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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, 2,522 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
2026	SRSA 2026 S.R. Schill & Associates Mercer Island, Washington	$166M	+$17.6M	+12%	8.66%	36.7%	29	13.79%
2027	VWA 2027 VERITY Wealth Advisors Sausalito, United States	$166M	+$15.8M	+11%	13.8%	59.9%	85	9.41%
2028	TWM 2028 TopTier Wealth Management Muskego, Wisconsin	$166M	+$2.88M	+2%	12%	–	795	83.27%
2029	RB 2029 Robert Bosch Gerlingen Schillerhoehe, Germany	$166M	+$5.15M	+3%	5.73%	–	3	0%
2030	KOMWMG 2030 Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$165M	+$18.8M	+13%	9.91%	60.2%	101	16.83%
2031	LIM 2031 Lancaster Investment Management London, United Kingdom	$165M	-$16.3M	-9%	2.66%	18%	13	53.85%
2032	HPBT 2032 Hickory Point Bank & Trust Decatur, Illinois	$165M	+$13.4M	+9%	12.7%	–	473	10.15%
2033	TTIC 2033 Tower Trust & Investment Company Davenport, Iowa	$165M	+$12.4M	+8%	17.1%	–	254	20.87%
2034	AF 2034 Atala Financial Calabasas, California	$165M	+$15.6M	+10%	13.9%	–	126	11.11%
2035	CA 2035 Cannon Advisors Charlotte, North Carolina	$164M	+$29.5M	+22%	15.5%	–	120	50%
2036	JWM 2036 JDH Wealth Management Santa Rosa, California	$164M	+$16M	+11%	13.1%	–	62	14.52%
2037	WCM 2037 Winebrenner Capital Management Louisville, Kentucky	$164M	+$8.52M	+5%	5.89%	–	158	15.19%
2038	PSIWM 2038 Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$164M	+$16.7M	+11%	10.2%	37.9%	65	21.54%
2039	SCA 2039 Sippican Capital Advisors Boston, Massachusetts	$164M	+$17.8M	+12%	12.9%	90.1%	114	8.77%
2040	HFP 2040 Holistic Financial Partners Indianapolis, Indiana	$164M	-$105M	-39%	15.2%	95.7%	150	22.67%
2041	AWA 2041 Arbor Wealth Advisors Troy, Michigan	$164M	+$21M	+15%	13.4%	–	60	6.67%
2042	AIM 2042 Aurora Investment Managers Naples, Florida	$164M	+$27.6M	+20%	13.7%	47%	55	50.91%
2043	CC 2043 Climber Capital Nyon, Switzerland	$164M	+$10.9M	+7%	5.83%	–	72	15.28%
2044	YMRC 2044 Yorktown Management & Research Company Forest, Virginia	$163M	+$43.7M	+37%	35.3%	223%	296	43.58%
2045	KFO 2045 Kopp Family Office Bloomington, Minnesota	$163M	+$17.8M	+12%	11.2%	34%	30	33.33%
2046	TF 2046 TME Financial Huntington Beach, California	$162M	+$17.6M	+12%	9.47%	–	73	15.07%
2047	1IA 2047 1620 Investment Advisors Plymouth, Massachusetts	$161M	+$13.6M	+9%	13.6%	68.9%	703	10.24%
2048	PWM 2048 Pinnacle Wealth Management Roseville, California	$161M	+$13M	+9%	14.5%	194%	33	30.3%
2049	WCFP 2049 White & Co Financial Planning Sunnyside, Washington	$161M	+$19.2M	+13%	10.2%	–	20	0%
2050	NWM 2050 Navigate Wealth Management Birmingham, Alabama	$161M	+$19M	+13%	10.2%	–	81	13.58%