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

Warren Buffett Berkshire Hathaway 27.55% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 2.08% 1-Year Est. Return

Philippe Laffont Coatue Management 94.27% 1-Year Est. Return

Ray Dalio Bridgewater Associates 40.93% 1-Year Est. Return

Ken Griffin Citadel Advisors 40.89% 1-Year Est. Return

Ken Fisher Fisher Asset Management 26.9% 1-Year Est. Return

Jim Simons Renaissance Technologies 54.88% 1-Year Est. Return

David Tepper Appaloosa LP 104.51% 1-Year Est. Return

Stanley Druckenmiller Duquesne Family Office 87.01% 1-Year Est. Return

All fund managers

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 4,696 funds (~53%) 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	Avg Holding Period (Yrs)
2601	2601 Maestria Partners Atlanta, Georgia	$298M	+$10.3M	+4%	1.96%	–	15	6.67%	1.2
2602	2602 Sage Private Wealth Group Oakbrook Terrace, Illinois	$298M	+$75.3M	+34%	0.28%	72.3%	138	29.71%	2
2603	SC 2603 Sawyer & Company Boston, Massachusetts	$298M	-$249K	-0.1%	5.26%	111%	210	9.05%	4.6
2604	2604 Shrier Wealth Management Los Angeles, California	$298M	+$1.14M	+0.4%	1%	–	137	5.11%	0.7
2605	2605 Weitzel Financial Services Dubuque, Iowa	$298M	+$3.41M	+1%	0.71%	46.3%	56	14.29%	3.5
2606	HCC 2606 Hatch Cove Capital Chicago, Illinois	$297M	+$72M	+32%	15.6%	–	32	40.63%	0.3
2607	2607 Lodestone Wealth Management Spokane, Washington	$297M	+$14M	+5%	2.05%	87.1%	821	7.67%	1.2
2608	2608 Citrine Capital San Francisco, California	$297M	+$27.1M	+10%	4.58%	–	65	15.38%	1.2
2609	2609 Mainsail Financial Group Bellevue, Washington	$297M	+$2.69M	+0.9%	0.87%	61.9%	75	9.33%	2.5
2610	RGC 2610 Rubicon Global Capital London, United Kingdom	$297M	+$24.2M	+9%	10.3%	–	14	14.29%	1.3
2611	2611 Torrey Growth & Income Advisors Del Mar, California	$297M	+$2.55M	+0.9%	4.39%	–	121	17.36%	0.8
2612	2612 Marathon Wealth Advisors Boston, Massachusetts	$297M	+$4.33M	+1%	3.21%	–	77	3.9%	0.7
2613	2613 Fidelity D&D Bancorp Dunmore, Pennsylvania	$297M	+$5.2M	+2%	0.01%	63.8%	118	5.93%	2.5
2614	2614 Advisor Resource Council Dallas, Texas	$296M	-$58.5M	-17%	2.52%	84.8%	310	28.71%	0.7
2615	2615 TradeWell Securities Fort Wayne, Indiana	$296M	+$15.6M	+6%	5.39%	–	55	10.91%	1.3
2616	2616 RHS Financial San Francisco, California	$296M	+$47.6M	+19%	2.03%	65.6%	198	23.23%	2.2
2617	2617 Power Wealth Management Alpharetta, Georgia	$295M	+$4.5M	+2%	0.48%	41.8%	140	23.57%	1.5
2618	2618 Midwest Financial Group Overland Park, Kansas	$295M	+$10.3M	+4%	0.63%	103%	144	9.72%	2.2
2619	2619 Investment Research Partners Lemont, Pennsylvania	$295M	-$160K	-0.1%	3%	–	301	14.62%	0.8
2620	CCAM 2620 Codex Capital Asset Management Dallas, Texas	$295M	+$6.16M	+2%	4.63%	–	33	0%	1.8
2621	2621 McCarter Private Wealth Services Boston, Massachusetts	$295M	+$4.76M	+2%	3.32%	–	198	16.67%	1.2
2622	2622 Cisco Systems San Jose, California	$294M	-$111M	-27%	4.48%	210%	7	42.86%	2
2623	2623 Pavaki Capital Management Pueblo, Colorado	$294M	+$7.41M	+3%	6.28%	–	171	9.94%	0.6
2624	TTA 2624 Thor Trading Advisors Greensburg, Pennsylvania	$294M	-$25M	-8%	2.21%	–	44	50%	0.4
2625	2625 Lewis Asset Management Lafayette, California	$294M	+$8.24M	+3%	3.49%	142%	239	15.06%	1.5