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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 34.66% 1-Year Est. Return

Jim Simons Renaissance Technologies 54.88% 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, 2,257 funds (~25%) 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)
701	KMWM 701 Keudell/Morrison Wealth Management Salem, Oregon	$562M	+$33.2M	+6%	1.1%	–	277	13.36%	3.8
702	702 Mindset Wealth Management Indianapolis, Indiana	$562M	+$43M	+8%	9.43%	–	215	19.07%	1.3
703	FVCM 703 F&V Capital Management Boca Raton, Florida	$561M	+$12.6M	+2%	4.32%	123%	64	7.81%	5.3
704	704 Commonwealth Financial Services Vienna, West Virginia	$559M	-$185M	-25%	0.67%	64.2%	367	34.88%	3
705	MHR 705 Matthew Hamilton Rosenberg	$558M	+$21.7M	+4%	0.27%	52%	833	6.84%	4.4
706	706 Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$557M	+$39.2M	+8%	3.52%	116%	22	22.73%	2.9
707	707 Abel Hall LLC Baton Rouge, Louisiana	$556M	-$23.1M	-4%	1.98%	133%	1,068	27.25%	0.8
708	708 WESPAC Advisors SoCal Pasadena, California	$553M	-$7.14M	-1%	1.28%	135%	127	10.24%	2.8
709	NAMP 709 NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$553M	+$22.1M	+4%	5.23%	90.2%	266	7.89%	4.3
710	710 Contravisory Investment Management Norwell, Massachusetts	$552M	-$14.5M	-3%	0.69%	135%	497	30.78%	1.5
711	711 Wiser Wealth Management Marietta, Georgia	$550M	+$27.6M	+5%	1.23%	53%	82	19.51%	2.3
712	712 Lantz Financial Naperville, Illinois	$549M	+$3.19M	+0.6%	1.47%	74.3%	272	9.19%	3.7
713	713 Leverty Financial Group Hudson, Wisconsin	$549M	+$34.4M	+7%	0.35%	57.3%	51	9.8%	2.5
714	714 Harbour Capital Advisors Tysons Corner, Virginia	$548M	-$676K	-0.1%	0.19%	168%	335	23.58%	3.2
715	715 Adamsbrown Wealth Consultants Wichita, Kansas	$548M	+$17.9M	+3%	0.12%	60.6%	187	12.83%	2.1
716	716 Bricktown Capital Detroit, Michigan	$548M	-$5.88M	-1%	0.23%	46.2%	30	6.67%	2.3
717	717 MBM Wealth Consultants Chesterfield, Missouri	$546M	+$27.1M	+5%	0.7%	57.1%	125	6.4%	4.2
718	718 Global Wealth Strategies & Associates Denver, Colorado	$546M	+$18M	+3%	0%	68.7%	115	16.52%	2.3
719	719 Louisbourg Investments Dieppe, New Brunswick, Canada	$545M	+$3.22M	+0.6%	6.52%	93.1%	221	10.41%	2
720	720 Moller Wealth Partners	$545M	-$7.66M	-1%	1.51%	44.1%	77	14.29%	6.6
721	721 Phraction Management Colchester, Connecticut	$545M	-$50.4M	-8%	4.05%	106%	72	15.28%	2.9
722	722 WealthPLAN Partners Omaha, Nebraska	$544M	+$20.8M	+4%	2.59%	71.6%	243	12.76%	4.5
723	723 Paragon Capital Management (Colorado) Denver, Colorado	$544M	+$15.5M	+3%	6.03%	109%	231	13.85%	3.1
724	724 Stordahl Capital Management Greenwood Village, Colorado	$542M	-$4.2M	-0.8%	1.02%	54%	69	4.35%	5.4
725	725 Ping Capital Management New York	$541M	+$140M	+35%	6.59%	–	101	22.77%	1.1