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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, 3,294 funds (~37%) 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
2276	GP 2276 GLR Partners Columbia, Maryland	$215M	+$31.5M	+17%	15.5%	–	118	20.34%
2277	COA 2277 Crown Oak Advisors Piedmont, California	$215M	+$15.4M	+8%	6.67%	–	24	8.33%
2278	RWM 2278 Riverchase Wealth Management Flower Mound, Texas	$215M	+$22.7M	+12%	8.42%	–	81	12.35%
2279	NC 2279 Nipun Capital Foster City, California	$215M	+$12.4M	+6%	5.89%	–	10	40%
2280	LF 2280 LifeSteps Financial Claremont, California	$215M	+$56.6M	+36%	17.5%	88%	793	87.89%
2281	SFG 2281 Sowa Financial Group Lincoln, Rhode Island	$215M	+$12.7M	+6%	9.53%	77.7%	31	9.68%
2282	SWMP 2282 Signature Wealth Management Partners Montvale, New Jersey	$214M	+$15.1M	+8%	16.1%	80.4%	128	14.06%
2283	PWMG 2283 Pinnacle Wealth Management Group Plymouth, Michigan	$214M	+$10.6M	+5%	6.93%	55.7%	130	9.23%
2284	BCA 2284 Bayshore Capital Advisors Tampa, Florida	$214M	-$22.8M	-10%	17.7%	–	47	23.4%
2285	KA 2285 Kearns & Associates Palos Verdes Estates, California	$214M	+$28.3M	+15%	14.3%	69.4%	42	7.14%
2286	HIW 2286 Holos Integrated Wealth Kennett Square, Pennsylvania	$214M	+$16.5M	+8%	7.4%	–	424	13.92%
2287	FVIM 2287 Fort Vancouver Investment Management Vancouver, Washington	$214M	+$17.2M	+9%	10%	–	62	4.84%
2288	SP 2288 Successful Portfolios Clearwater, Florida	$214M	+$32.7M	+18%	22.8%	101%	200	6.5%
2289	BWS 2289 Broadway Wealth Solutions San Antonio, Texas	$214M	+$20.7M	+11%	9.62%	–	105	21.9%
2290	MSWM 2290 Mader & Shannon Wealth Management Kansas City, Missouri	$214M	-$2.01M	-0.9%	0.06%	53.1%	21	4.76%
2291	EFS 2291 Econ Financial Services Harrisburg, Pennsylvania	$214M	-$1.36M	-0.6%	5.29%	16.9%	100	54%
2292	TFCM 2292 Taylor Frigon Capital Management Scottsdale, Arizona	$214M	+$37.9M	+22%	39.5%	131%	95	4.21%
2293	KWM 2293 Kingsman Wealth Management Pensacola, Florida	$214M	+$35.4M	+20%	31.1%	–	83	24.1%
2294	ACM 2294 Ayrshire Capital Management Westport, Connecticut	$214M	+$20.2M	+10%	17.7%	78.4%	57	24.56%
2295	SC 2295 Stephenson & Company San Clemente, California	$213M	+$29M	+16%	9.29%	–	50	14%
2296	AW 2296 Alchemi Wealth Essex, Connecticut	$213M	+$33.2M	+18%	24.6%	–	176	16.48%
2297	GW 2297 Griffith & Werner Canton, Georgia	$213M	+$11.6M	+6%	11.4%	–	80	21.25%
2298	B 2298 Birchbrook Bangor, Maine	$213M	+$9.11M	+4%	10.1%	–	326	17.18%
2299	CCWP 2299 Cedar Cove Wealth Partners Bloomington, Minnesota	$213M	+$22.3M	+12%	15.9%	–	103	26.21%
2300	4FG 2300 4Thought Financial Group Syosset, New York	$213M	+$10.6M	+5%	8.54%	37.6%	99	0%