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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, 5,751 funds (~64%) 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 Palladiem Bryn Mawr, Pennsylvania	$102M	-$884K	-0.9%	0.24%	–	142	9.86%	1.6
5402	5402 Guilbault Capital Metairie, Louisiana	$102M	+$2.44M	+2%	1.75%	–	81	19.75%	0.6
5403	5403 Schuylkill Financial Wyomissing, Pennsylvania	$102M	-$6.23M	-6%	2.19%	–	72	16.67%	0.2
5404	IWMO 5404 Integrated Wealth Management (Ohio) Uniontown, Ohio	$102M	+$6.9M	+7%	1.93%	–	104	17.31%	0.5
5405	5405 Financial Network Wealth Advisors Murray, Utah	$101M	+$2.73M	+3%	1.88%	57.7%	973	18.5%	1.4
5406	5406 Englebert Financial Advisers Allentown, Pennsylvania	$101M	-$478K	-0.5%	0.58%	–	80	41.25%	0.5
5407	5407 Katamaran Capital London, United Kingdom	$101M	-$24.5M	-19%	0.1%	–	49	57.14%	0.6
5408	5408 Aspen Private Advisors Sioux Falls, South Dakota	$101M	+$1.21M	+1%	0.33%	–	17	58.82%	0.1
5409	KFP 5409 Kroeger Financial Partners Grass Valley, California	$101M	-$2.6M	-3%	1.07%	–	143	11.19%	0.2
5410	5410 Chiron Capital Management Tallahassee, Florida	$101M	-$10.9M	-10%	4.32%	–	144	18.75%	2.2
5411	5411 Sulzberger Capital Advisors Miami, Florida	$101M	-$1.91M	-2%	2.6%	–	59	15.25%	1.3
5412	5412 Transce3nd Kyle, Texas	$100M	+$89M	+785%	1.64%	–	533	69.61%	0.5
5413	AIP 5413 Alapocas Investment Partners Beverly, Massachusetts	$100M	-$2.22M	-2%	4.65%	58.3%	25	4%	3.4
5414	5414 Sage Investment Counsel Franklin, Tennessee	$100M	+$338K	+0.3%	0.9%	–	138	18.12%	1.4
5415	5415 Villanova Investment Management Wayne, Pennsylvania	$100M	-$5.23M	-5%	2.15%	–	62	20.97%	1.6
5416	5416 Ulrich Consultants & Investment Group Albuquerque, New Mexico	$100M	–	–	1.07%	–	47	–	1.6
5417	5417 Luminist Capital Grand Rapids, Michigan	$100M	+$10.8M	+12%	1.59%	–	469	30.28%	0.4
5418	5418 CSP Financial Group Scottsdale, Arizona	$99.3M	-$18.1M	-15%	0.36%	–	25	12%	0.4
5419	AM 5419 Account Management Boxford, Massachusetts	$99.2M	+$203K	+0.2%	0.82%	88.3%	25	12%	5
5420	5420 Lane Brothers & Co Prescott, Arizona	$99.1M	-$53.8M	-35%	0.81%	–	95	41.05%	0.7
5421	5421 HFG Wealth Management The Woodlands, Texas	$99M	-$430K	-0.4%	3.16%	45.9%	42	2.38%	2.3
5422	5422 October Effect Virginia Beach, Virginia	$98.3M	-$8.04M	-8%	4%	–	68	14.71%	0.9
5423	5423 Professional Financial Management Appleton, Wisconsin	$98.2M	-$374K	-0.4%	3.75%	–	28	35.71%	0.5
5424	5424 August Group Capital Toronto,	$98M	+$7.02M	+8%	3.5%	–	107	16.82%	0.6
5425	5425 Vima LLC Troy, Michigan	$97.9M	-$4.67M	-5%	1.4%	–	381	10.24%	0.6