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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
476	OTL 476 Oak Thistle LLC New York	$1.03B	+$4.79M	+0.5%	14.5%	59%	667	62.37%
477	IP 477 Isthmus Partners Madison, Wisconsin	$1.03B	+$80.9M	+8%	12.6%	61.1%	235	11.49%
478	LWANC 478 Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$1.03B	+$22.2M	+2%	9.09%	63.3%	203	6.9%
479	HHAA 479 Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$1.03B	+$51.2M	+5%	6.13%	49.3%	65	7.69%
480	CM 480 Columbus Macro New Castle, Pennsylvania	$1.03B	+$92.1M	+10%	8.84%	46.8%	217	12.44%
481	IWS 481 Insight Wealth Strategies San Ramon, California	$1.02B	+$129M	+14%	20.9%	79.5%	206	25.24%
482	TFA 482 Toth Financial Advisory Leesburg, Virginia	$1.02B	+$113M	+12%	20.1%	82.5%	1,032	25.29%
483	MFT 483 Moisand Fitzgerald Tamayo Orlando, Florida	$1.02B	+$93.4M	+10%	9.12%	48.1%	546	6.96%
484	CISOA 484 Capital Investment Services of America Milwaukee, Wisconsin	$1.02B	+$63M	+7%	8.27%	50.7%	83	3.61%
485	JPC 485 Jabodon PT Co Reno, Nevada	$1.02B	+$159M	+18%	14.5%	61.9%	8	0%
486	LM 486 Lincluden Management Mississauga, Ontario, Canada	$1.02B	+$79.8M	+8%	8.4%	56.6%	72	8.33%
487	RWA 487 Redhawk Wealth Advisors Minneapolis, Minnesota	$1.02B	+$109M	+12%	17.7%	111%	463	28.29%
488	NFT 488 Nan Fung Trinity Central, Hong Kong, Hong Kong	$1.01B	+$102M	+11%	24.6%	82.3%	68	27.94%
489	CMF 489 Counterpoint Mutual Funds San Diego, California	$1.01B	+$345M	+52%	28.2%	66.2%	413	57.38%
490	QFA 490 Quantum Financial Advisors El Segundo, California	$1.01B	+$120M	+13%	12.3%	61.1%	261	15.33%
491	DPW 491 DiNuzzo Private Wealth Beaver, Pennsylvania	$1.01B	+$82.8M	+9%	8.63%	–	1,383	5.28%
492	SGK 492 Steigerwald Gordon & Koch Leesburg, Virginia	$1.01B	+$34.7M	+4%	8.38%	59.5%	786	3.56%
493	GBT 493 Grove Bank & Trust Miami, Florida	$1.01B	+$124M	+14%	14.2%	71.8%	931	12.89%
494	ES 494 Eagle Strategies New York	$1.01B	+$169M	+20%	16.1%	70.1%	282	11.7%
495	PAMG 495 Patton Albertson Miller Group Chattanooga, Tennessee	$1B	+$163M	+19%	24.4%	109%	217	4.15%
496	HFS 496 Howard Financial Services Dallas, Texas	$1B	+$113M	+13%	12%	50.2%	279	23.66%
497	SSWM 497 Sheets Smith Wealth Management Winston-Salem, North Carolina	$1B	+$112M	+13%	14.2%	75.8%	424	11.08%
498	EFG 498 Embree Financial Group Chicago, Illinois	$999M	+$149M	+18%	14.6%	–	304	17.43%
499	1WA 499 180 Wealth Advisors Federal Way, Washington	$997M	+$118M	+13%	22.1%	136%	515	12.62%
500	HWA 500 HHM Wealth Advisors Chattanooga, Tennessee	$996M	+$127M	+15%	12.9%	62.3%	957	14.42%