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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
1626	DFA 1626 DHJJ Financial Advisors Naperville, Illinois	$347M	+$45.2M	+15%	13.3%	56.7%	1,117	6.36%
1627	KCFA 1627 Key Client Fiduciary Advisors Fairfield, New Jersey	$347M	+$52.5M	+18%	20.8%	95.1%	244	16.39%
1628	BFW 1628 Brady Family Wealth Saint Louis, Missouri	$346M	+$25.8M	+8%	11.1%	61.8%	119	12.61%
1629	BMC 1629 Bear Mountain Capital Seattle, Washington	$345M	+$12.6M	+4%	8.68%	–	222	14.41%
1630	GSC 1630 G&S Capital Denver, Colorado	$345M	+$60.6M	+21%	15.7%	77.2%	162	22.22%
1631	APW 1631 Acima Private Wealth Richmond, Virginia	$344M	+$25.7M	+8%	9.59%	45.2%	178	3.37%
1632	HCP 1632 Hamilton Capital Partners Atlanta, Georgia	$344M	+$23.9M	+7%	7.96%	–	42	52.38%
1633	QWM 1633 Quaker Wealth Management Moorestown, New Jersey	$344M	+$23.4M	+7%	9.33%	–	1,045	13.88%
1634	EC 1634 Eleva Capital Paris, France	$343M	$0	0%	3.51%	–	24	0%
1635	CP 1635 Capital Planning Bellevue, Washington	$343M	+$36M	+12%	16%	68.9%	91	13.19%
1636	PA 1636 PFW Advisors Atlanta, Georgia	$343M	+$25.1M	+8%	11.1%	–	131	15.27%
1637	NRW 1637 Nova R Wealth Overland Park, Kansas	$343M	+$29.4M	+9%	10.6%	54.5%	94	12.77%
1638	JCM 1638 Jacobsen Capital Management Salt Lake City, Utah	$342M	+$45.8M	+15%	18.6%	86.7%	136	16.18%
1639	FS 1639 Ferguson Shapiro Decatur, Georgia	$342M	+$13.5M	+4%	9.52%	39.6%	111	42.34%
1640	OCWP 1640 Owl Creek Wealth Partners Denver, Colorado	$342M	+$61.1M	+22%	15.6%	–	1,360	14.12%
1641	WFC 1641 Western Financial Corp San Diego, California	$341M	+$86M	+34%	50.1%	260%	142	17.61%
1642	VCM 1642 Verger Capital Management Winston-Salem, North Carolina	$341M	+$2.16M	+0.6%	6.6%	53.1%	13	0%
1643	NAMM 1643 NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$341M	+$15.4M	+5%	19%	66.3%	96	15.63%
1644	MCG 1644 McCollum Christoferson Group Amherst, New York	$341M	+$8.21M	+2%	10.4%	47.8%	86	17.44%
1645	HZ 1645 Hixon Zuercher Findlay, Ohio	$341M	+$19.7M	+6%	15.1%	87.5%	90	7.78%
1646	AWM 1646 Act Wealth Management Plano, Texas	$340M	+$42.5M	+14%	11.8%	66.7%	65	6.15%
1647	WF 1647 Warner Financial Bethesda, Maryland	$340M	+$48.5M	+17%	14%	62.1%	146	8.22%
1648	GFG 1648 Greenbush Financial Group Albany, New York	$340M	+$38M	+13%	14.1%	–	40	22.5%
1649	HOWA 1649 Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$340M	+$25M	+8%	11.9%	–	112	44.64%
1650	RSA 1650 River Street Advisors Aurora, Illinois	$340M	+$43.6M	+15%	15.2%	88.8%	188	14.36%