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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, 3,357 funds (~38%) 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
2176	GSF 2176 Grove Street Fiduciary Peterborough, New Hampshire	$237M	+$9.84M	+4%	6.12%	–	80	13.75%
2177	MWA 2177 Miller Wealth Advisors Ridgeway, Colorado	$237M	-$23.1M	-9%	8.89%	117%	126	10.32%
2178	IWMWV 2178 Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$237M	+$13.4M	+6%	8.55%	35.2%	31	32.26%
2179	DRS 2179 Deane Retirement Strategies New Orleans, Louisiana	$236M	-$12.4M	-5%	1.53%	64.7%	77	58.44%
2180	CGH 2180 CMG Global Holdings Plano, Texas	$236M	+$25.9M	+12%	14.9%	79.4%	104	11.54%
2181	EP 2181 EPIQ Partners Minneapolis, Minnesota	$236M	+$21.8M	+10%	10.5%	44.3%	99	17.17%
2182	APSI 2182 Asset Planning Services Inc Covington, Louisiana	$236M	+$7.55M	+3%	9.81%	117%	36	2.78%
2183	LWM 2183 Latko Wealth Management Frankfort, Illinois	$236M	+$30.5M	+15%	14.8%	–	39	12.82%
2184	TFG 2184 Team Financial Group Temecula, California	$236M	+$15.2M	+7%	8.14%	42.4%	274	79.93%
2185	BW 2185 BostonPremier Wealth Hanover, Massachusetts	$235M	+$41.9M	+22%	19.8%	–	79	11.39%
2186	AIC 2186 Allodium Investment Consultants Minneapolis, Minnesota	$235M	+$26.6M	+13%	10.2%	–	57	8.77%
2187	DIM 2187 DLK Investment Management Solana Beach, California	$235M	-$17.8M	-7%	5.17%	–	126	50.79%
2188	PAW 2188 Plan A Wealth Lincoln, Nebraska	$235M	+$26.3M	+13%	10.8%	–	209	22.01%
2189	MWA 2189 MN Wealth Advisors Overland Park, Kansas	$235M	+$29.3M	+14%	14.2%	–	141	17.02%
2190	PIM 2190 Peregrine Investment Management Toronto, Ontario, Canada	$235M	+$108M	+85%	78.3%	–	31	51.61%
2191	CWP 2191 Core Wealth Partners Santa Rosa, California	$235M	+$19.6M	+9%	15.3%	63.8%	205	19.02%
2192	TWM 2192 Trevian Wealth Management Weston, Massachusetts	$235M	+$32M	+16%	15.1%	94.1%	45	4.44%
2193	NCMW 2193 Northern Capital Management (Washington) Spokane, Washington	$235M	+$35.1M	+18%	17.4%	80%	56	10.71%
2194	KIG 2194 Kessler Investment Group Columbus, Indiana	$234M	+$22.9M	+11%	32%	218%	89	20.22%
2195	AWA 2195 Aletheian Wealth Advisors Bellevue, Washington	$234M	+$29M	+14%	11%	–	111	14.41%
2196	ACM 2196 Ariose Capital Management Central, Hong Kong, Hong Kong	$234M	+$85.2M	+57%	137%	1,745%	30	86.67%
2197	ONSWM 2197 Old North State Wealth Management Wilmington, North Carolina	$234M	+$17.9M	+8%	11.5%	76.7%	120	13.33%
2198	RCM 2198 Richardson Capital Management Menomonee Falls, Wisconsin	$234M	+$26.9M	+13%	14.5%	–	398	39.95%
2199	PPA 2199 Pilgrim Partners Asia Singapore	$234M	-$11.6M	-5%	15.7%	–	146	39.73%
2200	WB 2200 West Bancorporation West Des Moines, Iowa	$234M	+$33.4M	+17%	13.2%	64.4%	103	12.62%