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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, 3,114 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
1326	SCM 1326 Seascape Capital Management Portsmouth, New Hampshire	$417M	+$70M	+20%	25.8%	111%	100	13%
1327	EWM 1327 EPG Wealth Management Atlanta, Georgia	$417M	+$48.6M	+13%	20.6%	96%	344	14.53%
1328	AP 1328 Anchyra Partners Atlanta, Georgia	$416M	+$86.9M	+26%	28.1%	–	373	32.44%
1329	RWM 1329 Revisor Wealth Management Akron, Ohio	$416M	+$54.1M	+15%	15.2%	62.8%	392	21.94%
1330	CWM 1330 Capital Wealth Management W. Warwick, Rhode Island	$416M	+$46.3M	+13%	9.17%	46.7%	39	12.82%
1331	PWP 1331 Prasad Wealth Partners Independence, Ohio	$416M	+$48.2M	+13%	14.2%	–	167	16.77%
1332	BWM 1332 BigSur Wealth Management Miami, Florida	$415M	+$59M	+17%	13.8%	83.1%	178	13.48%
1333	SIMC 1333 Squire Investment Management Company Orem, Utah	$415M	+$55.5M	+15%	11.5%	–	89	14.61%
1334	KPWG 1334 KFA Private Wealth Group Tysons, Virginia	$415M	-$1.4M	-0.3%	14.2%	57.5%	176	23.86%
1335	OP 1335 Oldfield Partners London, United Kingdom	$415M	+$21.5M	+5%	13.2%	90.3%	19	10.53%
1336	PWMG 1336 Pioneer Wealth Management Group Austin, Texas	$414M	+$57.4M	+16%	8.43%	–	55	9.09%
1337	CGFA 1337 Colton Groome Financial Advisors Asheville, North Carolina	$414M	+$62.4M	+18%	11.6%	59.3%	168	20.83%
1338	RBWA 1338 RFG - Bristol Wealth Advisors Taunton, Massachusetts	$414M	+$43M	+12%	13.1%	–	195	11.28%
1339	HCM 1339 Hudson Capital Management Ramsey, New Jersey	$414M	+$26.7M	+7%	9.09%	61.6%	79	11.39%
1340	VR 1340 Vision Retirement Ridgewood, New Jersey	$414M	+$62.1M	+18%	22.4%	–	696	17.67%
1341	BWM 1341 BNC Wealth Management Beaverton, Oregon	$414M	+$53.2M	+15%	29.4%	193%	121	24.79%
1342	CFP 1342 Cypress Financial Planning Haddon Heights, New Jersey	$413M	+$50.3M	+14%	8.13%	37.9%	118	23.73%
1343	MP 1343 McDonald Partners Cleveland, Ohio	$412M	-$12.3M	-3%	14.5%	90.7%	624	67.15%
1344	PA 1344 Prism Advisors Studio City, California	$412M	+$37M	+10%	11.2%	49.9%	81	12.35%
1345	FP 1345 Financial Perspectives Minneapolis, Minnesota	$411M	+$52.7M	+15%	16.7%	87.8%	737	4.07%
1346	HNWA 1346 Henrickson Nauta Wealth Advisors Belmont, Michigan	$410M	+$54.1M	+15%	11.7%	61.6%	121	14.88%
1347	APWM 1347 Argonautica Private Wealth Management Wellesley, Massachusetts	$409M	+$79M	+24%	42.6%	158%	204	21.08%
1348	IFS 1348 Ifrah Financial Services Little Rock, Arkansas	$409M	+$31.2M	+8%	16.4%	61.7%	226	16.81%
1349	RWA 1349 Rooted Wealth Advisors Bourbonnais, Illinois	$408M	+$29.3M	+8%	12.6%	50.8%	159	15.72%
1350	PCP 1350 Polunin Capital Partners London, United Kingdom	$407M	+$22M	+6%	37.7%	252%	22	40.91%