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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, 3,257 funds (~37%) 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
1476	SACTSONJ 1476 Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$389M	+$34.6M	+10%	28.4%	147%	309	7.44%
1477	TCOO 1477 Trust Company of Oklahoma Tulsa, Oklahoma	$389M	+$45.9M	+13%	20.7%	88.7%	153	17.65%
1478	TFA 1478 Trinity Financial Advisors Columbus, Ohio	$389M	+$37.9M	+11%	12%	69.5%	97	10.31%
1479	SCA 1479 St. Clair Advisors Mayfield Hts, Ohio	$389M	+$12.9M	+3%	13.3%	64%	83	7.23%
1480	KFP 1480 Keystone Financial Planning Cleveland, Ohio	$388M	+$13.6M	+4%	2.16%	34.1%	42	11.9%
1481	TB 1481 Terril Brothers St. Louis, Missouri	$388M	+$22M	+6%	5.52%	94.4%	77	10.39%
1482	SC 1482 Stolper & Co Tulsa, Oklahoma	$387M	+$34.8M	+10%	8.91%	70.5%	98	13.27%
1483	PC 1483 Prairiewood Capital Fargo, North Dakota	$386M	+$40M	+12%	7.9%	43%	83	9.64%
1484	BWM 1484 Baron Wealth Management Troy, Michigan	$386M	+$51.3M	+15%	15%	86.8%	326	21.17%
1485	IFA 1485 Independence Financial Advisors Franklin, New Hampshire	$386M	+$52.3M	+16%	11.8%	–	60	23.33%
1486	SFA 1486 Seneca Financial Advisors Rochester, New York	$385M	+$43.8M	+13%	10.3%	47.3%	68	8.82%
1487	WCM 1487 Windsor Capital Management Phoenix, Arizona	$385M	+$29.9M	+8%	10.9%	46.1%	132	12.12%
1488	PB 1488 Pinnacle Bancorp Beatrice, Nebraska	$384M	+$45.6M	+13%	12.6%	68.3%	946	9.09%
1489	JWS 1489 Juncture Wealth Strategies Scottsdale, Arizona	$384M	+$85.2M	+28%	16.9%	71.5%	186	32.26%
1490	IAA 1490 Independence Asset Advisors Wynnewood,, Pennsylvania	$384M	+$107M	+39%	9.16%	–	27	18.52%
1491	C1AG 1491 Client 1st Advisory Group Dunedin, Florida	$384M	+$54.5M	+17%	12.2%	57.4%	152	12.5%
1492	HPM 1492 Hoxton Planning & Management Shepherdstown, West Virginia	$383M	+$50M	+15%	15.3%	70.1%	241	16.18%
1493	PFU 1493 Parus Finance (UK) London, United Kingdom	$383M	+$48.7M	+15%	42.6%	199%	38	5.26%
1494	PPWM 1494 Paragon Private Wealth Management Lexington, Kentucky	$383M	+$63.5M	+20%	25%	93.9%	239	14.23%
1495	CA 1495 Claris Advisors St. Louis, Missouri	$383M	+$48.8M	+15%	13%	65.7%	75	8%
1496	VRM 1496 Vectors Research Management New York	$383M	+$40.5M	+12%	17.2%	67.3%	151	7.95%
1497	FAP 1497 Financial Advisory Partners Winter Park, Florida	$383M	+$29.1M	+8%	7.43%	46.7%	74	10.81%
1498	CWM 1498 Cherrydale Wealth Management Hoboken, New Jersey	$382M	+$58.5M	+18%	16.1%	72%	89	19.1%
1499	GJWM 1499 Gilliland Jeter Wealth Management Little Rock, Arkansas	$382M	+$44.2M	+13%	17%	–	202	12.38%
1500	PCS 1500 Private Client Services Louisville, Kentucky	$381M	+$46.9M	+14%	14%	–	245	21.63%