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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
1201	DWM 1201 Darwin Wealth Management Tampa, Florida	$365M	+$44.2M	+14%	14.3%	56.8%	794	10.45%
1202	EFG 1202 Elevated Financial Group Indianapolis, Indiana	$365M	+$57.3M	+19%	17.9%	–	146	22.6%
1203	KIC 1203 Keating Investment Counselors Delray Beach, Florida	$364M	-$39.6M	-10%	6.71%	43.7%	63	12.7%
1204	SFMG 1204 Sage Financial Management Group Mclean, Virginia	$364M	+$38.6M	+12%	9.51%	47.3%	62	9.68%
1205	GC 1205 GFG Capital Miami, Florida	$363M	+$50.4M	+16%	36%	128%	105	20.95%
1206	RBCM 1206 Raub Brock Capital Management Larkspur, California	$363M	-$31.7M	-8%	11.5%	56.3%	50	24%
1207	PWM 1207 Purus Wealth Management Newport Beach, California	$363M	+$49.6M	+16%	23.9%	156%	175	12.57%
1208	WMA 1208 Wealth Management Associates Cherry Hill, New Jersey	$362M	+$72.8M	+25%	14.9%	111%	268	17.91%
1209	SFS 1209 Solitude Financial Services Charlottesville, Virginia	$361M	+$23.1M	+7%	8.81%	55.4%	42	7.14%
1210	HP 1210 HT Partners Centerbrook, Connecticut	$361M	+$30.9M	+9%	13.6%	63.1%	56	7.14%
1211	WWM 1211 WT Wealth Management Scottsdale, Arizona	$361M	+$24.7M	+7%	12.3%	66.6%	155	21.94%
1212	DFG 1212 Demars Financial Group Spokane Valley, Washington	$361M	+$57.2M	+19%	13.8%	60.9%	126	28.57%
1213	MS 1213 Madden Securities Dallas, Texas	$360M	+$27.4M	+8%	12.9%	92.2%	126	16.67%
1214	BWIA 1214 Bryant Woods Investment Advisors Getzville, New York	$360M	+$87.8M	+32%	15.6%	66.3%	88	37.5%
1215	MAG 1215 Members Advisory Group Williamsville, New York	$358M	+$66.7M	+23%	27.2%	70.6%	51	47.06%
1216	BC 1216 Barrett & Company Providence, Rhode Island	$357M	+$66.6M	+23%	13.2%	74.8%	729	13.72%
1217	GWMT 1217 Guardian Wealth Management (Tennessee) Chattanooga, Tennessee	$357M	+$27.1M	+8%	8.13%	–	31	6.45%
1218	CCA 1218 Cora Capital Advisors Marlton, New Jersey	$356M	+$54.2M	+18%	18.6%	70.5%	154	18.83%
1219	NAH 1219 Neumann Advisory (HK) Central, Hong Kong	$356M	+$38.4M	+12%	14.3%	88.4%	6	0%
1220	EC 1220 Eaton-Cambridge Phoenix, Arizona	$356M	+$36.2M	+11%	9.8%	–	73	27.4%
1221	GPW 1221 Genesis Private Wealth Ashburn, Virginia	$356M	+$38.1M	+12%	9.61%	–	202	14.85%
1222	HLCM 1222 Hi-Line Capital Management Watertown, South Dakota	$355M	+$37.3M	+12%	3.31%	57.5%	36	22.22%
1223	RA 1223 Rise Advisors Rochester, New York	$355M	+$71.6M	+25%	13.4%	58.9%	103	8.74%
1224	OWCM 1224 One Wealth Capital Management Scottsdale, Arizona	$355M	+$126M	+55%	13.3%	–	232	49.57%
1225	WPW 1225 Watershed Private Wealth Oak Brook, Illinois	$355M	+$34.4M	+11%	14.2%	71.4%	125	15.2%