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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
1051	FGWP 1051 Founders Grove Wealth Partners Richmond, Virginia	$501M	+$60.9M	+14%	14.4%	–	194	21.65%
1052	TLP 1052 Trinity Legacy Partners Houston, Texas	$500M	+$38.6M	+8%	12.8%	63.3%	117	15.38%
1053	BCM 1053 Brown Capital Management Baltimore, Maryland	$500M	-$204M	-29%	35.2%	79.2%	63	25.4%
1054	ISWM 1054 Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$500M	+$89.9M	+22%	13.4%	–	336	20.83%
1055	FNBOMD 1055 First National Bank of Mount Dora Mount Dora, Florida	$499M	+$36.6M	+8%	13.6%	84.5%	129	4.65%
1056	BRCM 1056 Bright Rock Capital Management Hanover, Massachusetts	$499M	-$6.86M	-1%	2.89%	41.8%	79	12.66%
1057	GWM 1057 GSB Wealth Management Guilford, Connecticut	$498M	+$54.7M	+12%	16%	61.8%	255	9.41%
1058	CMAI 1058 Capital Management Associates Inc Minneapolis, Minnesota	$498M	+$55.2M	+12%	14.4%	–	167	17.96%
1059	RMAM 1059 Raab & Moskowitz Asset Management Chatham, New Jersey	$497M	+$47.6M	+11%	12.8%	75%	203	10.34%
1060	MCM 1060 Monument Capital Management Alexandria, Virginia	$497M	+$98.1M	+25%	25.1%	160%	283	30.74%
1061	CWAG 1061 Compton Wealth Advisory Group Virginia Beach, Virginia	$495M	+$46.4M	+10%	13%	67.6%	85	2.35%
1062	IWM 1062 Integris Wealth Management Monterey, California	$495M	+$60.1M	+14%	12.5%	56.1%	134	9.7%
1063	FPW 1063 Fairvoy Private Wealth Birmingham, Alabama	$495M	+$75.8M	+18%	20.1%	–	231	26.41%
1064	FA 1064 Fermata Advisors Sonoma, California	$495M	+$50.4M	+11%	9.22%	49.3%	279	18.28%
1065	CSPIA 1065 Cary Street Partners Investment Advisory Richmond, Virginia	$494M	+$103M	+26%	15.4%	84.1%	787	16.14%
1066	MCM 1066 Marathon Capital Management Hunt Valley, Maryland	$494M	+$48.7M	+11%	19.4%	70.9%	198	19.19%
1067	AAM 1067 Augustine Asset Management Jacksonville, Florida	$494M	+$49.8M	+11%	19.1%	344%	123	10.57%
1068	BMC 1068 Benin Management Corp Wilton, Connecticut	$494M	+$49M	+11%	14.8%	76.3%	157	10.19%
1069	HWP 1069 Highline Wealth Partners Sherman Oaks, California	$493M	+$101M	+26%	12.2%	82.9%	1,508	20.36%
1070	FC 1070 Fulcrum Capital Seattle, Washington	$493M	+$32.3M	+7%	19.3%	83.4%	109	12.84%
1071	CPWM 1071 Cypress Point Wealth Management Dallas, Texas	$492M	+$27.3M	+6%	8.38%	226%	165	39.39%
1072	MWM 1072 Marion Wealth Management Monroeville, Pennsylvania	$491M	+$40.2M	+9%	8.14%	46%	167	17.37%
1073	FFG 1073 Fortem Financial Group Palm Desert, California	$490M	+$91.8M	+23%	32.4%	179%	194	13.92%
1074	WWM 1074 Waterway Wealth Management The Woodlands, Texas	$490M	+$37.5M	+8%	9.63%	–	106	24.53%
1075	AEPWM 1075 Atlantic Edge Private Wealth Management Jacksonville, Florida	$489M	+$82.2M	+20%	20.3%	–	650	12.31%