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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
1251	APW 1251 Acima Private Wealth Richmond, Virginia	$344M	+$25.7M	+8%	9.59%	45.2%	178	3.37%
1252	HCP 1252 Hamilton Capital Partners Atlanta, Georgia	$344M	+$23.9M	+7%	7.96%	–	42	52.38%
1253	QWM 1253 Quaker Wealth Management Moorestown, New Jersey	$344M	+$23.4M	+7%	9.33%	–	1,045	13.88%
1254	EC 1254 Eleva Capital Paris, France	$343M	$0	0%	3.51%	–	24	0%
1255	CP 1255 Capital Planning Bellevue, Washington	$343M	+$36M	+12%	16%	68.9%	91	13.19%
1256	PA 1256 PFW Advisors Atlanta, Georgia	$343M	+$25.1M	+8%	11.1%	–	131	15.27%
1257	NRW 1257 Nova R Wealth Overland Park, Kansas	$343M	+$29.4M	+9%	10.6%	54.5%	94	12.77%
1258	FS 1258 Ferguson Shapiro Decatur, Georgia	$342M	+$13.5M	+4%	9.52%	39.6%	111	42.34%
1259	OCWP 1259 Owl Creek Wealth Partners Denver, Colorado	$342M	+$61.1M	+22%	15.6%	–	1,360	14.12%
1260	WFC 1260 Western Financial Corp San Diego, California	$341M	+$86M	+34%	50.1%	260%	142	17.61%
1261	MCG 1261 McCollum Christoferson Group Amherst, New York	$341M	+$8.21M	+2%	10.4%	47.8%	86	17.44%
1262	HZ 1262 Hixon Zuercher Findlay, Ohio	$341M	+$19.7M	+6%	15.1%	87.5%	90	7.78%
1263	AWM 1263 Act Wealth Management Plano, Texas	$340M	+$42.5M	+14%	11.8%	66.7%	65	6.15%
1264	WF 1264 Warner Financial Bethesda, Maryland	$340M	+$48.5M	+17%	14%	62.1%	146	8.22%
1265	GFG 1265 Greenbush Financial Group Albany, New York	$340M	+$38M	+13%	14.1%	–	40	22.5%
1266	HOWA 1266 Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$340M	+$25M	+8%	11.9%	–	112	44.64%
1267	RSA 1267 River Street Advisors Aurora, Illinois	$340M	+$43.6M	+15%	15.2%	88.8%	188	14.36%
1268	EWA 1268 Etesian Wealth Advisors West Linn, Oregon	$338M	+$24.9M	+8%	9.21%	54.8%	143	4.9%
1269	SJL 1269 Shayne & Jacobs LLC Nashville, Tennessee	$337M	+$13.6M	+4%	8.98%	73.4%	101	6.93%
1270	AWM 1270 Ameliora Wealth Management Zurich, Switzerland	$337M	+$23.2M	+7%	10.2%	70.1%	244	11.07%
1271	BI 1271 BFI Infinity Zurich, Switzerland	$337M	+$146M	+76%	14.2%	–	73	26.03%
1272	RFP 1272 Roth Financial Partners Kingwood, Texas	$336M	+$43.4M	+15%	11.7%	54.3%	33	6.06%
1273	SCI 1273 Silver Coast Investments San Diego, United States	$336M	+$22.5M	+7%	8.65%	–	127	11.02%
1274	ATC 1274 Adirondack Trust Company Saratoga Springs, New York	$336M	+$38M	+13%	16.7%	84.9%	576	8.68%
1275	SIM 1275 Seaview Investment Managers Miami, Florida	$335M	+$57.4M	+21%	33.6%	148%	94	23.4%