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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 32.8% 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, 7,143 funds (~80%) 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)
3701	3701 LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$356M	+$4.79M	+1%	2.75%	35.4%	49	12.24%	2.9
3702	3702 Crestmont Private Wealth Houston, Texas	$356M	-$550K	-0.2%	0.53%	59.3%	107	15.89%	2.3
3703	3703 BCR Wealth Strategies Vestavia, Alabama	$356M	-$99K	-0%	1.39%	45.1%	33	6.06%	3
3704	3704 Elevation Wealth Partners Santa Rosa, California	$356M	+$22M	+7%	0.31%	69.9%	1,423	13.91%	1.3
3705	3705 Sycale Advisors New York	$356M	+$29.7M	+9%	5.98%	46.1%	30	30%	0.8
3706	RC 3706 Reik & Co New York	$356M	-$28.4M	-7%	1.75%	47.2%	60	0%	8.6
3707	3707 Hamilton Capital Partners Atlanta, Georgia	$356M	+$11.2M	+3%	0.31%	–	34	17.65%	1
3708	IAS 3708 Investment Advisory Services The Woodlands, Texas	$355M	+$7.94M	+2%	3.16%	74.9%	144	9.03%	4.1
3709	3709 Owl Creek Wealth Partners Denver, Colorado	$355M	+$13.2M	+4%	1.15%	–	1,376	10.54%	0.4
3710	SCH 3710 Shengqi Capital (HK) Hong Kong	$355M	-$129M	-27%	5.14%	–	16	87.5%	0.2
3711	3711 Highview Capital Management Buffalo Grove, Illinois	$355M	+$7.53M	+2%	4.4%	138%	136	23.53%	2.2
3712	BWIA 3712 Bryant Woods Investment Advisors Getzville, New York	$355M	-$4.75M	-1%	0.44%	74.4%	90	30%	2.7
3713	AFP 3713 Advus Financial Partners Winter Park, Florida	$355M	+$3.82M	+1%	0.34%	56.5%	148	7.43%	1.6
3714	3714 Rise Advisors Rochester, New York	$355M	-$637K	-0.2%	0.65%	62.8%	112	15.18%	3.6
3715	3715 Genesis Private Wealth Ashburn, Virginia	$354M	-$1.77M	-0.5%	0.65%	–	206	19.42%	1.2
3716	3716 Spectrum Wealth Advisory Group Granite Bay, California	$354M	+$2.88M	+0.8%	0.97%	76.1%	543	86.19%	2.7
3717	3717 Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$354M	+$2.95M	+0.8%	1.19%	56.1%	111	9.91%	2.3
3718	3718 Prudent Man Investment Management Louisville, Colorado	$354M	+$60.8M	+21%	0.27%	–	268	39.18%	1
3719	GBFG 3719 Gerald Baker Financial Group Arlington, Texas	$354M	+$2.54M	+0.7%	0.92%	–	129	6.98%	0.5
3720	3720 Somerset Trust Somerset, Pennsylvania	$354M	+$353K	+0.1%	2.71%	80.5%	192	6.25%	5.4
3721	WA 3721 Wealthstar Advisors Plano, Texas	$354M	+$10.9M	+3%	1.57%	–	126	19.05%	1.5
3722	3722 Ravenswood Partners Mclean, Virginia	$353M	+$40.8M	+13%	0.41%	–	37	10.81%	0.8
3723	GWMT 3723 Guardian Wealth Management (Tennessee) Chattanooga, Tennessee	$353M	-$3.36M	-0.9%	1.21%	–	31	6.45%	0.7
3724	3724 RIA Advisory Group Des Moines, Iowa	$353M	-$106M	-23%	4.12%	–	167	27.54%	1.7
3725	3725 Equita Financial Network Fort Washington, Pennsylvania	$353M	-$7.02M	-2%	0.51%	50.5%	98	15.31%	2.1