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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
Live Disclosures
Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 2,265 funds (~26%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 76 |
RA
76
RFG Advisory
Birmingham,
Alabama
| $6.4B | +$957M | +18% | 12% | 52.3% | 1,200 | 19.75% |
|
| 77 |
MFIM
77
Mesirow Financial Investment Management
Chicago,
Illinois
| $6.37B | +$190M | +3% | 11.5% | 70% | 553 | 10.85% |
|
| 78 |
DT
78
Diversified Trust
Memphis,
Tennessee
| $6.24B | +$848M | +16% | 14.8% | 81.5% | 1,214 | 21.75% |
|
| 79 |
WCM
79
Wedge Capital Management
Charlotte,
North Carolina
| $6.06B | +$644M | +12% | 23.4% | 139% | 561 | 19.79% |
|
| 80 |
NLI
80
Nippon Life Insurance
Tokyo,
Japan
| $6.04B | +$934M | +18% | 18.5% | 26% | 5 | 0% |
|
| 81 |
JPH
81
Japan Post Holdings
Tokyo,
Japan
| $5.97B | +$266M | +5% | 6.87% | 68% | 1 | 0% |
|
| 82 |
AAS
82
Annex Advisory Services
Brookfield,
Wisconsin
| $5.86B | +$522M | +10% | 11.3% | 77.9% | 401 | 17.71% |
|
| 83 |
JWCA
83
J.W. Cole Advisors
Tampa,
Florida
| $5.83B | +$2.86B | +97% | 17.9% | 84.9% | 1,637 | 54.73% |
|
| 84 |
CTB
84
Country Trust Bank
Bloomington,
Illinois
| $5.71B | +$452M | +9% | 15.8% | 76.2% | 663 | 19% |
|
| 85 |
ECM
85
Evergreen Capital Management
Bellevue,
Washington
| $5.7B | +$1.09B | +24% | 13% | 77.2% | 1,689 | 19.95% |
|
| 86 |
SEIA
86
Signature Estate & Investment Advisors
Los Angeles,
California
| $5.56B | +$620M | +13% | 14.5% | 73.1% | 709 | 14.53% |
|
| 87 |
IA
87
IFP Advisors
Tampa,
Florida
| $5.54B | +$715M | +15% | 15.9% | 73.2% | 5,339 | 9.98% |
|
| 88 |
IFG
88
Independent Financial Group
San Diego,
California
| $5.35B | +$890M | +20% | 28.6% | 138% | 1,653 | 18.81% |
|
| 89 |
MRC
89
Millburn Ridgefield Corp
New York
| $5.28B | +$634M | +14% | 13.4% | 53.2% | 39 | 0% |
|
| 90 |
WAP
90
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $5.27B | +$132M | +3% | 13.1% | 60.4% | 1,165 | 14.85% |
|
| 91 |
OWM
91
Orgel Wealth Management
Altoona,
Wisconsin
| $5.27B | +$631M | +14% | 11% | 36.6% | 115 | 19.13% |
|
| 92 |
FAMI
92
Fideuram Asset Management (Ireland)
Dublin 1,
| $5.26B | +$4.48B | +569% | 23.4% | – | 756 | 42.99% |
|
| 93 |
CCM
93
Context Capital Management
Lajolla,
California
| $5.15B | +$821M | +19% | 0.8% | 3.38% | 457 | 20.79% |
|
| 94 |
YIH
94
Y-Intercept (HK)
Hong Kong
| $5.05B | -$222M | -4% | 10.5% | 34.4% | 2,278 | 61.85% |
|
| 95 |
ONB
95
Old National Bancorp
Evansville,
Indiana
| $5.02B | -$944M | -16% | 14.7% | 76.6% | 695 | 21.58% |
|
| 96 |
G
96
Glencore
Baar,
Switzerland
| $4.87B | -$1.05B | -18% | 17.6% | – | 2 | 0% |
|
| 97 |
FAM
97
Fenimore Asset Management
Cobleskill,
New York
| $4.83B | +$346M | +8% | 11.1% | 53.8% | 98 | 12.24% |
|
| 98 |
VFA
98
Valeo Financial Advisors
Carmel,
Indiana
| $4.74B | +$554M | +13% | 15.4% | 75.9% | 893 | 21.61% |
|
| 99 |
GC
99
Grimes & Company
Westborough,
Massachusetts
| $4.62B | +$1.01B | +28% | 18.6% | 66.2% | 475 | 14.32% |
|
| 100 |
AT
100
Arbejdsmarkedets Tillaegspension
Hilleroed,
| $4.6B | +$578M | +14% | 9.95% | – | 187 | 21.93% |
|