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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
976	HFBOT 976 Home Federal Bank of Tennessee Knoxville, Tennessee	$463M	+$63.5M	+16%	14.2%	65.2%	115	19.13%
977	CWA 977 Centennial Wealth Advisory Traverse City, Michigan	$463M	+$50.2M	+12%	10.5%	57.6%	198	27.78%
978	OWA 978 Opal Wealth Advisors Jericho, New York	$463M	+$20.6M	+5%	10.8%	55.6%	612	64.38%
979	WH 979 Whitcomb & Hess Ashland, Ohio	$463M	+$34.2M	+8%	7.3%	49%	68	8.82%
980	GOCP 980 Great Oak Capital Partners South Easton, Massachusetts	$463M	+$32.9M	+8%	9.35%	–	48	8.33%
981	ESB 981 Essex Savings Bank Essex, Connecticut	$462M	+$10.4M	+2%	14.4%	84.5%	333	12.91%
982	PFM 982 Patton Fund Management Dallas, Texas	$462M	-$126M	-21%	35.4%	188%	489	82.62%
983	UCI 983 Uncommon Cents Investing Janesville, Wisconsin	$461M	+$30.5M	+7%	8.91%	83.8%	218	5.96%
984	HIP 984 Harrell Investment Partners Austin, Texas	$461M	+$42.2M	+10%	15.9%	105%	153	11.76%
985	GIM 985 Generali Investments Management Ljubljana, Slovenia	$460M	+$30.4M	+7%	16.5%	–	168	5.95%
986	DC 986 DeDora Capital Napa, California	$460M	+$52.3M	+13%	15%	81.7%	136	14.71%
987	RAG 987 RIA Advisory Group Des Moines, Iowa	$460M	+$38.9M	+9%	9.17%	–	168	22.02%
988	RFN 988 RDA Financial Network Akron, Iowa	$459M	+$59.1M	+15%	16.5%	82.1%	303	15.51%
989	AFA 989 AllGen Financial Advisors Orlando, Florida	$458M	+$36.5M	+9%	8.15%	39.7%	43	23.26%
990	WP 990 Westmount Partners Los Angeles, California	$457M	+$50.8M	+13%	18.6%	101%	303	22.11%
991	CCM 991 Carmel Capital Management Carmel, California	$456M	+$107M	+31%	41.1%	265%	29	17.24%
992	CIC 992 Canal Insurance Company Greenville, South Carolina	$456M	-$9.1M	-2%	11.9%	103%	79	7.59%
993	CCM 993 Carderock Capital Management Chevy Chase, Maryland	$456M	+$51M	+13%	22.8%	88.6%	76	15.79%
994	LWAM 994 Legacy Wealth Asset Management Woodbury, Minnesota	$456M	+$44.7M	+11%	22.4%	102%	405	13.83%
995	CL 995 CLG LLC Long Beach, California	$455M	+$52.7M	+13%	12.3%	–	159	17.61%
996	WMA 996 West Michigan Advisors Holland, Michigan	$455M	$0	0%	11.2%	69%	297	0%
997	CFO 997 Colony Family Offices Charlotte, North Carolina	$455M	+$49.5M	+12%	11.2%	49.6%	62	1.61%
998	HFA 998 Highland Financial Advisors Wayne, New Jersey	$455M	+$75.9M	+20%	13.9%	63.3%	75	13.33%
999	IIA 999 Integral Investment Advisors Turlock, California	$454M	+$52.1M	+13%	14.1%	60%	184	7.07%
1000	FDS 1000 Freedom Day Solutions Houston, Texas	$452M	+$79.3M	+21%	11.2%	84.6%	137	32.12%