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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, 7,143 funds (~80%) 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)
5451	CIG 5451 Cascade Investment Group Colorado Springs, Colorado	$181M	+$2.21M	+1%	1.83%	93.2%	169	13.02%	2.4
5452	5452 Livet Wealth Salt Lake City, Utah	$180M	+$7.07M	+4%	0.52%	–	130	14.62%	0.6
5453	5453 Sunrise Financial Services Burien, Washington	$180M	+$12.1M	+7%	1%	–	601	23.63%	0.7
5454	5454 Alterna Wealth Management Houston, Texas	$180M	+$6.04M	+3%	0.25%	52.9%	123	22.76%	2.5
5455	5455 CRCM LP San Francisco, California	$180M	+$28.1M	+18%	7.94%	–	24	62.5%	0.4
5456	5456 Aspire Growth Partners Miromar Lakes, Florida	$180M	+$7.96M	+5%	3.92%	–	133	11.28%	1.4
5457	5457 Sanchez Gaunt Capital Management Reno, Nevada	$180M	+$1M	+0.6%	1.55%	–	209	17.7%	0.4
5458	5458 Shotwell Rutter Baer Lansing, Michigan	$180M	-$2.22M	-1%	1.7%	45.5%	39	2.56%	2.3
5459	5459 Melfa Wealth Management Westborough, Massachusetts	$180M	-$5.58M	-3%	2.33%	49.9%	204	6.37%	2.7
5460	BV 5460 Boxwood Ventures Chicago, Illinois	$180M	+$12.4M	+7%	3.95%	101%	38	7.89%	2.8
5461	5461 Daviman Financial Noblesville, Indiana	$180M	-$1.28M	-0.7%	1.04%	–	105	18.1%	0.6
5462	5462 SwitchPoint Financial Planning Lehi, Utah	$180M	+$6.65M	+4%	0.08%	–	81	24.69%	1.3
5463	AFC 5463 Alpine Fox Capital Las Vegas, Nevada	$180M	-$31.4M	-15%	6.49%	–	22	13.64%	0.7
5464	5464 Integras Partners Alpharetta, Georgia	$180M	-$1.4M	-0.8%	0.18%	–	105	8.57%	1
5465	5465 Tacita Capital Toronto, Ontario, Canada	$180M	-$4.51M	-2%	1.97%	77.5%	232	10.78%	3.8
5466	5466 Regeneron Pharmaceuticals Tarrytown, New York	$180M	+$2.41M	+1%	6.28%	–	3	0%	1.3
5467	5467 Brian Low Financial Group Baton Rouge, Louisiana	$179M	+$8M	+5%	1.07%	–	131	19.85%	0.9
5468	5468 Accredited Investor Services St. Cloud, Minnesota	$179M	+$2.43M	+1%	0.03%	–	88	12.5%	1.3
5469	5469 Hamilton Lane Advisors Conshohocken, Pennsylvania	$179M	+$30.7M	+21%	9.17%	167%	25	68%	1.1
5470	5470 Banco de Sabadell Miami, Florida	$179M	+$8.88M	+5%	5.68%	89.9%	61	0%	5.8
5471	5471 Blackston Financial Advisory Group The Villages, Florida	$179M	+$1.85M	+1%	2.34%	79.8%	117	11.11%	1.9
5472	5472 Thryve Wealth Management Irving, Texas	$179M	+$294K	+0.2%	0.82%	–	41	9.76%	0.6
5473	RFMS 5473 RWQ Financial Management Services Naples, Florida	$179M	-$28.2M	-14%	3.38%	446%	28	25%	1.8
5474	5474 Byrne Asset Management Kingston, New Jersey	$179M	-$5.93M	-3%	1.34%	126%	672	19.64%	1.8
5475	5475 Transmarket Holdings Chicago, Illinois	$179M	+$42.8M	+31%	4.03%	–	74	87.84%	0.1