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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
1301	TWD 1301 True Wealth Design Akron, Ohio	$420M	+$60M	+17%	11.5%	53%	2,944	18.14%
1302	EPP 1302 ETF Portfolio Partners Leawood, Kansas	$420M	+$39.7M	+10%	10.8%	44.3%	72	8.33%
1303	AWM 1303 Atticus Wealth Management Palm Beach Gardens, Florida	$420M	+$51.2M	+14%	14.4%	63.8%	190	11.58%
1304	XWM 1304 Xcel Wealth Management Holly Hill, Florida	$419M	+$57.5M	+16%	22.1%	93.7%	147	14.29%
1305	SB 1305 Sunflower Bank Dallas, Texas	$418M	+$26M	+7%	15.6%	42.7%	168	13.1%
1306	NECFA 1306 New England Capital Financial Advisors Meriden, Connecticut	$418M	+$53M	+15%	8.36%	55.6%	448	8.93%
1307	CWM 1307 Centurion Wealth Management Mclean, Virginia	$418M	-$25.6M	-6%	13.6%	–	330	18.48%
1308	SCM 1308 Seascape Capital Management Portsmouth, New Hampshire	$417M	+$70M	+20%	25.8%	111%	100	13%
1309	EWM 1309 EPG Wealth Management Atlanta, Georgia	$417M	+$48.6M	+13%	20.6%	96%	344	14.53%
1310	AP 1310 Anchyra Partners Atlanta, Georgia	$416M	+$86.9M	+26%	28.1%	–	373	32.44%
1311	RWM 1311 Revisor Wealth Management Akron, Ohio	$416M	+$54.1M	+15%	15.2%	62.8%	392	21.94%
1312	CWM 1312 Capital Wealth Management W. Warwick, Rhode Island	$416M	+$46.3M	+13%	9.17%	46.7%	39	12.82%
1313	BWM 1313 BigSur Wealth Management Miami, Florida	$415M	+$59M	+17%	13.8%	83.1%	178	13.48%
1314	SIMC 1314 Squire Investment Management Company Orem, Utah	$415M	+$55.5M	+15%	11.5%	–	89	14.61%
1315	KPWG 1315 KFA Private Wealth Group Tysons, Virginia	$415M	-$1.4M	-0.3%	14.2%	57.5%	176	23.86%
1316	OP 1316 Oldfield Partners London, United Kingdom	$415M	+$21.5M	+5%	13.2%	90.3%	19	10.53%
1317	PWMG 1317 Pioneer Wealth Management Group Austin, Texas	$414M	+$57.4M	+16%	8.43%	–	55	9.09%
1318	CGFA 1318 Colton Groome Financial Advisors Asheville, North Carolina	$414M	+$62.4M	+18%	11.6%	59.3%	168	20.83%
1319	RBWA 1319 RFG - Bristol Wealth Advisors Taunton, Massachusetts	$414M	+$43M	+12%	13.1%	–	195	11.28%
1320	HCM 1320 Hudson Capital Management Ramsey, New Jersey	$414M	+$26.7M	+7%	9.09%	61.6%	79	11.39%
1321	VR 1321 Vision Retirement Ridgewood, New Jersey	$414M	+$62.1M	+18%	22.4%	–	696	17.67%
1322	BWM 1322 BNC Wealth Management Beaverton, Oregon	$414M	+$53.2M	+15%	29.4%	193%	121	24.79%
1323	CFP 1323 Cypress Financial Planning Haddon Heights, New Jersey	$413M	+$50.3M	+14%	8.13%	37.9%	118	23.73%
1324	MP 1324 McDonald Partners Cleveland, Ohio	$412M	-$12.3M	-3%	14.5%	90.7%	624	67.15%
1325	PA 1325 Prism Advisors Studio City, California	$412M	+$37M	+10%	11.2%	49.9%	81	12.35%