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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)
4751	TWM 4751 Todd Wealth Management Venice, Florida	$131M	-$895K	-0.7%	3.85%	–	116	10.34%	0.7
4752	4752 Asempa Wealth Advisors Baton Rouge, Louisiana	$131M	-$3.05M	-2%	1.14%	–	122	9.02%	0.7
4753	SF 4753 Schaeffer Financial Rockville, Maryland	$131M	+$1.7M	+1%	0.89%	52.2%	31	16.13%	2.3
4754	4754 Legacy Solutions LLC Kennett Square, Pennsylvania	$131M	+$7.36M	+6%	0.69%	–	94	9.57%	1.4
4755	4755 Lord & Richards Wealth Management Highlands Ranch, Colorado	$131M	+$3.16M	+2%	1.17%	–	84	46.43%	0.9
4756	4756 Virtus Family Office El Paso, Texas	$131M	+$4.39M	+3%	4.63%	60.9%	63	3.17%	1.5
4757	4757 First Financial Group Raleigh, North Carolina	$131M	-$7.48M	-5%	3.13%	–	92	18.48%	1.3
4758	4758 Haven Capital Group Westlake Village, California	$131M	+$6.31M	+5%	4.34%	–	41	14.63%	1.3
4759	4759 City Center Advisors LLC Troy, Michigan	$131M	+$7.28M	+6%	1.43%	–	208	29.33%	1.2
4760	4760 Kennon-Green & Company New Albany, Ohio	$131M	+$2.28M	+2%	4.84%	58.4%	43	6.98%	3
4761	4761 JHP Wealth Management Centennial, Colorado	$130M	+$8.4M	+7%	0%	–	43	18.6%	0.6
4762	4762 Roxbury Financial Mount Arlington, New Jersey	$130M	+$3.89M	+3%	3.84%	–	446	12.78%	1.3
4763	4763 Paller Financial Services Centennial, Colorado	$130M	-$3.46M	-3%	4.51%	–	47	10.64%	0.6
4764	4764 Troutman Wealth Management Malvern, Pennsylvania	$130M	+$308K	+0.2%	1.83%	–	38	0%	0.7
4765	4765 Benchmark Financial Wilmington, Delaware	$130M	+$7.48M	+6%	1.25%	–	61	13.11%	0.6
4766	4766 Greenline Wealth Management Boca Raton, Florida	$130M	+$8.46M	+7%	0.2%	–	158	29.75%	0.5
4767	4767 Farley Capital New York	$130M	+$2.72M	+2%	9.31%	116%	16	18.75%	6.7
4768	4768 Walsh & Associates Sarasota, Florida	$130M	+$7.69M	+6%	0.73%	–	265	9.06%	0.7
4769	4769 Freestate Advisors Overland Park, Kansas	$130M	-$3.88M	-3%	0.97%	–	43	2.33%	1.9
4770	4770 Hudson Oak Wealth Advisory Hoboken, New Jersey	$130M	+$335K	+0.3%	0.1%	–	55	7.27%	0.7
4771	4771 O'Domhnaill Enterprises Cody, Wyoming	$130M	+$4.72M	+4%	3.09%	–	67	16.42%	0.6
4772	4772 Aldebaran Financial	$130M	+$6.66M	+5%	5.88%	115%	90	12.22%	5.7
4773	4773 Grand Central Investment Group Tampa, Florida	$130M	+$10.2M	+9%	6.48%	–	43	9.3%	3.3
4774	4774 M Wealth Management LLC San Diego, California	$130M	+$2.38M	+2%	0.76%	–	61	6.56%	1.3
4775	4775 Ramiah Investment Group Brookfield, Wisconsin	$130M	-$1.32M	-1%	0.38%	62.2%	91	29.67%	2.3