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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, 2,914 funds (~33%) 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
1026	BFA 1026 Benedict Financial Advisors Atlanta, Georgia	$515M	+$34.2M	+7%	11.4%	62%	147	12.93%
1027	TCWM 1027 Total Clarity Wealth Management St. Charles, Illinois	$515M	+$88.9M	+21%	13.4%	69.7%	392	26.79%
1028	LFG 1028 Leverty Financial Group Hudson, Wisconsin	$514M	+$62.2M	+14%	10.8%	51.4%	53	24.53%
1029	IA 1029 IAM Advisory Easton, Pennsylvania	$513M	+$66.9M	+15%	20.4%	74.5%	113	21.24%
1030	DA 1030 Detalus Advisors St. Louis, Missouri	$513M	+$75.2M	+17%	15%	67.9%	205	16.1%
1031	NI 1031 Naria Inc Nassau, Bahamas	$513M	-$43.9M	-8%	7.89%	–	1	0%
1032	TWP 1032 Tempus Wealth Planning Irvine, California	$511M	+$76.1M	+17%	17%	89.9%	300	16%
1033	NLP 1033 Next Level Private Harrison, New York	$511M	+$67.8M	+15%	15.6%	92.4%	186	12.37%
1034	RPSA 1034 Richard P. Slaughter Associates Austin, Texas	$510M	+$47.4M	+10%	13.3%	51%	114	20.18%
1035	CRWM 1035 Castle Rock Wealth Management Walnut Creek, California	$509M	+$47.5M	+10%	23.3%	105%	282	12.06%
1036	AWM 1036 Aries Wealth Management Portland, Maine	$509M	+$54.5M	+12%	12.2%	75%	246	6.5%
1037	RIG 1037 Renaissance Investment Group Lenox, Massachusetts	$508M	+$42.9M	+9%	16.6%	99.6%	88	12.5%
1038	5NPW 1038 55 North Private Wealth Winter Park, Florida	$508M	+$118M	+30%	12.7%	–	326	42.33%
1039	MCM 1039 McRae Capital Management Morristown, New Jersey	$508M	+$26M	+5%	11.6%	59.2%	116	11.21%
1040	REMPR 1040 Roof Eidam Maycock Peralta (REMP) San Francisco, California	$508M	+$71.7M	+16%	11.3%	55.5%	129	4.65%
1041	OPA 1041 Old Port Advisors Portland, Maine	$508M	+$73.2M	+17%	26.9%	106%	273	14.65%
1042	HA 1042 Herold Advisors New York	$506M	+$50.6M	+11%	12.5%	79.7%	281	9.25%
1043	BIG 1043 Builder Investment Group Atlanta, Georgia	$505M	+$43.8M	+9%	10.2%	153%	112	13.39%
1044	AWM 1044 Abound Wealth Management Franklin, Tennessee	$504M	+$63.8M	+14%	13.9%	58.6%	1,599	22.08%
1045	TSWM 1045 Triangle Securities Wealth Management Raleigh, North Carolina	$504M	+$63.1M	+14%	15%	80%	221	10.41%
1046	DI 1046 DDFG Inc Thousand Oaks, California	$504M	+$39.6M	+9%	9.12%	50.9%	94	10.64%
1047	WCM 1047 WealthBridge Capital Management Westerville, Ohio	$503M	+$69M	+16%	15.8%	82.1%	248	16.13%
1048	BWCS 1048 Beirne Wealth Consulting Services Shelton, Connecticut	$503M	+$149M	+42%	12%	75.4%	112	15.18%
1049	WFM 1049 Wolff Financial Management Kalamazoo, Michigan	$501M	+$48.9M	+11%	11.9%	52.8%	107	4.67%
1050	PCA 1050 Peddock Capital Advisors Braintree, Massachusetts	$501M	+$47.5M	+10%	13.8%	104%	171	6.43%