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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
1501	CFS 1501 Compass Financial Services West Des Moines, Iowa	$268M	+$36.7M	+16%	12.4%	–	58	5.17%
1502	HCM 1502 HMS Capital Management Nashville, Tennessee	$267M	+$8.83M	+3%	29.1%	130%	123	10.57%
1503	JWWM 1503 Johnson & White Wealth Management York, Pennsylvania	$267M	+$31M	+13%	14.9%	76.5%	118	11.02%
1504	FGG 1504 Financial Guidance Group Palm Harbor, Florida	$267M	+$18.5M	+7%	9.61%	52%	92	4.35%
1505	DFG 1505 Dupree Financial Group Lexington, Kentucky	$267M	+$18.4M	+7%	16.6%	–	85	21.18%
1506	BWG 1506 Beta Wealth Group San Diego, California	$267M	+$24.9M	+10%	9.99%	45.4%	119	10.08%
1507	VF 1507 Vawter Financial Columbus, Ohio	$266M	+$27.9M	+12%	10.3%	48%	131	6.87%
1508	I 1508 IMPACTfolio Denver, Colorado	$266M	+$30.2M	+13%	12.3%	51.2%	37	5.41%
1509	BCA 1509 Ballentine Capital Advisors Greenville, South Carolina	$265M	+$23.8M	+10%	9.53%	–	28	10.71%
1510	WFA 1510 WMG Financial Advisors Knoxville, Tennessee	$265M	+$25.7M	+11%	12.7%	68%	116	23.28%
1511	PI 1511 Pachira Investments Dana Point, California	$265M	+$51M	+24%	19.2%	72.6%	81	14.81%
1512	WU 1512 Washington University St Louis, Missouri	$265M	+$105M	+65%	16.6%	44%	4	75%
1513	KGP 1513 Keystone Global Partners Denver, Colorado	$265M	+$39.2M	+17%	15.5%	–	60	15%
1514	BWM 1514 Boyd Wealth Management Sacramento, California	$264M	+$27.7M	+12%	11.7%	51.1%	51	13.73%
1515	CPL 1515 Corecam Pte Ltd Singapore,	$264M	+$33.4M	+14%	3.94%	–	90	36.67%
1516	AZ 1516 Alpha Zero Boca Raton, Florida	$264M	+$66.2M	+34%	12.4%	–	109	29.36%
1517	PWS 1517 Physician Wealth Solutions North Las Vegas, Nevada	$264M	+$22.2M	+9%	9.36%	–	45	0%
1518	GF 1518 GGM Financials Columbus, Ohio	$264M	+$46.4M	+21%	12%	–	271	15.13%
1519	GSB 1519 Greenfield Savings Bank Greenfield, Massachusetts	$264M	+$29.2M	+12%	19.4%	97.3%	150	6%
1520	HWMC 1520 Heritage Wealth Management (California) San Diego, California	$263M	+$81.9M	+45%	13.5%	–	104	13.46%
1521	MPW 1521 Melone Private Wealth Auburn Hills, Michigan	$263M	+$17.7M	+7%	8.35%	30.3%	61	6.56%
1522	FAG 1522 Fortitude Advisory Group Gig Harbor, Washington	$262M	+$39.4M	+18%	25%	131%	252	16.27%
1523	EWS 1523 Eagle Wealth Strategies West Deptford, New Jersey	$262M	+$33.7M	+15%	17.5%	–	126	15.87%
1524	WAM 1524 Werlinich Asset Management Stamford, Connecticut	$262M	+$55.5M	+27%	49.1%	215%	62	16.13%
1525	EF 1525 Exeter Financial Scottsdale, Arizona	$261M	+$16.5M	+7%	8.85%	50.4%	103	6.8%