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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, 2,017 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)
1226	1226 Deane Retirement Strategies New Orleans, Louisiana	$244M	+$7.9M	+3%	4.15%	73.4%	64	35.94%	1.3
1227	1227 Norway Savings Bank Portland, Maine	$244M	+$5.18M	+2%	4.21%	117%	107	6.54%	6.4
1228	1228 Allodium Investment Consultants Minneapolis, Minnesota	$244M	+$8.05M	+3%	2.2%	–	58	5.17%	1.5
1229	1229 May Barnhard Investments Bethesda, Maryland	$243M	-$4.51M	-2%	2.07%	65.4%	90	5.56%	2.3
1230	VH 1230 VVR Holdings Bellingham, Washington	$243M	+$11.3M	+5%	1.06%	–	46	28.26%	0.5
1231	1231 World Equity Group Schaumburg, Illinois	$242M	-$204M	-46%	5.46%	117%	402	43.03%	2.3
1232	1232 Worth Financial Advisory Group Charlotte, North Carolina	$242M	+$1.84M	+0.8%	3.06%	93.3%	207	7.25%	0.6
1233	1233 Junk Investment Group Hunt Valley, Maryland	$241M	+$15.6M	+7%	0.08%	–	100	5%	0.5
1234	BWM 1234 Bullock Wealth Management Bloomington, Indiana	$241M	+$10.6M	+5%	2.84%	101%	649	9.24%	2.6
1235	1235 Pearl Planning Dexter, Michigan	$241M	+$23.6M	+11%	1.06%	–	64	14.06%	0.6
1236	AIA 1236 Arcadia Investment Advisors Eagle, Idaho	$241M	+$3.69M	+2%	0.02%	56.4%	87	8.05%	5.5
1237	1237 Define Financial San Diego, California	$240M	+$22.6M	+10%	0.34%	–	54	16.67%	1.2
1238	SLFPAM 1238 St. Louis Financial Planners Asset Management Chesterfield, Missouri	$240M	+$52.8M	+28%	2.21%	139%	68	66.18%	0.4
1239	1239 Catalyst Private Wealth San Mateo, California	$239M	+$32.4M	+16%	12.9%	120%	107	24.3%	2.9
1240	1240 Koesten Hirschmann & Crabtree Overland Park, Kansas	$239M	-$827K	-0.3%	0.24%	68.7%	57	14.04%	2.5
1241	1241 Econ Financial Services Harrisburg, Pennsylvania	$239M	+$25.1M	+12%	4.5%	16.9%	115	63.48%	0.6
1242	1242 Olistico Wealth Tulsa, Oklahoma	$239M	+$5.29M	+2%	2.7%	108%	367	12.53%	1.4
1243	1243 Brighton Securities Rochester, New York	$239M	+$6.14M	+3%	0.51%	–	57	28.07%	1.2
1244	1244 One Plus One Wealth Management Jupiter, Florida	$239M	+$7.15M	+3%	2.87%	71.9%	97	11.34%	2.9
1245	1245 Ryan Investment Management Basalt, Colorado	$239M	+$17.8M	+8%	0.32%	–	46	41.3%	0.5
1246	1246 Blue Sky Capital Consultants Group Poway, California	$239M	+$4.73M	+2%	7.41%	–	81	11.11%	1.2
1247	1247 Oasis Advisors Forest City, Iowa	$238M	+$84.3M	+55%	0.12%	–	93	50.54%	0.2
1248	1248 Saxony Capital Management St. Louis, Missouri	$238M	+$19.8M	+9%	3.06%	90%	215	24.19%	1.3
1249	FCFC 1249 First Citizens Financial Corp Mason City, Iowa	$238M	-$1.26M	-0.5%	0.45%	72.9%	142	5.63%	3.9
1250	1250 Wealth Science Advisors Alpharetta, Georgia	$238M	+$12.9M	+6%	0.01%	–	98	19.39%	0.6