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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
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.
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 476 |
MW
476
MBL Wealth
Charlotte,
North Carolina
| $1.47B | +$144M | +11% | 11.2% | 47.7% | 418 | 26.79% |
|
| 477 |
CA
477
CapWealth Advisors
Franklin,
Tennessee
| $1.46B | +$110M | +8% | 12.1% | 143% | 126 | 12.7% |
|
| 478 |
PIM
478
Penobscot Investment Management
Boston,
Massachusetts
| $1.46B | +$177M | +14% | 18.3% | 103% | 328 | 9.15% |
|
| 479 |
VV
479
Verity & Verity
Beaufort,
South Carolina
| $1.45B | +$111M | +8% | 15.5% | 76.4% | 143 | 6.99% |
|
| 480 |
DN
480
Danmarks Nationalbank
Copenhagen O,
| $1.45B | +$249M | +21% | 15% | – | 1 | 0% |
|
| 481 |
NCM
481
Narwhal Capital Management
Marietta,
Georgia
| $1.45B | +$92.7M | +7% | 12.9% | 93.8% | 177 | 15.82% |
|
| 482 |
NP
482
Nilsine Partners
Greenwood Village,
Colorado
| $1.45B | +$167M | +13% | 26.9% | 117% | 450 | 12% |
|
| 483 |
UA
483
Unison Advisors
Washington,
District of Columbia
| $1.43B | +$116M | +9% | 9.18% | 54.6% | 185 | 11.89% |
|
| 484 |
HIA
484
Harbor Investment Advisory
Lutherville,
Maryland
| $1.43B | +$163M | +13% | 15% | 90.8% | 1,388 | 16.43% |
|
| 485 |
VPI
485
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.43B | +$121M | +9% | 9.35% | 33.9% | 110 | 10% |
|
| 486 |
AL
486
Arnhold LLC
New York
| $1.43B | +$67.5M | +5% | 15.8% | 156% | 122 | 10.66% |
|
| 487 |
TF
487
Tompkins Financial
Ithaca,
New York
| $1.43B | +$173M | +14% | 13.2% | 74.1% | 601 | 14.81% |
|
| 488 |
SFS
488
Summit Financial Strategies
Columbus,
Ohio
| $1.42B | +$156M | +12% | 11.5% | 57.8% | 189 | 18.52% |
|
| 489 |
UAS
489
United Asset Strategies
Garden City,
New York
| $1.41B | +$158M | +13% | 15.8% | 94.6% | 277 | 13.72% |
|
| 490 |
NPT
490
Nixon Peabody Trust
Boston,
Massachusetts
| $1.41B | +$155M | +12% | 15.5% | 85.3% | 186 | 18.28% |
|
| 491 |
MFG
491
Magnus Financial Group
New York
| $1.41B | +$182M | +15% | 13% | 70.8% | 417 | 16.79% |
|
| 492 |
SI
492
Sava Infond
Maribor,
Slovenia
| $1.41B | +$705M | +100% | 45.6% | – | 249 | 10.44% |
|
| 493 |
WAM
493
Weatherly Asset Management
Del Mar,
California
| $1.4B | +$169M | +14% | 20.6% | 108% | 196 | 9.18% |
|
| 494 |
RIA
494
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $1.4B | +$160M | +13% | 10.4% | – | 71 | 12.68% |
|
| 495 |
FFBTD
495
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.4B | +$160M | +13% | 13.1% | 62.6% | 212 | 8.96% |
|
| 496 |
TIA
496
Traphagen Investment Advisors
Oradell,
New Jersey
| $1.4B | +$166M | +13% | 12.3% | 56.3% | 231 | 15.15% |
|
| 497 |
KL
497
KWMG LLC
Overland Park,
Kansas
| $1.38B | +$186M | +16% | 18.7% | 72.3% | 158 | 10.13% |
|
| 498 |
CA
498
Crewe Advisors
Salt Lake City,
Utah
| $1.38B | +$209M | +18% | 17% | 96.1% | 1,206 | 19.9% |
|
| 499 |
PIMJS
499
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $1.38B | +$188M | +16% | 30.4% | 125% | 242 | 14.88% |
|
| 500 |
XF
500
XML Financial
Bethesda,
Maryland
| $1.37B | +$135M | +11% | 14.8% | 69.5% | 465 | 13.33% |
|