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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, 2,265 funds (~26%) 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
51	SP 51 Sarasin & Partners London, United Kingdom	$8.54B	+$339M	+4%	9.75%	78%	98	14.29%
52	MMA 52 Miracle Mile Advisors Los Angeles, California	$8.53B	+$1.24B	+17%	12.9%	56%	1,038	16.47%
53	AWM 53 Apollon Wealth Management Mount Pleasant, South Carolina	$8.23B	+$2.08B	+34%	18.8%	87.5%	1,678	21.81%
54	FWCM 54 Ferguson Wellman Capital Management Portland, Oregon	$8.19B	+$875M	+12%	16.1%	104%	449	11.14%
55	BP 55 Ballentine Partners Waltham, Massachusetts	$8.18B	+$1B	+14%	17%	76.9%	1,129	14.7%
56	MWM 56 Mission Wealth Management Santa Barbara, California	$8.18B	+$3.32B	+68%	17.4%	80%	1,091	33.91%
57	CF 57 Canoe Financial Calgary, Alberta, Canada	$8.07B	+$739M	+10%	6.44%	76.5%	117	10.26%
58	FFM 58 Forum Financial Management Lombard, Illinois	$7.79B	+$719M	+10%	9.72%	53.1%	368	14.4%
59	CGH 59 Crossmark Global Holdings Houston, Texas	$7.71B	+$939M	+14%	21.5%	112%	1,322	11.27%
60	SC 60 Sapient Capital Indianapolis, Indiana	$7.64B	+$1.01B	+15%	21.2%	–	483	26.29%
61	CCWA 61 CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$7.61B	+$779M	+11%	10.5%	42.3%	265	20.75%
62	HPC 62 HM Payson & Co Portland, Maine	$7.54B	+$611M	+9%	15.1%	94.4%	1,179	8.06%
63	DLA 63 Douglas Lane & Associates New York	$7.37B	+$434M	+6%	10.3%	71.9%	256	8.2%
64	GI 64 Gradient Investments Arden Hills, Minnesota	$7.25B	+$792M	+12%	12.2%	60.5%	479	18.79%
65	SAM 65 Simplify Asset Management Las Vegas, Nevada	$7.19B	+$670M	+10%	3.5%	45%	163	25.77%
66	AC 66 Apella Capital West Hartford, Connecticut	$7.08B	+$343M	+5%	9.58%	44.5%	743	11.44%
67	PL 67 Perpetual Ltd Sydney, New South Wales, Australia	$7B	+$482M	+7%	7.42%	95.5%	461	17.14%
68	PFS 68 Prospera Financial Services Dallas, Texas	$6.89B	+$675M	+11%	20%	97.4%	1,551	13.99%
69	EWM 69 Empirical Wealth Management Seattle, Washington	$6.85B	+$1.07B	+18%	18.1%	78.8%	1,117	14.86%
70	CAI 70 Capital Advisors Inc Tulsa, Oklahoma	$6.8B	+$576M	+9%	14.5%	82.7%	399	16.79%
71	LSERS 71 Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.74B	+$1.04B	+18%	32.7%	146%	1,557	4.75%
72	FCBT 72 First Citizens Bank & Trust Raleigh, North Carolina	$6.69B	+$1.94B	+41%	14.4%	60.3%	682	12.61%
73	EB 73 Eastern Bank Boston, Massachusetts	$6.53B	+$707M	+12%	19.2%	91.1%	1,199	24.1%
74	MBI 74 Montrusco Bolton Investments Montreal, Quebec, Canada	$6.46B	-$154M	-2%	23.4%	88.9%	83	16.87%
75	CIM 75 Confluence Investment Management St. Louis, Missouri	$6.4B	-$40.3M	-0.6%	4.02%	34.8%	311	15.76%