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 32.61% 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, 4,833 funds (~55%) 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
1426	AOWM 1426 Alpha Omega Wealth Management Richmond, Virginia	$617M	+$13.9M	+2%	208
1427	CPC 1427 Consolidated Planning Corp Atlanta, Georgia	$617M	-$374M	-38%	222
1428	AF 1428 Affiance Financial St. Louis Park, Minnesota	$617M	-$4.67M	-0.8%	108
1429	TFO 1429 Tarbox Family Office Newport Beach, California	$616M	-$5.79M	-0.9%	107
1430	RRWA 1430 Rainey & Randall Wealth Advisors Celebration, Florida	$616M	+$2.77M	+0.5%	81
1431	CT 1431 Clearstead Trust Portland, Maine	$613M	-$21.8M	-3%	1,052
1432	PGAM 1432 Princeton Global Asset Management Princeton, New Jersey	$613M	-$4.57M	-0.7%	873
1433	DS 1433 Dudley & Shanley Palm Beach, Florida	$611M	-$11M	-2%	37
1434	VV 1434 Verbena Value Westport, Connecticut	$611M	+$30.1M	+5%	33
1435	BSWM 1435 Boston Standard Wealth Management Winchester, Massachusetts	$611M	+$5.03M	+0.8%	56
1436	CIP 1436 Convergence Investment Partners Palm Beach Gardens, Florida	$611M	+$108M	+21%	289
1437	IA 1437 IFG Advisors St. Louis, Missouri	$611M	+$9.78M	+2%	160
1438	CBB 1438 Citizens Business Bank Ontario, California	$610M	+$5.01M	+0.8%	141
1439	FFWA 1439 FRG Family Wealth Advisors Bellevue, Washington	$610M	-$33.9M	-5%	166
1440	ACM 1440 Armbruster Capital Management Pittsford, New York	$610M	+$14.7M	+2%	137
1441	FCMC 1441 Founders Capital Management (Connecticut) East Hartford, Connecticut	$608M	-$65M	-10%	79
1442	AAM 1442 Austin Asset Management Austin, Texas	$608M	-$392K	-0.1%	87
1443	NFSG 1443 Newbridge Financial Services Group Boca Raton, Florida	$608M	-$35.8M	-6%	1,309
1444	KJHP 1444 K.J. Harrison & Partners Toronto, Ontario, Canada	$608M	-$144M	-19%	269
1445	MBT 1445 Montecito Bank & Trust Santa Barbara, California	$607M	-$19.9M	-3%	276
1446	AFG 1446 Altiora Financial Group Lebanon, Ohio	$607M	+$26.9M	+5%	112
1447	DCM 1447 DGS Capital Management Jersey City, New Jersey	$607M	+$24.1M	+4%	691
1448	SAS 1448 SMI Advisory Services Columbus, Indiana	$607M	+$26.6M	+5%	66
1449	SC 1449 Steginsky Capital Port Washington, New York	$605M	+$11.6M	+2%	8
1450	FGA 1450 Fortis Group Advisors Westwood, New Jersey	$605M	+$8.53M	+1%	632