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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)
3076	3076 tru Independence Portland, Oregon	$234M	+$5.24M	+2%	0.88%	67.4%	117	14.53%	3
3077	3077 Northern Capital Management (Washington) Spokane, Washington	$234M	-$705K	-0.3%	2.18%	90.9%	58	8.62%	3.1
3078	3078 Flower City Capital Pittsford, New York	$234M	+$6.49M	+3%	1.13%	69.5%	50	14%	3
3079	CA 3079 Continental Advisors Park City, Utah	$233M	-$3.37M	-1%	1.83%	73.6%	55	14.55%	5.3
3080	3080 Bernzott Capital Advisors Camarillo, California	$233M	-$16.4M	-7%	3.79%	46.2%	112	68.75%	1
3081	3081 Carolina Wealth Management Greenville, North Carolina	$233M	+$15.9M	+7%	0.55%	–	129	21.71%	0.2
3082	3082 Carl P. Sherr & Co Worcester, Massachusetts	$233M	-$5.44M	-2%	1.53%	78.6%	137	5.84%	3.9
3083	LMHBHCT 3083 Leona M. & Harry B. Helmsley Charitable Trust New York	$233M	+$18.1M	+8%	1.76%	–	2	0%	0.6
3084	3084 Attessa Capital Tucson, Arizona	$233M	+$10.1M	+5%	0.36%	–	54	14.81%	1.1
3085	3085 Cohen Investment Advisors Bedford, New Hampshire	$233M	+$9.9M	+4%	6.37%	90.6%	84	7.14%	4.9
3086	3086 Banyan Capital Management Atlanta, Georgia	$233M	+$2.55M	+1%	0.4%	44.4%	55	12.73%	2.7
3087	3087 Steinberganna Wealth Management Huntington, New York	$233M	-$13.4M	-5%	1.76%	–	148	12.16%	0.8
3088	3088 Lantern Wealth Advisors Melville, New York	$232M	+$14M	+6%	1.77%	–	205	14.15%	1.6
3089	OBWA 3089 Oak Barrel Wealth Advisory Reston, Virginia	$232M	+$5.83M	+3%	2.39%	–	87	4.6%	0.7
3090	3090 EPIQ Partners Minneapolis, Minnesota	$232M	-$3.65M	-2%	0.64%	49.6%	102	6.86%	3.3
3091	3091 Downshift Financial Boulder, Colorado	$232M	+$9.27M	+4%	0%	–	745	13.02%	0.3
3092	3092 Peak Financial Advisors Denver, Colorado	$232M	-$9.6M	-4%	2.21%	39.1%	90	26.67%	1.8
3093	3093 NIA Impact Advisors Berkeley, California	$232M	-$9.47M	-4%	0.94%	–	84	17.86%	2.4
3094	3094 Asset Advisory Group Kinnelon, New Jersey	$232M	+$2.93M	+1%	2.08%	–	126	4.76%	0.7
3095	NTIC 3095 Napean Trading & Investment Company Singapore	$232M	-$59.6M	-20%	1.23%	313%	19	68.42%	0.9
3096	3096 OxenFree Capital Satellite Beach, Florida	$231M	+$13.3M	+6%	0.74%	56.4%	58	5.17%	1.9
3097	3097 Signet Investment Advisory Group Providence, Rhode Island	$231M	+$3.72M	+2%	2.6%	68.2%	74	2.7%	5.6
3098	BWG 3098 Boomfish Wealth Group Alpharetta, Georgia	$231M	+$11.5M	+5%	3.68%	86%	106	14.15%	1.9
3099	3099 Tower View Wealth Management Shorewood, Wisconsin	$231M	+$3.6M	+2%	0.08%	135%	211	11.37%	3.9
3100	3100 Montaka Global Sydney,	$231M	+$53.1M	+30%	14.8%	–	27	29.63%	0.5