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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
1126	LC 1126 Legacy CG Plano, Texas	$391M	+$30.6M	+8%	13.9%	61.2%	52	26.92%
1127	WFA 1127 Websterrogers Financial Advisors Florence, South Carolina	$390M	+$40.9M	+12%	8.92%	42.9%	103	7.77%
1128	CVA 1128 Central Valley Advisors Sacramento, California	$390M	+$23.4M	+6%	10.7%	–	201	10.95%
1129	AR 1129 Apeiron RIA Dallas, Texas	$390M	-$41.6M	-10%	11.2%	63.7%	216	30.56%
1130	LWM 1130 LongView Wealth Management Atlanta, Georgia	$390M	-$8.26M	-2%	11.9%	–	261	18.39%
1131	LWMM 1131 Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$390M	+$38.7M	+11%	18.4%	89.1%	121	18.18%
1132	TCOO 1132 Trust Company of Oklahoma Tulsa, Oklahoma	$389M	+$45.9M	+13%	20.7%	88.7%	153	17.65%
1133	TFA 1133 Trinity Financial Advisors Columbus, Ohio	$389M	+$37.9M	+11%	12%	69.5%	97	10.31%
1134	SCA 1134 St. Clair Advisors Mayfield Hts, Ohio	$389M	+$12.9M	+3%	13.3%	64%	83	7.23%
1135	KFP 1135 Keystone Financial Planning Cleveland, Ohio	$388M	+$13.6M	+4%	2.16%	34.1%	42	11.9%
1136	TB 1136 Terril Brothers St. Louis, Missouri	$388M	+$22M	+6%	5.52%	94.4%	77	10.39%
1137	SC 1137 Stolper & Co Tulsa, Oklahoma	$387M	+$34.8M	+10%	8.91%	70.5%	98	13.27%
1138	BWM 1138 Baron Wealth Management Troy, Michigan	$386M	+$51.3M	+15%	15%	86.8%	326	21.17%
1139	IFA 1139 Independence Financial Advisors Franklin, New Hampshire	$386M	+$52.3M	+16%	11.8%	–	60	23.33%
1140	WCM 1140 Windsor Capital Management Phoenix, Arizona	$385M	+$29.9M	+8%	10.9%	46.1%	132	12.12%
1141	JWS 1141 Juncture Wealth Strategies Scottsdale, Arizona	$384M	+$85.2M	+28%	16.9%	71.5%	186	32.26%
1142	IAA 1142 Independence Asset Advisors Wynnewood,, Pennsylvania	$384M	+$107M	+39%	9.16%	–	27	18.52%
1143	C1AG 1143 Client 1st Advisory Group Dunedin, Florida	$384M	+$54.5M	+17%	12.2%	57.4%	152	12.5%
1144	HPM 1144 Hoxton Planning & Management Shepherdstown, West Virginia	$383M	+$50M	+15%	15.3%	70.1%	241	16.18%
1145	PFU 1145 Parus Finance (UK) London, United Kingdom	$383M	+$48.7M	+15%	42.6%	199%	38	5.26%
1146	CA 1146 Claris Advisors St. Louis, Missouri	$383M	+$48.8M	+15%	13%	65.7%	75	8%
1147	FAP 1147 Financial Advisory Partners Winter Park, Florida	$383M	+$29.1M	+8%	7.43%	46.7%	74	10.81%
1148	CWM 1148 Cherrydale Wealth Management Hoboken, New Jersey	$382M	+$58.5M	+18%	16.1%	72%	89	19.1%
1149	PCS 1149 Private Client Services Louisville, Kentucky	$381M	+$46.9M	+14%	14%	–	245	21.63%
1150	SWM 1150 Selective Wealth Management Forest, Virginia	$381M	+$43.7M	+13%	10.9%	62.6%	141	18.44%