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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, 7,048 funds (~79%) 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 OneAscent Family Office Birmingham, Alabama	$242M	+$44.3M	+22%	2.18%	–	327	27.22%	0.7
4627	JWM 4627 Johnson Wealth Management Grand Forks, North Dakota	$242M	+$6.33M	+3%	0.07%	–	61	16.39%	0.8
4628	4628 World Equity Group Schaumburg, Illinois	$242M	-$204M	-46%	5.46%	117%	402	43.03%	2.3
4629	4629 Cascade Wealth Advisors Wenatchee, Washington	$242M	-$6.82M	-3%	0.75%	–	71	16.9%	1.6
4630	4630 Finley Financial Las Vegas, Nevada	$242M	-$6.44M	-3%	1.66%	–	111	4.5%	1.7
4631	4631 Leicht Financial Planning & Wealth Management Parsippany, New Jersey	$242M	-$2.07M	-0.8%	1.03%	50.2%	17	11.76%	3.8
4632	4632 Grand Wealth Management Grand Rapids, Michigan	$242M	+$2.02M	+0.8%	0.52%	58.5%	60	25%	2.9
4633	4633 93 Financial Group Woburn, Massachusetts	$242M	-$11.4M	-4%	4.29%	–	9	11.11%	0.8
4634	4634 Worth Financial Advisory Group Charlotte, North Carolina	$242M	+$1.84M	+0.8%	3.06%	93.3%	207	7.25%	0.6
4635	4635 Oxford Wealth Group Orlando, Florida	$242M	+$18.1M	+8%	0.97%	–	97	9.28%	1.4
4636	4636 Junk Investment Group Hunt Valley, Maryland	$241M	+$15.6M	+7%	0.08%	–	100	5%	0.5
4637	4637 Curry Webb Wealth Management Indianapolis, Indiana	$241M	$0	0%	0.95%	–	67	0%	0.7
4638	BWM 4638 Bullock Wealth Management Bloomington, Indiana	$241M	+$10.6M	+5%	2.84%	101%	649	9.24%	3.4
4639	4639 Old North State Wealth Management Wilmington, North Carolina	$241M	+$6.98M	+3%	3.99%	91.5%	114	7.02%	3
4640	4640 Spectrum Investment Advisors Mequon, Wisconsin	$241M	-$3.55M	-1%	0.05%	56.5%	81	12.35%	1
4641	4641 Pearl Planning Dexter, Michigan	$241M	+$23.6M	+11%	1.06%	–	64	14.06%	0.6
4642	4642 Reflection Asset Management Isle Of Palms, South Carolina	$241M	+$27M	+13%	4.53%	–	165	10.3%	0.6
4643	BCFD 4643 Boit C.F. David	$241M	+$3.35M	+1%	3.47%	84.2%	111	27.93%	3.5
4644	FFC 4644 Frederick Financial Consultants Frederick, Maryland	$241M	+$5.13M	+2%	1.51%	–	132	11.36%	1.3
4645	4645 Golden Road Advisors Tampa, Florida	$241M	+$34.6M	+17%	2.36%	86.4%	78	17.95%	1.5
4646	4646 Mader & Shannon Wealth Management Kansas City, Missouri	$241M	+$26.8M	+13%	3.28%	62.5%	26	19.23%	2.8
4647	AIA 4647 Arcadia Investment Advisors Eagle, Idaho	$241M	+$3.69M	+2%	0.02%	56.4%	87	8.05%	5.5
4648	4648 Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$241M	-$4.14M	-2%	2.3%	112%	200	16%	6.7
4649	4649 Foundry Financial Group Laconia, New Hampshire	$241M	+$9.47M	+4%	0.16%	57.4%	86	10.47%	1.7
4650	4650 Wingate Wealth Advisors Lexington, Massachusetts	$241M	+$13.7M	+6%	0.19%	–	133	8.27%	1.4