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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, 4,659 funds (~52%) 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)
4001	4001 Odyssey Capital Advisors Bala Cynwyd, Pennsylvania	$140M	+$844K	+0.6%	3.13%	–	104	6.73%	0.7
4002	4002 WealthPoint Financial Cramerton, North Carolina	$140M	+$3.06M	+2%	0.63%	–	133	10.53%	0.7
4003	4003 Partnership Wealth Management Towson, Maryland	$140M	-$7.78M	-5%	1.26%	67.6%	69	5.8%	2.4
4004	UFA 4004 Uptown Financial Advisors Dallas, Texas	$140M	-$11.8M	-8%	0.5%	–	93	22.58%	1.5
4005	4005 North Capital Salt Lake City, Utah	$140M	+$7.7M	+6%	0.9%	–	111	21.62%	1.2
4006	4006 Perkins Capital Management Wayzata, Minnesota	$140M	+$7.05M	+5%	13.5%	389%	91	17.58%	5.2
4007	NA 4007 Nearside Advisors Indianapolis, Indiana	$140M	–	–	1.05%	–	47	–	0
4008	FF 4008 Fox Financial Wyomissing, Pennsylvania	$140M	-$3.69M	-3%	0.35%	78.9%	15	26.67%	2.1
4009	4009 Fairman Group Chesterbrook, Pennsylvania	$140M	+$12.4M	+10%	6.41%	46.8%	345	7.54%	1.9
4010	4010 Journey Retirement Planning & Investment Management Ammon, Idaho	$140M	+$11.3M	+9%	4.21%	–	181	20.99%	0.6
4011	ICMP 4011 Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$139M	-$3.83M	-3%	1.35%	39.7%	66	13.64%	2.9
4012	ACM 4012 Appalachian Capital Management St Clairsville, Ohio	$139M	+$1.55M	+1%	0.37%	–	48	10.42%	0.7
4013	4013 GS Investments Minneapolis, Minnesota	$139M	+$953K	+0.7%	3.83%	108%	137	5.84%	4.5
4014	4014 Legacy Advisory Services Exton, Pennsylvania	$139M	-$2.72M	-2%	1.07%	59.4%	88	47.73%	1
4015	4015 Athena Wealth Management Reno, Nevada	$139M	+$4.83M	+4%	3.85%	–	113	16.81%	0.6
4016	4016 New Dimensions Wealth Management Allen, Texas	$139M	+$6.87M	+5%	1.06%	–	22	9.09%	1.4
4017	4017 Palatine Hill Wealth Management Birmingham, Michigan	$139M	+$15M	+12%	6.51%	–	57	8.77%	0.6
4018	4018 APS Management Group Torrance, California	$139M	+$8.99M	+7%	3.46%	–	81	16.05%	0.9
4019	4019 Global Trust Wealth Management West Palm Beach, Florida	$139M	-$6.21M	-4%	0.29%	–	76	7.89%	0.7
4020	4020 Syntax Research Boca Raton, Florida	$139M	+$1.9M	+1%	0.27%	50.7%	206	19.42%	2.2
4021	4021 Winter & Associates St. Paul, Minnesota	$139M	+$5.45M	+4%	0.9%	–	92	19.57%	0.6
4022	4022 Antonelli Financial Advisors Grosse Pointe, Michigan	$138M	-$7.58M	-5%	2.22%	–	53	3.77%	1.4
4023	4023 Nvest Wealth Strategies Powell, Ohio	$138M	-$21.8M	-14%	0.39%	–	422	34.12%	0.5
4024	4024 ClientFirst Wealth Management Little Rock, Arkansas	$138M	+$16.4M	+14%	16.1%	–	54	5.56%	3.1
4025	4025 AG Asset Advisory Los Angeles, California	$138M	+$14.4M	+12%	13%	–	29	3.45%	1.4