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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)
5051	5051 Xena Financial Planning Portland, Oregon	$105M	+$552K	+0.5%	1.08%	–	40	10%	0.7
5052	5052 Hyposwiss Advisors Geneva,	$105M	-$806K	-0.8%	0.21%	–	104	1.92%	0.7
5053	5053 Reality Financial Planning Services Sarasota, Florida	$105M	+$1.12M	+1%	0.65%	–	20	10%	0.7
5054	5054 Freemont Management Vaud, Switzerland	$105M	+$1.35M	+1%	6.64%	102%	17	23.53%	2.5
5055	5055 Trailhead Planners Edina, Minnesota	$105M	+$1.21M	+1%	0.29%	–	57	3.51%	0.6
5056	CF 5056 Calder Financial Downingtown, Pennsylvania	$105M	-$1.56M	-1%	0.67%	–	43	2.33%	0.7
5057	5057 Bluebird Wealth Management Medfield, Massachusetts	$104M	-$11.2M	-10%	4.65%	–	99	21.21%	0.5
5058	5058 Surience Private Wealth Yakima, Washington	$104M	-$9.5M	-8%	0.47%	169%	64	62.5%	0.4
5059	5059 Crosspoint Capital Strategies Orinda, California	$104M	–	–	1.81%	–	139	–	0.3
5060	5060 Q Fund Management (Hong Kong) Hong Kong,	$104M	-$5.52M	-5%	9.72%	–	42	47.62%	0.4
5061	5061 Montchanin Asset Management Montchanin, Delaware	$104M	+$5.89M	+6%	7.66%	120%	66	12.12%	2.4
5062	5062 Succession Financial Mckinney, Texas	$104M	-$1.23M	-1%	2.69%	–	55	21.82%	0.2
5063	5063 Willow Creek Capital Management Missoula, Montana	$104M	+$728K	+0.7%	3.78%	–	106	12.26%	0.2
5064	5064 T3 Companies New York	$103M	+$9.7M	+10%	1.69%	–	292	72.26%	0.2
5065	UPWM 5065 UMB Private Wealth Management Kansas City, Missouri	$103M	–	–	1.91%	–	1,409	–	0
5066	5066 Strategic Financial Group Grand Haven, Michigan	$103M	-$1.12M	-1%	2.08%	–	20	5%	0.5
5067	5067 Gritstone Asset Management Bethesda, Maryland	$103M	-$846K	-0.8%	0.36%	–	226	36.73%	0.6
5068	5068 Provident Living Financial Services Lehi, Utah	$103M	+$1.43M	+1%	2.03%	–	54	9.26%	0.7
5069	5069 Parrish Capital Kennesaw, Georgia	$103M	-$1.09M	-1%	2.12%	–	88	5.68%	0.7
5070	PBK 5070 Peoples Bank (Kansas) Pratt, Kansas	$103M	-$339K	-0.3%	3.28%	74.5%	101	6.93%	2.6
5071	RCDBASW 5071 Rudd Co d/b/a Styre Wealth Fort Worth, Texas	$103M	–	–	2.29%	–	75	–	0
5072	5072 Langley Wealth Management Corinth, Mississippi	$102M	-$209K	-0.2%	1.68%	–	139	23.02%	0.2
5073	5073 Palladiem Bryn Mawr, Pennsylvania	$102M	-$884K	-0.9%	0.24%	–	142	9.86%	1.6
5074	5074 Guilbault Capital Metairie, Louisiana	$102M	+$2.44M	+2%	1.75%	–	81	19.75%	0.6
5075	5075 Schuylkill Financial Wyomissing, Pennsylvania	$102M	-$6.23M	-6%	2.19%	–	72	16.67%	0.2