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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
1926	HCWM 1926 Hidden Cove Wealth Management Bainbridge Island, Washington	$182M	+$25.9M	+17%	15.5%	–	143	30.77%
1927	SBLIC 1927 Security Benefit Life Insurance Company Topeka, Kansas	$182M	-$8.81M	-5%	2.74%	60.6%	20	10%
1928	FHC 1928 Fort Henry Capital Wheeling, West Virginia	$182M	+$16.2M	+10%	9.57%	37%	17	0%
1929	RWS 1929 Retirement Wealth Solutions Marshfield, Wisconsin	$181M	+$22.9M	+14%	13%	–	852	8.69%
1930	DWMS 1930 Dominguez Wealth Management Solutions Williamsburg, Virginia	$181M	+$16.5M	+10%	11.3%	47.2%	76	13.16%
1931	AH 1931 Addis & Hill Wayne, Pennsylvania	$181M	+$17M	+10%	13%	–	29	6.9%
1932	CC 1932 Clearwave Capital Upland, California	$181M	+$35.1M	+24%	26%	–	169	15.38%
1933	CAP 1933 Columbia Advisory Partners Spokane, Washington	$181M	+$24.7M	+16%	15.2%	63.7%	113	20.35%
1934	IP 1934 Integras Partners Alpharetta, Georgia	$181M	+$29M	+19%	12.5%	–	101	32.67%
1935	NWM 1935 Nova Wealth Management Bonita Springs, Florida	$181M	+$27.6M	+18%	19%	–	621	20.45%
1936	NWM 1936 Nolet Wealth Management Fort Worth, Texas	$181M	+$5.39M	+3%	16.5%	–	119	28.57%
1937	CFG 1937 Clayton Financial Group St. Louis, Missouri	$181M	-$13.8M	-7%	14.4%	–	614	89.41%
1938	AMAL 1938 Asset Management Advisors LLC Oklahoma City, Oklahoma	$181M	+$15.5M	+9%	30.7%	124%	19	10.53%
1939	RWS 1939 Rochester Wealth Strategies Rochester, Michigan	$181M	+$15.7M	+10%	8.65%	–	29	24.14%
1940	ULWM 1940 Upper Left Wealth Management Tampa, Florida	$180M	+$11.1M	+7%	2.9%	43.1%	73	6.85%
1941	WGS 1941 Washington Growth Strategies Washington, District of Columbia	$180M	+$27.1M	+18%	18.9%	–	64	14.06%
1942	IPAM 1942 Investment Partners Asset Management Metuchen, New Jersey	$180M	+$17.9M	+11%	14.6%	–	177	10.17%
1943	CCM 1943 Cox Capital Management Andover, Massachusetts	$180M	+$29.1M	+19%	22.4%	95.3%	83	14.46%
1944	BBA 1944 Braun-Bostich & Associates Canonsburg, Pennsylvania	$179M	+$19.5M	+12%	12.1%	59.5%	142	16.2%
1945	VF 1945 Vista Finance Clayton, Missouri	$179M	+$53M	+42%	7.18%	47%	80	45%
1946	RC 1946 Rareview Capital Las Vegas, Nevada	$179M	+$8.27M	+5%	9.09%	–	55	12.73%
1947	DWM 1947 DecisionMap Wealth Management Great Falls, Virginia	$179M	+$24.1M	+16%	13%	–	150	17.33%
1948	RWM 1948 Rolek Wealth Management Berwyn, Pennsylvania	$179M	+$39.2M	+28%	20.6%	–	23	4.35%
1949	RFA 1949 Reyes Financial Architecture San Diego, California	$179M	+$56.2M	+46%	11.8%	–	380	25%
1950	SWM 1950 Salvus Wealth Management Red Bank, New Jersey	$178M	+$6.52M	+4%	20.1%	104%	134	12.69%