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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, 3,026 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
1176	WH 1176 Whitcomb & Hess Ashland, Ohio	$463M	+$34.2M	+8%	7.3%	49%	68	8.82%
1177	GOCP 1177 Great Oak Capital Partners South Easton, Massachusetts	$463M	+$32.9M	+8%	9.35%	–	48	8.33%
1178	ESB 1178 Essex Savings Bank Essex, Connecticut	$462M	+$10.4M	+2%	14.4%	84.5%	333	12.91%
1179	PFM 1179 Patton Fund Management Dallas, Texas	$462M	-$126M	-21%	35.4%	188%	489	82.62%
1180	UCI 1180 Uncommon Cents Investing Janesville, Wisconsin	$461M	+$30.5M	+7%	8.91%	83.8%	218	5.96%
1181	HIP 1181 Harrell Investment Partners Austin, Texas	$461M	+$42.2M	+10%	15.9%	105%	153	11.76%
1182	GIM 1182 Generali Investments Management Ljubljana, Slovenia	$460M	+$30.4M	+7%	16.5%	–	168	5.95%
1183	DC 1183 DeDora Capital Napa, California	$460M	+$52.3M	+13%	15%	81.7%	136	14.71%
1184	RAG 1184 RIA Advisory Group Des Moines, Iowa	$460M	+$38.9M	+9%	9.17%	–	168	22.02%
1185	AM 1185 Atwater Malick Lancaster, Pennsylvania	$459M	+$88.9M	+24%	16.3%	79.1%	131	24.43%
1186	RFN 1186 RDA Financial Network Akron, Iowa	$459M	+$59.1M	+15%	16.5%	82.1%	303	15.51%
1187	PWS 1187 Peterson Wealth Services South Ogden, Utah	$459M	+$54M	+13%	19.4%	153%	246	13.01%
1188	GAA 1188 Global Assets Advisory Orlando, Florida	$458M	+$109M	+31%	17%	82.6%	594	65.49%
1189	AFA 1189 AllGen Financial Advisors Orlando, Florida	$458M	+$36.5M	+9%	8.15%	39.7%	43	23.26%
1190	SA 1190 Strategic Advisors New York	$457M	-$145M	-24%	14.2%	87.3%	196	22.96%
1191	WP 1191 Westmount Partners Los Angeles, California	$457M	+$50.8M	+13%	18.6%	101%	303	22.11%
1192	APWA 1192 Atlas Private Wealth Advisors Matawan, New Jersey	$457M	+$32.1M	+8%	13.4%	51.6%	144	11.81%
1193	CCM 1193 Carmel Capital Management Carmel, California	$456M	+$107M	+31%	41.1%	265%	29	17.24%
1194	CIC 1194 Canal Insurance Company Greenville, South Carolina	$456M	-$9.1M	-2%	11.9%	103%	79	7.59%
1195	CCM 1195 Carderock Capital Management Chevy Chase, Maryland	$456M	+$51M	+13%	22.8%	88.6%	76	15.79%
1196	LWAM 1196 Legacy Wealth Asset Management Woodbury, Minnesota	$456M	+$44.7M	+11%	22.4%	102%	405	13.83%
1197	CL 1197 CLG LLC Long Beach, California	$455M	+$52.7M	+13%	12.3%	–	159	17.61%
1198	WMA 1198 West Michigan Advisors Holland, Michigan	$455M	$0	0%	11.2%	69%	297	0%
1199	CFO 1199 Colony Family Offices Charlotte, North Carolina	$455M	+$49.5M	+12%	11.2%	49.6%	62	1.61%
1200	MC 1200 Miramar Capital Northbrook, Illinois	$455M	+$5.76M	+1%	2.19%	47.3%	60	11.67%