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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, 5,393 funds (~60%) 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)
4701	4701 Core Wealth Advisors (Indiana) Indianapolis, Indiana	$135M	-$849K	-0.6%	0.91%	–	36	13.89%	0.6
4702	4702 Quest 10 Wealth Builders Fuquay-Varina, Virginia	$135M	+$6.06M	+5%	1.14%	–	817	6.61%	1.4
4703	4703 Total Wealth Planning & Management Ponte Vedra Beach, Florida	$135M	-$13.3M	-9%	2.29%	–	238	26.05%	1.2
4704	4704 BLVD Private Wealth Prospect, Kentucky	$134M	-$119K	-0.1%	1.96%	–	76	11.84%	0.9
4705	4705 CPR Investments Rochester, Michigan	$134M	+$4.46M	+3%	2.3%	84%	74	39.19%	0.8
4706	4706 Capital Today Evergreen Fund Grand Cayman, Cayman Islands	$134M	+$4.81M	+4%	3.82%	0.74%	3	0%	3.3
4707	4707 Elevated Private Wealth Brookfield, Wisconsin	$134M	+$28.6M	+27%	12.4%	–	91	28.57%	0.6
4708	4708 Sherman Asset Management Ventura, California	$134M	+$5.37M	+4%	1.48%	–	140	25%	1.5
4709	4709 Birchwood Financial Partners Bloomington, Minnesota	$134M	+$11.9M	+10%	0.9%	–	704	51.42%	0.4
4710	4710 Trace Wealth Advisors Los Angeles, California	$134M	-$18.7M	-12%	0.35%	–	75	28%	1.4
4711	B 4711 Bayban Bayport, Minnesota	$134M	+$3.76M	+3%	0.13%	–	618	18.77%	0.7
4712	4712 Peapod Lane Capital Bedford Hills, New York	$134M	-$14.1M	-10%	1.66%	–	63	9.52%	1.2
4713	4713 Hingham Institution for Savings Hingham, Massachusetts	$134M	-$254K	-0.2%	0.15%	–	15	0%	0.7
4714	4714 Strategic Wealth Advisors Scottsdale, Arizona	$134M	+$16.9M	+14%	0.65%	–	260	80.38%	0.8
4715	4715 Kraematon Investment Advisors Braintree, Massachusetts	$134M	-$422K	-0.3%	0.58%	89.8%	109	6.42%	2.8
4716	4716 Waystone Advisors Redmond, Washington	$134M	-$451K	-0.3%	2.91%	–	110	0%	0.6
4717	4717 Harbor Asset Planning Belmont, Massachusetts	$133M	+$295K	+0.2%	0.18%	–	423	3.55%	1.2
4718	4718 Clearview Wealth Management Irvine, California	$133M	-$22.2M	-14%	1.42%	–	66	13.64%	0.5
4719	4719 Eagle Harbor Asset Management Seattle, Washington	$133M	+$5.98M	+5%	1.02%	76.2%	158	25.32%	2.7
4720	4720 Axos Invest Las Vegas, Nevada	$133M	-$3.68M	-3%	0.19%	–	22	13.64%	1.5
4721	SIM 4721 Summitas Investment Management Mckinney, Texas	$133M	-$1.89M	-1%	1.83%	–	10	0%	0.8
4722	4722 SBI Holdings USA Santa Clara, California	$133M	+$31.5M	+31%	31.2%	–	1	0%	0.8
4723	4723 Ruggiero Investments West Palm Beach, Florida	$133M	+$13.8M	+12%	4.99%	–	101	22.77%	0.5
4724	4724 Poinciana Advisors Group Palm Beach Gardens, Florida	$132M	-$2.27M	-2%	1.01%	–	125	16%	1.2
4725	4725 RM Financial Services Falmouth, Maine	$132M	-$2.09M	-2%	0.91%	–	81	6.17%	0.7