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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)
5601	5601 Worthington Financial Partners Worthington, Ohio	$118M	-$2.56M	-2%	0.7%	–	100	3%	0.7
5602	5602 Anchor Capital Management Group Aliso Viejo, California	$118M	-$26.9M	-19%	0.81%	–	16	25%	1.4
5603	5603 Peck Wealth Management White Plains, New York	$118M	-$529K	-0.4%	1.84%	–	139	11.51%	0.9
5604	5604 Tsai Capital New York	$118M	-$17.2M	-13%	3.4%	29.8%	19	26.32%	2.8
5605	5605 Midway Capital Research & Management Chicago, Illinois	$118M	-$7.72M	-6%	2.88%	–	116	58.62%	0.7
5606	5606 Wheels Up Wealth Benicia, California	$118M	+$140K	+0.1%	1.54%	–	25	8%	0.7
5607	WG 5607 Wealth Group Raleigh, North Carolina	$118M	-$283M	-71%	2.66%	–	122	38.52%	1.8
5608	5608 Savoir Faire Capital Management Norwalk, Connecticut	$118M	-$43M	-27%	10.3%	0.01%	47	19.15%	1.6
5609	5609 Fortress Financial Solutions Tucson, Arizona	$118M	–	–	1%	–	66	–	1.2
5610	5610 Brandywine Financial Group Thompsons Station, Tennessee	$118M	+$109M	+1,305%	0.12%	–	71	74.65%	0.2
5611	5611 TrustWell Financial Advisors Jacksonville, Florida	$118M	-$135K	-0.1%	0.31%	–	79	7.59%	0.6
5612	5612 Turner Capital Investments Austin, Texas	$118M	–	–	0.63%	–	6	–	0
5613	5613 Minot DeBlois Advisors Boston, Massachusetts	$118M	+$1.06M	+0.9%	3.03%	–	246	6.5%	1.4
5614	5614 Larry Mathis Financial Planning Phoenix, Arizona	$118M	-$13.8M	-10%	0.54%	–	157	30.57%	0.6
5615	CG 5615 Curat Global Springfield, New Hampshire	$117M	-$4.91M	-4%	3.14%	–	260	5%	1.4
5616	5616 Indie Asset Partners Carmel, Indiana	$117M	+$12.8M	+12%	2.72%	115%	104	25%	2.3
5617	5617 Invested Advisors State College, Pennsylvania	$117M	+$4.17M	+4%	1.36%	–	169	14.2%	0.7
5618	5618 ORBA Wealth Advisors Chicago, Illinois	$117M	+$188K	+0.2%	2.58%	70.5%	86	6.98%	1.6
5619	FCP 5619 Fosse Capital Partners London, United Kingdom	$117M	-$64.9M	-36%	9.45%	61.1%	3	0%	3.9
5620	MS 5620 Monetary Solutions Dayton, Ohio	$117M	+$977K	+0.8%	0.1%	–	644	39.6%	0.4
5621	5621 Linden Rose Investment Sugar Land, Texas	$117M	-$11.7M	-9%	4.1%	–	9	22.22%	0.4
5622	5622 IFC & Insurance Marketing Auburn, California	$117M	+$3.39M	+3%	0.56%	–	90	16.67%	0.6
5623	5623 Figure 8 Investment Strategies Boise, Idaho	$117M	-$1.56M	-1%	1.71%	–	59	6.78%	1.4
5624	5624 Red Tree Management Redwood City, California	$117M	-$30.6M	-21%	7%	–	3	0%	1.8
5625	5625 E&R Wealth Management Mount Pleasant, South Carolina	$117M	-$1.28M	-1%	1.95%	–	12	0%	0.8