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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)
1276	1276 True Link Financial Advisors San Francisco, California	$1.74B	+$9.49M	+0.5%	1.77%	27.3%	112	17.86%	1.9
1277	1277 Charles Schwab Trust Henderson, Nevada	$1.73B	-$58.5M	-3%	0.31%	52.7%	189	11.11%	3.8
1278	1278 Howard Capital Management Group Los Angeles, California	$1.73B	+$94.6M	+6%	6.04%	114%	157	12.74%	3.5
1279	PIMG 1279 Patriot Investment Management Group Knoxville, Tennessee	$1.73B	+$4.43M	+0.3%	1.08%	52.9%	246	6.5%	5.4
1280	1280 Fulton Breakefield Broenniman Bethesda, Maryland	$1.73B	+$30M	+2%	1.15%	76%	216	8.33%	4.6
1281	1281 Boston Common Asset Management Boston, Massachusetts	$1.72B	+$37.7M	+2%	2.21%	61.6%	194	10.82%	5.1
1282	1282 Compass Capital Management Minneapolis, Minnesota	$1.72B	+$58.5M	+4%	5.87%	65.5%	119	24.37%	3
1283	1283 RMR Wealth Builders Montclair, New Jersey	$1.72B	+$106M	+7%	2.13%	91.7%	337	14.24%	3.1
1284	1284 Spyglass Capital Management San Francisco, California	$1.71B	-$135M	-7%	5.53%	131%	26	7.69%	2
1285	1285 E.S. Barr & Co Lexington, Kentucky	$1.71B	-$71.5M	-4%	1.58%	72.1%	116	4.31%	6.7
1286	1286 TIAA Trust, National Association Charlotte, North Carolina	$1.71B	+$20.5M	+1%	0.17%	61.1%	365	8.22%	2.7
1287	1287 MONECO Advisors Fairfield, Connecticut	$1.71B	+$75.8M	+5%	1.14%	77.7%	637	13.5%	2.9
1288	PWMAG 1288 Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$1.71B	+$31.7M	+2%	1.83%	90.7%	607	14.33%	3.7
1289	1289 Sava Infond Maribor, Slovenia	$1.71B	+$299M	+21%	4.74%	–	253	8.7%	1.4
1290	1290 General American Investors New York	$1.71B	+$19M	+1%	2.44%	137%	80	17.5%	6
1291	1291 Lee, Danner & Bass Nashville, Tennessee	$1.71B	-$26.4M	-2%	1.66%	–	252	2.78%	7.7
1292	SC 1292 SRB Corp Boston, Massachusetts	$1.71B	-$153M	-8%	4.28%	101%	24	8.33%	4.4
1293	1293 Golden State Equity Partners South Coast Metro, California	$1.7B	+$1.67B	+4,487%	2.32%	–	2,281	84.13%	0.3
1294	BFO 1294 Boston Family Office Boston, Massachusetts	$1.7B	+$50M	+3%	5.49%	69.7%	326	7.36%	7.1
1295	1295 Maple Capital Management Montpelier, Vermont	$1.7B	+$11.9M	+0.7%	4.15%	114%	137	10.95%	5.7
1296	1296 First American Trust Santa Ana, California	$1.7B	+$36M	+2%	2.72%	92.8%	329	13.07%	3.6
1297	1297 Provenance Wealth Advisors Fort Lauderdale, Florida	$1.69B	+$645M	+61%	0.99%	64.3%	2,610	77.09%	0.4
1298	1298 Sage Mountain Advisors Atlanta, Georgia	$1.69B	+$67.2M	+4%	0.64%	67%	322	16.15%	3.3
1299	1299 Morningstar Investment Management Chicago, Illinois	$1.69B	+$66.4M	+4%	3.99%	57.4%	349	22.06%	1.3
1300	1300 Lyell Wealth Management Menlo Park, California	$1.69B	+$57.5M	+4%	4.18%	144%	237	3.8%	4.4