Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Warren Buffett Berkshire Hathaway 13.76% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 24.65% 1-Year Est. Return

Michael Burry Scion Asset Management 43.96% 1-Year Est. Return

Ray Dalio Bridgewater Associates 31.63% 1-Year Est. Return

Ken Griffin Citadel Advisors 27.65% 1-Year Est. Return

Ken Fisher Fisher Asset Management 28.33% 1-Year Est. Return

Cathie Wood ARK Investment Management 59.91% 1-Year Est. Return

Jim Simons Renaissance Technologies 42.74% 1-Year Est. Return

David Tepper Appaloosa LP 58.13% 1-Year Est. Return

Live Disclosures

Portfolio disclosures for 2026 Q1 are currently underway and will close on May 15th. As of this moment, 2,655 funds (~30%) 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 %	Holdings
1001	WG 1001 Watchman Group Plano, Texas	$413M	-$5.67M	-1%	77
1002	OWA 1002 Outlook Wealth Advisors Shenandoah, Texas	$413M	-$29.1M	-7%	335
1003	CWA 1003 Centennial Wealth Advisory Traverse City, Michigan	$413M	+$34.9M	+9%	182
1004	SAM 1004 Standpoint Asset Management Scottsdale, Arizona	$412M	-$25.4M	-6%	8
1005	BTWM 1005 Baker Tilly Wealth Management Madison, Wisconsin	$411M	+$5.4M	+1%	309
1006	LWAM 1006 Legacy Wealth Asset Management Woodbury, Minnesota	$411M	+$3.92M	+1%	403
1007	TCMG 1007 TSP Capital Management Group Summit, New Jersey	$410M	+$571K	+0.1%	46
1008	RAG 1008 RIA Advisory Group Des Moines, Iowa	$409M	-$4.37M	-1%	169
1009	MCM 1009 Monarch Capital Management Fort Wayne, Indiana	$409M	+$1.76M	+0.4%	129
1010	PWP 1010 Parkwoods Wealth Partners Syracuse, New York	$408M	+$68M	+20%	117
1011	DC 1011 DeDora Capital Napa, California	$408M	-$14.6M	-3%	125
1012	GWSA 1012 Global Wealth Strategies & Associates Denver, Colorado	$407M	+$5.89M	+1%	614
1013	MLCM 1013 M & L Capital Management London, United Kingdom	$407M	-$72.9M	-15%	30
1014	WP 1014 Westmount Partners Los Angeles, California	$406M	+$4.77M	+1%	281
1015	AEPWM 1015 Atlantic Edge Private Wealth Management Jacksonville, Florida	$406M	+$3.79M	+0.9%	620
1016	NCM 1016 New Capital Management Houston, Texas	$406M	+$7.53M	+2%	60
1017	CFO 1017 Colony Family Offices Charlotte, North Carolina	$406M	+$4.95M	+1%	66
1018	SP 1018 SWS Partners Columbus, Ohio	$405M	-$8.83M	-2%	117
1019	CCM 1019 Carderock Capital Management Chevy Chase, Maryland	$405M	-$7.93M	-2%	77
1020	OKSA 1020 O'Keefe Stevens Advisory Rochester, New York	$405M	+$19.4M	+5%	79
1021	CWM 1021 Compass Wealth Management Guilford, Connecticut	$405M	+$3.56M	+0.9%	79
1022	ACM 1022 Aspen Capital Management Boise, Idaho	$404M	+$177K	+0%	84
1023	KIC 1023 Keating Investment Counselors Delray Beach, Florida	$404M	+$43.1M	+12%	65
1024	DI 1024 Diligent Investors Redlands, California	$404M	-$2.9M	-0.7%	357
1025	MSCM 1025 McElhenny Sheffield Capital Management Dallas, Texas	$403M	-$7.55M	-2%	115