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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
1426	SRWM 1426 Shira Ridge Wealth Management Larkspur, California	$287M	+$33.9M	+13%	14.9%	64.9%	89	17.98%
1427	AWMT 1427 AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$286M	+$28.7M	+11%	14.9%	58.8%	101	10.89%
1428	PF 1428 Penney Financial Houston, Texas	$286M	+$25.4M	+10%	9.09%	–	55	16.36%
1429	BFA 1429 Bluestem Financial Advisors Champaign, Illinois	$286M	+$26.6M	+10%	9.97%	39.5%	35	8.57%
1430	LAM 1430 Lewis Asset Management Lafayette, California	$285M	+$40.9M	+17%	20.1%	–	228	16.67%
1431	LAI 1431 Legal Advantage Investments Los Altos Hills, California	$285M	+$91.6M	+47%	9.19%	105%	89	24.72%
1432	MFG 1432 Midwest Financial Group Overland Park, Kansas	$285M	+$50.6M	+22%	31.9%	94%	142	15.49%
1433	CWA 1433 Choice Wealth Advisors Waterville, Maine	$285M	+$30.2M	+12%	10.5%	52.3%	36	5.56%
1434	MWM 1434 MBE Wealth Management Tomah, Wisconsin	$284M	+$43.7M	+18%	13%	60.9%	173	20.23%
1435	ATC 1435 Advantage Trust Company Salina, Kansas	$284M	+$61.1M	+27%	15.2%	–	203	42.36%
1436	CA 1436 Cumberland Advisors Sarasota, Florida	$284M	+$28.3M	+11%	14.5%	73.5%	50	6%
1437	WMA 1437 William Mack & Associates Troy, Michigan	$284M	+$109M	+62%	10.3%	–	110	35.45%
1438	LWM 1438 Lodestone Wealth Management Spokane, Washington	$283M	+$30.9M	+12%	17%	81.1%	801	5.24%
1439	TSS 1439 Thomas Story & Son Culver, Indiana	$283M	+$22.3M	+9%	22.6%	91.8%	54	7.41%
1440	OCFG 1440 O'Connor Financial Group Quincy, Illinois	$283M	+$38.3M	+16%	11.8%	44.9%	72	23.61%
1441	HC 1441 Hendley & Co Zanesville, Ohio	$283M	+$12.3M	+5%	5.93%	54.8%	48	8.33%
1442	SWM 1442 Selby Wealth Management Emeryville, California	$282M	+$28.2M	+11%	8.08%	–	85	7.06%
1443	MWM 1443 McNaughton Wealth Management San Diego, California	$282M	+$39.8M	+16%	12.2%	50.3%	78	14.1%
1444	SMBT 1444 Southern Michigan Bank & Trust Coldwater, Michigan	$281M	+$20.7M	+8%	11.3%	–	443	9.03%
1445	MHWM 1445 Montz Harcus Wealth Management New Orleans, Louisiana	$281M	+$33.4M	+13%	14.1%	74.1%	103	12.62%
1446	RIM 1446 Reliant Investment Management Memphis, Tennessee	$281M	+$73.1M	+35%	19.7%	122%	61	22.95%
1447	FF 1447 Fluent Financial Dallas, Texas	$280M	+$6.9M	+3%	8.91%	42.5%	68	52.94%
1448	BAM 1448 Bayshore Asset Management Coral Gables, Florida	$280M	+$28.6M	+11%	12.1%	62.3%	52	23.08%
1449	HWA 1449 Hillcrest Wealth Advisors Hazlet, New Jersey	$279M	+$32.5M	+13%	12.7%	55%	57	12.28%
1450	MWA 1450 Miller Wealth Advisors Ridgeway, Colorado	$279M	+$19.3M	+7%	40.7%	180%	127	11.81%