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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 34.66% 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, 2,194 funds (~25%) 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)
401	401 Romano Brothers & Co Evanston, Illinois	$985M	-$9.5M	-1%	1.37%	110%	345	8.12%	3.2
402	AAA 402 Adams Asset Advisors Dallas, Texas	$984M	+$103M	+12%	9.2%	66.8%	94	6.38%	5.4
403	403 Hanson & Doremus Investment Management Burlington, Vermont	$982M	-$949K	-0.1%	0.2%	86.3%	513	9.55%	6.7
404	404 L. Roy Papp & Associates Phoenix, Arizona	$981M	+$29.6M	+3%	5.58%	80.1%	200	7%	7.4
405	405 First Pacific Financial Vancouver, Washington	$978M	+$138M	+16%	0.85%	53.6%	559	12.52%	2.2
406	406 LVZ Inc Holland, Michigan	$975M	-$9.31M	-0.9%	0.41%	52.9%	183	12.02%	3.4
407	407 Barlow Wealth Partners Louisville, Kentucky	$970M	+$44.6M	+5%	4.71%	101%	158	9.49%	2
408	408 Bath Savings Trust Bath, Maine	$966M	+$711K	+0.1%	3.36%	57.8%	185	8.11%	7
409	409 Strategic Planning Group Bountiful, Utah	$965M	+$46.8M	+5%	3.73%	162%	88	25%	1.4
410	410 Financial Partners Group (Kansas) Overland Park, Kansas	$964M	-$21.5M	-2%	0.68%	76.7%	266	11.65%	3.2
411	411 Sheets Smith Wealth Management Winston-Salem, North Carolina	$958M	-$42.7M	-4%	0.72%	83.4%	418	10.05%	5.5
412	GWM 412 Gibbs Wealth Management Alpharetta, Georgia	$955M	+$127M	+15%	1.18%	–	535	19.07%	1.2
413	413 Howard Financial Services Dallas, Texas	$954M	+$27M	+3%	0.71%	55.9%	250	11.2%	3
414	414 Polaris Capital Management Boston, Massachusetts	$953M	-$108M	-10%	1.47%	94.4%	89	8.99%	4.4
415	415 Central Pacific Bank - Trust Division Honolulu, Hawaii	$952M	-$32.1M	-3%	0.79%	–	940	14.26%	1.8
416	416 Marietta Wealth Management Marietta, Georgia	$945M	-$25.8M	-3%	2.28%	93%	139	12.23%	5
417	417 Foundation Resource Management Little Rock, Arkansas	$939M	+$79M	+9%	11.4%	84.5%	57	3.51%	8.4
418	418 James J. Burns & Company Melville, New York	$937M	+$13.4M	+1%	0.25%	70.2%	172	8.72%	2.5
419	419 Wealth Enhancement Trust Services Sioux Falls, South Dakota	$937M	+$36.5M	+4%	1.11%	–	1,577	53.46%	0.6
420	420 Capital Investment Counsel Inc Raleigh, North Carolina	$935M	+$6.06M	+0.7%	5.09%	174%	279	9.68%	5.2
421	421 Griffin Asset Management New York	$934M	-$14.5M	-2%	2.09%	88.9%	264	16.29%	5.3
422	422 XY Planning Network Bozeman, Montana	$929M	+$132M	+17%	0.13%	–	396	18.18%	0.8
423	VCM 423 Violich Capital Management San Francisco, California	$927M	+$7.39M	+0.8%	4.52%	111%	125	12%	7.1
424	424 Harvey Investment Company Louisville, Kentucky	$926M	+$7.88M	+0.9%	1.62%	56.4%	103	6.8%	9.1
425	CFGSD 425 Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$922M	+$50.6M	+6%	0.55%	72%	127	11.81%	2.6