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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)
3626	3626 Tower Trust & Investment Company Davenport, Iowa	$174M	+$9.45M	+6%	5.41%	–	260	21.54%	1.3
3627	3627 Shum Financial Group Alameda, California	$174M	+$8.26M	+5%	3.2%	–	113	8.85%	1.5
3628	3628 Networth Advisors Canonsburg, Pennsylvania	$174M	+$1.98M	+1%	0.76%	–	416	12.98%	0.6
3629	3629 Evolution Wealth Management Fort Myers, Florida	$174M	+$3.83M	+2%	0.46%	–	1,074	26.72%	0.8
3630	3630 Ridgeline Wealth Planning Centerville, Ohio	$174M	+$16.1M	+10%	0.19%	–	55	5.45%	1.3
3631	3631 Income Insurance Ltd Singapore,	$174M	+$6M	+4%	6.03%	–	194	11.86%	0.7
3632	3632 Grantvest Financial Group Matawan, New Jersey	$174M	+$1.17M	+0.7%	0.13%	–	200	10.5%	1.2
3633	3633 Wright Wealth Atlanta, Georgia	$174M	+$7.06M	+4%	0.97%	–	57	15.79%	0.7
3634	3634 Kestrel Investment Management San Mateo, California	$173M	-$10.3M	-6%	4.97%	99.8%	43	16.28%	1.9
3635	3635 Vannoy Advisory Group Austin, Texas	$173M	-$3.75M	-2%	1.13%	52.5%	30	6.67%	2.5
3636	AMAL 3636 Asset Management Advisors LLC Oklahoma City, Oklahoma	$173M	-$7.7M	-4%	1.73%	125%	17	0%	5.8
3637	6SA 3637 6th Street Advisors Daphne, Alabama	$173M	-$1.01M	-0.6%	0.35%	–	66	15.15%	0.4
3638	3638 Invariant Investment Management Camp Hill, Pennsylvania	$173M	+$2.42M	+1%	1.01%	–	75	17.33%	0.7
3639	AIFAIM 3639 American Institute for Advanced Investment Management Scottsdale, Arizona	$173M	-$239K	-0.1%	0.72%	79.1%	161	3.11%	3.8
3640	3640 Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$173M	+$10.7M	+7%	0.03%	75.6%	62	11.29%	3.1
3641	3641 Sterling Manor Financial Saratoga Springs, New York	$173M	–	–	1.46%	–	37	–	2.1
3642	3642 Family Legacy Financial Solutions Cary, North Carolina	$173M	+$8.73M	+5%	2.77%	–	68	29.41%	1
3643	3643 Ellerson Group Annapolis, Maryland	$173M	+$3.36M	+2%	12.1%	178%	72	22.22%	2.2
3644	3644 Guided Capital Wealth Management Houston, Texas	$172M	+$1.42M	+0.8%	2.62%	–	38	10.53%	1.2
3645	3645 AGH Wealth Advisors Wichita, Kansas	$172M	+$13.9M	+9%	3.83%	–	139	16.55%	1.3
3646	3646 Atala Financial Calabasas, California	$172M	+$7.86M	+5%	1.88%	–	129	12.4%	1.4
3647	3647 Cannon Advisors Charlotte, North Carolina	$172M	+$7.97M	+5%	0.08%	–	127	41.73%	0.9
3648	3648 Gimbal Financial Carmel, Indiana	$172M	+$9.6M	+6%	8.15%	–	71	39.44%	1.4
3649	3649 Stonekeep Investments Sante Fe, New Mexico	$172M	+$233K	+0.1%	1.47%	–	83	8.43%	1.6
3650	3650 Processus Wealth & Capital Management Brentwood, Tennessee	$172M	+$3.14M	+2%	6.63%	160%	36	2.78%	2.4