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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
1751	RWM 1751 Riverchase Wealth Management Flower Mound, Texas	$215M	+$22.7M	+12%	8.42%	–	81	12.35%
1752	NC 1752 Nipun Capital Foster City, California	$215M	+$12.4M	+6%	5.89%	–	10	40%
1753	LF 1753 LifeSteps Financial Claremont, California	$215M	+$56.6M	+36%	17.5%	88%	793	87.89%
1754	PWMG 1754 Pinnacle Wealth Management Group Plymouth, Michigan	$214M	+$10.6M	+5%	6.93%	55.7%	130	9.23%
1755	BCA 1755 Bayshore Capital Advisors Tampa, Florida	$214M	-$22.8M	-10%	17.7%	–	47	23.4%
1756	KA 1756 Kearns & Associates Palos Verdes Estates, California	$214M	+$28.3M	+15%	14.3%	69.4%	42	7.14%
1757	HIW 1757 Holos Integrated Wealth Kennett Square, Pennsylvania	$214M	+$16.5M	+8%	7.4%	–	424	13.92%
1758	SP 1758 Successful Portfolios Clearwater, Florida	$214M	+$32.7M	+18%	22.8%	101%	200	6.5%
1759	BWS 1759 Broadway Wealth Solutions San Antonio, Texas	$214M	+$20.7M	+11%	9.62%	–	105	21.9%
1760	MSWM 1760 Mader & Shannon Wealth Management Kansas City, Missouri	$214M	-$2.01M	-0.9%	0.06%	53.1%	21	4.76%
1761	EFS 1761 Econ Financial Services Harrisburg, Pennsylvania	$214M	-$1.36M	-0.6%	5.29%	16.9%	100	54%
1762	TFCM 1762 Taylor Frigon Capital Management Scottsdale, Arizona	$214M	+$37.9M	+22%	39.5%	131%	95	4.21%
1763	KWM 1763 Kingsman Wealth Management Pensacola, Florida	$214M	+$35.4M	+20%	31.1%	–	83	24.1%
1764	ACM 1764 Ayrshire Capital Management Westport, Connecticut	$214M	+$20.2M	+10%	17.7%	78.4%	57	24.56%
1765	B 1765 Birchbrook Bangor, Maine	$213M	+$9.11M	+4%	10.1%	–	326	17.18%
1766	CCWP 1766 Cedar Cove Wealth Partners Bloomington, Minnesota	$213M	+$22.3M	+12%	15.9%	–	103	26.21%
1767	FCB 1767 First County Bank Stamford, Connecticut	$213M	+$25.2M	+13%	17.5%	89.1%	173	9.25%
1768	IIL 1768 Insight Inv LLC El Segundo, California	$212M	+$29.4M	+16%	33.4%	136%	111	8.11%
1769	BDL 1769 Banque de Luxembourg Luxembourg	$212M	+$18.7M	+10%	12.3%	–	79	6.33%
1770	DJYG 1770 David J. Yvars Group University Park, Florida	$212M	+$33M	+18%	22.8%	125%	111	21.62%
1771	CFSG 1771 Clark Financial Services Group Chesterfield, Missouri	$212M	+$27.3M	+15%	27.8%	102%	118	24.58%
1772	SL 1772 StoryOne LLC Overland Park, Kansas	$212M	+$34.2M	+19%	22.7%	–	79	98.73%
1773	MIM 1773 Merrion Investment Management Cranford, New Jersey	$211M	+$25.2M	+14%	20.9%	166%	114	11.4%
1774	RFP 1774 RCS Financial Planning Annapolis, Maryland	$211M	+$18.4M	+10%	10.7%	42.8%	105	9.52%
1775	KRW 1775 Kaufman Rossin Wealth Miami, Florida	$211M	+$36.6M	+21%	15.1%	–	116	18.97%