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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
1726	WWM 1726 Wolff Wiese Magana Carslbad, California	$217M	+$36.2M	+20%	32.5%	136%	1,058	10.02%
1727	PP 1727 Pearl Planning Dexter, Michigan	$217M	+$30.3M	+16%	11.6%	–	58	10.34%
1728	HIMS 1728 Hager Investment Management Services New London, New Hampshire	$217M	+$35.4M	+19%	31.3%	–	372	16.67%
1729	DCM 1729 Delta Capital Management Red Bank, New Jersey	$217M	+$35.5M	+20%	37.8%	125%	112	10.71%
1730	EF 1730 Envision Financial Brookfield, Wisconsin	$217M	+$31.3M	+17%	10.3%	–	49	8.16%
1731	JKA 1731 Jones Kertz & Associates Blaine, Minnesota	$217M	+$28.6M	+15%	33.2%	–	68	5.88%
1732	GAA 1732 Guardian Asset Advisors Mechanicsburg, Pennsylvania	$217M	+$45.7M	+27%	15%	–	130	26.15%
1733	FF 1733 Friedenthal Financial Marlton, New Jersey	$217M	+$17.1M	+9%	9.19%	111%	312	40.38%
1734	O3W 1734 Omni 360 Wealth Plainsboro, New Jersey	$216M	+$22.6M	+12%	11.1%	–	137	10.22%
1735	BWMG 1735 Barnes Wealth Management Group Bakersfield, California	$216M	+$19.1M	+10%	10.4%	–	205	15.12%
1736	SF 1736 SWP Financial San Diego, California	$216M	+$20.1M	+10%	11.9%	–	80	13.75%
1737	KCM 1737 Kennicott Capital Management Corte Madera, California	$216M	+$32.8M	+18%	19.3%	85.5%	48	8.33%
1738	SFS 1738 Sharp Financial Services Horsham, Pennsylvania	$216M	+$13.4M	+7%	10.4%	–	135	17.04%
1739	PFA 1739 Petra Financial Advisors Colorado Srpings, Colorado	$216M	+$54.1M	+33%	18.6%	129%	184	45.11%
1740	FWA 1740 FOCUS Wealth Advisors Houston, Texas	$216M	+$11.1M	+5%	13.8%	63.8%	69	26.09%
1741	CWMA 1741 Capstone Wealth Management (Alabama) Tuscaloosa, Alabama	$216M	+$72.1M	+50%	15.8%	–	189	74.07%
1742	HCP 1742 Hardin Capital Partners Greenville, South Carolina	$215M	-$153K	-0.1%	1.45%	–	153	16.34%
1743	WI 1743 Wealth Intelligence Columbus, Georgia	$215M	+$7.32M	+4%	5.92%	–	59	1.69%
1744	FG 1744 Franchise GP Grand Cayman,	$215M	-$56.7M	-21%	77.7%	–	49	46.94%
1745	LD 1745 Lipe & Dalton Syracuse, New York	$215M	+$24.1M	+13%	19%	89.6%	99	12.12%
1746	BWM 1746 Base Wealth Management Lakewood Ranch, Florida	$215M	+$36.3M	+20%	11.8%	–	66	9.09%
1747	GCL 1747 Gouws Capital LLC Charlotte, North Carolina	$215M	+$26.1M	+14%	20.2%	114%	59	8.47%
1748	KWA 1748 Kellett Wealth Advisors Cincinnati, Ohio	$215M	+$30.3M	+16%	12.6%	68.1%	98	20.41%
1749	KCM 1749 KRS Capital Management Bloomfield, Michigan	$215M	+$51.7M	+32%	49.1%	233%	129	14.73%
1750	COA 1750 Crown Oak Advisors Piedmont, California	$215M	+$15.4M	+8%	6.67%	–	24	8.33%