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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
1851	HIM 1851 Harbour Investment Management Edmonds, Washington	$194M	+$9.48M	+5%	8.32%	58.8%	109	8.26%
1852	EA 1852 Echo45 Advisors Walnut Creek, California	$194M	+$15.8M	+9%	10.3%	49.9%	83	14.46%
1853	BA 1853 Ballew Advisors Jackson, Mississippi	$194M	+$16.2M	+9%	9.98%	62.3%	135	17.04%
1854	WF 1854 Williams Financial North Bennington, Vermont	$194M	+$21.7M	+13%	6.87%	28.5%	31	22.58%
1855	MFA 1855 McClarren Financial Advisors State College, Pennsylvania	$193M	+$24.6M	+15%	12.6%	55.3%	88	13.64%
1856	BCM 1856 Berbice Capital Management Melville, New York	$193M	+$40.3M	+26%	32.4%	–	173	57.8%
1857	BSC 1857 Brown Shipley & Co London, United Kingdom	$193M	+$26.6M	+16%	18%	101%	85	20%
1858	DBFM 1858 Dickmeyer Boyce Financial Management Fort Wayne, Indiana	$193M	+$23.1M	+14%	10.6%	–	136	13.24%
1859	QAM 1859 QSM Asset Management London, United Kingdom	$193M	-$11.3M	-6%	16%	–	26	11.54%
1860	MAG 1860 M3 Advisory Group Needham Heights, Massachusetts	$193M	+$30.6M	+19%	20.8%	–	167	17.37%
1861	EWA 1861 Emergent Wealth Advisors Williamsville, New York	$192M	+$23.2M	+14%	16.1%	–	133	14.29%
1862	KPPF 1862 Klein Pavlis & Peasley Financial Irvine, California	$192M	+$11.2M	+6%	9.43%	–	96	10.42%
1863	CF 1863 Cyr Financial Hennepin, Illinois	$192M	+$22.1M	+13%	7.62%	–	63	9.52%
1864	BCG 1864 BayBridge Capital Group Pleasanton, California	$192M	+$30.5M	+19%	12.7%	–	106	19.81%
1865	WWWM 1865 White Wing Wealth Management The Wodlands, Texas	$192M	+$25.1M	+15%	15.2%	–	44	25%
1866	AA 1866 Atmos Advisory Pittsburgh, Pennsylvania	$191M	+$15.2M	+9%	7.56%	30.2%	20	0%
1867	LKWM 1867 Lee-Kelleher Wealth Management Fulton, Maryland	$191M	+$23.2M	+14%	13.1%	–	50	20%
1868	PFA 1868 Pillar Financial Advisors Louisville, Kentucky	$191M	+$20.1M	+12%	10.4%	–	116	10.34%
1869	ALWM 1869 Andrews Lucia Wealth Management Danville, California	$191M	+$23.8M	+14%	12%	59.7%	39	10.26%
1870	MWM 1870 Magnolia Wealth Management Dothan, Alabama	$191M	+$19.4M	+11%	11.7%	45.4%	212	91.98%
1871	MCA 1871 Martin Capital Advisors San Antonio, Texas	$191M	+$32.4M	+20%	28.5%	117%	78	7.69%
1872	KFGG 1872 Keystone Financial Group (Georgia) Atlanta, Georgia	$191M	-$1.87M	-1%	7.44%	–	137	13.87%
1873	GWM 1873 GK Wealth Management Reno, Nevada	$190M	+$75.5M	+66%	33.3%	–	269	94.05%
1874	FSBI 1874 Fearless Solutions (Best Invest) San Antonio, Texas	$189M	+$23.7M	+14%	18.7%	–	140	10%
1875	GFL 1875 Granite FO LLC Bedford, New Hampshire	$189M	+$20.1M	+12%	41.4%	111%	172	1.74%