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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)
5401	5401 Scheeler Financial West Chester, Ohio	$132M	–	–	1.87%	–	78	–	0
5402	SCC 5402 Seal Cove Capital Palo Alto, California	$132M	+$1.65M	+1%	2.2%	–	11	18.18%	0.6
5403	5403 Veratis Advisors Cary, North Carolina	$132M	-$9.2M	-7%	0.77%	–	90	13.33%	0.7
5404	5404 Alliance Wealth Strategies Lynchburg, Virginia	$132M	+$4.77M	+4%	0.73%	–	67	2.99%	0.7
5405	5405 Journey Beyond Wealth Roswell, Georgia	$132M	+$3.92M	+3%	0.07%	–	35	20%	1.3
5406	5406 NewCorp Financial Services Alpharetta, Georgia	$132M	+$1.33M	+1%	0.7%	–	59	16.95%	0.6
5407	5407 CDKV Holdings Denver, Colorado	$132M	+$3.99M	+3%	1.02%	–	278	0.72%	0.7
5408	5408 Paragon Capital Management (Utah) Provo, Utah	$132M	-$3.06M	-2%	0.9%	72.3%	83	19.28%	1.9
5409	MCFP 5409 McCarley & Cook Financial Planners Cincinnati, Ohio	$132M	+$3M	+2%	0.17%	–	282	9.57%	0.7
5410	5410 Miller Financial Services Marshall, Michigan	$132M	+$7.63M	+6%	0.94%	–	163	17.79%	1.1
5411	5411 Wulff, Hansen & Co San Rafael, California	$132M	+$1.37M	+1%	1.52%	94.7%	115	7.83%	2.9
5412	5412 Guardian Capital (Pennsylvania) Wexford, Pennsylvania	$132M	+$9.5M	+8%	1.04%	–	83	20.48%	0.7
5413	5413 Nightview Capital Austin, Texas	$132M	-$1.84M	-1%	7.27%	170%	15	20%	1.9
5414	5414 Professional Financial Solutions Falls Chruch, Virginia	$131M	+$2.62M	+2%	0.59%	–	41	4.88%	0.7
5415	5415 Vision Financial Markets Stamford, Connecticut	$131M	+$16M	+14%	0.45%	–	438	17.35%	1.5
5416	UAML 5416 US Asset Management LLC Pittsburgh, Pennsylvania	$131M	$0	0%	2.74%	142%	112	0%	4.3
5417	YAVAPFMC 5417 Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel	$131M	-$12.6M	-9%	1.12%	215%	42	14.29%	1
5418	HPM 5418 Hudson Portfolio Management Garrison, New York	$131M	-$1.06M	-0.8%	1.27%	–	125	10.4%	3.5
5419	5419 Santa Clara Valley Transportation Authority San Jose, California	$131M	+$2.04M	+2%	2.71%	–	4	0%	2
5420	5420 AFG Fiduciary Services Hingham, Massachusetts	$131M	+$2.66M	+2%	1.29%	72.4%	65	10.77%	2.9
5421	TWM 5421 Todd Wealth Management Venice, Florida	$131M	-$895K	-0.7%	3.85%	–	116	10.34%	0.7
5422	5422 Asempa Wealth Advisors Baton Rouge, Louisiana	$131M	-$3.05M	-2%	1.14%	–	122	9.02%	0.7
5423	SF 5423 Schaeffer Financial Rockville, Maryland	$131M	+$1.7M	+1%	0.89%	52.2%	31	16.13%	2.3
5424	5424 Legacy Solutions LLC Kennett Square, Pennsylvania	$131M	+$7.36M	+6%	0.69%	–	94	9.57%	1.4
5425	5425 Lord & Richards Wealth Management Highlands Ranch, Colorado	$131M	+$3.16M	+2%	1.17%	–	84	46.43%	0.9