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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, 2,493 funds (~28%) 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
2076	BF 2076 bLong Financial Memphis, Tennessee	$154M	+$21.3M	+16%	30.9%	–	82	9.76%
2077	MVA 2077 Mount Vernon Associates Baltimore, Maryland	$153M	+$11.9M	+8%	26%	119%	65	12.31%
2078	RWM 2078 Redstone Wealth Management Oklahoma City, Oklahoma	$153M	+$27.7M	+22%	29.6%	–	44	31.82%
2079	FFG 2079 Floyd Financial Group Springfield, Missouri	$153M	+$3.16M	+2%	13.4%	–	70	10%
2080	DFG 2080 DiPaolo Financial Group Lutz, Florida	$153M	+$15.7M	+11%	8.95%	–	48	8.33%
2081	CSF 2081 Capital Squared Financial Rockville, Maryland	$153M	+$22M	+17%	15.7%	–	90	8.89%
2082	SOWBOCOPL 2082 State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin	$153M	+$842K	+0.6%	0.41%	4.83%	6	0%
2083	MWM 2083 Moulton Wealth Management Spokane, Washington	$152M	+$5.2M	+4%	8.63%	47.1%	83	57.83%
2084	HFAS 2084 Hummer Financial Advisory Services Chicago, Illinois	$152M	+$10.6M	+7%	13.1%	60.6%	135	8.89%
2085	LAIC 2085 Lederer & Associates Investment Counsel Long Beach, California	$152M	+$10.7M	+8%	10.2%	75.5%	87	8.05%
2086	PF 2086 Prota Financial Houston, Texas	$152M	+$13.9M	+10%	11.6%	–	74	14.86%
2087	UFA 2087 Uptown Financial Advisors Dallas, Texas	$152M	+$26M	+21%	10.4%	–	91	19.78%
2088	TC 2088 TTRF Capital Nicosia,	$152M	–	–	97.5%	–	13	–
2089	WCM 2089 Washington Capital Management Seattle, Washington	$152M	+$33.1M	+28%	14.3%	76.9%	123	25.2%
2090	WN 2090 Williams & Novak Westlake Village, California	$151M	+$17.6M	+13%	13.5%	–	157	15.92%
2091	MAFA 2091 MJT & Associates Financial Advisory Monteviceo, Minnesota	$151M	+$15M	+11%	12.8%	–	495	16.77%
2092	TMC 2092 Themes Management Co Greenwich, Connecticut	$151M	-$11.2M	-7%	19.4%	–	161	31.68%
2093	AT 2093 Adelphi Trust Saint Petersburg, Florida	$151M	+$27.8M	+23%	14.4%	–	125	24.8%
2094	SGC 2094 Slocum, Gordon & Co Newport, Rhode Island	$151M	+$3.57M	+2%	3.15%	55.2%	75	21.33%
2095	SFGM 2095 Stonebridge Financial Group (Missouri) St. Louis, Missouri	$151M	+$31.9M	+27%	22.9%	–	183	16.39%
2096	LFS 2096 Leibman Financial Services Louisville, Nebraska	$150M	+$14.2M	+10%	10.7%	–	53	20.75%
2097	SPWM 2097 Spartan Planning & Wealth Management Greensboro, North Carolina	$150M	+$15.1M	+11%	19.5%	–	88	36.36%
2098	NMCM 2098 Nicholson Meyer Capital Management Kansas City, Missouri	$150M	+$19.8M	+15%	15.4%	–	46	8.7%
2099	PIC 2099 Platt Investment Counsel Lake Mary, Florida	$149M	+$19.4M	+15%	14.7%	58.9%	14	7.14%
2100	HRC 2100 Hoertkorn Richard Charles	$149M	+$27.3M	+22%	53%	172%	78	12.82%