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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
1051	WMP 1051 Wealth Management Partners Tucson, Arizona	$425M	+$75.1M	+21%	36.4%	179%	160	11.88%
1052	SIC 1052 Sterling Investment Counsel Buffalo, New York	$425M	+$68M	+19%	17.7%	82.8%	207	10.14%
1053	RI 1053 Rinkey Investments San Diego, California	$425M	+$33.8M	+9%	8.89%	38.4%	137	15.33%
1054	SL 1054 SWMG LLC Fort Worth, Texas	$424M	+$74.3M	+21%	15.9%	61.3%	134	35.82%
1055	MAMA 1055 Myriad Asset Management Advisors West Palm Beach, Florida	$424M	+$84.4M	+25%	25.7%	–	67	56.72%
1056	MWP 1056 Meredith Wealth Planning Maryville, Illinois	$424M	+$54.6M	+15%	12.3%	66.3%	76	10.53%
1057	ACM 1057 Avalon Capital Management Port Of Redwood City, California	$423M	+$69.1M	+19%	16%	151%	143	23.78%
1058	WC 1058 Westwind Capital Las Cruces, New Mexico	$422M	+$5.64M	+1%	24.1%	78.1%	107	56.07%
1059	FA 1059 Fedenia Advisers Madison, Wisconsin	$421M	+$286M	+213%	62.1%	–	461	79.83%
1060	FIM 1060 Fruth Investment Management Houston, Texas	$421M	+$19.4M	+5%	12.3%	71%	236	8.47%
1061	TWD 1061 True Wealth Design Akron, Ohio	$420M	+$60M	+17%	11.5%	53%	2,944	18.14%
1062	EPP 1062 ETF Portfolio Partners Leawood, Kansas	$420M	+$39.7M	+10%	10.8%	44.3%	72	8.33%
1063	AWM 1063 Atticus Wealth Management Palm Beach Gardens, Florida	$420M	+$51.2M	+14%	14.4%	63.8%	190	11.58%
1064	XWM 1064 Xcel Wealth Management Holly Hill, Florida	$419M	+$57.5M	+16%	22.1%	93.7%	147	14.29%
1065	SB 1065 Sunflower Bank Dallas, Texas	$418M	+$26M	+7%	15.6%	42.7%	168	13.1%
1066	CWM 1066 Centurion Wealth Management Mclean, Virginia	$418M	-$25.6M	-6%	13.6%	–	330	18.48%
1067	SCM 1067 Seascape Capital Management Portsmouth, New Hampshire	$417M	+$70M	+20%	25.8%	111%	100	13%
1068	AP 1068 Anchyra Partners Atlanta, Georgia	$416M	+$86.9M	+26%	28.1%	–	373	32.44%
1069	RWM 1069 Revisor Wealth Management Akron, Ohio	$416M	+$54.1M	+15%	15.2%	62.8%	392	21.94%
1070	CWM 1070 Capital Wealth Management W. Warwick, Rhode Island	$416M	+$46.3M	+13%	9.17%	46.7%	39	12.82%
1071	BWM 1071 BigSur Wealth Management Miami, Florida	$415M	+$59M	+17%	13.8%	83.1%	178	13.48%
1072	OP 1072 Oldfield Partners London, United Kingdom	$415M	+$21.5M	+5%	13.2%	90.3%	19	10.53%
1073	PWMG 1073 Pioneer Wealth Management Group Austin, Texas	$414M	+$57.4M	+16%	8.43%	–	55	9.09%
1074	CGFA 1074 Colton Groome Financial Advisors Asheville, North Carolina	$414M	+$62.4M	+18%	11.6%	59.3%	168	20.83%
1075	HCM 1075 Hudson Capital Management Ramsey, New Jersey	$414M	+$26.7M	+7%	9.09%	61.6%	79	11.39%