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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, 3,953 funds (~44%) 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)
3601	3601 Forteris Wealth Management Armonk, New York	$121M	-$1.28M	-1%	2.13%	–	73	10.96%	0.7
3602	3602 Investment Insight Wealth Management North Massapequa, New York	$121M	+$5.51M	+5%	7.46%	–	45	4.44%	0.6
3603	3603 MKD Wealth Coaches Troy, Michigan	$121M	+$3.87M	+3%	0.17%	–	36	19.44%	3.5
3604	3604 3 Factor Indexing Sacramento, California	$121M	+$2.7M	+2%	0.08%	–	453	10.6%	0.5
3605	3605 Portfolio Resources Advisor Group Coral Gables, Florida	$121M	+$2.59M	+2%	0.26%	–	201	28.86%	0.4
3606	3606 Drum Hill Capital Westport, Connecticut	$121M	+$22.8M	+23%	9.07%	–	49	12.24%	1.4
3607	AIM 3607 Axiom Investment Management New York	$121M	-$28.9M	-19%	1.07%	–	544	50.55%	1.3
3608	IWA 3608 Independent Wealth Advisors Cary, North Carolina	$121M	+$10.2M	+9%	0.5%	–	83	12.05%	0.6
3609	3609 Twin Cities Retirement Group Plymouth, Minnesota	$121M	+$3.7M	+3%	1.77%	–	27	18.52%	0.6
3610	3610 Red Mountain Financial Fort Collins, Colorado	$120M	+$684K	+0.6%	0.54%	–	85	8.24%	2
3611	GC 3611 Gruss & Co West Palm Beach, Florida	$120M	+$79M	+194%	6.57%	173%	43	23.26%	2.1
3612	3612 BankChampaign National Association Champaign, Illinois	$120M	-$10.5M	-8%	0.38%	–	227	22.91%	0.5
3613	3613 HighRoad Wealth Advisors Coos Bay, Oregon	$120M	+$1.06M	+0.9%	0.17%	–	46	32.61%	0.6
3614	3614 Cooke Wealth Management Irvine, California	$120M	-$2.5M	-2%	1.43%	–	40	7.5%	0.7
3615	3615 Morangie Management Vero Beach, Florida	$119M	-$1.02M	-0.8%	4.11%	–	37	10.81%	1.4
3616	3616 River's Edge Wealth Management Beaver, Pennsylvania	$119M	+$5.61M	+5%	1.83%	–	50	14%	0.7
3617	3617 Clio Asset Management Charlottesville, Virginia	$119M	-$6.75M	-5%	4.87%	60.6%	16	12.5%	1.8
3618	3618 CDM Financial Counseling Services Norwich, Connecticut	$119M	+$2.89M	+2%	1.98%	–	77	0%	0.7
3619	D 3619 Drystone Ivy, Virginia	$119M	-$2.68M	-2%	1.77%	–	18	0%	4.2
3620	3620 Wisconsin Wealth Advisors Sun Prairie, Wisconsin	$119M	+$2.23M	+2%	3.02%	–	92	10.87%	1.4
3621	3621 Bretton Capital Management San Francisco, California	$119M	-$6.52M	-5%	0.03%	–	22	18.18%	1.8
3622	3622 Western Pacific Wealth Management Lake Forest, Illinois	$119M	+$8.13M	+7%	5.85%	91.4%	186	5.91%	3
3623	3623 Belleair Asset Management Belleair Bluffs, Florida	$119M	-$124K	-0.1%	0.74%	–	87	10.34%	0.7
3624	3624 Barnes Dennig Private Wealth Management Cincinnati, Ohio	$119M	-$6.35M	-5%	0.74%	–	412	23.3%	1
3625	3625 Worthington Financial Partners Worthington, Ohio	$118M	-$2.56M	-2%	0.7%	–	100	3%	0.7