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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
1201	HFA 1201 Highland Financial Advisors Wayne, New Jersey	$455M	+$75.9M	+20%	13.9%	63.3%	75	13.33%
1202	IIA 1202 Integral Investment Advisors Turlock, California	$454M	+$52.1M	+13%	14.1%	60%	184	7.07%
1203	FDS 1203 Freedom Day Solutions Houston, Texas	$452M	+$79.3M	+21%	11.2%	84.6%	137	32.12%
1204	LL 1204 LPWM LLC Minneapolis, Minnesota	$451M	+$54.4M	+14%	11.9%	54.3%	101	9.9%
1205	KFG 1205 Kelly Financial Group Wethersfield, Connecticut	$450M	+$52.4M	+13%	9.91%	–	111	13.51%
1206	DI 1206 Diligent Investors Redlands, California	$449M	+$45.3M	+11%	16.3%	71.9%	370	10%
1207	HFM 1207 Hartford Financial Management Hartford, Connecticut	$448M	+$55.8M	+14%	18.5%	79.6%	360	7.5%
1208	WSWA 1208 Warren Street Wealth Advisors Newport Beach, California	$448M	+$55.2M	+14%	13.3%	75.7%	165	27.27%
1209	WC 1209 Wealthspring Capital West Harrison, New York	$448M	+$26.3M	+6%	2.94%	24.1%	260	45%
1210	LFA 1210 Level Financial Advisors East Amherst, New York	$448M	+$55.5M	+14%	9.66%	41.5%	97	7.22%
1211	WG 1211 Watchman Group Plano, Texas	$447M	+$34.2M	+8%	9.51%	52.9%	78	12.82%
1212	SCS 1212 Syquant Capital SAS Paris, France	$447M	-$193M	-30%	0.4%	176%	48	37.5%
1213	BWM 1213 Brown Wealth Management Naperville, Illinois	$447M	+$57.9M	+15%	10.4%	44.4%	139	20.14%
1214	FFM 1214 Flagstone Financial Management Lincoln, Nebraska	$447M	+$44.3M	+11%	9.29%	43.9%	77	7.79%
1215	FWA 1215 Flagship Wealth Advisors Wakefield, Massachusetts	$447M	+$214M	+92%	15.5%	–	518	38.8%
1216	WEG 1216 World Equity Group Schaumburg, Illinois	$447M	+$60.5M	+16%	18.2%	99%	431	27.61%
1217	UB 1217 Umpqua Bank Lake Oswego, Oregon	$446M	+$95.6M	+27%	18.6%	–	167	7.78%
1218	HPCM 1218 Hunter Perkins Capital Management Lombard, Illinois	$446M	+$19M	+4%	7.83%	58%	156	11.54%
1219	LWPC 1219 Legacy Wealth Partners (Colorado) Lakewood, Colorado	$445M	+$46.3M	+12%	10.5%	–	209	25.36%
1220	SC 1220 Searle & Co Greenwich, Connecticut	$445M	+$47.4M	+12%	22.8%	93.8%	209	14.35%
1221	CFS 1221 CGC Financial Services Lake Oswego, Oregon	$445M	+$98.6M	+28%	9.28%	41.1%	347	7.49%
1222	UWM 1222 United Wealth Management Charlottesville, Virginia	$444M	+$42.1M	+10%	9.74%	–	24	0%
1223	AWM 1223 Accel Wealth Management Waverly, Iowa	$444M	+$61M	+16%	18.7%	77.4%	317	12.3%
1224	DWAM 1224 Duncan Williams Asset Management Memphis, Tennessee	$444M	+$82.9M	+23%	14.2%	–	177	15.82%
1225	TA 1225 TrueWealth Advisors Birmingham, Alabama	$444M	+$46M	+12%	12.8%	58.5%	248	11.29%