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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)
3426	3426 Summit Investment Advisory Services Roseville, Minnesota	$403M	+$4.64M	+1%	0.04%	74.2%	90	4.44%	1.8
3427	3427 First American Financial Corporation Santa Ana, California	$403M	+$12.3M	+3%	0.82%	83%	4	25%	2.1
3428	3428 Burke & Herbert Bank & Trust Alexandria, Virginia	$403M	-$867K	-0.2%	2.08%	81.5%	249	5.22%	5.4
3429	3429 St. Clair Advisors Mayfield Hts, Ohio	$402M	+$13.7M	+4%	3.92%	77.5%	81	3.7%	3.9
3430	3430 Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$402M	+$8.35M	+2%	0.91%	65.5%	464	28.02%	4.6
3431	3431 FNY Investment Advisers New York	$402M	+$122M	+44%	14.7%	386%	1,132	49.47%	0.9
3432	3432 Focused Alpha LLC Denver, Colorado	$402M	+$11.9M	+3%	2.81%	–	289	22.49%	0.6
3433	3433 Hunter Perkins Capital Management Lombard, Illinois	$402M	-$43.6M	-10%	1.09%	62.5%	155	25.81%	2.9
3434	3434 OLIO Financial Planning Mclean, Virginia	$402M	-$1.19M	-0.3%	0.58%	52.9%	72	8.33%	2.9
3435	3435 Rock Point Advisors Burlington, Vermont	$402M	-$7.07M	-2%	0.64%	94.1%	133	12.03%	4.6
3436	3436 Taylor Hoffman Capital Management Richmond, Virginia	$402M	-$9.9M	-2%	1.01%	–	125	6.4%	1.8
3437	3437 Daybright Advisory Services Miami, Florida	$402M	-$17.4M	-4%	3.5%	–	155	17.42%	0.6
3438	3438 Meredith Wealth Planning Maryville, Illinois	$401M	-$23.1M	-5%	1.33%	66.5%	85	18.82%	2
3439	3439 Heritage Wealth Management (Ohio) Cincinnati, Ohio	$401M	-$198K	-0%	2.81%	–	285	9.12%	1.1
3440	3440 Physicians Financial Services Raleigh, North Carolina	$401M	-$225K	-0.1%	4.02%	116%	109	5.5%	7.2
3441	3441 Equitec Proprietary Markets Chicago, Illinois	$400M	-$159M	-28%	32.8%	352%	121	49.59%	1
3442	BFM 3442 Blacksheep Fund Management Co. Dublin, Ireland	$400M	+$90.2M	+29%	5.3%	78.7%	9	22.22%	1.5
3443	3443 ETF Portfolio Partners Leawood, Kansas	$399M	-$21M	-5%	0.61%	50.2%	70	4.29%	4.9
3444	3444 15 Wealth Advisors Mundelein, Illinois	$399M	–	–	0.72%	–	108	–	0
3445	3445 Hobbs Group Advisors Columbia, South Carolina	$399M	+$18.7M	+5%	1.19%	–	179	13.41%	1.8
3446	3446 Kingdom Financial Group Peoria, Arizona	$399M	+$7.26M	+2%	1.11%	49.9%	1,053	27.16%	0.6
3447	3447 Prism Advisors Studio City, California	$399M	-$13.1M	-3%	0.7%	54.6%	88	19.32%	3.1
3448	3448 Pathway Financial Advisers Auburn, Indiana	$399M	+$1.59M	+0.4%	1%	88.2%	408	59.56%	1.2
3449	3449 Independence Financial Advisors Franklin, New Hampshire	$398M	+$12.8M	+3%	0.81%	–	56	3.57%	1.2
3450	3450 Dumont & Blake Investment Advisors Princeton, New Jersey	$398M	-$47M	-11%	1.08%	86.1%	210	17.14%	7.7