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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)
5576	SA 5576 Stonebridge Advisors Wilton, Connecticut	$121M	+$37.7M	+45%	6.88%	0.03%	4	25%	1.5
5577	5577 Twin Cities Retirement Group Plymouth, Minnesota	$121M	+$3.7M	+3%	1.77%	–	27	18.52%	0.6
5578	5578 Blom & Howell Financial Planning Modesto, California	$120M	+$171K	+0.1%	0.79%	–	71	15.49%	0.7
5579	5579 Red Mountain Financial Fort Collins, Colorado	$120M	+$684K	+0.6%	0.54%	–	85	8.24%	2
5580	5580 Finhabits Advisors New York	$120M	+$917K	+0.8%	1.88%	–	15	0%	0.8
5581	GC 5581 Gruss & Co West Palm Beach, Florida	$120M	+$79M	+194%	6.57%	173%	43	23.26%	2.1
5582	5582 BankChampaign National Association Champaign, Illinois	$120M	-$10.5M	-8%	0.38%	–	227	22.91%	0.5
5583	5583 HighRoad Wealth Advisors Coos Bay, Oregon	$120M	+$1.06M	+0.9%	0.17%	–	46	32.61%	0.6
5584	5584 Cooke Wealth Management Irvine, California	$120M	-$2.5M	-2%	1.43%	–	40	7.5%	0.7
5585	5585 Morangie Management Vero Beach, Florida	$119M	-$1.02M	-0.8%	4.11%	–	37	10.81%	1.4
5586	5586 Bedminster Bluffton, South Carolina	$119M	+$2.27M	+2%	0.55%	–	52	5.77%	0.7
5587	5587 River's Edge Wealth Management Beaver, Pennsylvania	$119M	+$5.61M	+5%	1.83%	–	50	14%	0.7
5588	5588 Clio Asset Management Charlottesville, Virginia	$119M	-$6.75M	-5%	4.87%	60.6%	16	12.5%	1.8
5589	5589 CDM Financial Counseling Services Norwich, Connecticut	$119M	+$2.89M	+2%	1.98%	–	77	0%	0.7
5590	D 5590 Drystone Ivy, Virginia	$119M	-$2.68M	-2%	1.77%	–	18	0%	4.2
5591	5591 Wisconsin Wealth Advisors Sun Prairie, Wisconsin	$119M	+$2.23M	+2%	3.02%	–	92	10.87%	1.4
5592	5592 Prospect Financial Group Arlington, Virginia	$119M	-$5.23M	-4%	0.64%	–	74	21.62%	1.5
5593	5593 Fund Advisors of America Inc Orland, Florida	$119M	+$8.66M	+8%	3.05%	–	141	19.86%	0.6
5594	5594 Bretton Capital Management San Francisco, California	$119M	-$6.52M	-5%	0.03%	–	22	18.18%	1.8
5595	5595 Western Pacific Wealth Management Lake Forest, Illinois	$119M	+$8.13M	+7%	5.85%	91.4%	186	5.91%	3
5596	5596 Belleair Asset Management Belleair Bluffs, Florida	$119M	-$124K	-0.1%	0.74%	–	87	10.34%	0.7
5597	5597 Barnes Dennig Private Wealth Management Cincinnati, Ohio	$119M	-$6.35M	-5%	0.74%	–	412	23.3%	1
5598	JMNC 5598 J. Mark Nickell & Co Brentwood, Tennessee	$119M	-$6.76M	-5%	0.43%	–	36	36.11%	0.6
5599	5599 Provident Company of the Employees of the Hebrew University Jerusalem, Israel	$118M	-$12.4M	-9%	0.12%	–	37	8.11%	1.1
5600	5600 OakTrust Wealth Advisors Wilton, Connecticut	$118M	+$2.32M	+2%	0.24%	–	74	13.51%	0.6