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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)
5701	5701 McAlvany Wealth Management Durango, Colorado	$165M	+$31M	+23%	11.4%	–	49	6.12%	0.6
5702	5702 Boyce & Associates Wealth Consulting Cedar Park, Texas	$165M	+$20.5M	+14%	1.6%	58.2%	89	19.1%	2.5
5703	LWM 5703 Lighthouse Wealth Management Ashland, Ohio	$165M	+$3.66M	+2%	1.43%	–	52	13.46%	1.3
5704	5704 Ibex Investors Denver, Colorado	$165M	-$29.4M	-15%	4.69%	1.71%	16	31.25%	1.4
5705	5705 Somnio Financial Group Glastonbury, Connecticut	$165M	-$4.15M	-2%	2.09%	–	14	0%	2.1
5706	5706 Avant Financial Advisors Austin, Texas	$164M	+$3.86M	+2%	0.24%	–	71	4.23%	1.6
5707	5707 Generation Capital Management Pittsford, New York	$164M	+$1.39M	+0.9%	0.8%	–	93	19.35%	1.2
5708	5708 Flagship Capital Management Media, Pennsylvania	$164M	+$5.9M	+4%	5.79%	–	53	7.55%	0.7
5709	5709 Beacon Hill Wealth Management Victoria,	$164M	+$19.9M	+14%	1.05%	–	28	17.86%	0.2
5710	5710 Pfizer New York	$164M	-$6.12M	-4%	18.3%	–	17	0%	1.7
5711	5711 Washington State Investment Board Olympia, Washington	$164M	-$104M	-39%	38.7%	274%	2	0%	5.1
5712	SWM 5712 SpringVest Wealth Management Dallas, Texas	$164M	+$4.86M	+3%	1.24%	–	82	10.98%	1.3
5713	5713 Lancaster Investment Management London, United Kingdom	$164M	-$1.72M	-1%	5.92%	0.78%	12	33.33%	0.7
5714	5714 Robinson Smith Wealth Advisors South Portland, Maine	$164M	-$3.25M	-2%	1.11%	62.6%	100	3%	2
5715	5715 Climber Capital Nyon, Switzerland	$164M	+$125K	+0.1%	0.83%	–	68	8.82%	1.5
5716	5716 Income Research & Management Boston, Massachusetts	$164M	-$20.9M	-11%	0.5%	1.19%	33	9.09%	1.5
5717	KRAVCF 5717 Karnit Road Accident Victims Compensation Fund Tel-Aviv,	$164M	-$12.4M	-7%	1.85%	–	20	15%	0.6
5718	BFS 5718 Burr Financial Services Pleasant Hill, California	$164M	+$2.39M	+1%	3.08%	478%	31	32.26%	1.7
5719	5719 Mosaic Financial Group Chicago, Illinois	$163M	+$7.14M	+5%	3.3%	–	144	14.58%	1.9
5720	5720 Blalock Williams Alexander City, Alabama	$163M	+$9.22M	+6%	1.85%	–	175	22.29%	1.1
5721	5721 Phoenix Asset Management Partners London,	$163M	+$11.2M	+7%	0.15%	165%	13	7.69%	2.3
5722	5722 Merkkuri Wealth Advisors Hicksville, New York	$163M	+$2.21M	+1%	0.32%	–	84	10.71%	1.8
5723	KLCM 5723 KG&L Capital Management Saint Francisville, Louisiana	$163M	-$4.8M	-3%	1.14%	91.9%	150	16.67%	3.9
5724	NMCM 5724 Nicholson Meyer Capital Management Kansas City, Missouri	$163M	+$13.1M	+9%	1.58%	–	50	10%	1.2
5725	5725 Cooksen Wealth The Woodlands, Texas	$163M	+$4.49M	+3%	0.08%	70.7%	45	2.22%	2.7