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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, 3,214 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
1426	EWM 1426 Elmwood Wealth Management Berkeley, California	$400M	+$38.2M	+11%	10.9%	37.6%	203	13.79%
1427	SCA 1427 Sandy Cove Advisors Hingham, Massachusetts	$400M	+$65.7M	+20%	16.8%	78%	166	15.66%
1428	TBWA 1428 Three Bridge Wealth Advisors Los Altos, California	$399M	+$35.1M	+10%	12.2%	169%	95	17.89%
1429	HVP 1429 Hudson Value Partners Palm Beach, Florida	$399M	+$63.4M	+19%	23.9%	124%	118	18.64%
1430	SIAS 1430 Summit Investment Advisory Services Roseville, Minnesota	$398M	+$129M	+48%	13.9%	68.3%	90	11.11%
1431	VIP 1431 Vista Investment Partners Oklahoma City, Oklahoma	$397M	+$19.3M	+5%	17%	–	189	19.58%
1432	BMWM 1432 Brown Miller Wealth Management Mclean, Virginia	$397M	+$45.3M	+13%	13.7%	102%	219	19.63%
1433	NOI 1433 Newton One Investments Newark, Delaware	$397M	+$28.6M	+8%	10.3%	38.7%	147	18.37%
1434	NWAG 1434 Net Worth Advisory Group Sandy, Utah	$397M	-$85.5M	-18%	17.9%	–	480	23.54%
1435	WLPWM 1435 Walled Lake Planning & Wealth Management Winnetka, Illinois	$396M	+$55.9M	+16%	7.49%	51.7%	147	10.88%
1436	SAM 1436 Shikiar Asset Management New York	$396M	+$49M	+14%	25.5%	97.8%	117	15.38%
1437	SC 1437 Steph & Co Marinette, Wisconsin	$395M	+$44.4M	+13%	12.1%	56.8%	317	15.77%
1438	PCM 1438 Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$395M	+$45.3M	+13%	14.2%	70.6%	126	13.49%
1439	ACM 1439 Aurdan Capital Management Wayne, Pennsylvania	$394M	+$61M	+18%	12%	–	103	18.45%
1440	SSW 1440 Stone Summit Wealth Miami, Florida	$394M	+$34.7M	+10%	11.9%	59.6%	150	9.33%
1441	FMTCOCP 1441 Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$394M	+$26.5M	+7%	8.53%	60.9%	373	14.21%
1442	IWN 1442 Independent Wealth Network Urbandale, Iowa	$393M	+$56.6M	+17%	15.1%	75.1%	362	22.93%
1443	CWG 1443 Crown Wealth Group Charlotte, North Carolina	$393M	+$52.5M	+15%	16.9%	86.2%	160	15.63%
1444	BFS 1444 BridgePort Financial Solutions Fairfield, Iowa	$393M	+$40.1M	+11%	12.5%	–	259	18.15%
1445	SFG 1445 Snider Financial Group Bellevue, Washington	$393M	+$61.4M	+19%	16.3%	73.7%	117	24.79%
1446	SA 1446 SRH Advisors Salina, Kansas	$392M	+$43M	+12%	12.1%	51%	286	6.29%
1447	SFG 1447 Southern Financial Group Birmingham, Alabama	$392M	+$33.9M	+9%	9.8%	–	97	8.25%
1448	OE 1448 OFS Enterprise Kearney, Nebraska	$392M	+$51.5M	+15%	14.3%	–	107	13.08%
1449	OFA 1449 Oak Family Advisors Chicago, Illinois	$391M	+$35.8M	+10%	12.6%	83.5%	130	25.38%
1450	LC 1450 Legacy CG Plano, Texas	$391M	+$30.6M	+8%	13.9%	61.2%	52	26.92%