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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
2001	EWM 2001 Evolution Wealth Management Fort Myers, Florida	$170M	+$33.3M	+24%	13.5%	–	981	17.84%
2002	CA 2002 Chatterton & Associates Anaheim, California	$170M	+$27.2M	+19%	13.2%	–	110	20%
2003	PCM 2003 Park Capital Management Madison, Wisconsin	$170M	+$67.2M	+65%	56.2%	–	175	65.14%
2004	NA 2004 Nautilus Advisors La Jolla, California	$170M	+$23.8M	+16%	15.9%	–	185	15.68%
2005	RA 2005 RiverTree Advisors Winter Park, Florida	$169M	+$11.4M	+7%	7.58%	25.4%	74	21.62%
2006	ANHIM 2006 Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts	$169M	+$17.7M	+12%	13.1%	76.8%	14	7.14%
2007	WS 2007 Wilian Securities Vadnais Heights, Minnesota	$169M	+$129M	+315%	13.2%	–	93	43.01%
2008	PWM 2008 Palacios Wealth Management Ormond Beach, Florida	$169M	+$9.41M	+6%	27.6%	–	78	6.41%
2009	DCM 2009 Davis Capital Management Jacksonville, Florida	$169M	+$21.4M	+14%	11.3%	–	1,286	55.44%
2010	MSWA 2010 Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$169M	+$16M	+10%	11.3%	–	356	8.15%
2011	PWCM 2011 Processus Wealth & Capital Management Brentwood, Tennessee	$169M	+$21.5M	+15%	22.2%	–	36	5.56%
2012	SFG 2012 Somnio Financial Group Glastonbury, Connecticut	$169M	+$16.6M	+11%	9.79%	–	14	0%
2013	NDBT 2013 North Dallas Bank & Trust Dallas, Texas	$169M	+$20.9M	+14%	17.2%	–	119	13.45%
2014	GGA 2014 Granite Group Advisors Stamford, Connecticut	$169M	+$3.34M	+2%	10.4%	–	96	22.92%
2015	RCA 2015 Runnymede Capital Advisors Dublin, Ohio	$168M	+$51.4M	+44%	70.2%	–	81	12.35%
2016	SVWA 2016 Sarver Vrooman Wealth Advisors Kansas City, Missouri	$168M	+$5.42M	+3%	2.25%	–	148	8.78%
2017	IIL 2017 Income Insurance Ltd Singapore,	$168M	+$20.7M	+14%	28.9%	–	189	15.87%
2018	MWS 2018 MFA Wealth Services Thousand Oaks, California	$167M	+$16.4M	+11%	10.8%	–	136	11.76%
2019	GFM 2019 GEN Financial Management Plymouth, Minnesota	$167M	+$5.6M	+3%	9.15%	–	57	35.09%
2020	SRS 2020 Strong Retirement Solutions Silverdale, Washington	$167M	+$24.1M	+17%	18.8%	–	89	11.24%
2021	OWM 2021 Orca Wealth Management New Port Richey, Florida	$167M	+$26.1M	+19%	34.3%	–	86	25.58%
2022	LW 2022 Lauer Wealth Valparaiso, Indiana	$167M	+$41M	+33%	12.7%	75.5%	101	59.41%
2023	KFSN 2023 Keystone Financial Services (Nebraska) Omaha, Nebraska	$166M	+$17.8M	+12%	12.1%	–	62	8.06%
2024	SH 2024 SeaTown Holdings Singapore	$166M	+$13.7M	+9%	35.9%	220%	19	31.58%
2025	SMWM 2025 Silvia McColl Wealth Management San Diego, California	$166M	+$14.4M	+9%	13.7%	76.1%	124	5.65%