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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, 3,026 funds (~34%) 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
826	MSWMA 826 Market Street Wealth Management Advisors Indianapolis, Indiana	$703M	+$68.7M	+11%	9.64%	39.6%	122	14.75%
827	MCIA 827 Mountain Capital Investment Advisors Westminster, Colorado	$702M	+$28.3M	+4%	12.3%	63.3%	103	22.33%
828	AW 828 Atlas Wealth Cincinnati, Ohio	$701M	+$368M	+110%	8.11%	43.5%	181	38.12%
829	RRWA 829 Rainey & Randall Wealth Advisors Celebration, Florida	$700M	+$84.1M	+14%	11.6%	47.8%	82	13.41%
830	PGAM 830 Princeton Global Asset Management Princeton, New Jersey	$698M	+$84.9M	+14%	15.5%	104%	908	17.18%
831	MAA 831 Mraz Amerine & Associates Modesto, California	$697M	+$18.9M	+3%	3.89%	69.8%	210	14.76%
832	CA 832 Crane Advisory Fullerton, California	$697M	+$28.5M	+4%	8.38%	34.7%	56	8.93%
833	BWM 833 Brickley Wealth Management San Mateo, California	$696M	+$113M	+19%	13%	62.6%	69	14.49%
834	AF 834 Affiance Financial St. Louis Park, Minnesota	$695M	+$78.3M	+13%	11.3%	50.1%	114	9.65%
835	CM 835 Cornerstone Management Duluth, Georgia	$695M	+$67.5M	+11%	9.32%	40%	68	5.88%
836	CA 836 Cortland Associates St Louis, Missouri	$692M	-$4.96M	-0.7%	6.47%	57.1%	67	14.93%
837	SIA 837 SeaBridge Investment Advisors Summit, New Jersey	$692M	+$101M	+17%	31.6%	128%	203	14.78%
838	WAAG 838 Wealth Alliance Advisory Group Wichita, Kansas	$691M	+$59.8M	+9%	13.3%	66.9%	216	14.81%
839	CT 839 Chicago Trust Grayslake, Illinois	$690M	+$64.4M	+10%	18.3%	85.9%	405	11.85%
840	MTC 840 Matrix Trust Company Denver, Colorado	$690M	+$87.5M	+15%	10.6%	46.8%	188	52.13%
841	BSWM 841 Boston Standard Wealth Management Winchester, Massachusetts	$689M	+$78.5M	+13%	10.2%	42.9%	60	8.33%
842	EMAM 842 Encompass More Asset Management Danville, California	$687M	+$90.8M	+15%	11.2%	–	337	41.54%
843	LOWM 843 Laurel Oak Wealth Management Marlton, New Jersey	$687M	+$91M	+15%	16.3%	–	398	13.32%
844	CFSG 844 Community Financial Services Group Newport, Vermont	$686M	+$118M	+21%	16.6%	–	547	18.65%
845	MFGM 845 Marshall Financial Group (Maryland) Hunt Valley, Maryland	$686M	+$61.2M	+10%	12.8%	63.5%	343	23.91%
846	BCM 846 Blume Capital Management Berkeley, California	$684M	+$95.6M	+16%	20%	96.9%	368	10.33%
847	WAM 847 Wilsey Asset Management San Diego, California	$681M	+$43.2M	+7%	3.86%	55%	28	10.71%
848	OLA 848 Oliver Luxxe Assets Gladstone, New Jersey	$680M	+$12.5M	+2%	18.6%	141%	216	15.28%
849	FBT 849 First Bank & Trust Brookings, South Dakota	$680M	+$59.2M	+10%	13%	78.5%	278	10.43%
850	CNBTD 850 Citizens National Bank Trust Department Meridian, Mississippi	$680M	+$79.1M	+13%	22.9%	114%	386	2.33%