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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)
3401	3401 Seaside Wealth Management Carlsbad, California	$408M	+$3.64M	+0.9%	0.38%	58.1%	75	8%	2.8
3402	3402 DMKC Advisory Services Des Moines, Iowa	$407M	-$122M	-23%	0.26%	–	100	30%	1.3
3403	3403 HTG Investment Advisors New Canaan, Connecticut	$407M	+$17M	+4%	0.31%	62.9%	93	8.6%	2.4
3404	3404 Acorn Wealth Advisors Grand Blanc, Michigan	$407M	-$3.26M	-0.8%	0.17%	58.8%	317	9.15%	3.4
3405	3405 Pier 88 Investment Partners San Francisco, California	$407M	-$13.8M	-3%	2.19%	40.3%	121	25.62%	1.5
3406	3406 Argent Advisors Monroe, Louisiana	$406M	+$6.68M	+2%	1.68%	71%	195	11.28%	3.9
3407	AFS 3407 Aft Forsyth & Sober Valrico, Florida	$406M	+$86.3M	+27%	5.46%	107%	65	7.69%	4.8
3408	3408 Prospera Capital Management Gilbert, Arizona	$406M	+$86.5M	+27%	0.03%	–	77	20.78%	0.9
3409	3409 Fischer Financial Services Harrisburg, Pennsylvania	$406M	+$8.14M	+2%	3.67%	–	65	6.15%	1.5
3410	3410 Tucker Asset Management Littleton, Colorado	$406M	+$975K	+0.2%	1.92%	71.6%	454	63.44%	2.1
3411	HCM 3411 Hudson Capital Management Ramsey, New Jersey	$405M	-$8.2M	-2%	1.11%	66.8%	81	12.35%	4.2
3412	3412 Valley Forge Investment Consultants Audubon, Pennsylvania	$405M	+$16.6M	+4%	0.37%	67.9%	87	5.75%	3.8
3413	3413 Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$405M	+$568K	+0.1%	1.01%	81%	99	1.01%	6.9
3414	3414 Arcataur Capital Management Milwaukee, Wisconsin	$405M	+$1.31M	+0.3%	0.63%	65.4%	106	6.6%	2.8
3415	3415 Xcel Wealth Management Holly Hill, Florida	$404M	-$14.8M	-4%	2.23%	98.8%	146	8.22%	3.8
3416	3416 Winmill & Co Walpole, New Hampshire	$404M	-$47.6M	-11%	3.54%	160%	56	8.93%	3.9
3417	3417 Revisor Wealth Management Akron, Ohio	$404M	-$12.1M	-3%	2.18%	72%	403	18.36%	1.5
3418	3418 Denver Wealth Management Denver, Colorado	$404M	+$54.8M	+16%	0.01%	70.3%	117	15.38%	2.7
3419	3419 Valtinson Bruner Financial Planning New Brighton, Minnesota	$404M	+$4.89M	+1%	0.22%	40.3%	195	8.72%	3.3
3420	DTL 3420 Dynamic Technology Lab Singapore	$404M	-$43.5M	-10%	2.02%	30.8%	933	71.28%	0.2
3421	3421 Keystone Financial Planning Cleveland, Ohio	$404M	+$15.9M	+4%	3.95%	46%	40	5%	7.2
3422	3422 JPL Wealth Management Highlands Ranch, Colorado	$404M	-$100M	-20%	0.64%	–	2,036	27.01%	0.5
3423	3423 Crown Wealth Group Charlotte, North Carolina	$404M	+$10.5M	+3%	3.69%	98.2%	162	16.05%	2
3424	SC 3424 Saybrook Capital Winston Salem, North Carolina	$403M	+$3.81M	+1%	2.01%	72.5%	43	2.33%	9.3
3425	3425 Ogorek Anthony Joseph Williamsville, New York	$403M	+$390K	+0.1%	0.45%	66.3%	748	10.43%	2.8