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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
1301	FWP 1301 Family Wealth Partners Matthews, North Carolina	$326M	+$33M	+11%	10.7%	–	125	28.8%
1302	WAG 1302 Wilkerson Advisory Group Columbia, Missouri	$326M	+$34.6M	+12%	12.6%	–	659	12.29%
1303	BCIM 1303 Bishop & Co Investment Management Erie, Pennsylvania	$325M	+$33.3M	+11%	11.1%	47.6%	26	0%
1304	LCM 1304 Lazari Capital Management Woodland Hills, California	$325M	+$37.2M	+13%	18.4%	124%	198	16.67%
1305	WMR 1305 Wealth Management Resources Smithfield, Rhode Island	$324M	+$36.9M	+13%	9.02%	36.5%	31	9.68%
1306	IRAG 1306 Investment Research & Advisory Group Atlanta, Georgia	$324M	+$37.6M	+13%	14.7%	88.6%	325	18.15%
1307	HAG 1307 HF Advisory Group Annapolis, Maryland	$323M	+$30M	+10%	8.78%	64.2%	174	8.05%
1308	SIM 1308 Sims Investment Management Cincinnati, Ohio	$323M	+$51.3M	+19%	16.1%	–	184	80.98%
1309	NWMG 1309 National Wealth Management Group Cincinnati, Ohio	$323M	+$54.9M	+20%	22.9%	123%	247	21.46%
1310	WFS 1310 Walker Financial Services Bowling Green, Kentucky	$323M	+$31M	+11%	4.99%	18.9%	48	16.67%
1311	ILI 1311 Invesco LLC (Illinois) Des Plaines, Illinois	$323M	+$37.7M	+13%	19.8%	113%	138	7.97%
1312	SG 1312 Sharper & Granite El Segundo, California	$323M	+$30M	+10%	11%	47.1%	109	1.83%
1313	QFPS 1313 Quantum Financial Planning Services Spokane, Washington	$323M	+$44.2M	+16%	9.78%	–	62	20.97%
1314	NAG 1314 Northstar Advisory Group Northfield, New Jersey	$322M	+$53.9M	+20%	14.4%	141%	137	29.2%
1315	AA 1315 AJ Advisors Nashville, Tennessee	$322M	+$52.3M	+19%	15%	59.8%	38	15.79%
1316	MA 1316 MKT Advisors Escondido, California	$322M	+$23.5M	+8%	9.2%	49.2%	168	14.29%
1317	SA 1317 Sonoma Allocations Santa Rosa, California	$322M	+$32.1M	+11%	13.5%	–	161	36.65%
1318	RIA 1318 Realta Investment Advisors Wilmington, Delaware	$322M	+$33.5M	+12%	19.3%	126%	421	23.04%
1319	LJHT 1319 Laurie J. Hall Trustee	$322M	+$38.2M	+13%	24%	96%	107	6.54%
1320	FBT 1320 First Bankers Trust Louisville, Kentucky	$321M	+$25.1M	+8%	13.3%	78.9%	158	10.76%
1321	RAM 1321 RJA Asset Management Stamford, Connecticut	$321M	+$49.1M	+18%	20.1%	80.2%	4	0%
1322	TCP 1322 TMB Capital Partners Little Rock, Arkansas	$321M	+$23.2M	+8%	8.8%	–	189	13.23%
1323	LCM 1323 Leisure Capital Management Costa Mesa, California	$320M	+$34.7M	+12%	21%	98%	162	8.02%
1324	BWM 1324 Biltmore Wealth Management Tempe, Arizona	$320M	+$39.2M	+14%	9.94%	55.6%	65	18.46%
1325	BMCM 1325 Burns Matteson Capital Management Corning, New York	$320M	+$46.7M	+17%	32.5%	144%	262	55.34%