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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)
3001	3001 Finley Financial Las Vegas, Nevada	$242M	-$6.44M	-3%	1.66%	–	111	4.5%	1.7
3002	3002 Leicht Financial Planning & Wealth Management Parsippany, New Jersey	$242M	-$2.07M	-0.8%	1.03%	50.2%	17	11.76%	3.8
3003	3003 93 Financial Group Woburn, Massachusetts	$242M	-$11.4M	-4%	4.29%	–	9	11.11%	0.8
3004	3004 Worth Financial Advisory Group Charlotte, North Carolina	$242M	+$1.84M	+0.8%	3.06%	93.3%	207	7.25%	0.6
3005	3005 Junk Investment Group Hunt Valley, Maryland	$241M	+$15.6M	+7%	0.08%	–	100	5%	0.5
3006	3006 Curry Webb Wealth Management Indianapolis, Indiana	$241M	$0	0%	0.95%	–	67	0%	0.7
3007	BWM 3007 Bullock Wealth Management Bloomington, Indiana	$241M	+$10.6M	+5%	2.84%	101%	649	9.24%	3.4
3008	3008 Old North State Wealth Management Wilmington, North Carolina	$241M	+$6.98M	+3%	3.99%	91.5%	114	7.02%	3
3009	3009 Pearl Planning Dexter, Michigan	$241M	+$23.6M	+11%	1.06%	–	64	14.06%	0.6
3010	3010 Reflection Asset Management Isle Of Palms, South Carolina	$241M	+$27M	+13%	4.53%	–	165	10.3%	0.6
3011	BCFD 3011 Boit C.F. David	$241M	+$3.35M	+1%	3.47%	84.2%	111	27.93%	3.5
3012	FFC 3012 Frederick Financial Consultants Frederick, Maryland	$241M	+$5.13M	+2%	1.51%	–	132	11.36%	1.3
3013	3013 Mader & Shannon Wealth Management Kansas City, Missouri	$241M	+$26.8M	+13%	3.28%	62.5%	26	19.23%	2.8
3014	AIA 3014 Arcadia Investment Advisors Eagle, Idaho	$241M	+$3.69M	+2%	0.02%	56.4%	87	8.05%	5.5
3015	3015 Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$241M	-$4.14M	-2%	2.3%	112%	200	16%	6.7
3016	3016 Foundry Financial Group Laconia, New Hampshire	$241M	+$9.47M	+4%	0.16%	57.4%	86	10.47%	1.7
3017	3017 Wingate Wealth Advisors Lexington, Massachusetts	$241M	+$13.7M	+6%	0.19%	–	133	8.27%	1.4
3018	3018 IRON Financial Northbrook, Illinois	$241M	-$1.7M	-0.7%	3.86%	60.6%	173	26.01%	3.2
3019	3019 Matthews International Capital Management San Francisco, California	$241M	-$51.2M	-18%	7.1%	186%	37	27.03%	2.9
3020	3020 Menlo Ventures Management Menlo Park, California	$241M	-$117M	-33%	27.3%	–	5	40%	0.3
3021	3021 Arch Global Advisors New York	$240M	+$14.4M	+6%	2.07%	–	65	18.46%	0.4
3022	3022 Define Financial San Diego, California	$240M	+$22.6M	+10%	0.34%	–	54	16.67%	1.2
3023	SLFPAM 3023 St. Louis Financial Planners Asset Management Chesterfield, Missouri	$240M	+$52.8M	+28%	2.21%	139%	68	66.18%	0.4
3024	3024 Compass Financial Group (Florida) Deerfield Beach, Florida	$240M	+$3.53M	+1%	0.25%	47.5%	51	0%	4.3
3025	3025 LFG Wealth Partners Elizabethtown, Kentucky	$240M	+$26.8M	+13%	4.62%	–	121	31.4%	0.5