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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
2001	RPCONE 2001 Retirement Planning Company of New England Warwick, Rhode Island	$278M	+$32.1M	+13%	22%	117%	272	13.24%
2002	CI 2002 Cordant Inc Portland, Oregon	$278M	+$31.3M	+13%	12%	47%	353	72.24%
2003	OFA 2003 Onyx Financial Advisors Idaho Falls, Idaho	$278M	+$36.7M	+15%	11.1%	52.5%	18	0%
2004	SERBOO 2004 School Employees Retirement Board of Ohio Columbus, Ohio	$278M	+$32.3M	+13%	9.02%	–	7	28.57%
2005	BWM 2005 Buska Wealth Management Wausau, Wisconsin	$277M	+$28.4M	+11%	11.9%	–	85	17.65%
2006	HSWM 2006 Hubbell Strickland Wealth Management New Orleans, Louisiana	$277M	+$26.2M	+10%	10.4%	56.8%	88	6.82%
2007	VAF 2007 Values Added Financial Washington, District of Columbia	$277M	+$39.2M	+17%	13.6%	58.3%	151	13.91%
2008	AWG 2008 Altus Wealth Group Colorado Springs, Colorado	$277M	+$32.7M	+13%	17.5%	68.6%	161	14.29%
2009	EAM 2009 Exane Asset Management Paris, France	$277M	-$213M	-43%	20.2%	77.5%	40	50%
2010	MAWAG 2010 Mid-American Wealth Advisory Group Kansas City, Missouri	$277M	+$39.9M	+17%	5.95%	12.3%	77	42.86%
2011	TWM 2011 Tumwater Wealth Management Boise, Idaho	$277M	+$27.9M	+11%	10.7%	–	36	13.89%
2012	WR 2012 WD Rutherford Portland, Oregon	$276M	+$51.2M	+23%	40.3%	170%	78	12.82%
2013	BIA 2013 Bigelow Investment Advisors Portland, Maine	$276M	+$26.4M	+11%	14.2%	67.1%	163	9.82%
2014	MAWCM 2014 Mine & Arao Wealth Creation & Management Campbell, California	$276M	+$37.6M	+16%	17.5%	92%	80	8.75%
2015	MAG 2015 MRA Advisory Group Parsippany, New Jersey	$276M	+$30.6M	+12%	17.1%	84.5%	181	33.7%
2016	WAP 2016 Wealth Analytics Partners San Diego, California	$276M	+$29.7M	+12%	11.9%	–	50	8%
2017	DWM 2017 Dopkins Wealth Management Williamsville, New York	$275M	+$26.3M	+11%	11.7%	64.4%	95	8.42%
2018	VWA 2018 Valued Wealth Advisors Holladay, Utah	$275M	+$28.4M	+12%	10.9%	–	936	22.76%
2019	UWS 2019 Unique Wealth Strategies Burr Ridge, Illinois	$275M	+$28.6M	+12%	18.7%	–	276	41.3%
2020	SCM 2020 Spreng Capital Management Bucyrus, Ohio	$275M	+$62.9M	+30%	13.9%	72.5%	79	18.99%
2021	TSMHT 2021 Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$275M	+$32.8M	+14%	18%	–	1,452	23.83%
2022	ACA 2022 American Capital Advisory Ketchum, Idaho	$275M	+$27.1M	+11%	10%	–	1,234	13.29%
2023	WA 2023 Westfuller Advisors New York	$275M	+$43M	+19%	15.3%	–	813	14.15%
2024	JCFM 2024 JBR Co Financial Management Ardmore, Oklahoma	$274M	+$35.2M	+15%	19.3%	–	139	17.99%
2025	CB 2025 Chris Bulman Roseville, California	$274M	+$45.5M	+20%	12.7%	–	181	25.97%