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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
1151	CWA 1151 CJM Wealth Advisers Falls Church, Virginia	$381M	+$52.6M	+16%	16.7%	71.5%	79	10.13%
1152	AAMA 1152 Advanced Asset Management Advisors Dublin, Ohio	$380M	+$18M	+5%	13.4%	82.5%	85	7.06%
1153	SWA 1153 ShankerValleau Wealth Advisors Skokie, Illinois	$380M	+$24.7M	+7%	7.72%	56.3%	40	2.5%
1154	CW 1154 Cabot-Wellington Boston, Massachusetts	$380M	+$41.5M	+12%	14.1%	65%	5	0%
1155	CMP 1155 Courage Miller Partners Norfolk, Virginia	$379M	+$24.8M	+7%	8.34%	40.3%	92	5.43%
1156	CFCI 1156 Comprehensive Financial Consultants Institutional Bloomington, Indiana	$378M	+$41.5M	+12%	12.8%	70.2%	215	14.88%
1157	SWM 1157 Shakespeare Wealth Management Pewaukee, Wisconsin	$378M	-$44.7M	-11%	11.6%	49.6%	110	39.09%
1158	FA 1158 FC Advisory West Chester, Pennsylvania	$378M	+$35.1M	+10%	10.5%	42.9%	119	4.2%
1159	VWA 1159 VSM Wealth Advisory Hunt Valley, Maryland	$376M	+$41.6M	+12%	13.3%	–	536	11.19%
1160	BW 1160 Balance Wealth Delaware, Ohio	$376M	+$53.9M	+17%	14%	–	179	24.58%
1161	KPP 1161 Kings Path Partners Sugar Land, Texas	$376M	+$90.5M	+32%	9.57%	–	379	29.29%
1162	SBF 1162 Sara-Bay Financial Sarasota, Florida	$375M	+$42.9M	+13%	24.8%	231%	93	19.35%
1163	WIC 1163 WealthBridge Investment Counsel Calgary, Alberta, Canada	$375M	+$47M	+14%	22.4%	92.5%	44	4.55%
1164	LI 1164 LifeWealth Investments Winter Garden, Florida	$374M	+$39.1M	+12%	10.3%	–	158	24.68%
1165	CIA 1165 Cape Investment Advisory Mcdonough, Georgia	$374M	+$73.4M	+24%	14.3%	65.2%	1,449	84.33%
1166	PWM 1166 Penobscot Wealth Management Portland, Maine	$374M	+$35.5M	+10%	10.9%	50.5%	119	11.76%
1167	FF 1167 Friday Financial Dubuque, Iowa	$373M	+$83.2M	+29%	12.3%	–	110	17.27%
1168	HKIMG 1168 Hutchens & Kramer Investment Management Group Carmel, Indiana	$373M	+$56.7M	+18%	14.6%	84.6%	172	20.35%
1169	OFW 1169 Omnia Family Wealth Aventura, Florida	$373M	+$55.8M	+18%	11.8%	80.6%	108	21.3%
1170	AB 1170 Atlas Brown Louisville, Kentucky	$372M	+$40.3M	+12%	18.1%	102%	242	8.68%
1171	HAM 1171 Harmony Asset Management Scottsdale, Arizona	$372M	+$45.2M	+14%	21.1%	–	214	14.95%
1172	KA 1172 Kooman & Associates Altoona, Pennsylvania	$372M	+$37M	+11%	12%	59.9%	60	23.33%
1173	VC 1173 Veery Capital Wilmington, Delaware	$372M	+$46.2M	+14%	13.6%	57.1%	109	20.18%
1174	LAM 1174 Lifestyle Asset Management Friendswood, Texas	$372M	+$65.9M	+22%	18.3%	82.6%	146	19.86%
1175	AIM 1175 Aspen Investment Management Grand Rapids, Michigan	$372M	+$45.4M	+14%	18.3%	84.9%	189	10.58%