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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 32.8% 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, 7,143 funds (~80%) 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 Curtis Advisory Group Santa Barbara, California	$537M	+$21.9M	+4%	3.53%	79.8%	121	4.96%	3.7
2827	PT 2827 Plimoth Trust Plymouth, Massachusetts	$537M	+$36M	+7%	4.91%	110%	183	7.1%	6.5
2828	2828 Spirit of America Management Corp Syosset, New York	$537M	+$6.11M	+1%	4.53%	113%	309	1.94%	6.3
2829	2829 Ballast Inc Lexington, Kentucky	$536M	+$6.27M	+1%	0.45%	71.3%	171	10.53%	4.2
2830	TPWM 2830 Twelve Points Wealth Management Concord, Massachusetts	$536M	+$37.1M	+7%	1.25%	56.8%	225	7.56%	2.9
2831	2831 Silverlake Wealth Management Williston, Vermont	$536M	+$8.13M	+2%	1.62%	73.3%	420	11.43%	2.5
2832	2832 Act Two Investors Santa Cruz, California	$536M	+$41.1M	+8%	11%	74.4%	40	7.5%	3.8
2833	2833 Rockline Wealth Management Plainview, New York	$535M	+$13M	+2%	6.1%	176%	114	11.4%	1.9
2834	2834 Firestone Capital Management Coral Gables, Florida	$535M	-$1.61M	-0.3%	0.37%	56.9%	177	9.6%	4.1
2835	2835 Bridgewealth Advisory Group Fresno, California	$535M	+$5.33M	+1%	0.27%	40.3%	151	14.57%	1.6
2836	AIS 2836 AM Investment Strategies Chattanooga, Tennessee	$535M	+$14.3M	+3%	2.94%	135%	119	15.97%	3.4
2837	2837 RS Crum Inc Newport Beach, California	$534M	+$1.05M	+0.2%	0.1%	54.2%	106	6.6%	3.3
2838	2838 Abacus FCF Advisors Orlando, Florida	$533M	-$10.6M	-2%	0.63%	197%	63	22.22%	1.4
2839	2839 NVWM LLC Yardley, Pennsylvania	$533M	+$36.9M	+7%	3.32%	119%	837	12.31%	3.2
2840	2840 55 North Private Wealth Winter Park, Florida	$532M	+$24.2M	+5%	1.28%	–	350	23.71%	0.5
2841	2841 New Hampshire Trust Concord, New Hampshire	$532M	+$1.86M	+0.4%	3.55%	88.5%	182	9.34%	3
2842	2842 Manitou Investment Management Toronto, Ontario, Canada	$532M	-$6.2M	-1%	5.29%	69.3%	52	11.54%	4
2843	2843 West Michigan Advisors Holland, Michigan	$532M	+$5.44M	+1%	3.16%	97.4%	344	30.52%	2
2844	2844 Triata Capital Hong Kong	$531M	-$57M	-10%	6.9%	–	12	8.33%	1.6
2845	2845 Castle Rock Wealth Management Walnut Creek, California	$531M	+$21.8M	+4%	2.91%	115%	287	12.89%	3.4
2846	2846 Accel Leaders 3 Associates Palo Alto, California	$531M	-$90.7M	-15%	14.6%	–	1	0%	0.8
2847	2847 WESCAP Management Group Glendale, California	$531M	-$4.71M	-0.9%	0.44%	50.6%	109	4.59%	5.7
2848	2848 Roof Eidam Maycock Peralta (REMP) San Francisco, California	$531M	+$23.2M	+5%	0.97%	62.3%	136	7.35%	5.2
2849	2849 Bull Harbor Capital Bethesda, Maryland	$531M	+$18.1M	+4%	4.56%	–	663	27.6%	0.4
2850	2850 Cherry Tree Wealth Management Minnetonka, Minnesota	$531M	-$699K	-0.1%	0.92%	38.9%	606	6.11%	2.7