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
1926	RMS 1926 Retirement Management Systems Leonardtown, Maryland	$415M	+$24.2M	+6%	58
1927	SIS 1927 Strategic Investment Solutions Orland Park, Illinois	$414M	-$1.89M	-0.5%	739
1928	MIA 1928 Milestone Investment Advisors Middleton, Wisconsin	$414M	+$919K	+0.2%	142
1929	KFS 1929 Kelly Financial Services Braintree, Massachusetts	$414M	+$14.9M	+4%	142
1930	SP 1930 Sequent Planning Omaha, Nebraska	$414M	+$20.7M	+5%	253
1931	WG 1931 Watchman Group Plano, Texas	$413M	-$5.67M	-1%	77
1932	OWA 1932 Outlook Wealth Advisors Shenandoah, Texas	$413M	-$29.1M	-7%	335
1933	CWA 1933 Centennial Wealth Advisory Traverse City, Michigan	$413M	+$34.9M	+9%	182
1934	TCCM 1934 Timber Creek Capital Management Boston, Massachusetts	$412M	-$18M	-4%	82
1935	SAM 1935 Standpoint Asset Management Scottsdale, Arizona	$412M	-$25.4M	-6%	8
1936	PTB 1936 Pioneer Trust Bank Salem, Oregon	$412M	-$18.9M	-4%	86
1937	SCM 1937 Sollinda Capital Management Miami, Florida	$411M	+$20M	+5%	87
1938	BTWM 1938 Baker Tilly Wealth Management Madison, Wisconsin	$411M	+$5.4M	+1%	309
1939	LWAM 1939 Legacy Wealth Asset Management Woodbury, Minnesota	$411M	+$3.92M	+1%	403
1940	TCMG 1940 TSP Capital Management Group Summit, New Jersey	$410M	+$571K	+0.1%	46
1941	RAG 1941 RIA Advisory Group Des Moines, Iowa	$409M	-$4.37M	-1%	169
1942	MCM 1942 Monarch Capital Management Fort Wayne, Indiana	$409M	+$1.76M	+0.4%	129
1943	PWP 1943 Parkwoods Wealth Partners Syracuse, New York	$408M	+$68M	+20%	117
1944	DC 1944 DeDora Capital Napa, California	$408M	-$14.6M	-3%	125
1945	DW 1945 Dodds Wealth Greenwood Village, Colorado	$407M	-$418K	-0.1%	56
1946	HWM 1946 HFR Wealth Management Niskayuna, New York	$407M	-$16.3M	-4%	51
1947	GWSA 1947 Global Wealth Strategies & Associates Denver, Colorado	$407M	+$5.89M	+1%	614
1948	MLCM 1948 M & L Capital Management London, United Kingdom	$407M	-$72.9M	-15%	30
1949	WP 1949 Westmount Partners Los Angeles, California	$406M	+$4.77M	+1%	281
1950	AEPWM 1950 Atlantic Edge Private Wealth Management Jacksonville, Florida	$406M	+$3.79M	+0.9%	620