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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
601	CWS 601 Cypress Wealth Services Palm Desert, California	$815M	+$107M	+15%	15.2%	71.8%	447	13.65%
602	SC 602 Skylands Capital Milwaukee, Wisconsin	$814M	+$50.9M	+7%	10.5%	64.3%	176	17.61%
603	WAM 603 Wallington Asset Management Indianapolis, Indiana	$814M	+$61.6M	+8%	26.9%	108%	64	9.38%
604	KCPG 604 Kavar Capital Partners Group Leawood, Kansas	$812M	+$13.1M	+2%	14.6%	77.2%	231	19.48%
605	ACA 605 Affinity Capital Advisors Berkeley, California	$810M	+$96.4M	+14%	15.5%	62%	215	21.4%
606	APG 606 Abacus Planning Group Columbia, South Carolina	$809M	+$66.1M	+9%	11.1%	59.1%	283	15.19%
607	PL 607 Polianta Ltd St Helier, Jersey	$809M	+$55.3M	+7%	6.4%	31.6%	114	47.37%
608	CICC 608 Capital Investment Counsel (Colorado) Denver, Colorado	$808M	+$78.6M	+11%	11.8%	–	168	19.64%
609	ERIC 609 Eagle Rock Investment Company Atlanta, Georgia	$808M	+$120M	+17%	26.3%	115%	165	9.7%
610	MBTD 610 Mechanics Bank - Trust Department Walnut Creek, California	$808M	+$86M	+12%	12.4%	67.2%	218	11.93%
611	AWA 611 ARQ Wealth Advisors Scottsdale, Arizona	$807M	+$252M	+45%	9.63%	53.3%	231	26.84%
612	KFAA 612 Klaas Financial Asset Advisors Loves Park, Illinois	$803M	+$78.4M	+11%	8.17%	36.2%	59	0%
613	LOPW 613 Live Oak Private Wealth Wilmington, North Carolina	$800M	+$82.5M	+11%	11.8%	65%	218	8.26%
614	TI 614 TrueMark Investments Chicago, Illinois	$798M	+$285M	+55%	11.6%	–	218	37.61%
615	XPN 615 XY Planning Network Bozeman, Montana	$797M	+$171M	+27%	10.7%	–	356	27.81%
616	AIA 616 Allied Investment Advisors Billings, Montana	$797M	+$99.1M	+14%	6.24%	60.6%	112	12.5%
617	EA 617 Emerald Advisors Bellevue, Washington	$796M	-$11.8M	-1%	1.17%	78.4%	144	22.92%
618	TFGT 618 TS Financial Group (TSFG) Lake Forest, Illinois	$794M	+$135M	+20%	15.5%	72.9%	928	10.67%
619	SIM 619 Seilern Investment Management London, United Kingdom	$794M	-$44.7M	-5%	4.71%	–	24	0%
620	BBES 620 Buffalo Business & Estate Services Orchard Park, New York	$793M	+$104M	+15%	14.9%	–	110	79.09%
621	FSAG 621 Financial Solutions Advisory Group Chicago, Illinois	$791M	+$67.5M	+9%	11.4%	–	185	10.27%
622	KAS 622 KPP Advisory Services Louisville, Kentucky	$791M	+$102M	+15%	17.3%	77.9%	380	12.89%
623	EA 623 Enclave Advisors Austin, Texas	$790M	+$60.9M	+8%	11.5%	–	146	18.49%
624	FHB 624 First Hawaiian Bank Honolulu, Hawaii	$790M	+$74.5M	+10%	11.9%	67.1%	92	8.7%
625	AFA 625 Arlington Financial Advisors Santa Barbara, California	$787M	+$85.5M	+12%	11.7%	60.7%	112	19.64%