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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
776	KFI 776 Key Financial Inc West Chester, Pennsylvania	$611M	+$48.8M	+9%	11.2%	55.5%	1,466	12.41%
777	MWM 777 Mattern Wealth Management Lawrence, Kansas	$609M	+$96.5M	+19%	11.2%	54%	191	21.47%
778	SAM 778 Sompo Asset Management Tokyo, Japan	$609M	+$64.5M	+12%	18.3%	84.7%	183	4.92%
779	EA 779 Ellsworth Advisors Hudson, Ohio	$609M	+$76.3M	+14%	18.2%	123%	203	29.56%
780	EFL 780 ERn Financial LLC Middleton, Wisconsin	$604M	+$72.5M	+14%	12.2%	55.9%	166	12.65%
781	PCTC 781 Perkins Coie Trust Company Seattle, Washington	$603M	+$83.2M	+16%	14.9%	70.8%	250	6.8%
782	PWP 782 Precedent Wealth Partners Houston, Texas	$601M	+$102M	+20%	12.1%	–	217	28.11%
783	MAM 783 Marotta Asset Management Charlottesville, Virginia	$601M	+$57.8M	+11%	12.5%	45.7%	104	1.92%
784	WMWM 784 Whitaker-Myers Wealth Managers Mansfield, Ohio	$599M	+$97.1M	+19%	15.2%	69.5%	121	17.36%
785	SL 785 Systelligence LLC Bloomington, Minnesota	$599M	+$84.3M	+16%	14.9%	57.3%	70	31.43%
786	WPA 786 West Paces Advisors Atlanta, Georgia	$596M	+$79.9M	+15%	12.6%	53.2%	766	74.41%
787	AFG 787 ABLE Financial Group Scottsdale, Arizona	$596M	+$84.7M	+17%	11.7%	57.8%	229	13.1%
788	PM 788 Phraction Management Colchester, Connecticut	$596M	+$113M	+23%	18.6%	89.7%	66	1.52%
789	SWA 789 SOA Wealth Advisors New York	$595M	+$65.3M	+12%	16.2%	79.1%	954	15.93%
790	CAM 790 Covenant Asset Management Chester, New Jersey	$595M	-$69.6M	-10%	23.2%	158%	184	9.78%
791	EWM 791 Edge Wealth Management New York	$594M	+$9.08M	+2%	7.13%	61.6%	91	10.99%
792	KMC 792 Kirr Marbach & Co Columbus, Indiana	$594M	+$45M	+8%	15.2%	135%	59	6.78%
793	AFFA 793 ALM First Financial Advisors Dallas, Texas	$594M	+$36.2M	+6%	7.28%	43.5%	25	12%
794	MGIA 794 Matthew Goff Investment Advisor Houston, Texas	$593M	-$7.24M	-1%	18.2%	79.9%	117	30.77%
795	WFA 795 WestHill Financial Advisors San Rafael, California	$587M	+$64.4M	+12%	12.4%	55.9%	85	14.12%
796	CFMC 796 Curbstone Financial Management Corp Manchester, New Hampshire	$587M	+$64.3M	+12%	14%	63.3%	221	11.31%
797	MWA 797 MFA Wealth Advisors Pittsburgh, Pennsylvania	$587M	+$78.5M	+15%	14.1%	64.7%	106	23.58%
798	HNW 798 High Note Wealth Deephaven, Minnesota	$586M	+$77.4M	+15%	13.5%	73%	1,034	16.63%
799	DCPAL 799 Div Capital Phoenix Assets Ltd Georgetown,	$583M	+$149M	+34%	17.6%	–	12	33.33%
800	HPC 800 Hobart Private Capital Charlotte, North Carolina	$583M	+$74.1M	+15%	15%	52.5%	151	21.85%