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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
451	EFG 451 Everhart Financial Group Dublin, Ohio	$1.56B	+$389M	+33%	21%	113%	517	17.21%
452	YIA 452 YHB Investment Advisors West Hartford, Connecticut	$1.56B	+$166M	+12%	16.1%	85.7%	326	12.27%
453	PEGL 453 P/E Global LLC Boston, Massachusetts	$1.56B	+$290M	+23%	13.7%	40.8%	8	12.5%
454	CCFM 454 Clear Creek Financial Management Silverdale, Washington	$1.56B	+$250M	+19%	20.3%	81%	690	18.7%
455	CIEC 455 Crédit Industriel et Commercial Paris France, France	$1.55B	+$271M	+21%	12.3%	–	415	34.7%
456	BFG 456 Bouchey Financial Group Troy, New York	$1.55B	+$185M	+14%	21.7%	66.7%	203	20.69%
457	FHC 457 First Heartland Consultants Lake St. Louis, Missouri	$1.55B	+$240M	+18%	12.8%	55.2%	609	17.41%
458	NRS 458 Neville Rodie & Shaw New York	$1.55B	+$169M	+12%	22.4%	115%	254	7.48%
459	BOF 459 Bank of Finland Helsinki, Finland	$1.54B	+$177M	+13%	12.5%	55.9%	4	0%
460	AWC 460 Abundance Wealth Counselors State College, Pennsylvania	$1.54B	+$843M	+121%	22.8%	94.7%	338	33.43%
461	KCM 461 Kanawha Capital Management Richmond, Virginia	$1.54B	+$117M	+8%	11.1%	62.5%	232	6.47%
462	US 462 UNICOM Systems Las Vegas, Nevada	$1.53B	+$557M	+57%	77.8%	–	39	17.95%
463	BWP 463 Baldwin Wealth Partners Marion, Massachusetts	$1.53B	+$153M	+11%	15.2%	85.9%	244	13.11%
464	RW 464 RVW Wealth Los Angeles, California	$1.52B	+$235M	+18%	15.3%	59.3%	187	8.02%
465	NB 465 NBT Bank Norwich, New York	$1.51B	-$16.7M	-1%	11.6%	68.2%	1,208	23.18%
466	TEC 466 Tensor Edge Capital Weston, Massachusetts	$1.51B	+$925M	+159%	135%	–	21	33.33%
467	CIAS 467 CFS Investment Advisory Services Totowa, New Jersey	$1.5B	+$47.3M	+3%	11.6%	54.1%	368	7.07%
468	SBWIC 468 Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$1.5B	+$188M	+14%	24.6%	83.4%	164	6.1%
469	GAM 469 Gemmer Asset Management Walnut Creek, California	$1.49B	+$223M	+18%	29.5%	90.5%	198	18.69%
470	TAM 470 Titleist Asset Management San Antonio, Texas	$1.49B	+$161M	+12%	12.9%	88.9%	434	13.82%
471	PIA 471 Petredis Investment Advisors Warrendale, Pennsylvania	$1.49B	+$262M	+21%	33.9%	144%	116	7.76%
472	WAG 472 Winthrop Advisory Group Boston, Massachusetts	$1.48B	+$261M	+21%	14.9%	70.4%	235	20.85%
473	CFIA 473 Cantor Fitzgerald Investment Advisors New York	$1.48B	+$127M	+9%	11.3%	–	185	4.32%
474	FA 474 Fiduciary Alliance Greenville, South Carolina	$1.48B	-$178M	-11%	13.6%	94.3%	593	17.54%
475	NS 475 NBC Securities Birmingham, Alabama	$1.48B	+$144M	+11%	16.4%	86.6%	2,757	19.88%