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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
1976	HAFG 1976 Hansen & Associates Financial Group Roseville, California	$174M	-$11.3M	-6%	4.85%	–	48	18.75%
1977	AWM 1977 Alterna Wealth Management Houston, Texas	$174M	+$42.3M	+32%	8.59%	48%	124	27.42%
1978	NWA 1978 Northwest Wealth Advisors Bellingham, Washington	$174M	+$34M	+24%	15%	–	67	5.97%
1979	6SA 1979 6th Street Advisors Daphne, Alabama	$174M	+$15.1M	+10%	9.99%	–	65	15.38%
1980	PWSG 1980 Pacific Wealth Strategies Group Santa Barbara, California	$174M	+$13.8M	+9%	11.8%	75.5%	64	10.94%
1981	MEAC 1981 M.E. Allison & Co San Antonio, Texas	$174M	+$22.9M	+15%	18.3%	–	205	10.73%
1982	PAM 1982 PVG Asset Management Golden, Colorado	$173M	+$3.83M	+2%	37.6%	–	139	15.11%
1983	AIFAIM 1983 American Institute for Advanced Investment Management Scottsdale, Arizona	$173M	+$18.7M	+12%	14.6%	72.8%	162	7.41%
1984	HFS 1984 Hopwood Financial Services Reston, Virginia	$173M	+$24.3M	+16%	12.8%	–	92	9.78%
1985	PPF 1985 Pacific Park Financial Lagina Hills, California	$172M	+$19.1M	+12%	9.86%	–	80	12.5%
1986	IWB 1986 Innovative Wealth Building California, Maryland	$172M	+$30M	+21%	14.4%	–	87	22.99%
1987	NA 1987 Networth Advisors Canonsburg, Pennsylvania	$172M	+$30.6M	+22%	9.77%	–	452	30.53%
1988	CCG 1988 Coastwise Capital Group La Jolla, California	$172M	-$8.07M	-4%	17.1%	88.8%	152	21.71%
1989	PW 1989 Paladin Wealth Arden Hills, Minnesota	$172M	+$26.6M	+18%	11.7%	–	146	22.6%
1990	SI 1990 Stonekeep Investments Sante Fe, New Mexico	$172M	+$17.6M	+11%	10.4%	–	83	22.89%
1991	GIS 1991 Graphene Investments SAS Paris, France	$172M	+$22.8M	+15%	17.8%	86.5%	45	8.89%
1992	WFP 1992 Welch Financial Planning Boulder, Colorado	$172M	+$32.6M	+23%	19%	–	77	20.78%
1993	BWMG 1993 Bannerman Wealth Management Group Lewisville, Texas	$171M	+$23M	+15%	11.3%	–	38	15.79%
1994	GCWM 1994 Guided Capital Wealth Management Houston, Texas	$171M	+$19.4M	+13%	10.3%	–	37	13.51%
1995	AIP 1995 Alexis Investment Partners Montgomery, Texas	$171M	+$25.8M	+18%	13.8%	–	42	26.19%
1996	LFA 1996 Longview Financial Advisors Huntsville, Alabama	$171M	+$7.33M	+4%	5.15%	–	162	73.46%
1997	RW 1997 Ridgeline Wealth Mesa, Arizona	$171M	+$31.3M	+22%	13.7%	–	61	16.39%
1998	IIM 1998 Invariant Investment Management Camp Hill, Pennsylvania	$171M	+$8.13M	+5%	6.08%	–	72	8.33%
1999	CPA 1999 Cathy Pareto & Associates Coral Gables, Florida	$171M	+$21.6M	+14%	12%	–	107	14.95%
2000	NL 2000 NDWM LLC La Jolla, California	$170M	+$16M	+10%	9.88%	–	42	16.67%