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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
651	HFS 651 Hughes Financial Services Herndon, Virginia	$755M	+$104M	+16%	13.5%	–	1,961	18.51%
652	FAC 652 Financial Advisory Corporation Grand Rapids, Michigan	$754M	+$34.4M	+5%	8.18%	–	59	15.25%
653	AFAS 653 Acorn Financial Advisory Services Reston, Virginia	$753M	+$23.7M	+3%	18.9%	96.9%	232	11.21%
654	PFA 654 Perryman Financial Advisory Dallas, Texas	$751M	+$84.3M	+13%	12.2%	–	201	17.91%
655	BG 655 BDF Gestion Paris, France	$747M	-$1.78M	-0.2%	36.5%	–	152	11.18%
656	CFS 656 Commonwealth Financial Services Vienna, West Virginia	$744M	+$113M	+18%	15.3%	58.2%	345	27.54%
657	WDL 657 Well Done LLC Holland, Michigan	$743M	+$62.6M	+9%	13.1%	77%	219	17.81%
658	NC 658 Northcape Capital Sydney, Australia	$742M	-$125M	-14%	1.41%	–	8	0%
659	CPC 659 Consolidated Planning Corp Atlanta, Georgia	$742M	+$125M	+20%	13.3%	82.3%	165	16.36%
660	TPM 660 Triasima Portfolio Management Montreal, Quebec, Canada	$740M	+$78.9M	+12%	23.5%	210%	156	30.77%
661	BIM 661 Barton Investment Management West Conshohocken, Pennsylvania	$738M	-$59.1M	-7%	0.9%	80.3%	61	13.11%
662	LIA 662 LS Investment Advisors Bloomfield Hills, Michigan	$738M	+$69.6M	+10%	14.7%	85.7%	137	15.33%
663	HIM 663 Herald Investment Management London, United Kingdom	$737M	+$19.7M	+3%	84.6%	493%	97	5.15%
664	CCM 664 Cohen Capital Management Corte Madera, California	$735M	+$91.1M	+14%	24.2%	83.9%	159	7.55%
665	VWS 665 Virtus Wealth Solutions Cranford, New Jersey	$735M	+$210M	+40%	106%	–	67	40.3%
666	GF 666 Greenfield FTC Reno, Nevada	$735M	+$210M	+40%	14.9%	67.1%	4	25%
667	SAM 667 Smithbridge Asset Management Chadds Ford, Pennsylvania	$734M	+$59.8M	+9%	18.6%	–	192	6.77%
668	MCM 668 Morton Capital Management Calabasas, California	$731M	+$59M	+9%	3.21%	65.8%	168	22.02%
669	GHAM 669 Gilman Hill Asset Management New Canaan, Connecticut	$731M	+$68.5M	+10%	8.14%	50.7%	246	12.6%
670	IP 670 Ignite Planners San Clemente, California	$729M	+$81.4M	+13%	14%	73.8%	442	14.71%
671	VU 671 Vanderbilt University Nashville, Tennessee	$728M	+$202M	+38%	0.83%	61.8%	92	42.39%
672	PG 672 Proffitt & Goodson Knoxville, Tennessee	$728M	+$79.3M	+12%	11.8%	48.5%	311	11.9%
673	IA 673 IFG Advisors St. Louis, Missouri	$725M	+$115M	+19%	18.2%	71.6%	168	13.1%
674	SP 674 Stablepoint Partners Braintree, Massachusetts	$723M	+$50.1M	+7%	13.6%	–	267	5.24%
675	SFS 675 Security Financial Services Fort Wayne, Indiana	$721M	+$88.5M	+14%	13.9%	60.7%	222	17.12%