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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, 3,257 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
526	HCM 526 Hengehold Capital Management Cincinnati, Ohio	$1.29B	+$144M	+13%	10.6%	48.1%	238	13.87%
527	HWA 527 Heartwood Wealth Advisors Richmond, Virginia	$1.29B	+$141M	+12%	9.8%	56.2%	231	5.19%
528	AWAG 528 ARS Wealth Advisors Group St. Petersburg, Florida	$1.28B	+$93.8M	+8%	8.8%	77.1%	227	14.54%
529	IWA 529 IBEX Wealth Advisors Bedminster, New Jersey	$1.28B	+$202M	+19%	35%	221%	221	13.57%
530	AHC 530 Anderson Hoagland & Co St Louis, Missouri	$1.28B	+$113M	+10%	14.4%	95.1%	143	9.09%
531	CAM 531 Clark Asset Management Stratham, New Hampshire	$1.27B	+$209M	+20%	10.3%	45.5%	302	14.24%
532	JMFC 532 J.M. Forbes & Co Boston, Massachusetts	$1.27B	+$89.8M	+8%	11.6%	95.1%	159	5.66%
533	BFS 533 Baskin Financial Services Toronto, Ontario, Canada	$1.27B	+$49M	+4%	8.58%	60%	57	12.28%
534	JLBC 534 J.L. Bainbridge & Co Sarasota, Florida	$1.27B	+$146M	+13%	14.9%	93.8%	119	13.45%
535	CFM 535 Capricorn Fund Managers London, United Kingdom	$1.27B	+$627M	+98%	15.2%	169%	219	66.67%
536	WA 536 Wealth Architects Mountain View, California	$1.27B	+$144M	+13%	19.1%	80.1%	262	12.21%
537	CCA 537 Conservest Capital Advisors Wynnewood, Pennsylvania	$1.26B	+$154M	+14%	15.9%	58.6%	137	10.95%
538	JAFL 538 Jay A. Fishman Ltd Troy, Michigan	$1.26B	+$136M	+12%	13.5%	105%	80	6.25%
539	PTC 539 Private Trust Company Cleveland, Ohio	$1.25B	+$131M	+12%	16.8%	79.6%	2,833	12.39%
540	LNB 540 Ledyard National Bank	$1.25B	+$93.4M	+8%	11.5%	69.8%	264	14.02%
541	LI 541 LRI Investments Palm Beach Gardens, Florida	$1.24B	+$115M	+10%	11.9%	–	2,018	33.1%
542	CAC 542 Certified Advisory Corp Altamonte Springs, Florida	$1.24B	+$125M	+11%	12.4%	58.2%	340	10.29%
543	LTAS 543 Linden Thomas Advisory Services Charlotte, North Carolina	$1.24B	+$202M	+19%	28.9%	136%	552	5.8%
544	APM 544 a16z Perennial Management Menlo Park, California	$1.24B	+$32.7M	+3%	4.97%	–	173	75.72%
545	KA 545 Kintegral Advisory New York	$1.23B	+$178M	+17%	27.3%	124%	234	0.43%
546	MAA 546 Matrix Asset Advisors White Plains, New York	$1.23B	+$140M	+13%	13.9%	76.9%	110	8.18%
547	ACG 547 Allen Capital Group Grand Island, Nebraska	$1.23B	+$110M	+10%	11%	56.9%	328	16.16%
548	FNFDCM 548 Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$1.22B	+$103M	+9%	14.3%	67.3%	184	7.07%
549	NCM 549 Northside Capital Management Hood River, Oregon	$1.22B	+$82.8M	+7%	9.39%	94.8%	204	13.73%
550	NG 550 Norden Group Provo, Utah	$1.22B	+$179M	+17%	22.7%	92.5%	745	23.36%