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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, 1,923 funds (~22%) 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)
1326	1326 Fortress Financial Group Rochester, Minnesota	$205M	+$5.1M	+3%	0.21%	–	81	6.17%	1.4
1327	1327 Washburn Capital Management Vero Beach, Florida	$205M	+$2.21M	+1%	0.42%	123%	61	16.39%	3.3
1328	1328 Baron Financial Group Fair Lawn, New Jersey	$205M	-$4.22M	-2%	1.67%	55.5%	58	5.17%	4.3
1329	1329 Hardin Capital Partners Greenville, South Carolina	$205M	-$10.6M	-5%	5.71%	–	156	15.38%	1.6
1330	1330 Clarity Asset Management Ames, Iowa	$205M	+$711K	+0.3%	0.02%	51.8%	69	10.14%	1.4
1331	1331 AtlasMark Financial Austin, Texas	$204M	+$1.38M	+0.7%	0.65%	–	50	16%	4.5
1332	1332 Stephens Group Little Rock, Arkansas	$204M	-$1.93M	-0.9%	1.28%	45%	4	0%	3.5
1333	MG 1333 McHugh Group Bratenahl, Ohio	$204M	+$8.42M	+4%	5.02%	–	90	6.67%	1.4
1334	1334 Pacific Asset Management Gig Harbor, Washington	$204M	+$256K	+0.1%	0.51%	–	83	15.66%	1.3
1335	1335 Echo Wealth Management Plymouth, Minnesota	$204M	+$7.94M	+4%	1.14%	42.9%	50	8%	3.2
1336	1336 Optivise Advisory Services Franklin, Tennessee	$204M	+$6.67M	+3%	1.85%	–	253	18.18%	1.2
1337	1337 Promethium Advisors Bethesda, Maryland	$203M	-$4.88M	-2%	1.87%	–	128	12.5%	1.6
1338	1338 Beacon Financial Strategies Raleigh, North Carolina	$203M	+$2.2M	+1%	0.71%	54.2%	245	17.14%	1.2
1339	1339 BDFS Capital Rehoboth Beach, Delaware	$203M	-$27.2M	-12%	0.04%	–	125	13.6%	0.6
1340	1340 Virginia Wealth Management Group Virginia Beach, Virginia	$203M	+$2.04M	+1%	2.53%	49.4%	58	1.72%	3.2
1341	1341 Tassel Capital Management Matthews, North Carolina	$202M	-$11.4M	-5%	1.45%	–	48	10.42%	1.2
1342	1342 Jericho Financial Westerville, Ohio	$202M	+$8.98M	+5%	6.61%	–	41	4.88%	1.7
1343	1343 Merrion Investment Management Cranford, New Jersey	$202M	-$9.6M	-5%	1.91%	161%	113	9.73%	3.5
1344	1344 Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$201M	+$35.9M	+22%	0.4%	64.9%	104	15.38%	3
1345	1345 Two West Capital Advisors Overland Park, Kansas	$201M	+$136K	+0.1%	0.64%	–	107	14.02%	1.5
1346	1346 Ballew Advisors Jackson, Mississippi	$201M	+$7.76M	+4%	0.23%	68%	146	20.55%	3.4
1347	BCM 1347 Berbice Capital Management Melville, New York	$201M	+$7.98M	+4%	5.06%	–	114	28.07%	1
1348	1348 Manuka Financial Richmond, Virginia	$201M	+$8.23M	+4%	1.66%	–	56	1.79%	1.5
1349	1349 Members Wealth Media, Pennsylvania	$200M	+$17.9M	+10%	0.87%	–	138	20.29%	1.5
1350	KTC 1350 Kentucky Trust Company Danville, Kentucky	$200M	-$7.77M	-4%	0.06%	–	320	2.5%	1.5