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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)
3126	3126 Main Line Retirement Advisors Whitefish, Montana	$228M	+$9.6M	+4%	1%	47.6%	49	2.04%	2.3
3127	3127 Sterling Investment Advisors (Missouri) Bolivar, Missouri	$228M	+$4.89M	+2%	1.73%	45.1%	39	2.56%	6.8
3128	3128 Pacific Wealth Management San Diego, California	$227M	+$1.8M	+0.8%	0.51%	72.8%	23	30.43%	2.1
3129	3129 Disciplined Equity Management Neptune Beach, Florida	$227M	+$1.29M	+0.6%	0.93%	72.3%	48	8.33%	3.4
3130	3130 Lexington Hill Partners Dallas, Texas	$227M	+$20.8M	+10%	0.45%	–	88	15.91%	0.6
3131	3131 Peoples Financial Services Corp Moosic, Pennsylvania	$227M	-$4.45M	-2%	2.26%	104%	278	3.6%	8.5
3132	3132 Avondale Wealth Management West Lake Hills, Texas	$227M	-$18.3M	-7%	0.44%	83.8%	70	18.57%	4
3133	3133 Capital Square Chattanooga, Tennessee	$227M	-$952K	-0.4%	0.7%	62.5%	266	14.66%	2.4
3134	3134 CMG Global Holdings Plano, Texas	$226M	-$9.48M	-4%	2.69%	80.8%	112	12.5%	3.6
3135	3135 Tandem Capital Management Woodcliff Lake, New Jersey	$226M	-$11.8M	-5%	0.87%	128%	119	5.88%	3.8
3136	3136 Westhampton Capital Winston-Salem, North Carolina	$226M	-$15.2M	-6%	0.15%	105%	134	8.21%	4.8
3137	3137 Wynn Capital Augusta, Georgia	$226M	+$1.86M	+0.8%	2.06%	115%	120	6.67%	2.3
3138	3138 Envision Financial Brookfield, Wisconsin	$225M	+$8.24M	+4%	1.43%	–	52	15.38%	1.4
3139	3139 Niatross Investments Hong Kong,	$225M	+$35M	+18%	9.66%	–	1	0%	0.8
3140	KCM 3140 KRS Capital Management Bloomfield, Michigan	$225M	+$10.2M	+5%	7.86%	272%	132	13.64%	3.1
3141	3141 Base Wealth Management Lakewood Ranch, Florida	$225M	+$10M	+5%	0.46%	–	74	13.51%	1.1
3142	3142 Guinness Atkinson Asset Management Pasadena, California	$225M	+$1.67M	+0.7%	5.21%	148%	108	0.93%	6.3
3143	3143 Chronos Wealth Management Clearwater, Florida	$225M	-$731K	-0.3%	1.68%	92.3%	38	2.63%	4.8
3144	GAA 3144 Guardian Asset Advisors Mechanicsburg, Pennsylvania	$224M	+$7.58M	+3%	4.58%	106%	131	8.4%	1.9
3145	3145 Sylvest Advisors Dallas, Texas	$224M	+$2.56M	+1%	1.87%	–	81	7.41%	1.3
3146	LI 3146 Latigo Investments Fort Lauderdale, Florida	$224M	-$139K	-0.1%	0.38%	62.6%	16	12.5%	3.8
3147	3147 Kingsman Wealth Management Pensacola, Florida	$224M	+$10.4M	+5%	4.67%	–	91	26.37%	0.9
3148	3148 Vestment Financial Chanhassen, Minnesota	$224M	+$663K	+0.3%	1.18%	–	47	19.15%	1.4
3149	3149 Banque de Luxembourg Luxembourg	$224M	+$11.6M	+5%	8.07%	–	86	10.47%	1.3
3150	3150 Polaris Financial Partners Westerville, Ohio	$223M	–	–	4.08%	–	372	–	0