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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, 3,082 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
1276	IPA 1276 Investment Planning Advisors Cumming, Georgia	$432M	+$68.6M	+19%	12.4%	–	121	14.88%
1277	GCA 1277 Gradient Capital Advisors San Diego, California	$432M	+$46M	+12%	14.4%	71%	185	7.57%
1278	BP 1278 BWM Planning The Woodlands, Texas	$431M	+$52.1M	+14%	10.4%	–	102	17.65%
1279	PWMG 1279 Private Wealth Management Group Princeton, New Jersey	$431M	+$50.2M	+13%	9.83%	–	1,526	11.21%
1280	BAM 1280 BOS Asset Management Springfield, Illinois	$431M	+$39.2M	+10%	13.9%	67.8%	223	18.83%
1281	WBC 1281 West Branch Capital Amherst, Massachusetts	$430M	+$56.8M	+15%	24.5%	139%	396	14.9%
1282	MSG 1282 Main Street Group Glen Allen, Virginia	$429M	+$88.8M	+26%	26.3%	–	932	14.38%
1283	NL 1283 Navalign LLC Encino, California	$429M	+$32.6M	+8%	9.39%	50.7%	139	13.67%
1284	T 1284 TrueFG Cedar Park, Texas	$428M	+$50.9M	+14%	12.7%	51.4%	77	10.39%
1285	SPWM 1285 Straight Path Wealth Management Jenison, Michigan	$428M	+$53.5M	+14%	13.6%	70.6%	146	15.07%
1286	BTD 1286 BankPlus Trust Department Jackson, Mississippi	$428M	+$53.2M	+14%	16%	–	492	9.76%
1287	VWM 1287 Vermillion Wealth Management Rosemount, Minnesota	$427M	+$172M	+67%	7.24%	–	2,561	78.72%
1288	PA 1288 Prairie Advisory Leawood, Kansas	$426M	–	–	16.8%	–	167	–
1289	LWA 1289 Lifelong Wealth Advisors Arden Hills, Minnesota	$426M	+$49.3M	+13%	13.2%	–	103	16.5%
1290	WMP 1290 Wealth Management Partners Tucson, Arizona	$425M	+$75.1M	+21%	36.4%	179%	160	11.88%
1291	SIC 1291 Sterling Investment Counsel Buffalo, New York	$425M	+$68M	+19%	17.7%	82.8%	207	10.14%
1292	RI 1292 Rinkey Investments San Diego, California	$425M	+$33.8M	+9%	8.89%	38.4%	137	15.33%
1293	SL 1293 SWMG LLC Fort Worth, Texas	$424M	+$74.3M	+21%	15.9%	61.3%	134	35.82%
1294	MAMA 1294 Myriad Asset Management Advisors West Palm Beach, Florida	$424M	+$84.4M	+25%	25.7%	–	67	56.72%
1295	MWP 1295 Meredith Wealth Planning Maryville, Illinois	$424M	+$54.6M	+15%	12.3%	66.3%	76	10.53%
1296	ACM 1296 Avalon Capital Management Port Of Redwood City, California	$423M	+$69.1M	+19%	16%	151%	143	23.78%
1297	WC 1297 Westwind Capital Las Cruces, New Mexico	$422M	+$5.64M	+1%	24.1%	78.1%	107	56.07%
1298	FA 1298 Fedenia Advisers Madison, Wisconsin	$421M	+$286M	+213%	62.1%	–	461	79.83%
1299	EFP 1299 EnRich Financial Partners Madison, Wisconsin	$421M	+$43.9M	+12%	10.4%	–	69	10.14%
1300	FIM 1300 Fruth Investment Management Houston, Texas	$421M	+$19.4M	+5%	12.3%	71%	236	8.47%