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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)
2926	2926 NYL Investors New York	$250M	-$10.9M	-4%	4.89%	10.8%	29	0%	6
2927	2927 Daily Journal Corp Los Angeles, California	$250M	-$6.82M	-3%	2.48%	109%	4	0%	10.9
2928	2928 Walser Wealth Management Tampa, Florida	$250M	+$9.04M	+4%	2.56%	–	249	26.51%	0.5
2929	2929 Sard Wealth Management Group Atlanta, Georgia	$250M	+$40.5M	+19%	0.88%	51.3%	68	14.71%	2
2930	2930 Motive Wealth Advisors Birmingham, Michigan	$249M	+$6.29M	+3%	0.68%	73.4%	107	14.02%	2.6
2931	DFS 2931 Dixon Fnancial Services Lafayette, California	$249M	+$2.52M	+1%	1.4%	76.6%	49	4.08%	2.6
2932	GRWP 2932 Green Ridge Wealth Planning Montville, New Jersey	$249M	+$11.5M	+5%	2.58%	–	99	16.16%	0.6
2933	2933 Postrock Partners Overland Park, Oregon	$249M	+$3.3M	+1%	4.41%	–	83	6.02%	1.5
2934	2934 IVC Wealth Advisors Silverdale, Pennsylvania	$249M	-$7.18M	-3%	2.14%	81.9%	179	8.38%	3.7
2935	2935 XXI Wealth LLC Chicago, Illinois	$249M	+$31.5M	+14%	4.28%	–	257	17.51%	0.6
2936	2936 Mainsail Asset Management Birmingham, Alabama	$249M	-$6.03M	-2%	3.82%	90.4%	219	36.99%	1.1
2937	SM 2937 Salzhauer Michael	$249M	-$43.3M	-15%	4.87%	98%	94	11.7%	4.3
2938	2938 Aletheian Wealth Advisors Bellevue, Washington	$249M	+$14.9M	+6%	0.31%	–	118	11.86%	2.8
2939	MCF 2939 MKA Charitable Fund San Francisco, California	$249M	+$16.5M	+7%	12.3%	17.1%	1	0%	2.8
2940	2940 Powers Capital San Francisco, California	$249M	+$5M	+2%	2.05%	–	2	0%	1.8
2941	2941 Rockingstone Advisors Great Barrington, Massachusetts	$249M	-$479K	-0.2%	3.71%	114%	117	5.98%	2.9
2942	AFT 2942 Alpha Family Trust Los Angeles, California	$249M	$0	0%	2.45%	215%	200	0%	2.2
2943	2943 Vista Investment Partners II Richmond, Indiana	$248M	-$6.54M	-3%	5.07%	–	172	15.12%	1.2
2944	2944 Cobblestone Asset Management Richmond, Virginia	$248M	+$8.43M	+4%	2.12%	60.6%	81	13.58%	1.5
2945	2945 Massachusetts Wealth Management North Andover, Massachusetts	$248M	-$14.4M	-5%	0.93%	110%	99	4.04%	2.9
2946	2946 Fairfield Financial Advisors Wellesley, Massachusetts	$248M	-$5.78M	-2%	1.7%	–	74	14.86%	2.4
2947	2947 Forte Asset Management Bedford, New York	$248M	+$3.4M	+1%	1.82%	57.7%	80	8.75%	2.7
2948	2948 5th Street Advisors Southport, Connecticut	$248M	-$15.1M	-6%	0.72%	52.2%	57	8.77%	1.7
2949	IGYL 2949 I.G.Y. Ltd London, United Kingdom	$248M	+$2.42M	+1%	1.09%	80.5%	3	0%	6.5
2950	2950 Transcendent Capital Group Edmond, Oklahoma	$248M	-$9.6M	-4%	2.14%	82.3%	140	24.29%	1.8