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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, 3,024 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
926	TF 926 TLWM Financial San Antonio, Texas	$615M	+$59.8M	+11%	11.9%	48%	78	17.95%
927	CSIA 927 Conrad Siegel Investment Advisors Harrisburg, Pennsylvania	$615M	+$60.6M	+11%	12.1%	58.4%	75	17.33%
928	VAG 928 VisionPoint Advisory Group Dallas, Texas	$613M	+$82.2M	+15%	15.5%	74.2%	528	26.89%
929	FWM 929 Fonville Wealth Management Richmond, Virginia	$612M	+$87M	+17%	9.46%	–	152	12.5%
930	TCM 930 Twele Capital Management Minnetonka, Minnesota	$612M	+$51.4M	+9%	8.01%	34.9%	40	2.5%
931	JSA 931 Jacobson & Schmitt Advisors Middleton, Wisconsin	$612M	+$60.8M	+11%	12.4%	70.3%	86	15.12%
932	PTP 932 Platform Technology Partners New York	$611M	+$92.5M	+18%	13.9%	–	425	26.35%
933	KFI 933 Key Financial Inc West Chester, Pennsylvania	$611M	+$48.8M	+9%	11.2%	55.5%	1,466	12.41%
934	CCA 934 Childress Capital Advisors Houston, Texas	$610M	+$55.4M	+10%	17.9%	101%	425	22.59%
935	MWM 935 Mattern Wealth Management Lawrence, Kansas	$609M	+$96.5M	+19%	11.2%	54%	191	21.47%
936	SAM 936 Sompo Asset Management Tokyo, Japan	$609M	+$64.5M	+12%	18.3%	84.7%	183	4.92%
937	EA 937 Ellsworth Advisors Hudson, Ohio	$609M	+$76.3M	+14%	18.2%	123%	203	29.56%
938	EFL 938 ERn Financial LLC Middleton, Wisconsin	$604M	+$72.5M	+14%	12.2%	55.9%	166	12.65%
939	PCTC 939 Perkins Coie Trust Company Seattle, Washington	$603M	+$83.2M	+16%	14.9%	70.8%	250	6.8%
940	PWP 940 Precedent Wealth Partners Houston, Texas	$601M	+$102M	+20%	12.1%	–	217	28.11%
941	MAM 941 Marotta Asset Management Charlottesville, Virginia	$601M	+$57.8M	+11%	12.5%	45.7%	104	1.92%
942	WMWM 942 Whitaker-Myers Wealth Managers Mansfield, Ohio	$599M	+$97.1M	+19%	15.2%	69.5%	121	17.36%
943	SL 943 Systelligence LLC Bloomington, Minnesota	$599M	+$84.3M	+16%	14.9%	57.3%	70	31.43%
944	SIAP 944 Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$599M	+$46.3M	+8%	12.5%	97.5%	234	13.25%
945	ISB 945 Iowa State Bank Urbandale, Iowa	$598M	+$55M	+10%	14.2%	76%	122	7.38%
946	WPA 946 West Paces Advisors Atlanta, Georgia	$596M	+$79.9M	+15%	12.6%	53.2%	766	74.41%
947	TCM 947 Tufton Capital Management Hunt Valley, Maryland	$596M	+$46.3M	+8%	17.7%	86.5%	132	8.33%
948	AFG 948 ABLE Financial Group Scottsdale, Arizona	$596M	+$84.7M	+17%	11.7%	57.8%	229	13.1%
949	PM 949 Phraction Management Colchester, Connecticut	$596M	+$113M	+23%	18.6%	89.7%	66	1.52%
950	RW 950 Rockport Wealth Fairview Park, Ohio	$595M	+$46M	+8%	10.4%	–	116	18.1%