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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)
3051	3051 Collaborative Wealth Management Lake Mary, Florida	$238M	-$909K	-0.4%	0.47%	46.6%	183	12.57%	3.3
3052	EV 3052 EJMK Ventures Itasca, Illinois	$237M	+$17M	+8%	1.75%	–	185	18.38%	0.6
3053	3053 Ardent Capital Management Cincinnati, Ohio	$237M	-$3.46M	-1%	3.06%	87.2%	49	38.78%	3
3054	3054 Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$237M	+$521K	+0.2%	0.08%	38.1%	29	27.59%	3.4
3055	3055 Smallwood Wealth Investment Management Red Bank, New Jersey	$237M	+$7.94M	+3%	2.38%	78%	709	39.92%	1.3
3056	3056 GPM Growth Investors Bloomfield Hills, Michigan	$237M	-$2.78M	-1%	3.19%	–	44	4.55%	3.7
3057	AIFS 3057 A&I Financial Services Lone Tree, Colorado	$237M	+$6.9M	+3%	1.12%	–	83	16.87%	1.9
3058	3058 HS Management Partners New York	$236M	-$54.6M	-19%	2.02%	36.2%	25	16%	4.1
3059	3059 Braeburn Wealth Management Muskegon, Michigan	$236M	+$3.4M	+1%	2.45%	–	122	38.52%	0.5
3060	3060 Trail Ridge Investment Advisors Fort Collins, Colorado	$236M	-$431K	-0.2%	1.5%	83.9%	100	11%	3.4
3061	3061 Signature Resources Capital Management Newport Beach, California	$236M	-$17.4M	-7%	0.81%	67.8%	1,001	37.46%	1.2
3062	CWMGP 3062 Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$236M	-$47.5M	-17%	1.51%	85.4%	108	38.89%	2.4
3063	3063 PFG Private Wealth Management Lutz, Florida	$236M	+$5.31M	+2%	0.44%	52.6%	84	25%	1.7
3064	SPAS 3064 Spectrum Planning & Advisory Services San Diego, California	$236M	+$12.6M	+6%	0.69%	–	142	18.31%	1.7
3065	3065 BlueDoor Private Wealth Beverly, Massachusetts	$236M	-$1.75M	-0.7%	1.16%	–	171	8.77%	0.7
3066	RCS 3066 R2 Capital Strategies Lincoln, Nebraska	$236M	+$15M	+7%	3.82%	–	118	5.93%	0.2
3067	FG 3067 Franchise GP Grand Cayman,	$236M	+$20.4M	+9%	7.66%	–	48	31.25%	0.5
3068	3068 LCM Capital Management Chicago, Illinois	$235M	+$5.36M	+2%	4.98%	128%	136	13.24%	3.5
3069	3069 PTM Wealth Management North Wales, United States	$235M	+$13.2M	+6%	1.19%	–	63	4.76%	1.2
3070	3070 Lauterbach Financial Advisors El Paso, Texas	$235M	+$2.06M	+0.9%	0.9%	76.5%	92	9.78%	3.1
3071	3071 Cairn Investment Group Vancouver, Washington	$235M	+$7.76M	+3%	2.19%	67.4%	67	4.48%	4.4
3072	3072 Signature Wealth Management Partners Montvale, New Jersey	$234M	+$19.9M	+9%	5.21%	97.9%	132	13.64%	3.4
3073	3073 Whalen Wealth Management Las Vegas, Nevada	$234M	+$12.1M	+5%	2.34%	90.2%	258	45.74%	0.8
3074	3074 Alhambra Investment Management Palmetto Bay, Florida	$234M	+$5.18M	+2%	1.71%	67.7%	195	12.31%	3.9
3075	GBI 3075 GP Brinson Investments Chicago, Illinois	$234M	-$10.8M	-4%	0.1%	51.2%	14	7.14%	4.8