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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
2176	LF 2176 LifePlan Financial Mankato, Minnesota	$143M	+$7.45M	+6%	11.7%	–	92	13.04%
2177	GCG 2177 Gilbert Capital Group North Yarmouth, Maine	$143M	+$13.3M	+10%	14.5%	–	63	30.16%
2178	RBC 2178 Rye Brook Capital Greenwich, Connecticut	$143M	+$34.2M	+31%	13.7%	67.3%	44	45.45%
2179	PWM 2179 Peak Wealth Management Nashua, New Hampshire	$143M	+$20.6M	+17%	15.2%	–	61	14.75%
2180	SAM 2180 Seelaus Asset Management Chatham, New Jersey	$142M	+$3.71M	+3%	23.9%	122%	240	30.42%
2181	LAS 2181 Legacy Advisory Services Exton, Pennsylvania	$142M	+$11.1M	+8%	9.38%	–	57	19.3%
2182	AF 2182 ASL Financial Los Gatos, California	$142M	+$16.8M	+13%	13.4%	–	100	10%
2183	KF 2183 K2 Financial Glendora, California	$142M	+$4.18M	+3%	7.76%	–	60	1.67%
2184	PAM 2184 PartnerRe Asset Management Greenwich, Connecticut	$142M	+$3.49M	+3%	2.69%	–	2	0%
2185	NA 2185 Nestegg Advisors Hauppauge, New York	$141M	+$27.5M	+24%	12.8%	–	56	14.29%
2186	MW 2186 Marrick Wealth Irvine, California	$141M	+$21.9M	+18%	11.9%	–	65	24.62%
2187	ECM 2187 Ethos Capital Management Newtown, Pennsylvania	$140M	+$23.9M	+20%	31.5%	–	64	20.31%
2188	MPCA 2188 Madison Park Capital Advisors Seattle, Washington	$140M	+$13.1M	+10%	10.2%	–	67	10.45%
2189	LSC 2189 Lesa Sroufe & Co Seattle, Washington	$140M	-$6.68M	-5%	0.85%	–	74	17.57%
2190	MCFP 2190 Mallini Complete Financial Planning Gainesville, Florida	$140M	+$13.9M	+11%	8.53%	–	70	4.29%
2191	DWA 2191 Delta Wealth Advisors Indianapolis, Indiana	$140M	+$8.58M	+7%	9.83%	–	47	4.26%
2192	MWM 2192 MFG Wealth Management Indianapolis, Indiana	$140M	+$19.2M	+16%	22.4%	–	70	22.86%
2193	AUIM 2193 Aegon USA Investment Management Cedar Rapids, Iowa	$140M	+$11.9M	+9%	11.9%	39.9%	42	4.76%
2194	NL 2194 NorthAvenue LLC Columbus, Ohio	$140M	+$13.8M	+11%	8.4%	–	325	21.54%
2195	AFC 2195 Ares Financial Consulting Calabasas, California	$139M	+$12.1M	+10%	12.9%	–	1,171	12.3%
2196	HWM 2196 HBE Wealth Management Lincoln, Nebraska	$139M	+$24.5M	+21%	10.6%	–	61	16.39%
2197	LAA 2197 Liberty Atlantic Advisors Allen, Texas	$139M	+$22M	+19%	7.01%	–	86	15.12%
2198	FFG 2198 First Financial Group Raleigh, North Carolina	$138M	+$15.9M	+13%	9.48%	–	85	10.59%
2199	ACM 2199 Appalachian Capital Management St Clairsville, Ohio	$138M	+$12.9M	+10%	11.5%	–	45	4.44%
2200	BC 2200 Broadwater Capital Boston, Massachusetts	$138M	+$4.04M	+3%	14.6%	–	218	7.8%