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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, 3,187 funds (~36%) 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
1401	PWM 1401 Proathlete Wealth Management Boca Raton, Florida	$404M	+$43.5M	+12%	13.6%	–	313	9.58%
1402	MSCM 1402 McElhenny Sheffield Capital Management Dallas, Texas	$404M	+$399K	+0.1%	4.5%	86.3%	127	40.16%
1403	ACM 1403 Arcataur Capital Management Milwaukee, Wisconsin	$403M	+$44.1M	+12%	14.1%	60%	110	10.91%
1404	OFP 1404 OLIO Financial Planning Mclean, Virginia	$403M	+$42.2M	+12%	11%	47.8%	73	8.22%
1405	GAM 1405 Grandview Asset Management Harrisburg, Pennsylvania	$403M	+$60.9M	+18%	25.2%	172%	150	11.33%
1406	PCM 1406 Ping Capital Management New York	$401M	+$50.7M	+14%	0.51%	–	106	33.96%
1407	HWMO 1407 Heritage Wealth Management (Ohio) Cincinnati, Ohio	$401M	+$199M	+98%	15.6%	–	277	45.13%
1408	ACM 1408 Absolute Capital Management Pittsburgh, Pennsylvania	$401M	+$99.8M	+33%	24.8%	91%	174	22.99%
1409	PFS 1409 Physicians Financial Services Raleigh, North Carolina	$401M	+$35.5M	+10%	15.4%	100%	107	3.74%
1410	WG 1410 Wealth Group Raleigh, North Carolina	$401M	+$294M	+274%	15.4%	–	118	35.59%
1411	PCM 1411 Presidio Capital Management San Diego, California	$400M	+$55.6M	+16%	12.9%	56.1%	96	28.13%
1412	TWM 1412 TriaGen Wealth Management Calabasas, California	$400M	+$33.8M	+9%	19%	113%	211	31.28%
1413	EWM 1413 Elmwood Wealth Management Berkeley, California	$400M	+$38.2M	+11%	10.9%	37.6%	203	13.79%
1414	SCA 1414 Sandy Cove Advisors Hingham, Massachusetts	$400M	+$65.7M	+20%	16.8%	78%	166	15.66%
1415	TBWA 1415 Three Bridge Wealth Advisors Los Altos, California	$399M	+$35.1M	+10%	12.2%	169%	95	17.89%
1416	HVP 1416 Hudson Value Partners Palm Beach, Florida	$399M	+$63.4M	+19%	23.9%	124%	118	18.64%
1417	SIAS 1417 Summit Investment Advisory Services Roseville, Minnesota	$398M	+$129M	+48%	13.9%	68.3%	90	11.11%
1418	VIP 1418 Vista Investment Partners Oklahoma City, Oklahoma	$397M	+$19.3M	+5%	17%	–	189	19.58%
1419	BMWM 1419 Brown Miller Wealth Management Mclean, Virginia	$397M	+$45.3M	+13%	13.7%	102%	219	19.63%
1420	NOI 1420 Newton One Investments Newark, Delaware	$397M	+$28.6M	+8%	10.3%	38.7%	147	18.37%
1421	NWAG 1421 Net Worth Advisory Group Sandy, Utah	$397M	-$85.5M	-18%	17.9%	–	480	23.54%
1422	WLPWM 1422 Walled Lake Planning & Wealth Management Winnetka, Illinois	$396M	+$55.9M	+16%	7.49%	51.7%	147	10.88%
1423	SAM 1423 Shikiar Asset Management New York	$396M	+$49M	+14%	25.5%	97.8%	117	15.38%
1424	SC 1424 Steph & Co Marinette, Wisconsin	$395M	+$44.4M	+13%	12.1%	56.8%	317	15.77%
1425	PCM 1425 Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$395M	+$45.3M	+13%	14.2%	70.6%	126	13.49%