We are live on ! Find out more

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
1326	BFS 1326 Burkett Financial Services Rock Hill, South Carolina	$320M	+$27.8M	+10%	11.4%	–	288	20.83%
1327	TPW 1327 Tiller Private Wealth Bethlehem, Pennsylvania	$319M	+$37.8M	+13%	15%	53.5%	72	12.5%
1328	SFS 1328 Shaker Financial Services Arlington, Virginia	$319M	+$32.3M	+11%	7.31%	13.1%	170	27.65%
1329	CWA 1329 Centerline Wealth Advisors Louisville, Kentucky	$319M	+$41.2M	+15%	14.5%	–	82	14.63%
1330	SA 1330 Skyline Advisors Bellingham, Washington	$319M	+$32M	+11%	10%	–	132	15.91%
1331	BI 1331 Berkeley Inc Boise, Idaho	$319M	+$20.6M	+7%	9%	40.9%	88	10.23%
1332	AWMNH 1332 Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$319M	+$42.2M	+15%	11.3%	50.2%	73	17.81%
1333	SWP 1333 ShoreHaven Wealth Partners Red Bank, New Jersey	$318M	+$39.4M	+14%	14.3%	63.8%	114	16.67%
1334	CFGA 1334 Cambridge Financial Group (Arizona) Tucson, Arizona	$318M	+$22.2M	+8%	13.3%	–	177	17.51%
1335	MWA 1335 Mills Wealth Advisors Southlake, Texas	$318M	+$31.3M	+11%	6.56%	37.4%	88	22.73%
1336	BIG 1336 Boothe Investment Group Dover, Delaware	$317M	+$6.73M	+2%	10.7%	59.8%	41	9.76%
1337	TW 1337 ticino wealth Mission Viejo, California	$317M	+$29.4M	+10%	13.6%	–	149	16.78%
1338	IA 1338 IMZ Advisory Boca Raton, Florida	$316M	+$51.4M	+19%	17.1%	–	40	7.5%
1339	EW 1339 Enzi Wealth Austin, Texas	$316M	+$27.7M	+10%	15%	72.1%	77	7.79%
1340	TWM 1340 Trinity Wealth Management Berwyn, Pennsylvania	$315M	+$42.8M	+16%	15.1%	53.5%	82	20.73%
1341	RMP 1341 Richards, Merrill & Peterson Spokane, Washington	$315M	+$42.5M	+16%	18.8%	–	295	7.46%
1342	VAM 1342 VMS Asset Management Hong Kong,	$315M	+$151M	+92%	116%	–	46	78.26%
1343	MCC 1343 Malaga Cove Capital Pv Estates, California	$314M	+$35.8M	+13%	23.7%	88.1%	207	17.87%
1344	RCM 1344 Raleigh Capital Management Cary, North Carolina	$313M	+$23.5M	+8%	10.9%	71.8%	785	24.84%
1345	SWM 1345 StoneCrest Wealth Management Chandler, Arizona	$313M	+$76.6M	+32%	42.2%	–	84	26.19%
1346	BSI 1346 Bennett Selby Investments Falmouth, Maine	$313M	+$28.2M	+10%	11%	69.8%	90	15.56%
1347	FCAM 1347 First Citizens Asset Management Raleigh, North Carolina	$313M	+$30.8M	+11%	10.7%	44.2%	30	6.67%
1348	WAM 1348 Worth Asset Management Dallas, Texas	$313M	+$44.4M	+17%	20.2%	115%	249	41.77%
1349	BWL 1349 Beacon Wealthcare LLC Raleigh, North Carolina	$312M	+$28.5M	+10%	9.97%	42%	26	0%
1350	MCA 1350 Maryland Capital Advisors Chester, Maryland	$312M	–	–	7.56%	–	1,043	–