We are live on ! Find out more

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)
3901	3901 Montgomery Investment Management Rockville, Maryland	$329M	-$931K	-0.3%	2.76%	105%	109	4.59%	7.2
3902	3902 Nvest Financial Portsmouth, New Hampshire	$329M	+$12.3M	+4%	0.34%	99.6%	159	10.69%	2
3903	3903 Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$329M	-$11.1M	-3%	1.85%	–	119	41.18%	1.1
3904	3904 Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$328M	+$9.7M	+3%	0.17%	55.5%	73	24.66%	2.2
3905	3905 Sunpointe St. Louis, Missouri	$328M	-$23.8M	-7%	2.84%	122%	305	28.2%	1.5
3906	3906 Wealth Quarterback Toms River, New Jersey	$328M	+$4.28M	+1%	2.37%	109%	185	9.73%	2.9
3907	3907 LifeGoal Wealth Advisors Saratoga Springs, New York	$328M	+$110M	+50%	2.29%	–	232	41.38%	0.6
3908	3908 Richards, Merrill & Peterson Spokane, Washington	$328M	+$12.9M	+4%	3.12%	–	302	8.61%	1.3
3909	3909 Seven Post Investment Office San Francisco, California	$328M	-$24.5M	-7%	4.15%	44.4%	44	9.09%	4.2
3910	3910 First National Bank Sioux Falls Sioux Falls, South Dakota	$328M	-$37.8M	-10%	0.35%	70.3%	157	8.92%	5
3911	3911 Argentarii Cincinnati, Ohio	$328M	-$3.94M	-1%	4.4%	–	217	7.83%	1.3
3912	3912 IMZ Advisory Boca Raton, Florida	$327M	+$11.4M	+4%	1.58%	73.1%	38	5.26%	2.5
3913	CM 3913 Cosmic Management West Hollywood, California	$327M	-$55M	-14%	3.48%	–	5	20%	0.6
3914	3914 Bennett Selby Investments Falmouth, Maine	$327M	+$14M	+4%	5.28%	82.1%	89	8.99%	3.4
3915	3915 Royal Harbor Partners Houston, Texas	$327M	+$4.15M	+1%	0.13%	54.6%	57	3.51%	2.4
3916	3916 Vigilare Wealth Management Scottsdale, Arizona	$327M	+$589K	+0.2%	0.37%	59.5%	137	20.44%	2.7
3917	3917 Balanced Wealth Group Westlake, Ohio	$326M	+$10.1M	+3%	0.66%	66.2%	85	10.59%	2.1
3918	3918 Decatur Capital Management Decatur, Georgia	$326M	+$31.3M	+11%	4.79%	155%	77	59.74%	2.7
3919	3919 ShoreHaven Wealth Partners Red Bank, New Jersey	$326M	+$8.2M	+3%	1.05%	72.4%	110	10.91%	2.7
3920	3920 Raub Brock Capital Management Larkspur, California	$326M	-$37.3M	-10%	2%	54.7%	51	19.61%	2.6
3921	3921 Glass Jacobson Investment Advisors Owings Mills, Maryland	$326M	+$5.04M	+2%	0.12%	63.1%	647	9.43%	2.8
3922	3922 Sender Company & Partners New York	$326M	-$18.9M	-5%	14.8%	51.8%	169	81.66%	0.3
3923	3923 Paragon Private Wealth Management Lexington, Kentucky	$326M	-$57.2M	-15%	1.09%	104%	235	22.13%	2.7
3924	3924 Phoenix Wealth Advisors Chapel Hill, North Carolina	$326M	+$29M	+10%	2.28%	68.8%	136	8.82%	3.4
3925	3925 Bluesphere Advisors East Norriton, Pennsylvania	$325M	+$1.25M	+0.4%	2.26%	105%	125	11.2%	2.7