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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
876	CFA 876 Churchill Financial Advisors Louisville, Kentucky	$519M	+$43.6M	+9%	14.2%	–	130	9.23%
877	WS 877 Wendel SE Paris,	$519M	+$630K	+0.1%	0.12%	–	1	0%
878	MWC 878 MBM Wealth Consultants Chesterfield, Missouri	$519M	+$83M	+19%	10.2%	52.6%	394	70.56%
879	BB 879 Berkshire Bank Pittsfield, Massachusetts	$518M	+$30.4M	+6%	11.4%	70%	164	8.54%
880	EGA 880 E&G Advisors Houston, Texas	$518M	+$68.6M	+15%	17.1%	92.3%	253	10.67%
881	AWM 881 Activest Wealth Management Aventure, Florida	$518M	-$51.5M	-9%	31.2%	105%	1,529	32.31%
882	MADR 882 Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$518M	+$135M	+35%	20.8%	114%	22	27.27%
883	FFO 883 Fortitude Family Office Scottsdale, Arizona	$516M	+$68.3M	+15%	14.3%	–	2,407	27.3%
884	BFA 884 Benedict Financial Advisors Atlanta, Georgia	$515M	+$34.2M	+7%	11.4%	62%	147	12.93%
885	TCWM 885 Total Clarity Wealth Management St. Charles, Illinois	$515M	+$88.9M	+21%	13.4%	69.7%	392	26.79%
886	LFG 886 Leverty Financial Group Hudson, Wisconsin	$514M	+$62.2M	+14%	10.8%	51.4%	53	24.53%
887	IA 887 IAM Advisory Easton, Pennsylvania	$513M	+$66.9M	+15%	20.4%	74.5%	113	21.24%
888	NI 888 Naria Inc Nassau, Bahamas	$513M	-$43.9M	-8%	7.89%	–	1	0%
889	TWP 889 Tempus Wealth Planning Irvine, California	$511M	+$76.1M	+17%	17%	89.9%	300	16%
890	NLP 890 Next Level Private Harrison, New York	$511M	+$67.8M	+15%	15.6%	92.4%	186	12.37%
891	RPSA 891 Richard P. Slaughter Associates Austin, Texas	$510M	+$47.4M	+10%	13.3%	51%	114	20.18%
892	CRWM 892 Castle Rock Wealth Management Walnut Creek, California	$509M	+$47.5M	+10%	23.3%	105%	282	12.06%
893	AWM 893 Aries Wealth Management Portland, Maine	$509M	+$54.5M	+12%	12.2%	75%	246	6.5%
894	RIG 894 Renaissance Investment Group Lenox, Massachusetts	$508M	+$42.9M	+9%	16.6%	99.6%	88	12.5%
895	5NPW 895 55 North Private Wealth Winter Park, Florida	$508M	+$118M	+30%	12.7%	–	326	42.33%
896	MCM 896 McRae Capital Management Morristown, New Jersey	$508M	+$26M	+5%	11.6%	59.2%	116	11.21%
897	REMPR 897 Roof Eidam Maycock Peralta (REMP) San Francisco, California	$508M	+$71.7M	+16%	11.3%	55.5%	129	4.65%
898	OPA 898 Old Port Advisors Portland, Maine	$508M	+$73.2M	+17%	26.9%	106%	273	14.65%
899	HA 899 Herold Advisors New York	$506M	+$50.6M	+11%	12.5%	79.7%	281	9.25%
900	BIG 900 Builder Investment Group Atlanta, Georgia	$505M	+$43.8M	+9%	10.2%	153%	112	13.39%