We are live on ! Find out more

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)
3401	3401 Councilmark Asset Management Knoxville, Tennessee	$194M	+$5.58M	+3%	4.76%	–	89	7.87%	2.1
3402	3402 Elevate Wealth Advisory Athens, Georgia	$194M	+$19.3M	+11%	0.04%	49.5%	140	12.86%	2.1
3403	3403 Lee-Kelleher Wealth Management Fulton, Maryland	$194M	+$3.13M	+2%	0.41%	–	50	6%	1.4
3404	3404 Financial Designs Claremont, California	$194M	+$7.65M	+4%	1.84%	49%	42	9.52%	1.4
3405	3405 Quantum Financial Partners Overland Park, Kansas	$194M	-$1.5M	-0.8%	1.53%	–	169	19.53%	0.2
3406	3406 Lakewood Asset Management Naperville, Illinois	$194M	+$11.7M	+6%	1.65%	69.3%	114	9.65%	2.9
3407	3407 IMG Wealth Management Jacksonville, Florida	$194M	+$14.4M	+8%	1.16%	–	665	11.88%	1
3408	NWM 3408 Navigoe Wealth Management Redondo Beach, California	$194M	+$2.6M	+1%	0.4%	–	1,240	69.6%	0.9
3409	3409 Bayshore Capital Advisors Tampa, Florida	$194M	-$20.4M	-10%	5.86%	–	48	18.75%	0.6
3410	3410 Invera Wealth Advisors Bend, Oregon	$194M	+$7.26M	+4%	1.03%	102%	136	3.68%	1.3
3411	3411 Adirondack Capital Advisors Syracuse, New York	$194M	+$7.22M	+4%	0.48%	–	45	0%	0.7
3412	3412 Inman Jager Wealth Management Hattiesburg, Mississippi	$194M	+$5.69M	+3%	4.23%	–	93	7.53%	1.5
3413	3413 Rydar Equities Weatherford, Texas	$194M	+$16M	+9%	4.43%	–	441	75.96%	0.2
3414	3414 Integrity Wealth Advisors Ventura, California	$193M	–	–	2.29%	–	77	–	1.1
3415	3415 Ehrlich Financial Group Laguna Niguel, California	$193M	-$1.11M	-0.6%	0.29%	56.2%	132	18.94%	1.6
3416	MAM 3416 Maytree Asset Management Hong Kong	$193M	+$39.2M	+25%	1.1%	441%	48	68.75%	0.4
3417	3417 Ables Iannone Moore & Associates Savannah, Georgia	$193M	+$5.19M	+3%	4.97%	116%	66	10.61%	2.2
3418	3418 Rayburn West Financial Services Nashville, Tennessee	$193M	+$11.4M	+6%	3.93%	–	87	10.34%	0.7
3419	3419 Stone Loft Wealth Management West Chester, Pennsylvania	$193M	+$17M	+10%	1%	–	31	6.45%	0.7
3420	3420 Upper Left Wealth Management Tampa, Florida	$193M	+$12.3M	+7%	2.4%	52.7%	79	21.52%	3.2
3421	3421 Martin Capital Advisors San Antonio, Texas	$193M	+$1.92M	+1%	3.66%	140%	78	5.13%	3.7
3422	SA 3422 Sunesis Advisors Overland Park, Kansas	$193M	-$49.3M	-20%	1.67%	–	71	81.69%	2.6
3423	3423 Clark Wealth Partners O'fallon, Illinois	$193M	+$15.5M	+9%	0.78%	–	1,076	48.61%	0.7
3424	3424 ROI Financial Advisors Beaverton, Oregon	$193M	-$730K	-0.4%	2.39%	165%	74	8.11%	2
3425	MBWA 3425 Marin Bay Wealth Advisors San Anselmo, California	$192M	+$6.21M	+3%	4.4%	–	138	11.59%	0.6