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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
926	FFG 926 Fortem Financial Group Palm Desert, California	$490M	+$91.8M	+23%	32.4%	179%	194	13.92%
927	WWM 927 Waterway Wealth Management The Woodlands, Texas	$490M	+$37.5M	+8%	9.63%	–	106	24.53%
928	AEPWM 928 Atlantic Edge Private Wealth Management Jacksonville, Florida	$489M	+$82.2M	+20%	20.3%	–	650	12.31%
929	CFO 929 Collective Family Office York, Pennsylvania	$489M	+$44.8M	+10%	9.34%	50.1%	164	6.71%
930	RMS 930 Retirement Management Systems Leonardtown, Maryland	$488M	+$73.6M	+18%	12%	–	57	14.04%
931	RAM 931 Rempart Asset Management Montreal, Canada	$488M	+$12.4M	+3%	6.62%	58.8%	36	0%
932	OKSA 932 O'Keefe Stevens Advisory Rochester, New York	$488M	+$82.9M	+20%	20.5%	216%	84	13.1%
933	PGWM 933 Parisi Gray Wealth Management Mendham, New Jersey	$487M	+$67.4M	+16%	23%	120%	158	15.19%
934	WAS 934 Wealth Advisory Solutions Indiianapolis, Indiana	$487M	+$38.3M	+9%	11.4%	55.5%	160	17.5%
935	GF 935 Genworth Financial Glen Allen, Virginia	$486M	+$58.4M	+14%	13.7%	64%	2	0%
936	VPW 936 Vaquero Private Wealth Dallas, Texas	$486M	–	–	17.5%	–	194	–
937	WFPG 937 Waller Financial Planning Group Columbus, Ohio	$486M	+$32.5M	+7%	10.7%	40.9%	82	14.63%
938	CCA 938 Cadent Capital Advisors Tulsa, Oklahoma	$485M	+$98.6M	+26%	22.6%	106%	221	24.43%
939	PWM 939 Prentice Wealth Management Rochester, New York	$484M	+$41.3M	+9%	7.72%	44.2%	126	7.14%
940	GVCM 940 Global View Capital Management Waukesha, Wisconsin	$484M	+$108M	+29%	30.3%	–	173	34.68%
941	APC 941 Aspire Private Capital Cornelius, North Carolina	$484M	+$40.7M	+9%	9.87%	49.6%	186	14.52%
942	SCA 942 Sage Capital Advisors Sioux Falls, South Dakota	$482M	+$50.7M	+12%	15.6%	89.4%	145	14.48%
943	SA 943 Stewardship Advisors Mount Joy, Pennsylvania	$481M	+$46.2M	+11%	11.6%	42.6%	189	18.52%
944	MAV 944 Mason & Associates (Virginia) Newport News, Virginia	$481M	+$43.9M	+10%	8.66%	–	48	14.58%
945	BONH 945 Bank of New Hampshire Laconia, New Hampshire	$479M	+$42M	+10%	17.2%	86.4%	574	12.02%
946	KDA 946 Kraft Davis & Associates St. Louis, Missouri	$479M	+$9.46M	+2%	18.2%	75%	162	11.11%
947	BIA 947 Barry Investment Advisors New Bedford, Massachusetts	$478M	+$24.5M	+5%	1.92%	57.9%	106	10.38%
948	CWA 948 Cornerstone Wealth Advisors Edina, Minnesota	$477M	+$42.9M	+10%	9.77%	42.6%	57	17.54%
949	SAM 949 Standpoint Asset Management Scottsdale, Arizona	$477M	+$64.7M	+16%	13%	63.2%	8	0%
950	LFS 950 Lighthouse Financial Services Brea, California	$476M	+$32.5M	+7%	18%	–	103	4.85%