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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
1526	SBCM 1526 Silverberg Bernstein Capital Management Armonk, New York	$261M	+$79.5M	+44%	56%	–	71	5.63%
1527	NFG 1527 Northbridge Financial Group Tampa, Florida	$261M	+$28.4M	+12%	18.6%	–	188	12.23%
1528	HFS 1528 Horizon Financial Services Winston Salem, North Carolina	$261M	+$34.5M	+15%	10.9%	39.5%	610	38.52%
1529	BW 1529 Bravera Wealth Bismarck, North Dakota	$261M	+$38.7M	+17%	13.5%	–	418	17.7%
1530	TAM 1530 Tealwood Asset Management Minneapolis, Minnesota	$261M	+$40.7M	+19%	32.5%	121%	128	13.28%
1531	RF 1531 Robbins Farley Bedford, New Hampshire	$260M	+$34.5M	+15%	17.7%	98.2%	157	8.92%
1532	FC 1532 Family CFO Los Altos, California	$260M	+$36.6M	+16%	19.4%	84%	47	12.77%
1533	I 1533 InvesTrust Oklahoma City, Oklahoma	$260M	+$21.8M	+9%	14%	–	95	4.21%
1534	AWM 1534 Altus Wealth Management Ft Mitchell, Kentucky	$260M	+$34.8M	+15%	14.6%	68.8%	28	7.14%
1535	PWIA 1535 Porter White Investment Advisors Birmingham, Alabama	$260M	+$10M	+4%	10.8%	55.8%	40	0%
1536	CWA 1536 Clarus Wealth Advisors Peoria, Arizona	$260M	+$25M	+11%	16.5%	–	96	18.75%
1537	DG 1537 Diesslin Group Fort Worth, Texas	$259M	+$37.2M	+17%	12.4%	–	63	22.22%
1538	PWG 1538 Private Wealth Group Tampa, Florida	$259M	+$44.5M	+21%	11.6%	48.2%	79	13.92%
1539	CSA 1539 Cottage Street Advisors Marion, Massachusetts	$259M	+$27.4M	+12%	16.9%	91.4%	157	17.2%
1540	PEWA 1540 Pacific Excel Wealth Advisors Walnut Creek, California	$258M	+$163M	+172%	15.8%	–	324	86.42%
1541	BPCM 1541 Beach Point Capital Management Santa Monica, California	$258M	+$3.99M	+2%	21.7%	110%	14	21.43%
1542	BAM 1542 Beaumont Asset Management Beaumont, Texas	$257M	+$35.3M	+16%	12.5%	64.3%	83	13.25%
1543	NERM 1543 New England Research & Management Chicago, Illinois	$257M	+$20.3M	+9%	13.5%	56.4%	167	34.13%
1544	GFP 1544 Guardian Financial Partners Orange, California	$257M	+$20.1M	+8%	11.9%	50.2%	74	16.22%
1545	HWA 1545 HMV Wealth Advisors Shreveport, Louisiana	$257M	+$44M	+21%	11.8%	–	89	8.99%
1546	LGW 1546 Leslie Global Wealth Itasca, Illinois	$257M	+$67M	+35%	13.9%	–	92	21.74%
1547	DJC 1547 Daily Journal Corp Los Angeles, California	$257M	+$16M	+7%	7.97%	108%	4	0%
1548	IWA 1548 IVC Wealth Advisors Silverdale, Pennsylvania	$256M	+$26.1M	+11%	15.9%	70.8%	185	10.81%
1549	MPCL 1549 My Personal CFO LLC Vancouver, Washington	$256M	+$27.8M	+12%	16.9%	67.3%	92	5.43%
1550	SCM 1550 Sage Capital Management Stockton, New Jersey	$256M	+$43.3M	+20%	22.1%	–	178	14.61%