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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, 3,264 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
1526	OFW 1526 Omnia Family Wealth Aventura, Florida	$373M	+$55.8M	+18%	11.8%	80.6%	108	21.3%
1527	AB 1527 Atlas Brown Louisville, Kentucky	$372M	+$40.3M	+12%	18.1%	102%	242	8.68%
1528	HAM 1528 Harmony Asset Management Scottsdale, Arizona	$372M	+$45.2M	+14%	21.1%	–	214	14.95%
1529	KA 1529 Kooman & Associates Altoona, Pennsylvania	$372M	+$37M	+11%	12%	59.9%	60	23.33%
1530	VC 1530 Veery Capital Wilmington, Delaware	$372M	+$46.2M	+14%	13.6%	57.1%	109	20.18%
1531	LAM 1531 Lifestyle Asset Management Friendswood, Texas	$372M	+$65.9M	+22%	18.3%	82.6%	146	19.86%
1532	AIM 1532 Aspen Investment Management Grand Rapids, Michigan	$372M	+$45.4M	+14%	18.3%	84.9%	189	10.58%
1533	HP 1533 HealthInvest Partners Stockholm, Sweden	$372M	+$62M	+20%	19.1%	–	42	14.29%
1534	CPIA 1534 Cornell Pochily Investment Advisors Ithaca, New York	$372M	+$31.3M	+9%	14.5%	83.7%	192	10.94%
1535	RWM 1535 Reston Wealth Management Reston, Virginia	$371M	+$44.6M	+14%	13.3%	60.7%	67	10.45%
1536	CPC 1536 Congress Park Capital Saratoga Springs, New York	$370M	+$44.8M	+14%	20.5%	95.6%	146	18.49%
1537	VC 1537 Veracity Capital Atlanta, Georgia	$370M	+$90.5M	+32%	22.7%	140%	237	21.1%
1538	BOSSRA 1538 B.O.S.S. Retirement Advisors Lehi, Utah	$370M	+$42.3M	+13%	13.8%	69.7%	195	30.26%
1539	GCM 1539 Gunderson Capital Management Mt. Pleasant, South Carolina	$370M	+$131M	+55%	89.8%	947%	60	36.67%
1540	CC 1540 Cypress Capital Franklin, Tennessee	$370M	+$18.4M	+5%	7.73%	39.8%	115	19.13%
1541	MLCM 1541 M & L Capital Management London, United Kingdom	$370M	-$36.9M	-9%	102%	–	27	66.67%
1542	GE 1542 General Electric Evendale, Ohio	$369M	+$60.6M	+20%	28.1%	47.5%	2	0%
1543	JF 1543 Joule Financial Lexington, Kentucky	$369M	+$25.5M	+7%	10.1%	55.5%	122	11.48%
1544	GFPC 1544 Global Financial Private Client Sarasota, Florida	$369M	+$63M	+21%	18.9%	90.4%	259	13.9%
1545	PC 1545 PhiloSmith Capital Stamford, Connecticut	$368M	+$17.6M	+5%	5.01%	54%	23	4.35%
1546	FZCM 1546 Flynn Zito Capital Management Garden City, New York	$368M	+$54.8M	+17%	23.7%	97.3%	176	15.91%
1547	NWWA 1547 New Wave Wealth Advisors Springdale, Arkansas	$367M	+$79.3M	+28%	16.6%	–	239	34.31%
1548	OAP 1548 One Advisory Partners Overland Park, Kansas	$367M	+$42.9M	+13%	15%	54.2%	77	18.18%
1549	WF 1549 Whelan Financial Fresno, California	$367M	+$45.1M	+14%	15.8%	57.9%	103	16.5%
1550	SLP 1550 Storen Legacy Partners Zionsville, Indiana	$367M	+$47.8M	+15%	13.4%	–	118	15.25%