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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, 3,470 funds (~39%) 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
1951	APW 1951 Alliance Private Wealth North Reading, Massachusetts	$288M	+$9.54M	+3%	13.5%	–	82	2.44%
1952	IAMOG 1952 Investors Asset Management of Georgia Atlanta, Georgia	$288M	+$43.3M	+18%	28.6%	113%	195	6.67%
1953	OL 1953 Owen LaRue Elizabethtown, Kentucky	$288M	+$27M	+10%	13.8%	126%	151	21.85%
1954	MPAM 1954 Murphy Pohlad Asset Management Eden Prairie, Minnesota	$287M	+$8.17M	+3%	10.7%	75.1%	145	14.48%
1955	QFW 1955 QTR Family Wealth Lake Mary, Florida	$287M	+$46.9M	+20%	23.7%	–	369	30.89%
1956	RSC 1956 Red Spruce Capital Berwyn, Pennsylvania	$287M	+$43.2M	+18%	24.6%	93.3%	99	10.1%
1957	SRWM 1957 Shira Ridge Wealth Management Larkspur, California	$287M	+$33.9M	+13%	14.9%	64.9%	89	17.98%
1958	AWMT 1958 AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$286M	+$28.7M	+11%	14.9%	58.8%	101	10.89%
1959	TWM 1959 Trueblood Wealth Management Lima, Ohio	$286M	+$30.8M	+12%	15.5%	–	272	9.93%
1960	LIA 1960 Luken Investment Analytics Brentwood, Tennessee	$286M	+$24.8M	+10%	14.1%	47.6%	172	8.72%
1961	PF 1961 Penney Financial Houston, Texas	$286M	+$25.4M	+10%	9.09%	–	55	16.36%
1962	BFA 1962 Bluestem Financial Advisors Champaign, Illinois	$286M	+$26.6M	+10%	9.97%	39.5%	35	8.57%
1963	LAM 1963 Lewis Asset Management Lafayette, California	$285M	+$40.9M	+17%	20.1%	–	228	16.67%
1964	LAI 1964 Legal Advantage Investments Los Altos Hills, California	$285M	+$91.6M	+47%	9.19%	105%	89	24.72%
1965	MFG 1965 Midwest Financial Group Overland Park, Kansas	$285M	+$50.6M	+22%	31.9%	94%	142	15.49%
1966	CWA 1966 Choice Wealth Advisors Waterville, Maine	$285M	+$30.2M	+12%	10.5%	52.3%	36	5.56%
1967	MWM 1967 MBE Wealth Management Tomah, Wisconsin	$284M	+$43.7M	+18%	13%	60.9%	173	20.23%
1968	ATC 1968 Advantage Trust Company Salina, Kansas	$284M	+$61.1M	+27%	15.2%	–	203	42.36%
1969	VWM 1969 Vivid Wealth Management West Des Moines, Iowa	$284M	+$37.1M	+15%	15.7%	–	76	17.11%
1970	CA 1970 Cumberland Advisors Sarasota, Florida	$284M	+$28.3M	+11%	14.5%	73.5%	50	6%
1971	WMA 1971 William Mack & Associates Troy, Michigan	$284M	+$109M	+62%	10.3%	–	110	35.45%
1972	CWMGP 1972 Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$284M	+$44.9M	+19%	21%	75.9%	109	21.1%
1973	SIP 1973 Sellwood Investment Partners Portland, Oregon	$284M	+$29.7M	+12%	10.4%	–	61	6.56%
1974	LWM 1974 Lodestone Wealth Management Spokane, Washington	$283M	+$30.9M	+12%	17%	81.1%	801	5.24%
1975	TSS 1975 Thomas Story & Son Culver, Indiana	$283M	+$22.3M	+9%	22.6%	91.8%	54	7.41%