We are live on ! Find out more

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, 3,264 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
2426	DWS 2426 Dynamic Wealth Strategies Granite Bay, California	$188M	+$14.9M	+9%	10.7%	–	295	3.73%
2427	AIMA 2427 Ables Iannone Moore & Associates Savannah, Georgia	$188M	+$19.5M	+12%	13.3%	–	63	7.94%
2428	SLFPAM 2428 St. Louis Financial Planners Asset Management Chesterfield, Missouri	$188M	+$11.1M	+6%	36.9%	136%	45	60%
2429	TCM 2429 Thoma Capital Management Towson, Maryland	$188M	+$18.4M	+11%	14.4%	–	59	16.95%
2430	MSA 2430 McAlister Sweet & Associates Houston, Texas	$187M	+$26.5M	+17%	15.2%	75.8%	44	34.09%
2431	WSFG 2431 Wall Street Financial Group Carlinville, Illinois	$187M	+$18.2M	+11%	33.2%	–	670	82.69%
2432	HCCM 2432 Hudson Canyon Capital Management New York	$187M	+$23.6M	+14%	35.3%	160%	55	14.55%
2433	LLI 2433 LTS Liquid Investments Nassau,	$187M	+$80.1M	+75%	7.45%	–	9	33.33%
2434	OC 2434 Opinicus Capital Tampa, Florida	$187M	+$45M	+32%	23.8%	–	111	17.12%
2435	FOFP 2435 Fee-Only Financial Planning Okatie, South Carolina	$187M	+$20.9M	+13%	14.3%	65.9%	48	16.67%
2436	EFG 2436 Erickson Financial Group Allentown, Pennsylvania	$187M	+$27M	+17%	16%	63.3%	25	0%
2437	SIM 2437 SummerHaven Investment Management Stamford, Connecticut	$187M	+$23.7M	+15%	24.1%	143%	195	2.56%
2438	FD 2438 Financial Designs Claremont, California	$187M	+$6.92M	+4%	9.09%	42.1%	42	7.14%
2439	BCA 2439 Bay Capital Advisors Virginia Beach, Virginia	$187M	+$24.3M	+15%	14.7%	–	110	4.55%
2440	ACA 2440 Adirondack Capital Advisors Syracuse, New York	$186M	+$30.8M	+20%	12.1%	–	45	2.22%
2441	FPH 2441 Financial Planning Hawaii Honolulu, Hawaii	$186M	+$16.9M	+10%	11.4%	–	137	12.41%
2442	IWA 2442 Invera Wealth Advisors Bend, Oregon	$186M	+$30.6M	+20%	21%	–	136	30.88%
2443	FFP 2443 Forbes Financial Planning East Greenwich, Rhode Island	$186M	+$13.3M	+8%	9.17%	46.7%	40	10%
2444	BCM 2444 Brookmont Capital Management Dallas, Texas	$186M	+$7.81M	+4%	4.92%	36.6%	63	9.52%
2445	OCA 2445 Optimus Capital Advisors Coppel, Texas	$186M	+$17.1M	+10%	7.92%	–	43	23.26%
2446	TT 2446 TI-Trust Quincy, Illinois	$186M	+$17.8M	+11%	21.3%	85.8%	134	5.97%
2447	GPI 2447 General Partner Inc Pittsburgh, Pennsylvania	$186M	+$21.7M	+13%	13.2%	74%	169	3.55%
2448	FWM 2448 Fingerlakes Wealth Management Ithaca, New York	$186M	+$35M	+23%	20.7%	80.2%	105	11.43%
2449	NCM 2449 Northland Capital Management Virginia, Minnesota	$186M	+$2.64M	+1%	6.9%	36.1%	32	9.38%
2450	MWM 2450 Melfa Wealth Management Westborough, Massachusetts	$185M	+$11.3M	+7%	10.1%	42.9%	202	6.44%