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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)
3551	3551 Innovative Wealth Building California, Maryland	$181M	+$8.56M	+5%	1.06%	–	92	15.22%	1.1
3552	3552 Dominguez Wealth Management Solutions Williamsburg, Virginia	$181M	-$848K	-0.5%	3.02%	59.7%	79	8.86%	2.8
3553	3553 Nolet Wealth Management Fort Worth, Texas	$181M	-$537K	-0.3%	2.22%	–	121	15.7%	0.6
3554	CIG 3554 Cascade Investment Group Colorado Springs, Colorado	$181M	+$2.21M	+1%	1.83%	93.2%	169	13.02%	2.4
3555	3555 Livet Wealth Salt Lake City, Utah	$180M	+$7.07M	+4%	0.52%	–	130	14.62%	0.6
3556	3556 Sunrise Financial Services Burien, Washington	$180M	+$12.1M	+7%	1%	–	601	23.63%	0.7
3557	3557 Alterna Wealth Management Houston, Texas	$180M	+$6.04M	+3%	0.25%	52.9%	123	22.76%	2.5
3558	3558 Sanchez Gaunt Capital Management Reno, Nevada	$180M	+$1M	+0.6%	1.55%	–	209	17.7%	0.4
3559	3559 Shotwell Rutter Baer Lansing, Michigan	$180M	-$2.22M	-1%	1.7%	45.5%	39	2.56%	2.3
3560	3560 Melfa Wealth Management Westborough, Massachusetts	$180M	-$5.58M	-3%	2.33%	49.9%	204	6.37%	2.7
3561	3561 Daviman Financial Noblesville, Indiana	$180M	-$1.28M	-0.7%	1.04%	–	105	18.1%	0.6
3562	3562 SwitchPoint Financial Planning Lehi, Utah	$180M	+$6.65M	+4%	0.08%	–	81	24.69%	1.3
3563	3563 Integras Partners Alpharetta, Georgia	$180M	-$1.4M	-0.8%	0.18%	–	105	8.57%	1
3564	3564 Regeneron Pharmaceuticals Tarrytown, New York	$180M	+$2.41M	+1%	6.28%	–	3	0%	1.3
3565	3565 Brian Low Financial Group Baton Rouge, Louisiana	$179M	+$8M	+5%	1.07%	–	131	19.85%	0.9
3566	3566 Accredited Investor Services St. Cloud, Minnesota	$179M	+$2.43M	+1%	0.03%	–	88	12.5%	1.3
3567	3567 Hamilton Lane Advisors Conshohocken, Pennsylvania	$179M	+$30.7M	+21%	9.17%	167%	25	68%	1.1
3568	3568 Blackston Financial Advisory Group The Villages, Florida	$179M	+$1.85M	+1%	2.34%	79.8%	117	11.11%	1.9
3569	3569 Thryve Wealth Management Irving, Texas	$179M	+$294K	+0.2%	0.82%	–	41	9.76%	0.6
3570	RFMS 3570 RWQ Financial Management Services Naples, Florida	$179M	-$28.2M	-14%	3.38%	446%	28	25%	1.8
3571	3571 Byrne Asset Management Kingston, New Jersey	$179M	-$5.93M	-3%	1.34%	126%	672	19.64%	1.8
3572	3572 Transmarket Holdings Chicago, Illinois	$179M	+$42.8M	+31%	4.03%	–	74	87.84%	0.1
3573	3573 Grey Rock Energy Management Dallas, Texas	$179M	-$64.6M	-27%	1.59%	–	1	0%	1.8
3574	3574 Fort Henry Capital Wheeling, West Virginia	$179M	-$2.55M	-1%	2.28%	39.3%	18	5.56%	4.4
3575	3575 Cascade Investment Advisors Oregon City, Oregon	$179M	-$4.35M	-2%	1.37%	79.1%	116	4.31%	4.7