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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
1026	PTB 1026 Pioneer Trust Bank Salem, Oregon	$441M	+$29M	+7%	11.1%	61.4%	90	11.11%
1027	MBFW 1027 Morton Brown Family Wealth Allentown, Pennsylvania	$441M	+$62.7M	+17%	11%	50%	424	33.02%
1028	NCM 1028 New Capital Management Houston, Texas	$439M	+$33.4M	+8%	8.19%	49.4%	61	4.92%
1029	ASW 1029 Astoria Strategic Wealth Conroe, Texas	$438M	+$43.9M	+11%	10.1%	42.1%	38	7.89%
1030	CNC 1030 Citizens & Northern Corp Wellsboro, Pennsylvania	$438M	+$36.7M	+9%	14.8%	73.3%	128	15.63%
1031	FW 1031 Fairway Wealth Independence, Ohio	$437M	+$58.4M	+15%	12.8%	–	258	33.72%
1032	SIS 1032 Strategic Investment Solutions Orland Park, Illinois	$437M	+$23.3M	+6%	15.3%	–	759	16.21%
1033	CSB 1033 City State Bank Norwalk, Iowa	$436M	+$51.1M	+13%	19.8%	72.5%	821	5.97%
1034	BCM 1034 Boltwood Capital Management Walnut Creek, California	$436M	+$44.3M	+11%	13.4%	56.3%	195	7.18%
1035	PP 1035 Prosperity Planning Kansas City, Missouri	$436M	+$41.6M	+11%	7.89%	40.5%	120	8.33%
1036	MCM 1036 Monarch Capital Management Fort Wayne, Indiana	$436M	+$27.6M	+7%	12.9%	65%	132	5.3%
1037	PFM 1037 Peak Financial Management Wellesley, Massachusetts	$436M	+$41.6M	+11%	10.3%	51.8%	120	21.67%
1038	OCPWS 1038 One Charles Private Wealth Services Hingham, Massachusetts	$434M	+$34.8M	+9%	11.8%	99.7%	180	13.89%
1039	CCMI 1039 Creative Capital Management Investments San Diego, California	$433M	+$85M	+24%	10.2%	50.7%	1,463	79.56%
1040	IPW 1040 Intergy Private Wealth Colorado Springs, Colorado	$433M	+$92M	+27%	15.6%	67.6%	151	21.19%
1041	IPA 1041 Investment Planning Advisors Cumming, Georgia	$432M	+$68.6M	+19%	12.4%	–	121	14.88%
1042	GCA 1042 Gradient Capital Advisors San Diego, California	$432M	+$46M	+12%	14.4%	71%	185	7.57%
1043	BP 1043 BWM Planning The Woodlands, Texas	$431M	+$52.1M	+14%	10.4%	–	102	17.65%
1044	BAM 1044 BOS Asset Management Springfield, Illinois	$431M	+$39.2M	+10%	13.9%	67.8%	223	18.83%
1045	WBC 1045 West Branch Capital Amherst, Massachusetts	$430M	+$56.8M	+15%	24.5%	139%	396	14.9%
1046	MSG 1046 Main Street Group Glen Allen, Virginia	$429M	+$88.8M	+26%	26.3%	–	932	14.38%
1047	T 1047 TrueFG Cedar Park, Texas	$428M	+$50.9M	+14%	12.7%	51.4%	77	10.39%
1048	VWM 1048 Vermillion Wealth Management Rosemount, Minnesota	$427M	+$172M	+67%	7.24%	–	2,561	78.72%
1049	PA 1049 Prairie Advisory Leawood, Kansas	$426M	–	–	16.8%	–	167	–
1050	LWA 1050 Lifelong Wealth Advisors Arden Hills, Minnesota	$426M	+$49.3M	+13%	13.2%	–	103	16.5%