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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, 3,966 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)
3626	3626 Clio Asset Management Charlottesville, Virginia	$119M	-$6.75M	-5%	4.87%	60.6%	16	12.5%	1.8
3627	3627 CDM Financial Counseling Services Norwich, Connecticut	$119M	+$2.89M	+2%	1.98%	–	77	0%	0.7
3628	D 3628 Drystone Ivy, Virginia	$119M	-$2.68M	-2%	1.77%	–	18	0%	4.2
3629	3629 Wisconsin Wealth Advisors Sun Prairie, Wisconsin	$119M	+$2.23M	+2%	3.02%	–	92	10.87%	1.4
3630	3630 Bretton Capital Management San Francisco, California	$119M	-$6.52M	-5%	0.03%	–	22	18.18%	1.8
3631	3631 Western Pacific Wealth Management Lake Forest, Illinois	$119M	+$8.13M	+7%	5.85%	91.4%	186	5.91%	3
3632	3632 Belleair Asset Management Belleair Bluffs, Florida	$119M	-$124K	-0.1%	0.74%	–	87	10.34%	0.7
3633	3633 Barnes Dennig Private Wealth Management Cincinnati, Ohio	$119M	-$6.35M	-5%	0.74%	–	412	23.3%	1
3634	3634 Worthington Financial Partners Worthington, Ohio	$118M	-$2.56M	-2%	0.7%	–	100	3%	0.7
3635	3635 Anchor Capital Management Group Aliso Viejo, California	$118M	-$26.9M	-19%	0.81%	–	16	25%	1.4
3636	3636 Peck Wealth Management White Plains, New York	$118M	-$529K	-0.4%	1.84%	–	139	11.51%	0.9
3637	3637 Midway Capital Research & Management Chicago, Illinois	$118M	-$7.72M	-6%	2.88%	–	116	58.62%	0.7
3638	3638 Wheels Up Wealth Benicia, California	$118M	+$140K	+0.1%	1.54%	–	25	8%	0.7
3639	WG 3639 Wealth Group Raleigh, North Carolina	$118M	-$283M	-71%	2.66%	–	122	38.52%	1.8
3640	3640 Savoir Faire Capital Management Norwalk, Connecticut	$118M	-$43M	-27%	10.3%	0.01%	47	19.15%	1.6
3641	3641 Fortress Financial Solutions Tucson, Arizona	$118M	–	–	1%	–	66	–	1.2
3642	3642 Brandywine Financial Group Thompsons Station, Tennessee	$118M	+$109M	+1,305%	0.12%	–	71	74.65%	0.2
3643	3643 TrustWell Financial Advisors Jacksonville, Florida	$118M	-$135K	-0.1%	0.31%	–	79	7.59%	0.6
3644	3644 Turner Capital Investments Austin, Texas	$118M	–	–	0.63%	–	6	–	0
3645	3645 Larry Mathis Financial Planning Phoenix, Arizona	$118M	-$13.8M	-10%	0.54%	–	157	30.57%	0.6
3646	CG 3646 Curat Global Springfield, New Hampshire	$117M	-$4.91M	-4%	3.14%	–	260	5%	1.4
3647	3647 Invested Advisors State College, Pennsylvania	$117M	+$4.17M	+4%	1.36%	–	169	14.2%	0.7
3648	3648 ORBA Wealth Advisors Chicago, Illinois	$117M	+$188K	+0.2%	2.58%	70.5%	86	6.98%	1.6
3649	MS 3649 Monetary Solutions Dayton, Ohio	$117M	+$977K	+0.8%	0.1%	–	644	39.6%	0.4
3650	3650 Linden Rose Investment Sugar Land, Texas	$117M	-$11.7M	-9%	4.1%	–	9	22.22%	0.4