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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
1401	WAN 1401 Wealth Advisors Northwest Portland, Oregon	$293M	+$54.8M	+23%	10.7%	–	66	15.15%
1402	FI 1402 FIDELIS iM Medford, Oregon	$293M	+$29M	+11%	10.7%	40.1%	27	7.41%
1403	CCM 1403 Colorado Capital Management Boulder, Colorado	$293M	+$24.9M	+9%	12.4%	53.4%	108	9.26%
1404	SCM 1404 Stonehearth Capital Management Danvers, Massachusetts	$293M	+$40.6M	+16%	17.1%	80.7%	107	22.43%
1405	BRG 1405 Bay Rivers Group Williamsburg, Virginia	$293M	+$53M	+22%	30.1%	166%	132	21.97%
1406	ECML 1406 Eagle Capital Management (Louisiana) Mandeville, Louisiana	$293M	+$39.2M	+15%	20.1%	93.6%	50	2%
1407	AIM 1407 Archer Investment Management Austin, Texas	$293M	+$54.9M	+23%	13.1%	–	120	18.33%
1408	SM 1408 Salzhauer Michael	$292M	+$80.3M	+38%	16.5%	107%	94	25.53%
1409	SPA 1409 Shore Point Advisors Brielle, New Jersey	$292M	+$39.1M	+15%	11%	51.4%	81	11.11%
1410	TWA 1410 Trellis Wealth Advisors San Luis Obispo, California	$291M	+$28.5M	+11%	10.1%	57.2%	51	11.76%
1411	TP 1411 Tranquility Partners Brentwood, Tennessee	$291M	+$25.9M	+10%	13%	67.4%	243	11.52%
1412	SIM 1412 Strategic Investment Management Arlington, Virginia	$291M	+$51.1M	+21%	7.79%	53.3%	17	23.53%
1413	NWP 1413 NerdWallet Wealth Partners New York	$290M	+$61M	+27%	10.9%	–	70	17.14%
1414	VIP 1414 Viewpoint Investment Partners Calgary, Alberta, Canada	$290M	+$73.8M	+34%	4.67%	31.9%	135	34.07%
1415	FIC 1415 FCG Investment Company Germantown, Tennessee	$289M	+$61.1M	+27%	31.1%	–	142	46.48%
1416	TW 1416 Towerpoint Wealth Sacramento, California	$289M	+$41.3M	+17%	14.5%	62.4%	117	22.22%
1417	FFC 1417 First Financial Corp Terre Haute, Indiana	$289M	+$34.5M	+14%	17.2%	88.3%	305	3.93%
1418	WIA 1418 Wetzel Investment Advisors Indianapolis, Indiana	$289M	+$37.1M	+15%	13.1%	–	147	16.33%
1419	SCI 1419 Stableford Capital II Scottsdale, Arizona	$289M	+$19.5M	+7%	12.9%	59.3%	162	20.37%
1420	CWA 1420 Crux Wealth Advisors Long Beach, California	$289M	+$27.9M	+11%	11.5%	–	200	13.5%
1421	APW 1421 Alliance Private Wealth North Reading, Massachusetts	$288M	+$9.54M	+3%	13.5%	–	82	2.44%
1422	IAMOG 1422 Investors Asset Management of Georgia Atlanta, Georgia	$288M	+$43.3M	+18%	28.6%	113%	195	6.67%
1423	OL 1423 Owen LaRue Elizabethtown, Kentucky	$288M	+$27M	+10%	13.8%	126%	151	21.85%
1424	MPAM 1424 Murphy Pohlad Asset Management Eden Prairie, Minnesota	$287M	+$8.17M	+3%	10.7%	75.1%	145	14.48%
1425	RSC 1425 Red Spruce Capital Berwyn, Pennsylvania	$287M	+$43.2M	+18%	24.6%	93.3%	99	10.1%