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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, 6,148 funds (~69%) 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)
5351	5351 Farnam Financial Phoenix, Arizona	$135M	-$1.66M	-1%	0.11%	–	62	20.97%	1.3
5352	5352 Broussard Financial Group Kaplan, Louisiana	$135M	+$10.6M	+8%	2.95%	–	45	37.78%	0.5
5353	5353 Approach Retirement Advisors Vestavia, Alabama	$135M	-$2.31M	-2%	0.81%	–	85	9.41%	0.7
5354	5354 Capital CS Group Irvine, California	$135M	+$8.46M	+7%	3.77%	27.8%	113	58.41%	1
5355	SR 5355 Summer Road West Palm Beach, Florida	$135M	-$25.8M	-16%	16.7%	214%	26	30.77%	1.7
5356	5356 Littlejohn Financial Services Roseburg, Oregon	$135M	-$2.49M	-2%	1.91%	–	82	28.05%	0.9
5357	LI 5357 Latash Investments Anchorage, Alaska	$135M	-$1.38M	-1%	3.31%	111%	21	9.52%	5
5358	5358 Dala Group Hoffman Estates, Illinois	$135M	+$13.6M	+11%	1.7%	–	72	6.94%	0.7
5359	5359 Golden Bell Financial Planning Alpharetta, Georgia	$135M	-$1.01M	-0.7%	1.92%	–	41	2.44%	1.5
5360	5360 Core Wealth Advisors (Indiana) Indianapolis, Indiana	$135M	-$849K	-0.6%	0.91%	–	36	13.89%	0.6
5361	5361 Quest 10 Wealth Builders Fuquay-Varina, Virginia	$135M	+$6.06M	+5%	1.14%	–	817	6.61%	1.4
5362	5362 Severin Investments St. Louis, Missouri	$135M	+$1.97M	+1%	1.53%	–	189	18.52%	1.1
5363	5363 Total Wealth Planning & Management Ponte Vedra Beach, Florida	$135M	-$13.3M	-9%	2.29%	–	238	26.05%	1.2
5364	5364 BLVD Private Wealth Prospect, Kentucky	$134M	-$119K	-0.1%	1.96%	–	76	11.84%	0.9
5365	5365 CPR Investments Rochester, Michigan	$134M	+$4.46M	+3%	2.3%	84%	74	39.19%	0.8
5366	5366 Capital Today Evergreen Fund Grand Cayman, Cayman Islands	$134M	+$4.81M	+4%	3.82%	0.74%	3	0%	3.3
5367	5367 Elevated Private Wealth Brookfield, Wisconsin	$134M	+$28.6M	+27%	12.4%	–	91	28.57%	0.6
5368	5368 Sherman Asset Management Ventura, California	$134M	+$5.37M	+4%	1.48%	–	140	25%	1.5
5369	5369 Birchwood Financial Partners Bloomington, Minnesota	$134M	+$11.9M	+10%	0.9%	–	704	51.42%	0.4
5370	5370 Trace Wealth Advisors Los Angeles, California	$134M	-$18.7M	-12%	0.35%	–	75	28%	1.4
5371	B 5371 Bayban Bayport, Minnesota	$134M	+$3.76M	+3%	0.13%	–	618	18.77%	0.7
5372	5372 Peapod Lane Capital Bedford Hills, New York	$134M	-$14.1M	-10%	1.66%	–	63	9.52%	1.2
5373	5373 Hingham Institution for Savings Hingham, Massachusetts	$134M	-$254K	-0.2%	0.15%	–	15	0%	0.7
5374	5374 Hershey Financial Advisers Lancaster, Pennsylvania	$134M	-$5.25M	-4%	5.58%	–	118	54.24%	0.8
5375	5375 McCartney Wealth Management Clayton, Missouri	$134M	+$2.09M	+2%	1.02%	–	68	7.35%	0.7