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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)
5726	5726 Lummis Asset Management Fort Worth, Texas	$163M	-$4.06M	-2%	5.98%	79.6%	227	14.54%	1.8
5727	5727 Zeit Capital Greenwood Village, Colorado	$163M	-$2.78M	-2%	0.47%	56.5%	53	15.09%	3.1
5728	5728 Philadelphia Investment Partners Voorhees, New Jersey	$163M	+$2.56M	+2%	4.61%	–	194	7.22%	0.5
5729	5729 Cushing Capital Partners Delafield, Wisconsin	$163M	+$17.8M	+12%	2.04%	–	115	15.65%	1.1
5730	5730 Future Financial Wealth Management Cincinnati, Ohio	$163M	+$2.56M	+2%	0.96%	65.2%	142	16.9%	3.2
5731	5731 Caldwell Investment Management Toronto, Ontario, Canada	$163M	+$10.7M	+7%	6.89%	169%	48	50%	1
5732	5732 Opulen Financial Group Arlington, Virginia	$163M	+$3.96M	+2%	0.27%	–	119	5.04%	1.5
5733	5733 Murphy & Mullick Capital Management Smithtown, New York	$163M	+$1.76M	+1%	1.91%	–	700	5.29%	1.5
5734	TF 5734 TME Financial Huntington Beach, California	$163M	+$934K	+0.6%	1.89%	–	71	2.82%	1.5
5735	5735 Oceanside Advisors Mount Pleasant, South Carolina	$163M	-$35.3M	-18%	0.48%	52.4%	57	7.02%	2.3
5736	5736 Blue Jean Financial Albany, New York	$163M	+$19.1M	+13%	6.9%	–	108	66.67%	0.2
5737	5737 Bonfire Financial Colorado Springs, Colorado	$163M	+$7.14M	+5%	1.31%	–	64	10.94%	1.4
5738	5738 Christian Investment Advisors New Braunfels, Texas	$163M	-$6.98M	-4%	4.59%	–	15	33.33%	1.2
5739	5739 Sagace Wealth Management St. Petersburg, Florida	$163M	+$3.25M	+2%	2.41%	–	86	32.56%	1.4
5740	5740 Oppenheimer & Close New York	$163M	+$4.12M	+3%	1.3%	148%	61	18.03%	4.3
5741	5741 Clark & Stuart Inc Portland, Maine	$162M	+$3.1M	+2%	2.03%	–	59	15.25%	1.5
5742	5742 Paladin Partners Hartland, Wisconsin	$162M	+$11.2M	+7%	2.39%	–	218	9.63%	0.7
5743	5743 Bosman Wealth Management Redlands, California	$162M	+$1.12M	+0.7%	4.87%	–	63	14.29%	0.8
5744	5744 Round Hill Asset Management Pasadena, California	$162M	+$2.98M	+2%	4.93%	51.6%	67	10.45%	5.5
5745	5745 S&A Financial Services Overland Park, Kansas	$162M	-$1.63M	-1%	0.37%	–	90	4.44%	0.5
5746	5746 Reyes Financial Architecture San Diego, California	$162M	-$16.4M	-9%	2.54%	–	579	50.43%	0.7
5747	5747 Sun Group Wealth Partners Irvine, California	$162M	+$15.5M	+11%	8.28%	–	92	17.39%	0.5
5748	5748 Sierra Ocean Ripon, California	$162M	+$17.5M	+12%	1.28%	–	84	27.38%	1.2
5749	5749 AMG Asset Management Group Cartersville, Georgia	$162M	+$2.22M	+1%	2.34%	–	113	25.66%	0.4
5750	5750 Hegarty Advisors Garden City, New York	$162M	+$16.5M	+11%	0.28%	–	70	12.86%	0.6