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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)
3226	3226 Sightline Wealth Advisors Groton, Connecticut	$215M	-$58.1M	-21%	1.42%	48.5%	98	33.67%	3.3
3227	3227 Dutch Asset Corp Selkirk, New York	$215M	+$14M	+7%	1.57%	–	131	25.19%	0.6
3228	3228 Andrews Advisory Associates Honolulu, Hawaii	$215M	+$6.85M	+3%	1.25%	–	88	6.82%	0.7
3229	3229 Babb Wealth Advisors Flagstaff, Arizona	$215M	+$7.36M	+4%	1.43%	–	22	18.18%	1.3
3230	3230 Constitution Capital Shelton, Connecticut	$215M	+$20M	+10%	6.09%	91.1%	63	3.17%	4.1
3231	3231 CWC Advisors Lake Oswego, Oregon	$215M	-$10.4M	-5%	2.22%	–	160	5.63%	1.5
3232	3232 Point Nemo Capital Dripping Springs, Texas	$215M	+$17.3M	+9%	5.16%	–	202	38.12%	0.3
3233	3233 4Thought Financial Group Syosset, New York	$215M	+$1.92M	+0.9%	1.41%	40.8%	109	5.5%	3.7
3234	3234 Primoris Wealth Advisors North Palm Beach, Florida	$215M	-$4.56M	-2%	3.56%	206%	149	31.54%	2
3235	3235 Stegner Investment Associates Louisville, Kentucky	$215M	+$4.24M	+2%	1.56%	84.8%	31	6.45%	4
3236	3236 Old Peak Finance Chapel Hill, North Carolina	$214M	+$7.85M	+4%	2.11%	–	108	12.96%	0.6
3237	3237 Silver Grove Financial Group Orchard Park, New York	$214M	+$29.5M	+16%	1.24%	–	2,738	15.19%	0.3
3238	3238 Clay Northam Wealth Management Huntington Beach, California	$214M	+$11M	+5%	5.78%	125%	114	8.77%	2.9
3239	3239 Ballast Rock Private Wealth Charleston, South Carolina	$214M	-$2.3M	-1%	0.61%	–	211	13.27%	0.6
3240	3240 Clark Financial Services Group Chesterfield, Missouri	$214M	+$2.38M	+1%	2.45%	116%	101	11.88%	2.5
3241	3241 Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$214M	-$36.5M	-15%	0.2%	61.3%	78	14.1%	2
3242	VCM 3242 Viewpoint Capital Management Seattle, Washington	$214M	+$17.7M	+9%	0.4%	127%	141	18.44%	3.4
3243	3243 PUREfi Wealth Boston, Massachusetts	$214M	+$31.9M	+18%	0.99%	–	250	25.6%	1
3244	MF 3244 Meridian Financial Holliston, Massachusetts	$214M	+$5.73M	+3%	0.3%	58.5%	158	10.13%	2.9
3245	3245 Birch Financial Group Keene, New Hampshire	$214M	+$19.2M	+10%	0.92%	–	1,042	85.89%	0.2
3246	3246 Fortitude Financial Spokane, Washington	$213M	+$102M	+92%	1.19%	–	43	34.88%	0.7
3247	3247 Schulz Wealth Mansfield, Texas	$213M	+$19.6M	+10%	1.61%	–	79	12.66%	1.9
3248	3248 Birch Capital Management Dallas, Texas	$213M	+$8.54M	+4%	6.3%	62%	85	10.59%	4.6
3249	3249 Financial Harvest Winter Park, Florida	$213M	-$28.8M	-12%	1.02%	–	72	19.44%	1
3250	3250 Greater Midwest Financial Group St. Paul, Minnesota	$213M	+$12.4M	+6%	4.66%	157%	73	16.44%	1.6