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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, 2,069 funds (~23%) 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)
1026	1026 Wealth Management Resources Smithfield, Rhode Island	$324M	-$427K	-0.1%	2.21%	37.7%	31	6.45%	3.5
1027	1027 Biltmore Wealth Management Tempe, Arizona	$323M	+$2.48M	+0.8%	0.85%	59.8%	61	8.2%	4.7
1028	LFP 1028 Lakeshore Financial Planning St. Clair Shores, Michigan	$323M	+$11.9M	+4%	2.28%	65.4%	102	14.71%	1.9
1029	1029 Foundry Financial Pasadena, California	$322M	+$24.6M	+8%	0.05%	–	103	24.27%	0.5
1030	1030 Invesco LLC (Illinois) Des Plaines, Illinois	$321M	-$2.17M	-0.7%	3.14%	122%	137	7.3%	2.6
1031	1031 Global Trust Asset Management West Palm Beach, Florida	$321M	+$1.19M	+0.4%	0.22%	178%	548	22.99%	3.9
1032	1032 Asset Allocation & Management Company Chicago, Illinois	$321M	+$14M	+5%	0.53%	58.5%	71	8.45%	3.5
1033	1033 Centerline Wealth Advisors Louisville, Kentucky	$321M	+$1.55M	+0.5%	1.11%	–	83	6.02%	1
1034	1034 Sims Investment Management Cincinnati, Ohio	$320M	-$3.12M	-1%	1.73%	–	184	78.8%	1.4
1035	1035 Adirondack Trust Company Saratoga Springs, New York	$320M	-$15.8M	-5%	2.92%	96.8%	575	6.43%	6.4
1036	1036 Bell & Brown Wealth Advisors Newport Beach, California	$320M	-$10.4M	-3%	4.67%	123%	74	4.05%	6.2
1037	1037 Maryland Capital Advisors Chester, Maryland	$319M	+$7.31M	+2%	0.06%	–	1,088	7.63%	1.1
1038	1038 Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$319M	+$8.96M	+3%	1.26%	63.9%	147	2.72%	6.5
1039	1039 Defender Capital Charlotte, North Carolina	$319M	+$11.2M	+4%	7.68%	101%	39	7.69%	0.6
1040	1040 Genesee Capital Advisors Auburn, New York	$318M	+$170K	+0.1%	0.92%	107%	197	19.8%	2
1041	1041 Nepsis Inc Minneapolis, Minnesota	$317M	+$22.6M	+8%	8.98%	131%	29	6.9%	4.6
1042	1042 TrustBank Olney, Illinois	$317M	+$22.8M	+8%	0.52%	–	193	12.44%	0.6
1043	1043 Oak Asset Management Westlake Village, California	$317M	+$6.39M	+2%	5.11%	91.8%	117	5.98%	3.5
1044	1044 Archer Investment Management Austin, Texas	$317M	+$24.7M	+8%	0.61%	–	131	23.66%	0.8
1045	1045 Carroll Advisory Group Texarkana, Texas	$317M	+$12.7M	+4%	0.89%	–	88	18.18%	0.6
1046	1046 Cambridge Financial Group (Arizona) Tucson, Arizona	$317M	-$546K	-0.2%	0.76%	69.5%	155	1.29%	2.2
1047	1047 Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania	$317M	+$8.82M	+3%	0.2%	74.4%	179	6.7%	3.5
1048	1048 Beacon Wealthcare LLC Raleigh, North Carolina	$315M	+$3.32M	+1%	0.54%	47%	32	18.75%	2.8
1049	1049 Trinity Wealth Management Berwyn, Pennsylvania	$315M	+$241K	+0.1%	0.78%	56.7%	94	24.47%	2.5
1050	1050 Shore Point Advisors Brielle, New Jersey	$315M	+$22.8M	+8%	1.04%	54.6%	86	11.63%	2.7