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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
1451	WFA 1451 Websterrogers Financial Advisors Florence, South Carolina	$390M	+$40.9M	+12%	8.92%	42.9%	103	7.77%
1452	CVA 1452 Central Valley Advisors Sacramento, California	$390M	+$23.4M	+6%	10.7%	–	201	10.95%
1453	AR 1453 Apeiron RIA Dallas, Texas	$390M	-$41.6M	-10%	11.2%	63.7%	216	30.56%
1454	LWM 1454 LongView Wealth Management Atlanta, Georgia	$390M	-$8.26M	-2%	11.9%	–	261	18.39%
1455	LWMM 1455 Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$390M	+$38.7M	+11%	18.4%	89.1%	121	18.18%
1456	SMG 1456 Smart Money Group Eastland, Texas	$390M	+$45.8M	+13%	12.6%	58.9%	88	6.82%
1457	SACTSONJ 1457 Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$389M	+$34.6M	+10%	28.4%	147%	309	7.44%
1458	TCOO 1458 Trust Company of Oklahoma Tulsa, Oklahoma	$389M	+$45.9M	+13%	20.7%	88.7%	153	17.65%
1459	TFA 1459 Trinity Financial Advisors Columbus, Ohio	$389M	+$37.9M	+11%	12%	69.5%	97	10.31%
1460	SCA 1460 St. Clair Advisors Mayfield Hts, Ohio	$389M	+$12.9M	+3%	13.3%	64%	83	7.23%
1461	KFP 1461 Keystone Financial Planning Cleveland, Ohio	$388M	+$13.6M	+4%	2.16%	34.1%	42	11.9%
1462	TB 1462 Terril Brothers St. Louis, Missouri	$388M	+$22M	+6%	5.52%	94.4%	77	10.39%
1463	SC 1463 Stolper & Co Tulsa, Oklahoma	$387M	+$34.8M	+10%	8.91%	70.5%	98	13.27%
1464	PC 1464 Prairiewood Capital Fargo, North Dakota	$386M	+$40M	+12%	7.9%	43%	83	9.64%
1465	BWM 1465 Baron Wealth Management Troy, Michigan	$386M	+$51.3M	+15%	15%	86.8%	326	21.17%
1466	IFA 1466 Independence Financial Advisors Franklin, New Hampshire	$386M	+$52.3M	+16%	11.8%	–	60	23.33%
1467	SFA 1467 Seneca Financial Advisors Rochester, New York	$385M	+$43.8M	+13%	10.3%	47.3%	68	8.82%
1468	WCM 1468 Windsor Capital Management Phoenix, Arizona	$385M	+$29.9M	+8%	10.9%	46.1%	132	12.12%
1469	PB 1469 Pinnacle Bancorp Beatrice, Nebraska	$384M	+$45.6M	+13%	12.6%	68.3%	946	9.09%
1470	JWS 1470 Juncture Wealth Strategies Scottsdale, Arizona	$384M	+$85.2M	+28%	16.9%	71.5%	186	32.26%
1471	IAA 1471 Independence Asset Advisors Wynnewood,, Pennsylvania	$384M	+$107M	+39%	9.16%	–	27	18.52%
1472	C1AG 1472 Client 1st Advisory Group Dunedin, Florida	$384M	+$54.5M	+17%	12.2%	57.4%	152	12.5%
1473	HPM 1473 Hoxton Planning & Management Shepherdstown, West Virginia	$383M	+$50M	+15%	15.3%	70.1%	241	16.18%
1474	PFU 1474 Parus Finance (UK) London, United Kingdom	$383M	+$48.7M	+15%	42.6%	199%	38	5.26%
1475	PPWM 1475 Paragon Private Wealth Management Lexington, Kentucky	$383M	+$63.5M	+20%	25%	93.9%	239	14.23%