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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
1101	PCM 1101 Presidio Capital Management San Diego, California	$400M	+$55.6M	+16%	12.9%	56.1%	96	28.13%
1102	TWM 1102 TriaGen Wealth Management Calabasas, California	$400M	+$33.8M	+9%	19%	113%	211	31.28%
1103	EWM 1103 Elmwood Wealth Management Berkeley, California	$400M	+$38.2M	+11%	10.9%	37.6%	203	13.79%
1104	SCA 1104 Sandy Cove Advisors Hingham, Massachusetts	$400M	+$65.7M	+20%	16.8%	78%	166	15.66%
1105	HVP 1105 Hudson Value Partners Palm Beach, Florida	$399M	+$63.4M	+19%	23.9%	124%	118	18.64%
1106	SIAS 1106 Summit Investment Advisory Services Roseville, Minnesota	$398M	+$129M	+48%	13.9%	68.3%	90	11.11%
1107	VIP 1107 Vista Investment Partners Oklahoma City, Oklahoma	$397M	+$19.3M	+5%	17%	–	189	19.58%
1108	BMWM 1108 Brown Miller Wealth Management Mclean, Virginia	$397M	+$45.3M	+13%	13.7%	102%	219	19.63%
1109	NOI 1109 Newton One Investments Newark, Delaware	$397M	+$28.6M	+8%	10.3%	38.7%	147	18.37%
1110	NWAG 1110 Net Worth Advisory Group Sandy, Utah	$397M	-$85.5M	-18%	17.9%	–	480	23.54%
1111	WLPWM 1111 Walled Lake Planning & Wealth Management Winnetka, Illinois	$396M	+$55.9M	+16%	7.49%	51.7%	147	10.88%
1112	SAM 1112 Shikiar Asset Management New York	$396M	+$49M	+14%	25.5%	97.8%	117	15.38%
1113	SC 1113 Steph & Co Marinette, Wisconsin	$395M	+$44.4M	+13%	12.1%	56.8%	317	15.77%
1114	PCM 1114 Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$395M	+$45.3M	+13%	14.2%	70.6%	126	13.49%
1115	ACM 1115 Aurdan Capital Management Wayne, Pennsylvania	$394M	+$61M	+18%	12%	–	103	18.45%
1116	SSW 1116 Stone Summit Wealth Miami, Florida	$394M	+$34.7M	+10%	11.9%	59.6%	150	9.33%
1117	FMTCOCP 1117 Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$394M	+$26.5M	+7%	8.53%	60.9%	373	14.21%
1118	IWN 1118 Independent Wealth Network Urbandale, Iowa	$393M	+$56.6M	+17%	15.1%	75.1%	362	22.93%
1119	CWG 1119 Crown Wealth Group Charlotte, North Carolina	$393M	+$52.5M	+15%	16.9%	86.2%	160	15.63%
1120	BFS 1120 BridgePort Financial Solutions Fairfield, Iowa	$393M	+$40.1M	+11%	12.5%	–	259	18.15%
1121	SFG 1121 Snider Financial Group Bellevue, Washington	$393M	+$61.4M	+19%	16.3%	73.7%	117	24.79%
1122	SA 1122 SRH Advisors Salina, Kansas	$392M	+$43M	+12%	12.1%	51%	286	6.29%
1123	SFG 1123 Southern Financial Group Birmingham, Alabama	$392M	+$33.9M	+9%	9.8%	–	97	8.25%
1124	OE 1124 OFS Enterprise Kearney, Nebraska	$392M	+$51.5M	+15%	14.3%	–	107	13.08%
1125	OFA 1125 Oak Family Advisors Chicago, Illinois	$391M	+$35.8M	+10%	12.6%	83.5%	130	25.38%