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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
1601	LFPWM 1601 Leicht Financial Planning & Wealth Management Parsippany, New Jersey	$244M	+$23.6M	+11%	10.5%	46.3%	17	17.65%
1602	SHFP 1602 Second Half Financial Partners Sebring, Florida	$244M	+$21.8M	+10%	10.1%	36.8%	122	31.97%
1603	GREM 1603 Grey Rock Energy Management Dallas, Texas	$244M	-$80.7M	-25%	24.9%	–	1	0%
1604	MWA 1604 Motive Wealth Advisors Birmingham, Michigan	$243M	+$30.2M	+14%	14.9%	66%	102	15.69%
1605	UWM 1605 Udine Wealth Management Boca Raton, Florida	$243M	+$38.3M	+19%	18.4%	127%	45	33.33%
1606	TF 1606 Threadgill Financial Spring, Texas	$243M	-$102M	-30%	10.8%	49.3%	48	33.33%
1607	SS 1607 Sound Stewardship Overland Park, Kansas	$242M	+$24.1M	+11%	8.38%	43.2%	73	13.7%
1608	HSWS 1608 Higgins & Schmidt Wealth Strategies Denver, Colorado	$242M	+$23.4M	+11%	12.5%	–	68	11.76%
1609	IF 1609 IRON Financial Northbrook, Illinois	$242M	+$13.5M	+6%	8.66%	51.4%	156	10.26%
1610	WCP 1610 Wealthcare Capital Partners West Chester, Pennsylvania	$242M	+$28.6M	+13%	10.8%	–	185	20.54%
1611	SA 1611 Sunesis Advisors Overland Park, Kansas	$242M	+$20.6M	+9%	9.96%	–	63	9.52%
1612	PFA 1612 Peak Financial Advisors Denver, Colorado	$242M	+$15.6M	+7%	6.03%	40.1%	90	35.56%
1613	WC 1613 Westhampton Capital Winston-Salem, North Carolina	$241M	+$26.9M	+13%	19.5%	95.6%	136	8.82%
1614	AL 1614 ARWA LLC Fort Worth, Texas	$241M	+$39.2M	+19%	10.2%	–	173	33.53%
1615	MFPI 1615 Midwest Financial Partners Investments St. Cloud, Minnesota	$241M	+$52.2M	+28%	10.9%	–	85	16.47%
1616	WWM 1616 Walser Wealth Management Tampa, Florida	$241M	+$18.1M	+8%	3.43%	–	249	38.55%
1617	ACM 1617 Ardent Capital Management Cincinnati, Ohio	$241M	+$6.97M	+3%	8%	77.5%	51	15.69%
1618	KHC 1618 Koesten Hirschmann & Crabtree Overland Park, Kansas	$240M	+$34.9M	+17%	13.7%	62.6%	52	21.15%
1619	MSS 1619 Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$240M	+$23.5M	+11%	13.9%	72.2%	160	13.75%
1620	CAM 1620 Cobblestone Asset Management Richmond, Virginia	$240M	+$17.4M	+8%	10.9%	50.6%	83	22.89%
1621	SCA 1621 Southern Capital Advisors Jackson, Tennessee	$239M	+$25.9M	+12%	12.9%	58.2%	91	14.29%
1622	VH 1622 Visionary Horizons Knoxville, Tennessee	$239M	+$36.3M	+18%	12.1%	–	152	20.39%
1623	FCFC 1623 First Citizens Financial Corp Mason City, Iowa	$239M	+$27.4M	+13%	15.5%	68.1%	142	7.04%
1624	AMIM 1624 Aull & Monroe Investment Management Mobile, Alabama	$239M	+$23.9M	+11%	20%	96.6%	130	6.92%
1625	VIA 1625 Victrix Investment Advisors Stuart, Florida	$239M	-$36.8M	-13%	24%	–	113	38.94%