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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
1676	AIFS 1676 A&I Financial Services Lone Tree, Colorado	$230M	+$18.5M	+9%	11.4%	–	86	25.58%
1677	AIM 1677 Alhambra Investment Management Palmetto Bay, Florida	$229M	+$12.6M	+6%	9.94%	61.5%	189	10.58%
1678	PRRFG 1678 Paul R. Ried Financial Group Bellevue, Washington	$229M	+$13.8M	+6%	6.75%	–	47	12.77%
1679	SWIM 1679 Smallwood Wealth Investment Management Red Bank, New Jersey	$229M	+$39.1M	+21%	12.7%	67.4%	551	9.07%
1680	PPA 1680 Painted Porch Advisors Santa Barbara, California	$229M	+$19.3M	+9%	9.76%	–	81	24.69%
1681	AAG 1681 Asset Advisory Group Kinnelon, New Jersey	$229M	+$29.5M	+15%	13.2%	–	126	8.73%
1682	WCM 1682 Wildcat Capital Management New York	$229M	+$122M	+115%	120%	126%	3	33.33%
1683	CP 1683 Castleview Partners Dallas, Texas	$228M	+$32.4M	+17%	8.05%	54.5%	251	31.47%
1684	TVWM 1684 Tower View Wealth Management Shorewood, Wisconsin	$227M	+$32.6M	+17%	26%	132%	220	14.09%
1685	FCC 1685 Flower City Capital Pittsford, New York	$227M	+$27.8M	+14%	13.4%	60.7%	49	6.12%
1686	STA 1686 Smith Thornton Advisors Huntsville, Alabama	$227M	+$28.4M	+14%	11.4%	–	146	15.07%
1687	BA 1687 Baugh & Associates Atlanta, Georgia	$226M	-$5.52M	-2%	21.9%	83.8%	44	4.55%
1688	CCM 1688 Charter Capital Management Brookfield, Wisconsin	$226M	+$26.2M	+13%	13.6%	–	81	20.99%
1689	TWCM 1689 True Wind Capital Management San Francisco, California	$226M	+$25.4M	+13%	20.8%	119%	2	0%
1690	HCC 1690 Hatch Cove Capital Chicago, Illinois	$225M	-$36.7M	-14%	11.1%	–	31	61.29%
1691	CWM 1691 Chronos Wealth Management Clearwater, Florida	$225M	+$18.6M	+9%	13.3%	86.4%	39	5.13%
1692	CA 1692 CWC Advisors Lake Oswego, Oregon	$225M	+$15.1M	+7%	12.9%	–	157	8.28%
1693	BF 1693 Brucke Financial Indianapolis, Indiana	$225M	+$27.9M	+14%	13.7%	–	188	18.62%
1694	WSA 1694 Wealth Science Advisors Alpharetta, Georgia	$225M	+$47.2M	+27%	19.2%	–	215	60.47%
1695	WC 1695 Wynn Capital Augusta, Georgia	$224M	+$29.3M	+15%	18.4%	–	118	11.02%
1696	CCM 1696 Capstone Capital Management Hong Kong,	$224M	+$124M	+125%	59%	–	187	87.17%
1697	CRC 1697 Catawba River Capital Lake Wylie, South Carolina	$223M	+$15.5M	+7%	13%	89.5%	26	15.38%
1698	SPAS 1698 Spectrum Planning & Advisory Services San Diego, California	$223M	+$21.4M	+11%	9.83%	–	132	22.73%
1699	NWMP 1699 Noble Wealth Management PBC Greenwood Village, Colorado	$223M	+$24.6M	+12%	10.5%	–	802	29.8%
1700	VF 1700 Vestment Financial Chanhassen, Minnesota	$223M	+$10.8M	+5%	9.54%	–	42	2.38%