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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, 3,058 funds (~35%) 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
1226	WG 1226 Watchman Group Plano, Texas	$447M	+$34.2M	+8%	9.51%	52.9%	78	12.82%
1227	SCS 1227 Syquant Capital SAS Paris, France	$447M	-$193M	-30%	0.4%	176%	48	37.5%
1228	BWM 1228 Brown Wealth Management Naperville, Illinois	$447M	+$57.9M	+15%	10.4%	44.4%	139	20.14%
1229	FFM 1229 Flagstone Financial Management Lincoln, Nebraska	$447M	+$44.3M	+11%	9.29%	43.9%	77	7.79%
1230	FWA 1230 Flagship Wealth Advisors Wakefield, Massachusetts	$447M	+$214M	+92%	15.5%	–	518	38.8%
1231	WEG 1231 World Equity Group Schaumburg, Illinois	$447M	+$60.5M	+16%	18.2%	99%	431	27.61%
1232	UB 1232 Umpqua Bank Lake Oswego, Oregon	$446M	+$95.6M	+27%	18.6%	–	167	7.78%
1233	HPCM 1233 Hunter Perkins Capital Management Lombard, Illinois	$446M	+$19M	+4%	7.83%	58%	156	11.54%
1234	LWPC 1234 Legacy Wealth Partners (Colorado) Lakewood, Colorado	$445M	+$46.3M	+12%	10.5%	–	209	25.36%
1235	SC 1235 Searle & Co Greenwich, Connecticut	$445M	+$47.4M	+12%	22.8%	93.8%	209	14.35%
1236	CFS 1236 CGC Financial Services Lake Oswego, Oregon	$445M	+$98.6M	+28%	9.28%	41.1%	347	7.49%
1237	UWM 1237 United Wealth Management Charlottesville, Virginia	$444M	+$42.1M	+10%	9.74%	–	24	0%
1238	AWM 1238 Accel Wealth Management Waverly, Iowa	$444M	+$61M	+16%	18.7%	77.4%	317	12.3%
1239	DWAM 1239 Duncan Williams Asset Management Memphis, Tennessee	$444M	+$82.9M	+23%	14.2%	–	177	15.82%
1240	TA 1240 TrueWealth Advisors Birmingham, Alabama	$444M	+$46M	+12%	12.8%	58.5%	248	11.29%
1241	BIP 1241 Bouvel Investment Partners Phoenixville, Pennsylvania	$442M	+$97.7M	+28%	44%	187%	95	29.47%
1242	FPTW 1242 Franklin, Parlapiano, Turner & Welch Houston, Texas	$442M	+$22.6M	+5%	7.51%	41.6%	57	7.02%
1243	HH 1243 HWG Holdings Houston, Texas	$442M	+$57.7M	+15%	23.1%	–	64	45.31%
1244	CPWA 1244 Cerro Pacific Wealth Advisors San Luis Obispo, California	$442M	+$61M	+16%	17.1%	–	173	12.72%
1245	SAM 1245 Sagewood Asset Management New York	$442M	+$123M	+38%	18.6%	–	460	32.83%
1246	DA 1246 Doliver Advisors Houston, Texas	$442M	+$2.02M	+0.5%	5.39%	81%	196	10.71%
1247	EC 1247 EdgeRock Capital Denver, Colorado	$441M	+$71.8M	+19%	15.9%	71.3%	142	16.9%
1248	PTB 1248 Pioneer Trust Bank Salem, Oregon	$441M	+$29M	+7%	11.1%	61.4%	90	11.11%
1249	MBFW 1249 Morton Brown Family Wealth Allentown, Pennsylvania	$441M	+$62.7M	+17%	11%	50%	424	33.02%
1250	NCM 1250 New Capital Management Houston, Texas	$439M	+$33.4M	+8%	8.19%	49.4%	61	4.92%