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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
1476	JCFM 1476 JBR Co Financial Management Ardmore, Oklahoma	$274M	+$35.2M	+15%	19.3%	–	139	17.99%
1477	CB 1477 Chris Bulman Roseville, California	$274M	+$45.5M	+20%	12.7%	–	181	25.97%
1478	SWA 1478 Sightline Wealth Advisors Groton, Connecticut	$273M	+$37M	+16%	11.5%	44.4%	96	9.38%
1479	PCM 1479 Peirce Capital Management The Woodlands, Texas	$273M	+$17.1M	+7%	10.1%	–	45	4.44%
1480	TPW 1480 TL Private Wealth Southlake, Texas	$273M	+$19.3M	+8%	10.4%	46%	55	21.82%
1481	RWM 1481 RBA Wealth Management Newport Beach, California	$273M	-$5.15M	-2%	16.7%	77.7%	98	24.49%
1482	LWM 1482 Lakeridge Wealth Management Mentor, Ohio	$272M	+$39.9M	+17%	12.3%	–	192	14.06%
1483	MPPW 1483 Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma	$272M	+$25.9M	+11%	13.8%	75.2%	150	4%
1484	FF 1484 Foronjy Financial Santa Barbara, California	$272M	+$31.6M	+13%	10.5%	–	117	24.79%
1485	MCP 1485 Martin Capital Partners Eugene, Oregon	$272M	+$2.87M	+1%	5.86%	35.2%	75	13.33%
1486	EB 1486 Emprise Bank Wichita, Kansas	$271M	+$22.4M	+9%	9.24%	–	113	9.73%
1487	MLA 1487 MB, Levis & Associates Center Valley, Pennsylvania	$271M	+$31.7M	+13%	8.01%	40%	266	16.54%
1488	ML 1488 MTCO Ltd Nassau,	$271M	+$2.01M	+0.7%	4.83%	–	4	50%
1489	APIM 1489 Agate Pass Investment Management Bainbridge Island, Washington	$271M	+$15.8M	+6%	13.7%	68%	113	10.62%
1490	AWM 1490 AAF Wealth Management Westborough, Massachusetts	$271M	+$27.3M	+11%	12.7%	65.8%	61	18.03%
1491	OGF 1491 Orin Green Financial San Diego, California	$271M	+$27.3M	+11%	13.3%	53.3%	84	8.33%
1492	HWM 1492 Howard Wealth Management Madison, Connecticut	$270M	+$32.9M	+14%	11.9%	60.3%	156	8.97%
1493	EPW 1493 Evergreen Private Wealth Greenwood Village, Colorado	$270M	+$23M	+9%	16.3%	–	91	7.69%
1494	CC 1494 Citrine Capital San Francisco, California	$270M	+$39.5M	+17%	9.03%	–	66	21.21%
1495	NF 1495 NavPoint Financial Prior Lake, Minnesota	$270M	+$22.6M	+9%	5.31%	–	75	6.67%
1496	VP 1496 Verisail Partners Chamblee, Georgia	$270M	+$23.3M	+9%	8.68%	–	28	17.86%
1497	5W 1497 5T Wealth Napa, California	$269M	+$15.5M	+6%	10.8%	–	139	10.79%
1498	CLA 1498 Carnegie Lake Advisors Princeton, New Jersey	$268M	+$16.4M	+7%	13.1%	–	176	9.66%
1499	MI 1499 Moneywise Inc Forest, Virginia	$268M	+$39M	+17%	13.8%	58%	89	11.24%
1500	AP 1500 Aspect Partners Fairfax, Virginia	$268M	+$23.4M	+10%	9.88%	–	766	18.8%