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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
1501	SWM 1501 Selective Wealth Management Forest, Virginia	$381M	+$43.7M	+13%	10.9%	62.6%	141	18.44%
1502	WRM 1502 Weybosset Research & Management Province, Rhode Island	$381M	+$34.1M	+10%	12.7%	73.4%	33	3.03%
1503	CWA 1503 CJM Wealth Advisers Falls Church, Virginia	$381M	+$52.6M	+16%	16.7%	71.5%	79	10.13%
1504	AAMA 1504 Advanced Asset Management Advisors Dublin, Ohio	$380M	+$18M	+5%	13.4%	82.5%	85	7.06%
1505	SWA 1505 ShankerValleau Wealth Advisors Skokie, Illinois	$380M	+$24.7M	+7%	7.72%	56.3%	40	2.5%
1506	CW 1506 Cabot-Wellington Boston, Massachusetts	$380M	+$41.5M	+12%	14.1%	65%	5	0%
1507	CMP 1507 Courage Miller Partners Norfolk, Virginia	$379M	+$24.8M	+7%	8.34%	40.3%	92	5.43%
1508	CFCI 1508 Comprehensive Financial Consultants Institutional Bloomington, Indiana	$378M	+$41.5M	+12%	12.8%	70.2%	215	14.88%
1509	SWM 1509 Shakespeare Wealth Management Pewaukee, Wisconsin	$378M	-$44.7M	-11%	11.6%	49.6%	110	39.09%
1510	FA 1510 FC Advisory West Chester, Pennsylvania	$378M	+$35.1M	+10%	10.5%	42.9%	119	4.2%
1511	MKC 1511 M. Kraus & Co Shelburne, Vermont	$377M	+$34M	+10%	10.1%	51.8%	89	12.36%
1512	VWA 1512 VSM Wealth Advisory Hunt Valley, Maryland	$376M	+$41.6M	+12%	13.3%	–	536	11.19%
1513	BW 1513 Balance Wealth Delaware, Ohio	$376M	+$53.9M	+17%	14%	–	179	24.58%
1514	KPP 1514 Kings Path Partners Sugar Land, Texas	$376M	+$90.5M	+32%	9.57%	–	379	29.29%
1515	SBF 1515 Sara-Bay Financial Sarasota, Florida	$375M	+$42.9M	+13%	24.8%	231%	93	19.35%
1516	CCM 1516 Consolidated Capital Management Burbank, California	$375M	+$65.1M	+21%	38.5%	159%	75	5.33%
1517	WIC 1517 WealthBridge Investment Counsel Calgary, Alberta, Canada	$375M	+$47M	+14%	22.4%	92.5%	44	4.55%
1518	LI 1518 LifeWealth Investments Winter Garden, Florida	$374M	+$39.1M	+12%	10.3%	–	158	24.68%
1519	CIA 1519 Cape Investment Advisory Mcdonough, Georgia	$374M	+$73.4M	+24%	14.3%	65.2%	1,449	84.33%
1520	PWM 1520 Penobscot Wealth Management Portland, Maine	$374M	+$35.5M	+10%	10.9%	50.5%	119	11.76%
1521	FF 1521 Friday Financial Dubuque, Iowa	$373M	+$83.2M	+29%	12.3%	–	110	17.27%
1522	HKIMG 1522 Hutchens & Kramer Investment Management Group Carmel, Indiana	$373M	+$56.7M	+18%	14.6%	84.6%	172	20.35%
1523	REST 1523 Retail Employees Superannuation Trust Sydney,	$373M	-$299M	-45%	6.34%	–	31	22.58%
1524	OFW 1524 Omnia Family Wealth Aventura, Florida	$373M	+$55.8M	+18%	11.8%	80.6%	108	21.3%
1525	AB 1525 Atlas Brown Louisville, Kentucky	$372M	+$40.3M	+12%	18.1%	102%	242	8.68%