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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)
2801	WFA 2801 WMG Financial Advisors Knoxville, Tennessee	$265M	$0	0%	0%	73.8%	105	0%	2.7
2802	2802 Exeter Financial Scottsdale, Arizona	$265M	+$3.85M	+1%	2.83%	59.1%	106	10.38%	6.1
2803	2803 Yoder Wealth Management Walnut Creek, California	$265M	+$9.18M	+4%	1.62%	69.3%	138	8.7%	2.4
2804	2804 Cambridge Capital Management O'fallon, Illinois	$265M	+$1.58M	+0.6%	1.32%	55.9%	48	6.25%	2.2
2805	2805 Cherokee Insurance Sterling Heights, Michigan	$264M	+$5.28M	+2%	3.48%	–	132	8.33%	1.5
2806	2806 Greenfield Savings Bank Greenfield, Massachusetts	$264M	+$739K	+0.3%	2.77%	108%	153	7.19%	3.4
2807	2807 Horizon Advisory Services West Henrietta, New York	$264M	+$26.8M	+11%	1.54%	–	54	14.81%	1.4
2808	2808 Aspect Partners Fairfax, Virginia	$264M	-$3.69M	-1%	1.02%	66.7%	698	5.16%	2
2809	2809 Vestia Personal Wealth Advisors Fort Wayne, Indiana	$264M	+$8.19M	+3%	0.26%	–	122	16.39%	1.7
2810	2810 Snow Phipps Group New York	$264M	-$61.8M	-19%	12.9%	58%	2	0%	6.5
2811	2811 HMS Capital Management Nashville, Tennessee	$264M	-$3.3M	-1%	0.73%	140%	135	18.52%	3.2
2812	2812 HMV Wealth Advisors Shreveport, Louisiana	$264M	+$6.86M	+3%	0.28%	–	95	9.47%	1.4
2813	2813 VMS Asset Management Hong Kong,	$264M	-$51.4M	-16%	2.01%	–	48	64.58%	0.2
2814	2814 Ceera Investments Bellaire, Texas	$264M	+$27.6M	+12%	6.27%	56.1%	109	15.6%	2.2
2815	2815 Altus Wealth Management Ft Mitchell, Kentucky	$263M	+$3.65M	+1%	0.51%	73%	27	3.7%	4.6
2816	2816 WD Rutherford Portland, Oregon	$263M	-$12.9M	-5%	3.76%	189%	83	15.66%	3
2817	SCM 2817 Sage Capital Management Stockton, New Jersey	$263M	+$7.1M	+3%	0.64%	94.3%	181	15.47%	2.1
2818	2818 Lloyd Advisory Services Suwanee, Georgia	$263M	+$5.11M	+2%	0.35%	51.1%	869	13.46%	0.5
2819	2819 New England Professional Planning Group Westerly, Rhode Island	$263M	-$4.81M	-2%	0.88%	64.1%	51	5.88%	5
2820	2820 N10 Assets Greenwich, Connecticut	$263M	+$31.8M	+14%	0.04%	–	36	11.11%	0.2
2821	2821 Eagle Wealth Strategies West Deptford, New Jersey	$263M	+$1.33M	+0.5%	1.22%	85%	121	6.61%	1.9
2822	2822 Retirement Planning Company of New England Warwick, Rhode Island	$263M	-$14.9M	-5%	0.54%	125%	268	7.46%	3.3
2823	2823 Fogel Capital Management Stuart, Florida	$263M	+$14.2M	+6%	3.63%	122%	61	9.84%	1.7
2824	2824 Carolina Wealth Advisors Myrtle Beach, South Carolina	$263M	+$7.61M	+3%	0.57%	62%	405	39.26%	2.1
2825	MWA 2825 Miller Wealth Advisors Ridgeway, Colorado	$263M	+$26.1M	+11%	13.6%	147%	129	10.85%	2.7