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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)
4251	4251 Hobbs Wealth Management Zionsville, Indiana	$122M	+$3.58M	+3%	0.35%	–	23	8.7%	1.3
4252	4252 Crescent Sterling Metairie, Louisiana	$122M	+$10.1M	+9%	5.01%	68.6%	96	15.63%	2.5
4253	LCS 4253 Luma Capital SA Luxembourg,	$122M	+$9.7M	+9%	0.05%	–	13	7.69%	0.7
4254	4254 Portus Wealth Advisors Charlotte, North Carolina	$122M	+$114K	+0.1%	1.72%	–	52	7.69%	0.9
4255	JC 4255 JCSD Capital Walnut Creek, California	$122M	+$52.9M	+77%	0.36%	–	28	50%	1.1
4256	4256 Lotus Asset Management Nashville, Tennessee	$122M	+$8.52M	+8%	4.89%	–	49	16.33%	0.2
4257	4257 ETF Store Overland Park, Kansas	$122M	+$2M	+2%	0.22%	61%	117	9.4%	2.9
4258	4258 SFI Advisors Montclair, New Jersey	$122M	+$5.62M	+5%	2.07%	95.9%	65	15.38%	2.4
4259	4259 DB Fitzpatrick & Co Boise, Idaho	$121M	-$2.26M	-2%	0.47%	42.7%	107	13.08%	2.8
4260	4260 Montgomery Financial Services Ocean City, Maryland	$121M	+$6.38M	+6%	0.78%	–	383	16.19%	0.2
4261	ASCM 4261 Adkins Seale Capital Management Shreveport, Louisiana	$121M	+$8.9M	+8%	1.94%	–	242	4.55%	0.7
4262	4262 Hardworking Capital Advisors Palm Desert, California	$121M	-$1.19M	-1%	3.28%	–	109	45.87%	0.5
4263	4263 Wall Capital Group Phoenix, Arizona	$121M	-$994K	-0.8%	1.11%	–	34	17.65%	2.2
4264	4264 North Forty Two & Co Lake Oswego, Oregon	$121M	+$3.31M	+3%	1.98%	–	108	5.56%	1.5
4265	4265 Forteris Wealth Management Armonk, New York	$121M	-$1.28M	-1%	2.13%	–	73	10.96%	0.7
4266	4266 Investment Insight Wealth Management North Massapequa, New York	$121M	+$5.51M	+5%	7.46%	–	45	4.44%	0.6
4267	4267 MKD Wealth Coaches Troy, Michigan	$121M	+$3.87M	+3%	0.17%	–	36	19.44%	3.5
4268	4268 3 Factor Indexing Sacramento, California	$121M	+$2.7M	+2%	0.08%	–	453	10.6%	0.5
4269	4269 Portfolio Resources Advisor Group Coral Gables, Florida	$121M	+$2.59M	+2%	0.26%	–	201	28.86%	0.4
4270	4270 Drum Hill Capital Westport, Connecticut	$121M	+$22.8M	+23%	9.07%	–	49	12.24%	1.4
4271	AIM 4271 Axiom Investment Management New York	$121M	-$28.9M	-19%	1.07%	–	544	50.55%	1.3
4272	IWA 4272 Independent Wealth Advisors Cary, North Carolina	$121M	+$10.2M	+9%	0.5%	–	83	12.05%	0.6
4273	SA 4273 Stonebridge Advisors Wilton, Connecticut	$121M	+$37.7M	+45%	6.88%	0.03%	4	25%	1.5
4274	4274 Twin Cities Retirement Group Plymouth, Minnesota	$121M	+$3.7M	+3%	1.77%	–	27	18.52%	0.6
4275	4275 Red Mountain Financial Fort Collins, Colorado	$120M	+$684K	+0.6%	0.54%	–	85	8.24%	2