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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)
2826	2826 St. Johns Investment Management Jacksonville, Florida	$263M	-$1.69M	-0.6%	2.41%	91.9%	203	2.46%	6.8
2827	2827 Private Wealth Group Tampa, Florida	$263M	+$3.71M	+1%	0.31%	52.9%	79	12.66%	3.6
2828	2828 Lunt Capital Management Holladay, Utah	$263M	-$10.1M	-4%	2.85%	36.9%	96	13.54%	2.3
2829	FAG 2829 Fortitude Advisory Group Gig Harbor, Washington	$262M	+$740K	+0.3%	1.54%	142%	256	11.72%	2.8
2830	2830 Smith Shellnut Wilson Ridgeland, Mississippi	$262M	-$5.52M	-2%	0.26%	98.6%	167	10.78%	4.9
2831	2831 Robbins Farley Bedford, New Hampshire	$262M	+$1.83M	+0.7%	0.69%	106%	162	5.56%	3.2
2832	2832 Level Wealth Management Greensboro, North Carolina	$262M	+$12.5M	+5%	0.61%	–	91	25.27%	1.1
2833	WA 2833 Win Advisors Palm Beach Gardens, Florida	$262M	-$18.5M	-7%	9.98%	266%	131	83.21%	0.2
2834	2834 Five Oceans Advisors Santa Monica, California	$262M	-$49.3M	-16%	1.5%	85.3%	211	16.11%	3
2835	2835 Emprise Bank Wichita, Kansas	$262M	-$9.9M	-4%	1.3%	–	114	11.4%	2
2836	2836 Aviso Wealth Management Bellevue, Washington	$261M	-$32.3M	-11%	4.24%	153%	145	5.52%	2.2
2837	JCFM 2837 JBR Co Financial Management Ardmore, Oklahoma	$261M	-$12.8M	-5%	1.14%	126%	133	5.26%	2
2838	2838 Family Capital Management Grand Rapids, Michigan	$261M	+$2.87M	+1%	0.92%	78.7%	121	9.09%	2.2
2839	2839 Cherry Creek Investment Advisors Englewood, Colorado	$261M	+$6.68M	+3%	5.64%	151%	132	6.82%	2.9
2840	2840 626 Financial Portage, Michigan	$261M	+$3.91M	+2%	1.95%	81.1%	135	9.63%	3.4
2841	2841 Hillman Company Pittsburgh, Pennsylvania	$261M	-$21.9M	-8%	9.11%	118%	15	6.67%	2
2842	2842 Guardian Financial Partners Orange, California	$261M	+$3.71M	+1%	0.03%	53.9%	80	18.75%	2
2843	CSA 2843 Cottage Street Advisors Marion, Massachusetts	$261M	+$2M	+0.8%	1.26%	95.8%	160	14.38%	2.9
2844	2844 Midwest Financial Partners Investments St. Cloud, Minnesota	$260M	+$19.3M	+8%	1.9%	–	85	11.76%	0.6
2845	2845 Family Office Research Bethesda, Maryland	$260M	-$6.57M	-2%	0.93%	–	94	19.15%	1.2
2846	2846 Jim Saulnier & Associates Fort Collins, Colorado	$259M	+$10.8M	+4%	0.1%	–	161	13.66%	1.4
2847	2847 Howard Bailey Securities Fort Wayne, Indiana	$259M	-$7.51M	-3%	0.46%	–	123	21.95%	1.4
2848	2848 NBZ Investment Advisors Knoxville, Tennessee	$259M	+$2.45M	+1%	0.76%	–	93	13.98%	1.2
2849	2849 Verity Asset Management Durham, North Carolina	$259M	-$5.47M	-2%	1.9%	87%	245	20.41%	3.1
2850	2850 William John Sempolinski Easton, Massachusetts	$259M	+$11.2M	+5%	5.33%	–	112	12.5%	0.6