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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 34.66% 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, 4,019 funds (~45%) 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)
3501	3501 Roan Capital Partners Johnson City, Tennessee	$137M	+$16M	+13%	0.54%	–	81	7.41%	0.4
3502	3502 ICG Advisors Los Angeles, California	$136M	+$106M	+354%	1.37%	–	7	28.57%	0.5
3503	3503 TABR Capital Management Orange, California	$136M	+$19.1M	+16%	0.27%	–	82	62.2%	0.6
3504	3504 Targeted Financial Services Seminole, Florida	$136M	+$906K	+0.7%	0.53%	–	67	11.94%	0.6
3505	3505 Summit Financial Consulting Sterling Heights, Michigan	$136M	-$11.1M	-8%	1.6%	–	53	16.98%	1
3506	3506 Lynch Investment Planning Newtown Square, Pennsylvania	$136M	+$6.17M	+5%	0.91%	–	232	75.86%	0.2
3507	3507 Seelaus Asset Management Chatham, New Jersey	$136M	-$6.08M	-4%	3.88%	134%	216	17.59%	3.3
3508	3508 Eagle Wealth Advisors Westport, Connecticut	$136M	+$5.1M	+4%	4.65%	–	103	3.88%	0.6
3509	3509 Avail Investment Partners Lemont, Pennsylvania	$136M	+$6.25M	+5%	3.5%	–	225	20.44%	0.4
3510	3510 Industrial Alliance Investment Management Quebec, Quebec, Canada	$136M	-$76.4M	-36%	0.18%	88.8%	8	0%	3.4
3511	3511 Donalies Financial Planning Washington, District of Columbia	$136M	+$366K	+0.3%	0.81%	–	82	9.76%	0.7
3512	3512 CrossGen Wealth Greenville, North Carolina	$136M	+$7.29M	+6%	7.07%	–	231	19.91%	0.7
3513	3513 SeedSafe Financial Austin, Texas	$136M	-$3.25M	-2%	1.31%	–	42	14.29%	0.6
3514	3514 Finward Bancorp Munster, Indiana	$136M	+$3.77M	+3%	3.04%	–	109	7.34%	1.6
3515	3515 Farnam Financial Phoenix, Arizona	$135M	-$1.66M	-1%	0.11%	–	62	20.97%	1.3
3516	3516 Broussard Financial Group Kaplan, Louisiana	$135M	+$10.6M	+8%	2.95%	–	45	37.78%	0.5
3517	3517 Approach Retirement Advisors Vestavia, Alabama	$135M	-$2.31M	-2%	0.81%	–	85	9.41%	0.7
3518	3518 Capital CS Group Irvine, California	$135M	+$8.46M	+7%	3.77%	27.8%	113	58.41%	1
3519	3519 Dala Group Hoffman Estates, Illinois	$135M	+$13.6M	+11%	1.7%	–	72	6.94%	0.7
3520	3520 Golden Bell Financial Planning Alpharetta, Georgia	$135M	-$1.01M	-0.7%	1.92%	–	41	2.44%	1.5
3521	3521 Quest 10 Wealth Builders Fuquay-Varina, Virginia	$135M	+$6.06M	+5%	1.14%	–	817	6.61%	1.4
3522	3522 Total Wealth Planning & Management Ponte Vedra Beach, Florida	$135M	-$13.3M	-9%	2.29%	–	238	26.05%	1.2
3523	3523 BLVD Private Wealth Prospect, Kentucky	$134M	-$119K	-0.1%	1.96%	–	76	11.84%	0.9
3524	3524 CPR Investments Rochester, Michigan	$134M	+$4.46M	+3%	2.3%	84%	74	39.19%	0.8
3525	3525 Capital Today Evergreen Fund Grand Cayman, Cayman Islands	$134M	+$4.81M	+4%	3.82%	0.74%	3	0%	3.3