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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, 3,082 funds (~35%) 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
726	MSWM 726 McGlone Suttner Wealth Management Appleton, Wisconsin	$852M	+$97.3M	+13%	12.4%	56%	202	9.41%
727	BEW 727 Burton Enright Welch Walnut Creek, California	$852M	+$116M	+16%	10.6%	62.8%	141	8.51%
728	CAWM 728 Capital Advisors Wealth Management Yakima, Washington	$851M	+$107M	+14%	13%	63.8%	242	14.05%
729	HG 729 Harbor Group Bedford, New Hampshire	$851M	+$159M	+23%	8.95%	41.4%	123	12.2%
730	AF 730 Apollon Financial Mount Pleasant, South Carolina	$848M	+$124M	+17%	15.2%	–	296	12.84%
731	LWA 731 Lineweaver Wealth Advisors Valley View, Ohio	$845M	+$103M	+14%	11.8%	61.4%	192	17.71%
732	LG 732 LaFleur & Godfrey Grand Rapids, Michigan	$842M	+$38.9M	+5%	10.2%	85.2%	153	10.46%
733	WF 733 WoodTrust Financial Wisconsin Rapids, Wisconsin	$842M	+$67.1M	+9%	16%	71.9%	197	20.81%
734	FPF 734 First Pacific Financial Vancouver, Washington	$839M	+$62.7M	+8%	12%	48.5%	718	36.63%
735	FEG 735 Financial Enhancement Group Anderson, Indiana	$839M	+$31.5M	+4%	10.4%	57.5%	146	13.7%
736	SNB 736 Security National Bank Omaha, Nebraska	$838M	+$151M	+22%	19.7%	113%	449	20.94%
737	NA 737 Nottingham Advisors Amherst, New York	$838M	+$60.6M	+8%	7.37%	44.3%	123	9.76%
738	PWA 738 Physician Wealth Advisors Midvale, Utah	$837M	+$119M	+17%	15.6%	71.3%	2,476	22.66%
739	PAS 739 Professional Advisory Services Vero Beach, Florida	$836M	+$111M	+15%	18.9%	61.8%	96	19.79%
740	BCG 740 Breakwater Capital Group Paramus, New Jersey	$833M	+$86.5M	+12%	13.1%	60.8%	395	10.13%
741	AFA 741 AA Financial Advisors Columbus, Ohio	$832M	+$122M	+17%	11.1%	–	242	13.64%
742	AFA 742 American Financial Advisors Marietta, Georgia	$831M	+$81.6M	+11%	14.2%	52.7%	175	12.57%
743	SHJ 743 Sharkey, Howes & Javer Denver, Colorado	$829M	+$86.4M	+12%	12.9%	54.6%	166	9.64%
744	AI 744 Arvest Investments Rogers, Arkansas	$827M	+$93.3M	+13%	11.4%	–	228	16.67%
745	CIG 745 Cullen Investment Group Lafayette, Louisiana	$827M	+$69M	+9%	13.6%	–	188	8.51%
746	CCMINC 746 Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$826M	+$50.7M	+7%	11.1%	77.6%	142	7.04%
747	WRPWM 747 Werba Rubin Papier Wealth Management San Jose, California	$824M	+$105M	+15%	13%	67%	326	19.94%
748	HVIA 748 Hudson Valley Investment Advisors Goshen, New York	$823M	+$51.5M	+7%	16.8%	94.6%	152	10.53%
749	LS 749 Leelyn Smith Geneva, Illinois	$822M	+$109M	+15%	20.7%	77.3%	165	11.52%
750	SCP 750 Sivia Capital Partners Mill Valley, California	$822M	+$306M	+59%	25.9%	–	608	36.35%