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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, 6,614 funds (~74%) 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 Old Peak Finance Chapel Hill, North Carolina	$214M	+$7.85M	+4%	2.11%	–	108	12.96%	0.6
4627	4627 Dopkins Wealth Management Williamsville, New York	$214M	-$60.8M	-22%	0.52%	68.8%	101	15.84%	2.1
4628	4628 Silver Grove Financial Group Orchard Park, New York	$214M	+$29.5M	+16%	1.24%	–	2,738	15.19%	0.3
4629	4629 Clay Northam Wealth Management Huntington Beach, California	$214M	+$11M	+5%	5.78%	125%	114	8.77%	2.9
4630	4630 Ballast Rock Private Wealth Charleston, South Carolina	$214M	-$2.3M	-1%	0.61%	–	211	13.27%	0.6
4631	4631 Clark Financial Services Group Chesterfield, Missouri	$214M	+$2.38M	+1%	2.45%	116%	101	11.88%	2.5
4632	4632 Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$214M	-$36.5M	-15%	0.2%	61.3%	78	14.1%	2
4633	VCM 4633 Viewpoint Capital Management Seattle, Washington	$214M	+$17.7M	+9%	0.4%	127%	141	18.44%	3.4
4634	4634 PUREfi Wealth Boston, Massachusetts	$214M	+$31.9M	+18%	0.99%	–	250	25.6%	1
4635	MF 4635 Meridian Financial Holliston, Massachusetts	$214M	+$5.73M	+3%	0.3%	58.5%	158	10.13%	2.9
4636	4636 Birch Financial Group Keene, New Hampshire	$214M	+$19.2M	+10%	0.92%	–	1,042	85.89%	0.2
4637	4637 Three Cord True Wealth Management Beaver, Pennsylvania	$214M	+$3.38M	+2%	0.49%	–	46	15.22%	1.3
4638	4638 Fortitude Financial Spokane, Washington	$213M	+$102M	+92%	1.19%	–	43	34.88%	0.7
4639	4639 Schulz Wealth Mansfield, Texas	$213M	+$19.6M	+10%	1.61%	–	79	12.66%	1.9
4640	4640 Birch Capital Management Dallas, Texas	$213M	+$8.54M	+4%	6.3%	62%	85	10.59%	4.6
4641	4641 Financial Harvest Winter Park, Florida	$213M	-$28.8M	-12%	1.02%	–	72	19.44%	1
4642	4642 Greater Midwest Financial Group St. Paul, Minnesota	$213M	+$12.4M	+6%	4.66%	157%	73	16.44%	1.6
4643	4643 Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$213M	-$2.31M	-1%	1.24%	151%	116	26.72%	1.9
4644	4644 Monument Group Wealth Advisors Concord, Massachusetts	$213M	+$4.5M	+2%	0.64%	68.6%	51	19.61%	2
4645	4645 ELCO Management New York	$213M	-$19.1M	-8%	1.99%	98.3%	189	17.46%	4.2
4646	4646 Values First Advisors Gray, Tennessee	$213M	-$6.26M	-3%	2.82%	87.6%	195	12.31%	3.1
4647	4647 Beckerman Institutional Ocean Grove, New Jersey	$213M	+$2.35M	+1%	0.02%	–	128	3.91%	1.7
4648	4648 Vaughan & Co Securities Ridgewood, New Jersey	$213M	-$1.93M	-0.9%	1.03%	70.7%	65	12.31%	4.4
4649	4649 Islay Capital Management Lubbock, Texas	$213M	-$3.77M	-2%	3.37%	72%	235	61.28%	3.8
4650	SPI 4650 Sutton Place Investors Katonah, New York	$212M	+$5.84M	+3%	1.73%	84%	158	10.13%	2.2