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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)
4901	4901 HighRoad Wealth Advisors Coos Bay, Oregon	$120M	+$1.06M	+0.9%	0.17%	–	46	32.61%	0.6
4902	4902 Cooke Wealth Management Irvine, California	$120M	-$2.5M	-2%	1.43%	–	40	7.5%	0.7
4903	4903 Morangie Management Vero Beach, Florida	$119M	-$1.02M	-0.8%	4.11%	–	37	10.81%	1.4
4904	4904 Bedminster Bluffton, South Carolina	$119M	+$2.27M	+2%	0.55%	–	52	5.77%	0.7
4905	4905 River's Edge Wealth Management Beaver, Pennsylvania	$119M	+$5.61M	+5%	1.83%	–	50	14%	0.7
4906	4906 Clio Asset Management Charlottesville, Virginia	$119M	-$6.75M	-5%	4.87%	60.6%	16	12.5%	1.8
4907	4907 CDM Financial Counseling Services Norwich, Connecticut	$119M	+$2.89M	+2%	1.98%	–	77	0%	0.7
4908	D 4908 Drystone Ivy, Virginia	$119M	-$2.68M	-2%	1.77%	–	18	0%	4.2
4909	4909 Wisconsin Wealth Advisors Sun Prairie, Wisconsin	$119M	+$2.23M	+2%	3.02%	–	92	10.87%	1.4
4910	4910 Prospect Financial Group Arlington, Virginia	$119M	-$5.23M	-4%	0.64%	–	74	21.62%	1.5
4911	4911 Bretton Capital Management San Francisco, California	$119M	-$6.52M	-5%	0.03%	–	22	18.18%	1.8
4912	4912 Western Pacific Wealth Management Lake Forest, Illinois	$119M	+$8.13M	+7%	5.85%	91.4%	186	5.91%	3
4913	4913 Belleair Asset Management Belleair Bluffs, Florida	$119M	-$124K	-0.1%	0.74%	–	87	10.34%	0.7
4914	4914 Barnes Dennig Private Wealth Management Cincinnati, Ohio	$119M	-$6.35M	-5%	0.74%	–	412	23.3%	1
4915	4915 Provident Company of the Employees of the Hebrew University Jerusalem, Israel	$118M	-$12.4M	-9%	0.12%	–	37	8.11%	1.1
4916	4916 Worthington Financial Partners Worthington, Ohio	$118M	-$2.56M	-2%	0.7%	–	100	3%	0.7
4917	4917 Anchor Capital Management Group Aliso Viejo, California	$118M	-$26.9M	-19%	0.81%	–	16	25%	1.4
4918	4918 Peck Wealth Management White Plains, New York	$118M	-$529K	-0.4%	1.84%	–	139	11.51%	0.9
4919	4919 Midway Capital Research & Management Chicago, Illinois	$118M	-$7.72M	-6%	2.88%	–	116	58.62%	0.7
4920	4920 Wheels Up Wealth Benicia, California	$118M	+$140K	+0.1%	1.54%	–	25	8%	0.7
4921	WG 4921 Wealth Group Raleigh, North Carolina	$118M	-$283M	-71%	2.66%	–	122	38.52%	1.8
4922	4922 Savoir Faire Capital Management Norwalk, Connecticut	$118M	-$43M	-27%	10.3%	0.01%	47	19.15%	1.6
4923	4923 Fortress Financial Solutions Tucson, Arizona	$118M	–	–	1%	–	66	–	1.2
4924	4924 Brandywine Financial Group Thompsons Station, Tennessee	$118M	+$109M	+1,305%	0.12%	–	71	74.65%	0.2
4925	4925 TrustWell Financial Advisors Jacksonville, Florida	$118M	-$135K	-0.1%	0.31%	–	79	7.59%	0.6