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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)
3776	3776 Center for Wealth Management Advisory Milford, Ohio	$161M	+$1.96M	+1%	0.07%	–	77	38.96%	0.5
3777	3777 Mendota Financial Group Madison, Wisconsin	$161M	-$127K	-0.1%	1.76%	50.1%	34	8.82%	2.2
3778	3778 Porter White Investment Advisors Birmingham, Alabama	$161M	-$98.5M	-38%	1.34%	58%	41	14.63%	2.7
3779	3779 Centerpoint Advisory Group Overland Park, Kansas	$161M	+$3.42M	+2%	2.04%	–	122	5.74%	1.4
3780	KFO 3780 Kopp Family Office Bloomington, Minnesota	$161M	-$2.39M	-1%	0.06%	47.9%	33	12.12%	2.2
3781	3781 Blue Capital Inc Omaha, Nebraska	$161M	+$3.2M	+2%	2.22%	–	158	36.71%	0.6
3782	3782 ADG Wealth Management Group Metairie, Louisiana	$161M	+$3.16M	+2%	0.7%	–	42	7.14%	1.2
3783	3783 Arbor Wealth Advisors Troy, Michigan	$161M	-$2.99M	-2%	1.82%	58.7%	62	6.45%	2.2
3784	3784 1620 Investment Advisors Plymouth, Massachusetts	$160M	-$1.06M	-0.7%	0.48%	71.4%	724	8.43%	2
3785	3785 Horizons Wealth Management Asheville, North Carolina	$160M	–	–	1.83%	–	165	–	3.4
3786	3786 Cultivar Capital Denton, Texas	$160M	+$4.95M	+3%	0.23%	38.3%	47	21.28%	1.6
3787	CCP 3787 Crocodile Capital Partners Ursensollen, Germany	$160M	+$13.1M	+9%	2.08%	126%	13	7.69%	1.3
3788	3788 Lauer Wealth Valparaiso, Indiana	$160M	-$6.49M	-4%	4.16%	89.4%	112	49.11%	0.8
3789	FFG 3789 Floyd Financial Group Springfield, Missouri	$160M	+$6.74M	+4%	2.8%	–	66	7.58%	1.4
3790	3790 Fairway Financial Casselberry, Florida	$160M	+$13.6M	+9%	0.73%	–	27	18.52%	1.4
3791	WSA 3791 Warm Springs Advisors Larkspur, California	$160M	+$15.2M	+10%	4.93%	–	51	27.45%	1.4
3792	3792 Collaborative Capital Advisors New York	$160M	+$1.27M	+0.8%	3.13%	–	90	21.11%	0.2
3793	3793 Redstone Wealth Management Oklahoma City, Oklahoma	$159M	+$6.22M	+4%	0.56%	–	35	17.14%	0.6
3794	3794 Accordant Advisory Group Annapolis, Maryland	$159M	+$11.2M	+8%	8.09%	–	254	6.3%	1.2
3795	3795 S.R. Schill & Associates Mercer Island, Washington	$159M	-$6.24M	-4%	1.75%	42.7%	25	12%	4.3
3796	3796 Goldenstone Wealth Management El Dorado Hills, California	$159M	+$6.43M	+4%	2.93%	–	82	8.54%	0.7
3797	3797 Seed Wealth Management Evanston, Illinois	$159M	+$1.27M	+0.8%	0.75%	62%	102	21.57%	2.8
3798	3798 Krane Financial Solutions Calabasas, California	$159M	-$3.42M	-2%	0.51%	–	56	10.71%	0.5
3799	BTC 3799 Bank & Trust Company Litchfield, Illinois	$159M	+$573K	+0.4%	4%	–	309	2.27%	2
3800	3800 Verus Wealth Management De Pere, Wisconsin	$159M	+$37.5M	+31%	0.95%	–	74	39.19%	1.1