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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
2401	PBK 2401 Peoples Bank (Kansas) Pratt, Kansas	$103M	+$3.5M	+4%	8.3%	63.3%	102	6.86%
2402	VL 2402 Vima LLC Troy, Michigan	$103M	–	–	15.2%	–	371	–
2403	SCA 2403 Sulzberger Capital Advisors Miami, Florida	$102M	+$4.44M	+5%	9.45%	–	54	11.11%
2404	SG 2404 Sherry Group Mountain Home, Arkansas	$102M	+$10.8M	+12%	10.7%	–	52	21.15%
2405	GHA 2405 Good Harbor Advisors Gloucester, Massachusetts	$102M	+$10.6M	+12%	5.87%	–	90	12.22%
2406	PWM 2406 Partners Wealth Management Carmel By The Sea, California	$102M	+$4.97M	+5%	12.6%	–	116	12.93%
2407	EFA 2407 Englebert Financial Advisers Allentown, Pennsylvania	$102M	+$13.6M	+15%	13.4%	–	72	33.33%
2408	SIC 2408 Sage Investment Counsel Franklin, Tennessee	$99.9M	+$9.71M	+11%	10.6%	–	137	15.33%
2409	GC 2409 Guilbault Capital Metairie, Louisiana	$99.6M	+$8.31M	+9%	9.96%	–	76	15.79%
2410	PFM 2410 Professional Financial Management Appleton, Wisconsin	$98.6M	+$2.54M	+3%	1.3%	–	26	19.23%
2411	PWM 2411 Puff Wealth Management Haddonfield, New Jersey	$98.1M	–	–	13.2%	–	77	–
2412	OWMIAS 2412 One Wealth Management Investment & Advisory Services Miami Beach, Florida	$95.3M	+$12.2M	+15%	17.1%	–	59	22.03%
2413	PPP 2413 Prism Planning Partners Libertyville, Illinois	$94.5M	+$9.93M	+12%	10%	–	45	28.89%
2414	GFS 2414 Geremia Financial Services Edison, New Jersey	$94.3M	-$28.5M	-23%	35.3%	–	10	10%
2415	UOCIM 2415 University of Cambridge Investment Management Cambridge,	$93.9M	-$14.5M	-13%	15.4%	–	1	0%
2416	PS 2416 Pensionfund Sabic Sittard, Netherlands	$93.5M	+$10.5M	+13%	12.6%	67.7%	77	1.3%
2417	PBT 2417 Pictet Bank & Trust Nassau, Bahamas	$93.3M	+$17.2M	+23%	16.2%	66.3%	40	22.5%
2418	MWM 2418 Meadowbrook Wealth Management Garden City, New York	$92.9M	+$17.4M	+23%	28.7%	–	88	34.09%
2419	SWP 2419 Significant Wealth Partners Cary, Illinois	$92.4M	+$11.2M	+14%	13.9%	–	121	12.4%
2420	TIM 2420 Triad Investment Management Newport Beach, California	$90.7M	+$6M	+7%	7.36%	–	38	15.79%
2421	HAS 2421 Holland Advisory Services Ormond Beach, Florida	$90.5M	+$15.9M	+21%	17.2%	57.1%	53	18.87%
2422	LC 2422 Lakehouse Capital Sydney NSW, Australia	$90.5M	-$57.8M	-39%	2.7%	47.2%	13	7.69%
2423	KFP 2423 Kerr Financial Planning Fresno, California	$89.6M	-$52.2M	-37%	32.7%	–	554	7.22%
2424	AAM 2424 Alken Asset Management London, United Kingdom	$89.6M	+$34.1M	+61%	0.06%	0.22%	41	7.32%
2425	FWM 2425 FSR Wealth Management Elmhurst, Illinois	$87.8M	+$6.92M	+9%	7.22%	–	52	55.77%