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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, 2,506 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
2226	FPFC 2226 Financial Planning Fort Collins Fort Collins, Colorado	$132M	-$1.37M	-1%	11.2%	–	34	5.88%
2227	VFP 2227 Vilga Financial Planning Fair Lawn, New Jersey	$132M	+$20.1M	+18%	18.4%	–	97	18.56%
2228	FGC 2228 First Growth Capital Pikesville, Maryland	$132M	+$21M	+19%	24%	–	149	20.81%
2229	FB 2229 Finward Bancorp Munster, Indiana	$132M	+$6.76M	+5%	12.6%	–	112	11.61%
2230	SGH 2230 Sivik Global Healthcare Greenwich, Connecticut	$132M	$0	0%	10.1%	53.8%	34	0%
2231	WIM 2231 Waycross Investment Management Bellingham, Washington	$131M	+$26.6M	+25%	8.66%	47.6%	59	25.42%
2232	EWA 2232 Eagle Wealth Advisors Westport, Connecticut	$131M	+$22.7M	+21%	36.3%	–	109	18.35%
2233	JRFS 2233 James Reed Financial Services Cleveland, Ohio	$131M	+$15.5M	+13%	14%	–	19	10.53%
2234	RIG 2234 Ramiah Investment Group Brookfield, Wisconsin	$131M	+$116M	+775%	20.5%	46.3%	93	77.42%
2235	FWA 2235 Fulcrum Wealth Advisors Bellevue, Washington	$131M	+$10.1M	+8%	11.3%	–	91	31.87%
2236	4A 2236 4Wealth Advisors Burr Ridge, Illinois	$130M	+$13.2M	+11%	8.36%	–	157	13.38%
2237	BNA 2237 BankChampaign National Association Champaign, Illinois	$130M	+$29.4M	+29%	34.6%	–	225	29.33%
2238	RHDIC 2238 R.H. Dinel Investment Counsel Los Angeles, California	$130M	+$6.59M	+5%	4.52%	34.1%	41	4.88%
2239	LIP 2239 Lynch Investment Planning Newtown Square, Pennsylvania	$130M	+$18.9M	+17%	10.8%	–	58	10.34%
2240	AMG 2240 APS Management Group Torrance, California	$130M	+$13.3M	+11%	10.3%	–	82	18.29%
2241	CI 2241 CPR Investments Rochester, Michigan	$130M	-$20M	-13%	19.9%	79.3%	72	52.78%
2242	MWM 2242 Maimon Wealth Management Ra'anana, Israel	$130M	+$15.9M	+14%	7.58%	–	84	13.1%
2243	HOWA 2243 Hudson Oak Wealth Advisory Hoboken, New Jersey	$130M	+$14.6M	+13%	19.1%	–	54	7.41%
2244	CAG 2244 Cypress Advisory Group Scottsdale, Arizona	$129M	-$2.06M	-2%	2.88%	–	83	12.05%
2245	SHFG 2245 S Harris Financial Group San Antonio, Texas	$129M	+$19.4M	+18%	12.3%	–	129	20.93%
2246	CIM 2246 CenturyLink Investment Management Denver, Colorado	$129M	-$45.9M	-26%	3.15%	–	3	0%
2247	CW 2247 CrossGen Wealth Greenville, North Carolina	$129M	+$14.9M	+13%	10.7%	–	223	14.35%
2248	KIA 2248 Koenig Investment Advisory Ashland, Oregon	$129M	+$11M	+9%	6.88%	–	38	7.89%
2249	Q1WB 2249 Quest 10 Wealth Builders Fuquay-Varina, Virginia	$129M	+$14.6M	+13%	13.6%	–	833	15.49%
2250	WHCFA 2250 William Howard & Co Financial Advisors Memphis, Tennessee	$129M	+$12.8M	+11%	12.5%	–	55	3.64%