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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
1276	AWS 1276 Arkfeld Wealth Strategies Omaha, Nebraska	$334M	+$18.3M	+6%	8.32%	83.9%	124	11.29%
1277	HJIM 1277 Henry James International Management New York	$334M	+$56.9M	+21%	27.8%	123%	99	13.13%
1278	EWP 1278 Elevation Wealth Partners Santa Rosa, California	$334M	+$54.7M	+20%	14.8%	63.7%	1,366	25.77%
1279	CP 1279 Canopy Partners Cincinnati, Ohio	$332M	+$41M	+14%	19.2%	–	274	17.15%
1280	IWM 1280 Iams Wealth Management Omaha, Nebraska	$332M	+$45.3M	+16%	10.9%	51.3%	205	16.59%
1281	PAM 1281 Prodigy Asset Management Omaha, Nebraska	$332M	+$32.5M	+11%	8.53%	–	32	21.88%
1282	PP 1282 Pacifica Partners Surrey, Canada	$332M	+$30.4M	+10%	23.7%	123%	456	8.55%
1283	LKBC 1283 L.K. Benson & Company Baltimore, Maryland	$332M	+$29M	+10%	15.6%	–	120	10%
1284	FWMP 1284 Foundation Wealth Management (Pennsylvania) Media, Pennsylvania	$331M	+$47.8M	+17%	10%	–	106	15.09%
1285	FA 1285 Flagstar Advisors New York	$331M	+$55M	+20%	32%	77.9%	184	9.24%
1286	NFGCM 1286 Norman Fields Gottscho Capital Management New York	$330M	+$27.6M	+9%	17.6%	94%	66	4.55%
1287	MIM 1287 Montgomery Investment Management Rockville, Maryland	$330M	+$36.4M	+12%	15.5%	98.4%	108	4.63%
1288	BFA 1288 Buttonwood Financial Advisors Baltimore, Maryland	$329M	+$29.9M	+10%	13.2%	66.3%	112	5.36%
1289	OFG 1289 Omega Financial Group Santa Barbara, California	$329M	+$21M	+7%	11.9%	45.2%	105	17.14%
1290	EWA 1290 Encompass Wealth Advisors Portland, Oregon	$328M	+$41.1M	+14%	16.6%	63.2%	113	15.04%
1291	KWM 1291 Kaydan Wealth Management Fenton, Michigan	$328M	+$29.1M	+10%	12.2%	57.8%	118	10.17%
1292	JAM 1292 JCIC Asset Management Toronto, Ontario, Canada	$326M	$0	0%	9.06%	–	113	0%
1293	CIM 1293 Capital Investment Management Lees Summit, Missouri	$326M	+$35.2M	+12%	11.3%	–	139	15.11%
1294	VWM 1294 Vigilare Wealth Management Scottsdale, Arizona	$326M	+$30.3M	+10%	9.28%	56.9%	130	21.54%
1295	RFA 1295 Register Financial Advisors Atlanta, Georgia	$326M	+$55.5M	+21%	27.2%	126%	438	14.38%
1296	HWM 1296 Hassell Wealth Management Houma, Louisiana	$326M	+$28M	+9%	8.97%	46.3%	29	3.45%
1297	APW 1297 Aventura Private Wealth Aventura, Florida	$326M	+$52.5M	+19%	24.2%	–	1,021	15.48%
1298	FWM 1298 Forza Wealth Management Sarasota, Florida	$326M	+$38.5M	+13%	11.3%	65.6%	198	7.07%
1299	SPG 1299 Snow Phipps Group New York	$326M	+$8.27M	+3%	2.58%	89.2%	2	0%
1300	NPI 1300 New Perspectives Inc Ridgeland, Mississippi	$326M	+$37.1M	+13%	10.2%	–	50	14%