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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)
1076	1076 Decker Retirement Planning Levi, Utah	$302M	+$8.18M	+3%	4.27%	–	497	39.03%	0.8
1077	1077 Breakwater Investment Management Seattle, Washington	$302M	+$7.97M	+3%	1.36%	–	845	37.4%	1
1078	1078 Western Financial Corp San Diego, California	$300M	-$41.1M	-12%	0.89%	275%	159	31.45%	1.7
1079	1079 First Community Trust Dubuque, Iowa	$300M	+$78.8M	+36%	3.05%	128%	360	13.61%	3.2
1080	1080 Kondo Wealth Advisors Pasadena, California	$300M	+$1.01M	+0.3%	0.17%	–	79	11.39%	1.4
1081	1081 Foundation Wealth Management (Pennsylvania) Media, Pennsylvania	$300M	-$31.6M	-10%	0.65%	–	107	10.28%	1.5
1082	1082 Trellis Wealth Advisors San Luis Obispo, California	$299M	+$7.93M	+3%	0.03%	62.2%	116	58.62%	0.9
1083	1083 Sage Private Wealth Group Oakbrook Terrace, Illinois	$298M	+$75.3M	+34%	0.28%	72.3%	138	29.71%	2
1084	SC 1084 Sawyer & Company Boston, Massachusetts	$298M	-$249K	-0.1%	5.26%	111%	210	9.05%	4.6
1085	1085 Shrier Wealth Management Los Angeles, California	$298M	+$1.14M	+0.4%	1%	–	137	5.11%	0.7
1086	1086 Weitzel Financial Services Dubuque, Iowa	$298M	+$3.41M	+1%	0.71%	46.3%	56	14.29%	3.5
1087	HCC 1087 Hatch Cove Capital Chicago, Illinois	$297M	+$72M	+32%	15.6%	–	32	40.63%	0.3
1088	1088 Lodestone Wealth Management Spokane, Washington	$297M	+$14M	+5%	2.05%	87.1%	821	7.67%	1.2
1089	1089 Citrine Capital San Francisco, California	$297M	+$27.1M	+10%	4.58%	–	65	15.38%	1.2
1090	1090 TradeWell Securities Fort Wayne, Indiana	$296M	+$15.6M	+6%	5.39%	–	55	10.91%	1.3
1091	1091 RHS Financial San Francisco, California	$296M	+$47.6M	+19%	2.03%	65.6%	198	23.23%	2.2
1092	1092 Midwest Financial Group Overland Park, Kansas	$295M	+$10.3M	+4%	0.63%	103%	144	9.72%	2.2
1093	1093 Investment Research Partners Lemont, Pennsylvania	$295M	-$160K	-0.1%	3%	–	301	14.62%	0.8
1094	1094 Cisco Systems San Jose, California	$294M	-$111M	-27%	4.48%	210%	7	42.86%	2
1095	1095 Lewis Asset Management Lafayette, California	$294M	+$8.24M	+3%	3.49%	142%	239	15.06%	1.5
1096	1096 TCFG Investment Advisors Laguna Niguel, California	$293M	-$4.17M	-1%	2.99%	–	317	14.83%	0.4
1097	1097 Fluent Financial Dallas, Texas	$292M	+$12M	+4%	1.06%	46.9%	69	50.72%	2.1
1098	1098 Stonehearth Capital Management Danvers, Massachusetts	$292M	-$1.13M	-0.4%	0.42%	87.5%	98	10.2%	3.7
1099	1099 Eagle Capital Management (Louisiana) Mandeville, Louisiana	$292M	-$991K	-0.3%	2.48%	103%	54	14.81%	4.5
1100	1100 Vertrix Wealth Management Troy, Michigan	$292M	-$5.33M	-2%	1.2%	–	108	12.96%	0.4