | +16% | 21.7% | 126% | 243 | 22.63% |
|
| 449 |
RA
449
Rodgers & Associates
Lancaster,
Pennsylvania
| $1.1B | +$120M | +12% | 13.4% | 53.7% | 110 | 10% |
|
| 450 |
BFG
450
Beacon Financial Group
Dallas,
Texas
| $1.1B | +$97.8M | +10% | 12.2% | 60.3% | 389 | 13.62% |
|