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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, 1,880 funds (~21%) 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)
1626	1626 Daytona Street Capital Saint Louis, Missouri	$141M	+$3.61M	+3%	0.22%	–	319	21.63%	0.6
1627	1627 Partnership Wealth Management Towson, Maryland	$140M	-$7.78M	-5%	1.26%	67.6%	69	5.8%	2.4
1628	UFA 1628 Uptown Financial Advisors Dallas, Texas	$140M	-$11.8M	-8%	0.5%	–	93	22.58%	1.5
1629	1629 North Capital Salt Lake City, Utah	$140M	+$7.7M	+6%	0.9%	–	111	21.62%	1.2
1630	NAL 1630 Nearside Advisors, LLC Indianapolis, Indiana	$140M	–	–	1.05%	–	47	–	0
1631	1631 Journey Retirement Planning & Investment Management Ammon, Idaho	$140M	+$11.3M	+9%	4.21%	–	181	20.99%	0.6
1632	ICMP 1632 Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$139M	-$3.83M	-3%	1.35%	39.7%	66	13.64%	2.9
1633	ACM 1633 Appalachian Capital Management St Clairsville, Ohio	$139M	+$1.55M	+1%	0.37%	–	48	10.42%	0.7
1634	1634 Legacy Advisory Services Exton, Pennsylvania	$139M	-$2.72M	-2%	1.07%	59.4%	88	47.73%	1
1635	1635 Athena Wealth Management Reno, Nevada	$139M	+$4.83M	+4%	3.85%	–	113	16.81%	0.6
1636	1636 APS Management Group Torrance, California	$139M	+$8.99M	+7%	3.46%	–	81	16.05%	0.9
1637	1637 Global Trust Wealth Management West Palm Beach, Florida	$139M	-$6.21M	-4%	0.29%	–	76	7.89%	0.7
1638	1638 Antonelli Financial Advisors Grosse Pointe, Michigan	$138M	-$7.58M	-5%	2.22%	–	53	3.77%	1.4
1639	1639 Nvest Wealth Strategies Powell, Ohio	$138M	-$21.8M	-14%	0.39%	–	422	34.12%	0.5
1640	1640 MFG Wealth Management Indianapolis, Indiana	$138M	-$2.09M	-1%	1.65%	–	69	18.84%	1
1641	1641 Box Hill Private Wealth Scottsdale, Arizona	$138M	+$12.9M	+10%	1.57%	–	79	20.25%	0.6
1642	1642 Innovative Advisory Group Lexington, Massachusetts	$137M	+$5.55M	+4%	5.85%	–	37	29.73%	1.2
1643	1643 Eagle Bay Advisors New York	$137M	+$3.67M	+3%	1.57%	85%	159	20.13%	2.6
1644	VIS 1644 Vertex Investment Solutions Chiyoda-Ku,	$137M	-$11.2M	-8%	3.13%	–	30	30%	0.6
1645	1645 Aventus Investment Advisors Naples, Florida	$137M	+$377K	+0.3%	0.96%	–	181	17.68%	0.9
1646	1646 TT Capital Management Coto De Caza, California	$137M	+$8.42M	+7%	2.49%	–	91	19.78%	1
1647	AA 1647 Alpha Advisors Richmond, Virginia	$137M	+$3.68M	+3%	2.88%	–	53	9.43%	1.4
1648	1648 Financial Planning Fort Collins Fort Collins, Colorado	$137M	+$4.68M	+4%	2.35%	–	34	2.94%	0.7
1649	1649 Koenig Investment Advisory Ashland, Oregon	$137M	+$7.85M	+6%	2.68%	–	38	2.63%	0.7
1650	1650 Roan Capital Partners Johnson City, Tennessee	$137M	+$16M	+13%	0.54%	–	81	7.41%	0.4