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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, 7,143 funds (~80%) 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)
4776	4776 Lauterbach Financial Advisors El Paso, Texas	$235M	+$2.06M	+0.9%	0.9%	76.5%	92	9.78%	3.1
4777	4777 Cairn Investment Group Vancouver, Washington	$235M	+$7.76M	+3%	2.19%	67.4%	67	4.48%	4.4
4778	4778 Symphony Financial Services Akron, Ohio	$234M	+$11.8M	+5%	0.3%	–	114	12.28%	1.6
4779	4779 NEXTBio Capital Management Menlo Park, California	$234M	+$17M	+8%	3.46%	–	27	25.93%	0.6
4780	4780 Signature Wealth Management Partners Montvale, New Jersey	$234M	+$19.9M	+9%	5.21%	97.9%	132	13.64%	3.4
4781	4781 Whalen Wealth Management Las Vegas, Nevada	$234M	+$12.1M	+5%	2.34%	90.2%	258	45.74%	0.8
4782	4782 Alhambra Investment Management Palmetto Bay, Florida	$234M	+$5.18M	+2%	1.71%	67.7%	195	12.31%	3.9
4783	CCC 4783 Chelsea Counsel Company Los Angeles, California	$234M	-$1.85M	-0.8%	3.61%	122%	240	7.08%	4.1
4784	GBI 4784 GP Brinson Investments Chicago, Illinois	$234M	-$10.8M	-4%	0.1%	51.2%	14	7.14%	4.8
4785	4785 tru Independence Portland, Oregon	$234M	+$5.24M	+2%	0.88%	67.4%	117	14.53%	3
4786	4786 H&H Retirement Design & Management Las Vegas, Nevada	$234M	+$13.7M	+6%	3.63%	37%	126	29.37%	2.1
4787	4787 Northern Capital Management (Washington) Spokane, Washington	$234M	-$705K	-0.3%	2.18%	90.9%	58	8.62%	3.1
4788	4788 ShawSpring Partners Boston, Massachusetts	$234M	+$1.72M	+0.7%	16.8%	23.4%	12	8.33%	0.7
4789	4789 Flower City Capital Pittsford, New York	$234M	+$6.49M	+3%	1.13%	69.5%	50	14%	3
4790	CA 4790 Continental Advisors Park City, Utah	$233M	-$3.37M	-1%	1.83%	73.6%	55	14.55%	5.3
4791	4791 Bernzott Capital Advisors Camarillo, California	$233M	-$16.4M	-7%	3.79%	46.2%	112	68.75%	1
4792	4792 Carolina Wealth Management Greenville, North Carolina	$233M	+$15.9M	+7%	0.55%	–	129	21.71%	0.2
4793	4793 Carl P. Sherr & Co Worcester, Massachusetts	$233M	-$5.44M	-2%	1.53%	78.6%	137	5.84%	3.9
4794	LMHBHCT 4794 Leona M. & Harry B. Helmsley Charitable Trust New York	$233M	+$18.1M	+8%	1.76%	–	2	0%	0.6
4795	4795 Attessa Capital Tucson, Arizona	$233M	+$10.1M	+5%	0.36%	–	54	14.81%	1.1
4796	4796 Cohen Investment Advisors Bedford, New Hampshire	$233M	+$9.9M	+4%	6.37%	90.6%	84	7.14%	4.9
4797	4797 Banyan Capital Management Atlanta, Georgia	$233M	+$2.55M	+1%	0.4%	44.4%	55	12.73%	2.7
4798	4798 Steinberganna Wealth Management Huntington, New York	$233M	-$13.4M	-5%	1.76%	–	148	12.16%	0.8
4799	4799 LeClair Wealth Partners Dublin, Ohio	$233M	+$39.6M	+20%	2.09%	–	146	13.01%	0.3
4800	4800 Fortune Financial Advisors Overland Park, Kansas	$232M	-$1.27M	-0.5%	1.6%	82.8%	167	6.59%	1.8