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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
901	AWM 901 Abound Wealth Management Franklin, Tennessee	$504M	+$63.8M	+14%	13.9%	58.6%	1,599	22.08%
902	TSWM 902 Triangle Securities Wealth Management Raleigh, North Carolina	$504M	+$63.1M	+14%	15%	80%	221	10.41%
903	WCM 903 WealthBridge Capital Management Westerville, Ohio	$503M	+$69M	+16%	15.8%	82.1%	248	16.13%
904	BWCS 904 Beirne Wealth Consulting Services Shelton, Connecticut	$503M	+$149M	+42%	12%	75.4%	112	15.18%
905	WFM 905 Wolff Financial Management Kalamazoo, Michigan	$501M	+$48.9M	+11%	11.9%	52.8%	107	4.67%
906	PCA 906 Peddock Capital Advisors Braintree, Massachusetts	$501M	+$47.5M	+10%	13.8%	104%	171	6.43%
907	FGWP 907 Founders Grove Wealth Partners Richmond, Virginia	$501M	+$60.9M	+14%	14.4%	–	194	21.65%
908	TLP 908 Trinity Legacy Partners Houston, Texas	$500M	+$38.6M	+8%	12.8%	63.3%	117	15.38%
909	ISWM 909 Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$500M	+$89.9M	+22%	13.4%	–	336	20.83%
910	FNBOMD 910 First National Bank of Mount Dora Mount Dora, Florida	$499M	+$36.6M	+8%	13.6%	84.5%	129	4.65%
911	BRCM 911 Bright Rock Capital Management Hanover, Massachusetts	$499M	-$6.86M	-1%	2.89%	41.8%	79	12.66%
912	CMAI 912 Capital Management Associates Inc Minneapolis, Minnesota	$498M	+$55.2M	+12%	14.4%	–	167	17.96%
913	MCM 913 Monument Capital Management Alexandria, Virginia	$497M	+$98.1M	+25%	25.1%	160%	283	30.74%
914	CWAG 914 Compton Wealth Advisory Group Virginia Beach, Virginia	$495M	+$46.4M	+10%	13%	67.6%	85	2.35%
915	IWM 915 Integris Wealth Management Monterey, California	$495M	+$60.1M	+14%	12.5%	56.1%	134	9.7%
916	FPW 916 Fairvoy Private Wealth Birmingham, Alabama	$495M	+$75.8M	+18%	20.1%	–	231	26.41%
917	FA 917 Fermata Advisors Sonoma, California	$495M	+$50.4M	+11%	9.22%	49.3%	279	18.28%
918	CSPIA 918 Cary Street Partners Investment Advisory Richmond, Virginia	$494M	+$103M	+26%	15.4%	84.1%	787	16.14%
919	MCM 919 Marathon Capital Management Hunt Valley, Maryland	$494M	+$48.7M	+11%	19.4%	70.9%	198	19.19%
920	AAM 920 Augustine Asset Management Jacksonville, Florida	$494M	+$49.8M	+11%	19.1%	344%	123	10.57%
921	BMC 921 Benin Management Corp Wilton, Connecticut	$494M	+$49M	+11%	14.8%	76.3%	157	10.19%
922	HWP 922 Highline Wealth Partners Sherman Oaks, California	$493M	+$101M	+26%	12.2%	82.9%	1,508	20.36%
923	FC 923 Fulcrum Capital Seattle, Washington	$493M	+$32.3M	+7%	19.3%	83.4%	109	12.84%
924	CPWM 924 Cypress Point Wealth Management Dallas, Texas	$492M	+$27.3M	+6%	8.38%	226%	165	39.39%
925	MWM 925 Marion Wealth Management Monroeville, Pennsylvania	$491M	+$40.2M	+9%	8.14%	46%	167	17.37%