We are live on ! Find out more

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
1976	OCFG 1976 O'Connor Financial Group Quincy, Illinois	$283M	+$38.3M	+16%	11.8%	44.9%	72	23.61%
1977	HC 1977 Hillman Company Pittsburgh, Pennsylvania	$283M	+$25.4M	+10%	12.6%	134%	17	35.29%
1978	HC 1978 Hendley & Co Zanesville, Ohio	$283M	+$12.3M	+5%	5.93%	54.8%	48	8.33%
1979	BWM 1979 BKM Wealth Management Brookfield, Wisconsin	$282M	+$8.49M	+3%	12.1%	–	162	17.28%
1980	SWM 1980 Selby Wealth Management Emeryville, California	$282M	+$28.2M	+11%	8.08%	–	85	7.06%
1981	KTM 1981 Keeler Thomas Management Orem, Utah	$282M	+$45.8M	+19%	5.78%	46.1%	149	30.2%
1982	MWM 1982 McNaughton Wealth Management San Diego, California	$282M	+$39.8M	+16%	12.2%	50.3%	78	14.1%
1983	SMBT 1983 Southern Michigan Bank & Trust Coldwater, Michigan	$281M	+$20.7M	+8%	11.3%	–	443	9.03%
1984	MHWM 1984 Montz Harcus Wealth Management New Orleans, Louisiana	$281M	+$33.4M	+13%	14.1%	74.1%	103	12.62%
1985	RIM 1985 Reliant Investment Management Memphis, Tennessee	$281M	+$73.1M	+35%	19.7%	122%	61	22.95%
1986	FF 1986 Fluent Financial Dallas, Texas	$280M	+$6.9M	+3%	8.91%	42.5%	68	52.94%
1987	TS 1987 TradeWell Securities Fort Wayne, Indiana	$280M	+$42.9M	+18%	18.3%	–	54	11.11%
1988	SLA 1988 Silver Lake Advisory Cottonwood Heights, Utah	$280M	+$27.8M	+11%	17.6%	70.9%	110	7.27%
1989	BAM 1989 Bayshore Asset Management Coral Gables, Florida	$280M	+$28.6M	+11%	12.1%	62.3%	52	23.08%
1990	HWA 1990 Hillcrest Wealth Advisors Hazlet, New Jersey	$279M	+$32.5M	+13%	12.7%	55%	57	12.28%
1991	IWP 1991 Invenio Wealth Partners Coral Gables, Florida	$279M	+$27.3M	+11%	12.5%	52%	96	14.58%
1992	YP 1992 YANKCOM Partnership Yankton, South Dakota	$279M	+$35.6M	+15%	12.2%	–	388	25.77%
1993	CCM 1993 Campbell Capital Management Miami, Florida	$279M	+$69.6M	+33%	35.1%	–	40	30%
1994	CA 1994 Cresta Advisors Laredo, Texas	$279M	+$34.4M	+14%	12.8%	59.1%	55	5.45%
1995	YWS 1995 Yarger Wealth Strategies Westerville, Ohio	$278M	+$29.9M	+12%	14%	55.1%	141	15.6%
1996	SI 1996 Shaker Investments Cleveland, Ohio	$278M	+$58.5M	+27%	41.4%	205%	103	35.92%
1997	QCIG 1997 Quad-Cities Investment Group Davenport, Iowa	$278M	+$27.4M	+11%	11.1%	61%	220	14.09%
1998	EWP 1998 Equity Wealth Partners Independence, Missouri	$278M	+$124M	+80%	13.1%	–	110	31.82%
1999	FIA 1999 FNY Investment Advisers New York	$278M	+$49.4M	+22%	35.5%	307%	1,149	51.09%
2000	SWM 2000 SFG Wealth Management Towson, Maryland	$278M	+$35.2M	+14%	15.3%	82.1%	125	29.6%