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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
1251	ASW 1251 Astoria Strategic Wealth Conroe, Texas	$438M	+$43.9M	+11%	10.1%	42.1%	38	7.89%
1252	CNC 1252 Citizens & Northern Corp Wellsboro, Pennsylvania	$438M	+$36.7M	+9%	14.8%	73.3%	128	15.63%
1253	FW 1253 Fairway Wealth Independence, Ohio	$437M	+$58.4M	+15%	12.8%	–	258	33.72%
1254	SIS 1254 Strategic Investment Solutions Orland Park, Illinois	$437M	+$23.3M	+6%	15.3%	–	759	16.21%
1255	CSB 1255 City State Bank Norwalk, Iowa	$436M	+$51.1M	+13%	19.8%	72.5%	821	5.97%
1256	BCM 1256 Boltwood Capital Management Walnut Creek, California	$436M	+$44.3M	+11%	13.4%	56.3%	195	7.18%
1257	PP 1257 Prosperity Planning Kansas City, Missouri	$436M	+$41.6M	+11%	7.89%	40.5%	120	8.33%
1258	MCM 1258 Monarch Capital Management Fort Wayne, Indiana	$436M	+$27.6M	+7%	12.9%	65%	132	5.3%
1259	BFS 1259 Bare Financial Services Gap, Pennsylvania	$436M	+$57.5M	+15%	11.3%	–	1,946	19.42%
1260	PFM 1260 Peak Financial Management Wellesley, Massachusetts	$436M	+$41.6M	+11%	10.3%	51.8%	120	21.67%
1261	OCPWS 1261 One Charles Private Wealth Services Hingham, Massachusetts	$434M	+$34.8M	+9%	11.8%	99.7%	180	13.89%
1262	BHWM 1262 Bay Harbor Wealth Management Hunt Valley, Maryland	$434M	+$47.9M	+12%	12.1%	47.9%	1,354	8.57%
1263	CCMI 1263 Creative Capital Management Investments San Diego, California	$433M	+$85M	+24%	10.2%	50.7%	1,463	79.56%
1264	IPW 1264 Intergy Private Wealth Colorado Springs, Colorado	$433M	+$92M	+27%	15.6%	67.6%	151	21.19%
1265	IPA 1265 Investment Planning Advisors Cumming, Georgia	$432M	+$68.6M	+19%	12.4%	–	121	14.88%
1266	GCA 1266 Gradient Capital Advisors San Diego, California	$432M	+$46M	+12%	14.4%	71%	185	7.57%
1267	BP 1267 BWM Planning The Woodlands, Texas	$431M	+$52.1M	+14%	10.4%	–	102	17.65%
1268	PWMG 1268 Private Wealth Management Group Princeton, New Jersey	$431M	+$50.2M	+13%	9.83%	–	1,526	11.21%
1269	BAM 1269 BOS Asset Management Springfield, Illinois	$431M	+$39.2M	+10%	13.9%	67.8%	223	18.83%
1270	WBC 1270 West Branch Capital Amherst, Massachusetts	$430M	+$56.8M	+15%	24.5%	139%	396	14.9%
1271	MSG 1271 Main Street Group Glen Allen, Virginia	$429M	+$88.8M	+26%	26.3%	–	932	14.38%
1272	NL 1272 Navalign LLC Encino, California	$429M	+$32.6M	+8%	9.39%	50.7%	139	13.67%
1273	T 1273 TrueFG Cedar Park, Texas	$428M	+$50.9M	+14%	12.7%	51.4%	77	10.39%
1274	SPWM 1274 Straight Path Wealth Management Jenison, Michigan	$428M	+$53.5M	+14%	13.6%	70.6%	146	15.07%
1275	BTD 1275 BankPlus Trust Department Jackson, Mississippi	$428M	+$53.2M	+14%	16%	–	492	9.76%