We are live on ! Find out more

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 34.66% 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, 2,845 funds (~32%) 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)
2701	2701 Prism Planning Partners Libertyville, Illinois	$105M	+$10.8M	+11%	0.82%	–	53	33.96%	0.5
2702	2702 Cogent Strategic Wealth Chicago, Illinois	$105M	+$199K	+0.2%	0.88%	–	61	9.84%	0.6
2703	2703 Geremia Financial Services Edison, New Jersey	$105M	+$10.5M	+11%	0.88%	–	9	0%	0.7
2704	2704 Xena Financial Planning Portland, Oregon	$105M	+$552K	+0.5%	1.08%	–	40	10%	0.7
2705	2705 Hyposwiss Advisors Geneva,	$105M	-$806K	-0.8%	0.21%	–	104	1.92%	0.7
2706	CF 2706 Calder Financial Downingtown, Pennsylvania	$105M	-$1.56M	-1%	0.67%	–	43	2.33%	0.7
2707	2707 Surience Private Wealth Yakima, Washington	$104M	-$9.5M	-8%	0.47%	169%	64	62.5%	0.4
2708	2708 Q Fund Management (Hong Kong) Hong Kong,	$104M	-$5.52M	-5%	9.72%	–	42	47.62%	0.4
2709	2709 Succession Financial Mckinney, Texas	$104M	-$1.23M	-1%	2.69%	–	55	21.82%	0.2
2710	2710 T3 Companies New York	$103M	+$9.7M	+10%	1.69%	–	292	72.26%	0.2
2711	UPWML 2711 UMB Private Wealth Management, LLC Kansas City, Missouri	$103M	–	–	1.91%	–	1,409	–	0
2712	2712 Strategic Financial Group Grand Haven, Michigan	$103M	-$1.12M	-1%	2.08%	–	20	5%	0.5
2713	2713 Gritstone Asset Management Bethesda, Maryland	$103M	-$846K	-0.8%	0.36%	–	226	36.73%	0.6
2714	2714 Willow Creek Capital Management Missoula, Montana	$103M	-$233K	-0.2%	0.55%	–	101	1.98%	0.2
2715	2715 Parrish Capital Kennesaw, Georgia	$103M	-$1.09M	-1%	2.12%	–	88	5.68%	0.7
2716	PBK 2716 Peoples Bank (Kansas) Pratt, Kansas	$103M	-$339K	-0.3%	3.28%	74.5%	101	6.93%	2.6
2717	2717 Schuylkill Financial Wyomissing, Pennsylvania	$102M	-$6.23M	-6%	2.19%	–	72	16.67%	0.2
2718	IWMO 2718 Integrated Wealth Management (Ohio) Uniontown, Ohio	$102M	+$6.9M	+7%	1.93%	–	104	17.31%	0.5
2719	2719 Englebert Financial Advisers Allentown, Pennsylvania	$101M	-$478K	-0.5%	0.58%	–	80	41.25%	0.5
2720	2720 Katamaran Capital London, United Kingdom	$101M	-$24.5M	-19%	0.1%	–	49	57.14%	0.6
2721	2721 Aspen Private Advisors Sioux Falls, South Dakota	$101M	+$1.21M	+1%	0.33%	–	17	58.82%	0.1
2722	KFP 2722 Kroeger Financial Partners Grass Valley, California	$101M	-$2.6M	-3%	1.07%	–	143	11.19%	0.2
2723	2723 Chiron Capital Management Tallahassee, Florida	$101M	-$10.9M	-10%	4.32%	–	144	18.75%	2.2
2724	2724 Sulzberger Capital Advisors Miami, Florida	$101M	-$1.91M	-2%	2.6%	–	59	15.25%	1.3
2725	2725 Transce3nd Kyle, Texas	$100M	+$89M	+785%	1.64%	–	533	69.61%	0.5