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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 32.8% 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, 7,143 funds (~80%) 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)
3201	3201 Morton Brown Family Wealth Allentown, Pennsylvania	$450M	+$8.53M	+2%	0.92%	54.5%	444	13.51%	2.1
3202	3202 Carr Financial Group Worcester, Massachusetts	$449M	+$15.1M	+3%	0.02%	71.6%	196	12.76%	2.5
3203	3203 Straight Path Wealth Management Jenison, Michigan	$449M	+$21.4M	+5%	2.4%	70.4%	160	13.75%	1.8
3204	3204 Global View Capital Management Waukesha, Wisconsin	$449M	-$35.4M	-7%	0.86%	–	167	37.13%	1.1
3205	3205 Markowski Investments Tampa, Florida	$448M	-$6M	-1%	1.91%	–	721	17.89%	0.2
3206	3206 DeDora Capital Napa, California	$448M	-$11.9M	-3%	1.7%	91.2%	456	72.81%	1.1
3207	3207 Hartford Financial Management Hartford, Connecticut	$448M	-$50K	-0%	1.23%	87.9%	357	4.76%	7.2
3208	3208 Arjuna Capital Durham, North Carolina	$448M	+$3.56M	+0.8%	3.56%	118%	125	22.4%	2.5
3209	3209 Franklin, Parlapiano, Turner & Welch Houston, Texas	$448M	+$5.3M	+1%	1.51%	49.3%	58	6.9%	7.6
3210	3210 Alpine Woods Capital Investors Purchase, New York	$448M	-$12.7M	-3%	2.67%	118%	265	31.32%	3.4
3211	3211 Addison Capital Conshohocken, Pennsylvania	$447M	-$163M	-27%	2.49%	71.4%	186	20.97%	4.7
3212	3212 TIFF Advisory Services Radnor, Pennsylvania	$447M	+$39.4M	+10%	0.36%	84.2%	22	18.18%	1.6
3213	3213 Fiduciary Family Office Boca Raton, Florida	$447M	+$47.5M	+12%	7.08%	97.3%	185	8.11%	1.3
3214	3214 Bare Financial Services Gap, Pennsylvania	$447M	+$11.3M	+3%	1.89%	53.6%	2,019	17.19%	1
3215	3215 New Capital Management Houston, Texas	$447M	+$7.85M	+2%	1.62%	55.4%	62	9.68%	3.9
3216	3216 Wealthspring Capital West Harrison, New York	$447M	-$703K	-0.2%	0.24%	22.6%	263	36.12%	0.6
3217	3217 Little House Capital Braintree, Massachusetts	$447M	+$1.64M	+0.4%	2.41%	118%	126	16.67%	3
3218	3218 Genoa Capital Gestora de Recursos Sao Paulo,	$446M	-$105M	-19%	6.02%	–	24	75%	0.3
3219	3219 Strategic Investment Solutions Orland Park, Illinois	$446M	+$8.83M	+2%	1.2%	–	750	14.67%	2.2
3220	SIM 3220 Synergy Investment Management Altamonte Springs, Florida	$446M	+$32.2M	+8%	0.36%	–	1,100	84.36%	1
3221	3221 Roberts Wealth Advisors Palo Alto, California	$445M	+$5.13M	+1%	1.97%	81.1%	111	2.7%	2.8
3222	3222 Intergy Private Wealth Colorado Springs, Colorado	$445M	+$12.2M	+3%	0.12%	73.8%	152	10.53%	2.5
3223	TA 3223 TrueWealth Advisors Birmingham, Alabama	$445M	+$1.57M	+0.4%	0.75%	60.9%	252	11.51%	3
3224	3224 Main Street Group Glen Allen, Virginia	$445M	+$15.8M	+4%	0.78%	98.3%	937	11.42%	0.7
3225	PWMG 3225 Private Wealth Management Group Princeton, New Jersey	$445M	+$13.6M	+3%	1.03%	63.2%	1,584	13.19%	2.1