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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, 3,024 funds (~34%) 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
1076	5NPW 1076 55 North Private Wealth Winter Park, Florida	$508M	+$118M	+30%	12.7%	–	326	42.33%
1077	MCM 1077 McRae Capital Management Morristown, New Jersey	$508M	+$26M	+5%	11.6%	59.2%	116	11.21%
1078	REMPR 1078 Roof Eidam Maycock Peralta (REMP) San Francisco, California	$508M	+$71.7M	+16%	11.3%	55.5%	129	4.65%
1079	OPA 1079 Old Port Advisors Portland, Maine	$508M	+$73.2M	+17%	26.9%	106%	273	14.65%
1080	HA 1080 Herold Advisors New York	$506M	+$50.6M	+11%	12.5%	79.7%	281	9.25%
1081	BIG 1081 Builder Investment Group Atlanta, Georgia	$505M	+$43.8M	+9%	10.2%	153%	112	13.39%
1082	AWM 1082 Abound Wealth Management Franklin, Tennessee	$504M	+$63.8M	+14%	13.9%	58.6%	1,599	22.08%
1083	TSWM 1083 Triangle Securities Wealth Management Raleigh, North Carolina	$504M	+$63.1M	+14%	15%	80%	221	10.41%
1084	DI 1084 DDFG Inc Thousand Oaks, California	$504M	+$39.6M	+9%	9.12%	50.9%	94	10.64%
1085	WCM 1085 WealthBridge Capital Management Westerville, Ohio	$503M	+$69M	+16%	15.8%	82.1%	248	16.13%
1086	BWCS 1086 Beirne Wealth Consulting Services Shelton, Connecticut	$503M	+$149M	+42%	12%	75.4%	112	15.18%
1087	WFM 1087 Wolff Financial Management Kalamazoo, Michigan	$501M	+$48.9M	+11%	11.9%	52.8%	107	4.67%
1088	PCA 1088 Peddock Capital Advisors Braintree, Massachusetts	$501M	+$47.5M	+10%	13.8%	104%	171	6.43%
1089	FGWP 1089 Founders Grove Wealth Partners Richmond, Virginia	$501M	+$60.9M	+14%	14.4%	–	194	21.65%
1090	PT 1090 Plimoth Trust Plymouth, Massachusetts	$501M	+$53.4M	+12%	19.9%	94%	177	3.39%
1091	TLP 1091 Trinity Legacy Partners Houston, Texas	$500M	+$38.6M	+8%	12.8%	63.3%	117	15.38%
1092	BCM 1092 Brown Capital Management Baltimore, Maryland	$500M	-$204M	-29%	35.2%	79.2%	63	25.4%
1093	ISWM 1093 Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$500M	+$89.9M	+22%	13.4%	–	336	20.83%
1094	FNBOMD 1094 First National Bank of Mount Dora Mount Dora, Florida	$499M	+$36.6M	+8%	13.6%	84.5%	129	4.65%
1095	BRCM 1095 Bright Rock Capital Management Hanover, Massachusetts	$499M	-$6.86M	-1%	2.89%	41.8%	79	12.66%
1096	GWM 1096 GSB Wealth Management Guilford, Connecticut	$498M	+$54.7M	+12%	16%	61.8%	255	9.41%
1097	CMAI 1097 Capital Management Associates Inc Minneapolis, Minnesota	$498M	+$55.2M	+12%	14.4%	–	167	17.96%
1098	RMAM 1098 Raab & Moskowitz Asset Management Chatham, New Jersey	$497M	+$47.6M	+11%	12.8%	75%	203	10.34%
1099	MCM 1099 Monument Capital Management Alexandria, Virginia	$497M	+$98.1M	+25%	25.1%	160%	283	30.74%
1100	CWAG 1100 Compton Wealth Advisory Group Virginia Beach, Virginia	$495M	+$46.4M	+10%	13%	67.6%	85	2.35%