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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)
3501	3501 GEN Financial Management Plymouth, Minnesota	$185M	+$17.9M	+11%	0.32%	–	59	32.2%	0.9
3502	3502 Cincinnati Casualty Company Fairfield, Ohio	$185M	-$3.65M	-2%	3.38%	68.7%	24	0%	9.5
3503	3503 BAM Wealth Management Lakewood, Colorado	$185M	+$25M	+16%	0.99%	–	217	30.41%	0.6
3504	PVAMC 3504 PPS&V Asset Management Consultants Portage, Michigan	$185M	-$484K	-0.3%	1.43%	80.7%	41	7.32%	3.1
3505	3505 RCS Financial Planning Annapolis, Maryland	$185M	-$26.5M	-13%	0.45%	48.2%	114	33.33%	2.2
3506	3506 Graphene Investments SAS Paris, France	$185M	+$13M	+8%	5.13%	103%	45	13.33%	2.5
3507	3507 Dougherty Wealth Advisers Wayzata, Minnesota	$185M	+$2.16M	+1%	0.94%	76.1%	146	29.45%	3.8
3508	3508 Financial Planning Hawaii Honolulu, Hawaii	$185M	-$1.79M	-1%	3.81%	–	140	13.57%	0.7
3509	3509 Pacific Wealth Strategies Group Santa Barbara, California	$185M	+$10.6M	+6%	2.85%	85.3%	60	8.33%	4.4
3510	MIM 3510 Meixler Investment Management Show Low, Arizona	$185M	+$3.46M	+2%	0.29%	60.8%	110	24.55%	2
3511	3511 Certior Financial Group King Of Prussia, Pennsylvania	$184M	+$1.95M	+1%	4.01%	–	157	15.92%	1.2
3512	3512 WPG Advisers Baltimore, Maryland	$184M	+$14.3M	+8%	4.19%	–	1,657	9.84%	1.4
3513	3513 Quadratic Capital Management Greenwich, Connecticut	$184M	-$65.7M	-26%	5.37%	0.6%	2	0%	5.4
3514	3514 Redwood Financial Network Solon, Ohio	$184M	+$3.99M	+2%	2.16%	82.2%	210	15.71%	2.4
3515	3515 Sterling Investment Management Tucson, Arizona	$184M	+$1.99M	+1%	1.04%	45.3%	78	19.23%	3.5
3516	3516 Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$184M	+$7.67M	+4%	1.28%	–	217	32.72%	1.2
3517	3517 Fidato Wealth Middleburg Heights, Ohio	$184M	+$13M	+8%	0.52%	61.1%	31	54.84%	1.3
3518	3518 Reicon Wealth Advisors Atlanta, Georgia	$184M	+$21.7M	+13%	0.39%	–	105	16.19%	0.5
3519	GWM 3519 Global Wealth Management Kingston, New Jersey	$184M	-$12.6M	-6%	0.57%	–	48	4.17%	1.4
3520	3520 Rochester Wealth Strategies Rochester, Michigan	$184M	+$2.85M	+2%	0.24%	–	29	20.69%	1.1
3521	DQRIM 3521 Dale Q Rice Investment Management Vancouver, Washington	$184M	-$930K	-0.5%	0.84%	–	70	5.71%	1.5
3522	WPEP 3522 Walnut Private Equity Partners Omaha, Nebraska	$183M	-$1.73M	-0.9%	1.83%	48%	15	0%	5
3523	3523 Taylor Financial Group Roanoke, Virginia	$183M	+$1.15M	+0.6%	0.12%	79%	105	10.48%	2.5
3524	3524 Kuhn & Co Investment Counsel Chicago, Illinois	$183M	+$10M	+6%	1.47%	88.7%	164	10.98%	2
3525	3525 Washington Growth Strategies Washington, District of Columbia	$183M	+$2.82M	+2%	0.05%	–	64	3.13%	1.4