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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 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, 7,118 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)
4626	4626 Higgins & Schmidt Wealth Strategies Denver, Colorado	$246M	+$3.71M	+2%	0.09%	65.6%	68	7.35%	1.8
4627	4627 Heritage Wealth Architects Mendota Heights, Minnesota	$246M	-$5.17M	-2%	0.14%	–	74	10.81%	1.1
4628	4628 Victrix Investment Advisors Stuart, Florida	$246M	+$7.33M	+3%	3.91%	–	78	8.97%	1.4
4629	4629 Riverstone Advisors New Braunfels, Texas	$246M	+$4.72M	+2%	1.41%	116%	95	15.79%	2.4
4630	4630 Goodlander Investment Management Dallas, Texas	$246M	-$85.4M	-26%	13.4%	–	22	77.27%	0.3
4631	4631 Optimist Retirement Group Bellevue, Washington	$246M	-$13.3M	-5%	1.34%	92.2%	126	19.05%	1.8
4632	4632 WJ Wealth Management Glendale, Arizona	$246M	-$7.69M	-3%	0.74%	95.6%	90	22.22%	2.5
4633	4633 Mad River Investors Boston, Massachusetts	$246M	-$22.4M	-8%	2.9%	169%	32	9.38%	3.5
4634	4634 Murphy Middleton Hinkle & Parker Thomasville, Georgia	$246M	-$552K	-0.2%	0.18%	66.8%	146	6.16%	2.4
4635	4635 First Bancorp Damariscotta, Maine	$245M	-$7.96M	-3%	0.21%	80.3%	579	10.71%	1.1
4636	4636 Martin Investment Management Palm Beach Gardens, Florida	$245M	-$54.1M	-18%	4.38%	50%	50	16%	5.7
4637	4637 Gray Private Wealth Canton, Massachusetts	$245M	+$14M	+6%	1.26%	–	67	17.91%	1.6
4638	4638 TFB Advisors Overland Park, Kansas	$245M	+$18.4M	+8%	1.07%	85%	205	12.68%	2.1
4639	SM 4639 Sciencast Management Princeton, New Jersey	$245M	-$237M	-49%	1.16%	76.6%	372	80.38%	0.1
4640	4640 Cooper Capital Advisors Encinitas, California	$245M	+$14.7M	+6%	0.64%	–	52	30.77%	0.9
4641	4641 SimpliFi Inc San Diego, California	$245M	-$7.86M	-3%	2.52%	27.9%	45	0%	3.5
4642	4642 Next Level Wealth Planning Meridian, Idaho	$245M	+$18M	+8%	1.15%	–	519	85.74%	0.2
4643	4643 BostonPremier Wealth Hanover, Massachusetts	$245M	+$9.6M	+4%	0.71%	–	86	9.3%	1.3
4644	4644 Prepared Retirement Institute Lansdale, Pennsylvania	$245M	+$10.1M	+4%	0.65%	50.1%	99	8.08%	1.8
4645	4645 Tableaux Stockbridge, Massachusetts	$245M	+$7.46M	+3%	1.21%	–	127	8.66%	1.1
4646	4646 rebel Financial Groveport, Ohio	$245M	-$6.86M	-3%	1.47%	–	103	45.63%	0.5
4647	APSI 4647 Asset Planning Services Inc Covington, Louisiana	$245M	+$9.28M	+4%	6.38%	138%	36	0%	6.3
4648	4648 Ring Mountain Capital Tiburon, California	$245M	+$6.55M	+3%	3.8%	–	119	15.13%	1.3
4649	4649 Sentinel Advisory Group Middleton, Wisconsin	$245M	-$55K	-0%	0.74%	–	62	9.68%	0.5
4650	4650 Turning Point Benefit Group Frederick, Maryland	$245M	+$12.2M	+5%	1.97%	–	112	8.04%	1.2