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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
1101	IWM 1101 Integris Wealth Management Monterey, California	$495M	+$60.1M	+14%	12.5%	56.1%	134	9.7%
1102	FPW 1102 Fairvoy Private Wealth Birmingham, Alabama	$495M	+$75.8M	+18%	20.1%	–	231	26.41%
1103	FA 1103 Fermata Advisors Sonoma, California	$495M	+$50.4M	+11%	9.22%	49.3%	279	18.28%
1104	CSPIA 1104 Cary Street Partners Investment Advisory Richmond, Virginia	$494M	+$103M	+26%	15.4%	84.1%	787	16.14%
1105	MCM 1105 Marathon Capital Management Hunt Valley, Maryland	$494M	+$48.7M	+11%	19.4%	70.9%	198	19.19%
1106	AAM 1106 Augustine Asset Management Jacksonville, Florida	$494M	+$49.8M	+11%	19.1%	344%	123	10.57%
1107	BMC 1107 Benin Management Corp Wilton, Connecticut	$494M	+$49M	+11%	14.8%	76.3%	157	10.19%
1108	HWP 1108 Highline Wealth Partners Sherman Oaks, California	$493M	+$101M	+26%	12.2%	82.9%	1,508	20.36%
1109	FC 1109 Fulcrum Capital Seattle, Washington	$493M	+$32.3M	+7%	19.3%	83.4%	109	12.84%
1110	CPWM 1110 Cypress Point Wealth Management Dallas, Texas	$492M	+$27.3M	+6%	8.38%	226%	165	39.39%
1111	MWM 1111 Marion Wealth Management Monroeville, Pennsylvania	$491M	+$40.2M	+9%	8.14%	46%	167	17.37%
1112	FFG 1112 Fortem Financial Group Palm Desert, California	$490M	+$91.8M	+23%	32.4%	179%	194	13.92%
1113	WWM 1113 Waterway Wealth Management The Woodlands, Texas	$490M	+$37.5M	+8%	9.63%	–	106	24.53%
1114	AEPWM 1114 Atlantic Edge Private Wealth Management Jacksonville, Florida	$489M	+$82.2M	+20%	20.3%	–	650	12.31%
1115	CFO 1115 Collective Family Office York, Pennsylvania	$489M	+$44.8M	+10%	9.34%	50.1%	164	6.71%
1116	RMS 1116 Retirement Management Systems Leonardtown, Maryland	$488M	+$73.6M	+18%	12%	–	57	14.04%
1117	RAM 1117 Rempart Asset Management Montreal, Canada	$488M	+$12.4M	+3%	6.62%	58.8%	36	0%
1118	OKSA 1118 O'Keefe Stevens Advisory Rochester, New York	$488M	+$82.9M	+20%	20.5%	216%	84	13.1%
1119	PGWM 1119 Parisi Gray Wealth Management Mendham, New Jersey	$487M	+$67.4M	+16%	23%	120%	158	15.19%
1120	WAS 1120 Wealth Advisory Solutions Indiianapolis, Indiana	$487M	+$38.3M	+9%	11.4%	55.5%	160	17.5%
1121	LSWM 1121 Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$487M	+$64.5M	+15%	15%	73.4%	75	13.33%
1122	GF 1122 Genworth Financial Glen Allen, Virginia	$486M	+$58.4M	+14%	13.7%	64%	2	0%
1123	VPW 1123 Vaquero Private Wealth Dallas, Texas	$486M	–	–	17.5%	–	194	–
1124	WFPG 1124 Waller Financial Planning Group Columbus, Ohio	$486M	+$32.5M	+7%	10.7%	40.9%	82	14.63%
1125	CCA 1125 Cadent Capital Advisors Tulsa, Oklahoma	$485M	+$98.6M	+26%	22.6%	106%	221	24.43%