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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)
5551	5551 Wealth Advisory Team Bellevue, Kentucky	$122M	-$1.06M	-0.9%	0.97%	–	41	9.76%	1.1
5552	5552 Hobbs Wealth Management Zionsville, Indiana	$122M	+$3.58M	+3%	0.35%	–	23	8.7%	1.3
5553	5553 Crescent Sterling Metairie, Louisiana	$122M	+$10.1M	+9%	5.01%	68.6%	96	15.63%	2.5
5554	LCS 5554 Luma Capital SA Luxembourg,	$122M	+$9.7M	+9%	0.05%	–	13	7.69%	0.7
5555	5555 Portus Wealth Advisors Charlotte, North Carolina	$122M	+$114K	+0.1%	1.72%	–	52	7.69%	0.9
5556	5556 Schrum Private Wealth Management St. Augustine, Florida	$122M	+$24.2M	+25%	4.04%	76.2%	134	33.58%	3.3
5557	JC 5557 JCSD Capital Walnut Creek, California	$122M	+$52.9M	+77%	0.36%	–	28	50%	1.1
5558	5558 Lotus Asset Management Nashville, Tennessee	$122M	+$8.52M	+8%	4.89%	–	49	16.33%	0.2
5559	5559 ETF Store Overland Park, Kansas	$122M	+$2M	+2%	0.22%	61%	117	9.4%	2.9
5560	5560 SFI Advisors Montclair, New Jersey	$122M	+$5.62M	+5%	2.07%	95.9%	65	15.38%	2.4
5561	5561 DB Fitzpatrick & Co Boise, Idaho	$121M	-$2.26M	-2%	0.47%	42.7%	107	13.08%	2.8
5562	5562 Montgomery Financial Services Ocean City, Maryland	$121M	+$6.38M	+6%	0.78%	–	383	16.19%	0.2
5563	ASCM 5563 Adkins Seale Capital Management Shreveport, Louisiana	$121M	+$8.9M	+8%	1.94%	–	242	4.55%	0.7
5564	5564 Hardworking Capital Advisors Palm Desert, California	$121M	-$1.19M	-1%	3.28%	–	109	45.87%	0.5
5565	5565 Wall Capital Group Phoenix, Arizona	$121M	-$994K	-0.8%	1.11%	–	34	17.65%	2.2
5566	5566 North Forty Two & Co Lake Oswego, Oregon	$121M	+$3.31M	+3%	1.98%	–	108	5.56%	1.5
5567	5567 Marcho Partners London, United Kingdom	$121M	-$54.8M	-31%	0.87%	104%	7	42.86%	2.3
5568	5568 Forteris Wealth Management Armonk, New York	$121M	-$1.28M	-1%	2.13%	–	73	10.96%	0.7
5569	5569 Investment Insight Wealth Management North Massapequa, New York	$121M	+$5.51M	+5%	7.46%	–	45	4.44%	0.6
5570	5570 MKD Wealth Coaches Troy, Michigan	$121M	+$3.87M	+3%	0.17%	–	36	19.44%	3.5
5571	5571 3 Factor Indexing Sacramento, California	$121M	+$2.7M	+2%	0.08%	–	453	10.6%	0.5
5572	5572 Portfolio Resources Advisor Group Coral Gables, Florida	$121M	+$2.59M	+2%	0.26%	–	201	28.86%	0.4
5573	5573 Drum Hill Capital Westport, Connecticut	$121M	+$22.8M	+23%	9.07%	–	49	12.24%	1.4
5574	AIM 5574 Axiom Investment Management New York	$121M	-$28.9M	-19%	1.07%	–	544	50.55%	1.3
5575	IWA 5575 Independent Wealth Advisors Cary, North Carolina	$121M	+$10.2M	+9%	0.5%	–	83	12.05%	0.6