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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
1601	WAG 1601 Wheelhouse Advisory Group St. Louis, Missouri	$354M	+$52.6M	+17%	11.6%	–	56	10.71%
1602	ST 1602 Somerset Trust Somerset, Pennsylvania	$354M	+$27.5M	+8%	13.6%	69.7%	195	15.38%
1603	II 1603 INCA Investments Miami, Florida	$353M	+$71.6M	+25%	9%	128%	11	18.18%
1604	MHB 1604 Midwest Heritage Bank West Des Moines, Iowa	$353M	+$41.1M	+13%	11.1%	50%	54	7.41%
1605	JA 1605 JVL Associates Wyoming, Michigan	$352M	+$54.2M	+18%	17.7%	73.3%	81	24.69%
1606	FP 1606 FFG Partners Fort Lauderdale, Florida	$352M	+$99.7M	+39%	49.2%	–	51	47.06%
1607	SPIO 1607 Seven Post Investment Office San Francisco, California	$352M	+$42.7M	+14%	9.58%	52.6%	42	14.29%
1608	KNFPWM 1608 Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$352M	+$57.5M	+20%	15%	–	87	8.05%
1609	S 1609 Sunpointe St. Louis, Missouri	$352M	+$46.7M	+15%	20.1%	–	307	21.82%
1610	FLA 1610 Financial Life Advisors San Antonio, Texas	$352M	+$30.7M	+10%	10.3%	42.7%	62	19.35%
1611	CRI 1611 Colonial River Investments Midlothian, Virginia	$352M	+$72.3M	+26%	28.5%	144%	268	21.64%
1612	EA 1612 Everpar Advisors Tulsa, Oklahoma	$352M	+$61.1M	+21%	22.5%	–	326	20.86%
1613	LFA 1613 LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$351M	+$38.4M	+12%	7.88%	31%	51	17.65%
1614	SW 1614 StrongBox Wealth Lee's Summit, Missouri	$351M	+$38.4M	+12%	9.31%	57.8%	267	64.04%
1615	PBBUPS 1615 PKO BP Bankowy Universal Pension Society Warsaw, Poland	$350M	+$136M	+64%	133%	–	13	0%
1616	PS 1616 Planned Solutions Folsom, California	$349M	+$43.4M	+14%	14.8%	60.8%	164	20.73%
1617	RF 1617 Robinswood Financial Kirkland, Washington	$349M	+$31.1M	+10%	7.84%	38.8%	457	12.25%
1618	UWM 1618 USAdvisors Wealth Management Eden Prairie, Minnesota	$349M	+$47.8M	+16%	12.7%	55%	150	12.67%
1619	AI 1619 Auour Investments Woburn, Massachusetts	$349M	+$30.8M	+10%	7.66%	35.5%	98	10.2%
1620	PWM 1620 Pines Wealth Management Southern Pines, North Carolina	$348M	+$38.8M	+13%	17.9%	–	232	12.5%
1621	FUBT 1621 First United Bank & Trust Oakland, Maryland	$348M	+$39.7M	+13%	14.1%	69.2%	425	8.24%
1622	DC 1622 Dorval Corp Maple Grove, Minnesota	$347M	+$25.2M	+8%	5.69%	–	49	8.16%
1623	CAM 1623 CPA Asset Management West Palm Beach, Florida	$347M	+$49.1M	+16%	8.73%	48.8%	102	7.84%
1624	ACM 1624 Argyle Capital Management Center Valley, Pennsylvania	$347M	+$39.5M	+13%	23.1%	95.8%	141	4.96%
1625	IAS 1625 Investment Advisory Services The Woodlands, Texas	$347M	+$32.7M	+10%	12.1%	65.4%	146	15.07%