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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, 6,458 funds (~72%) 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 Optivise Advisory Services Franklin, Tennessee	$204M	+$6.67M	+3%	1.85%	–	253	18.18%	1.2
4627	4627 First City Capital Management Savannah, Georgia	$204M	-$1.88M	-0.9%	2.84%	86.4%	170	8.82%	6.9
4628	4628 Strategent Financial Harrisonburg, Virginia	$203M	+$29.9M	+17%	0.29%	–	42	2.38%	1.5
4629	4629 Promethium Advisors Bethesda, Maryland	$203M	-$4.88M	-2%	1.87%	–	128	12.5%	1.6
4630	4630 Beacon Financial Strategies Raleigh, North Carolina	$203M	+$2.2M	+1%	0.71%	54.2%	245	17.14%	1.2
4631	4631 Spectrum Strategic Capital Management Corvallis, Oregon	$203M	+$1.57M	+0.8%	5.08%	85.6%	79	8.86%	1.4
4632	4632 KM Capital Management Austin, Texas	$203M	-$9.45M	-4%	0.45%	67.9%	53	16.98%	1.4
4633	4633 Corrado Advisors Ramsey, New Jersey	$203M	-$14.2M	-7%	0.76%	73.1%	124	12.9%	2.9
4634	PWM 4634 Positano Wealth Management Hong Kong,	$203M	+$18.3M	+10%	10.6%	–	26	15.38%	0.6
4635	4635 BDFS Capital Rehoboth Beach, Delaware	$203M	-$27.2M	-12%	0.04%	–	125	13.6%	0.6
4636	4636 Virginia Wealth Management Group Virginia Beach, Virginia	$203M	+$2.04M	+1%	2.53%	49.4%	58	1.72%	3.2
4637	4637 Bauman Advisory Group Las Vegas, Nevada	$203M	+$14M	+7%	0.36%	–	98	20.41%	0.5
4638	4638 Bullseye Investment Management Cincinnati, Ohio	$203M	-$842K	-0.4%	0.9%	38.2%	326	79.14%	1.5
4639	JKA 4639 Jones Kertz & Associates Blaine, Minnesota	$202M	-$14.5M	-7%	0.97%	–	67	2.99%	0.7
4640	4640 Tassel Capital Management Matthews, North Carolina	$202M	-$11.4M	-5%	1.45%	–	48	10.42%	1.2
4641	4641 Legacy Financial Independent Advisors Louisville, Kentucky	$202M	-$10.4M	-5%	2.03%	–	136	14.71%	0.4
4642	NWA 4642 Northwest Wealth Advisors Bellingham, Washington	$202M	+$28M	+16%	2.05%	–	68	4.41%	0.7
4643	4643 Foresight Capital Management Advisors Saline, Michigan	$202M	-$3.64M	-2%	1.59%	100%	326	75.15%	0.5
4644	4644 Kingstone Capital Partners Texas Frisco, Texas	$202M	+$14.2M	+8%	9.66%	–	65	12.31%	1.3
4645	4645 Jericho Financial Westerville, Ohio	$202M	+$8.98M	+5%	6.61%	–	41	4.88%	1.7
4646	4646 Flywheel Private Wealth Los Altos, California	$202M	-$1.02M	-0.5%	1.12%	–	117	11.97%	1.3
4647	4647 NewGen Asset Management Toronto, Ontario, Canada	$202M	-$40.9M	-17%	5.2%	352%	48	62.5%	0.4
4648	4648 Merrion Investment Management Cranford, New Jersey	$202M	-$9.6M	-5%	1.91%	161%	113	9.73%	3.5
4649	4649 Topel & Distasi Wealth Management Berkeley, California	$202M	-$5.75M	-3%	1.4%	43.6%	59	5.08%	4.1
4650	4650 M3 Advisory Group Needham Heights, Massachusetts	$201M	+$8.63M	+4%	2.34%	104%	164	8.54%	1.9