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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
451	GSWM 451 Golden State Wealth Management Santa Ana, California	$1.1B	+$182M	+20%	17.8%	–	1,721	12.38%
452	RDWM 452 Red Door Wealth Management Memphis, Tennessee	$1.1B	+$134M	+14%	19.1%	100%	341	16.13%
453	GA 453 Goldstein Advisors Madison, Wisconsin	$1.09B	+$194M	+22%	14.6%	55.1%	275	22.55%
454	BMM 454 Berkshire Money Management Dalton, Massachusetts	$1.09B	+$118M	+12%	14.2%	56.5%	59	16.95%
455	IF 455 Intrua Financial Houston, Texas	$1.09B	+$122M	+13%	13.3%	71%	525	18.29%
456	AAIM 456 Asset Advisors Investment Management Augusta, Georgia	$1.09B	+$41.4M	+4%	7.73%	58.7%	108	7.41%
457	RA 457 Rational Advisors Huntington, New York	$1.09B	+$110M	+11%	6.85%	37.7%	208	20.19%
458	AA 458 Armis Advisers Atlanta, Georgia	$1.09B	+$53.2M	+5%	13%	–	504	13.1%
459	PAM 459 Palisade Asset Management Minneapolis, Minnesota	$1.08B	+$87.4M	+9%	13.9%	61.8%	205	5.37%
460	GWWM 460 Great Waters Wealth Management Shoreview, Minnesota	$1.08B	+$135M	+14%	10.9%	46.3%	128	6.25%
461	KFP 461 KMG Fiduciary Partners Toledo, Ohio	$1.08B	-$276M	-20%	19.3%	98%	272	27.94%
462	GA 462 GuoLine Advisory Singapore	$1.07B	+$118M	+12%	24.1%	81.9%	25	12%
463	GLLW 463 Graves Light Lenhart Wealth Harrisonburg, Virginia	$1.07B	+$111M	+12%	8.91%	45%	207	6.76%
464	LA 464 Legacy Advisors Plymouth Meeting, Pennsylvania	$1.07B	+$222M	+26%	16.7%	87.4%	349	23.5%
465	CFFP 465 Center for Financial Planning Southfied, Michigan	$1.07B	+$112M	+12%	11.6%	57.5%	687	7.28%
466	CIC 466 Cutler Investment Counsel Jacksonville, Oregon	$1.06B	+$91.2M	+9%	9.37%	56.2%	159	9.43%
467	SAM 467 Synergy Asset Management Vancouver, Washington	$1.06B	+$119M	+13%	22%	97.3%	338	44.38%
468	FMP 468 Financial Management Professionals Austin, Texas	$1.05B	+$163M	+18%	11.8%	62.1%	1,107	17.62%
469	WCM 469 Wealthcare Capital Management Richmond, Virginia	$1.05B	+$53.9M	+5%	6.9%	41.4%	109	17.43%
470	AHB 470 Abner Herrman & Brock Jersey City, New Jersey	$1.05B	+$149M	+16%	30.8%	139%	117	12.82%
471	PWA 471 Provenance Wealth Advisors Fort Lauderdale, Florida	$1.05B	+$105M	+11%	11.3%	55.9%	611	32.9%
472	AWM 472 Accurate Wealth Management Wesley Chapel, Florida	$1.05B	+$218M	+26%	17.2%	93.2%	617	20.26%
473	TNA 473 True North Advisors Dallas, Texas	$1.05B	+$169M	+19%	14.6%	86.9%	307	25.41%
474	TC 474 Tetrad Corporation Omaha, Nebraska	$1.05B	+$45.5M	+5%	4.62%	50.4%	3	0%
475	CWMK 475 Caliber Wealth Management (Kansas) Overland Park, Kansas	$1.04B	+$122M	+13%	13.5%	–	314	18.47%