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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 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, 4,548 funds (~51%) 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)
1701	1701 Churchill Financial Advisors Louisville, Kentucky	$511M	-$8.89M	-2%	0.38%	–	132	9.09%	0.7
1702	1702 Baker Tilly Wealth Management Madison, Wisconsin	$510M	+$39.6M	+8%	3.51%	96.9%	310	15.48%	3.1
1703	1703 Warren Street Wealth Advisors Newport Beach, California	$510M	+$61.9M	+14%	2.62%	84.6%	173	14.45%	2.1
1704	1704 May Hill Capital Cohasset, Massachusetts	$510M	+$31.3M	+7%	1.3%	–	285	16.14%	1.1
1705	1705 Plan Group Financial Oklahoma City, Oklahoma	$510M	+$24.1M	+5%	1.18%	63.4%	269	22.68%	1.6
1706	1706 Marion Wealth Management Monroeville, Pennsylvania	$508M	+$16.6M	+3%	2.09%	51.7%	166	7.83%	2.8
1707	DI 1707 DDFG Inc Thousand Oaks, California	$508M	+$4.25M	+0.8%	0.08%	56.3%	93	6.45%	2.8
1708	1708 Detalus Advisors St. Louis, Missouri	$507M	-$5.68M	-1%	0.64%	75.7%	199	9.55%	3.3
1709	1709 Founders Grove Wealth Partners Richmond, Virginia	$507M	+$6.18M	+1%	1.21%	–	203	15.27%	1.2
1710	1710 Pilgrim Partners Asia Singapore	$506M	+$272M	+116%	27.7%	–	141	34.75%	0.7
1711	1711 Richard P. Slaughter Associates Austin, Texas	$506M	-$4.04M	-0.8%	0.46%	55.7%	118	13.56%	2.7
1712	1712 Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$506M	-$4.31M	-0.8%	0.19%	136%	144	11.11%	4.1
1713	1713 Friday Financial Dubuque, Iowa	$506M	+$132M	+35%	0.09%	–	123	15.45%	1.2
1714	1714 Cypress Asset Management Houston, Texas	$506M	-$7.92M	-2%	2.09%	141%	110	5.45%	7.6
1715	1715 Shulman DeMeo Asset Management Lake Success, New York	$505M	-$29.6M	-6%	1.45%	79.3%	150	6.67%	3.4
1716	1716 Beirne Wealth Consulting Services Shelton, Connecticut	$505M	+$2.54M	+0.5%	0.15%	81.9%	107	12.15%	4.2
1717	1717 Towneley Capital Management Laguna Hills, California	$505M	-$4.79M	-0.9%	0.13%	50.2%	46	2.17%	2.1
1718	1718 Benedict Financial Advisors Atlanta, Georgia	$504M	-$10.9M	-2%	2.16%	72.4%	144	6.94%	6.8
1719	1719 Parisi Gray Wealth Management Mendham, New Jersey	$504M	+$16.7M	+3%	5.25%	137%	165	18.18%	4.2
1720	1720 Raab & Moskowitz Asset Management Chatham, New Jersey	$503M	+$6.1M	+1%	2.02%	84.7%	204	6.86%	6.9
1721	FNBOMD 1721 First National Bank of Mount Dora Mount Dora, Florida	$503M	+$3.9M	+0.8%	3.52%	96.2%	134	10.45%	6.3
1722	1722 Essex Savings Bank Essex, Connecticut	$503M	+$40.1M	+9%	4.93%	95.2%	337	11.28%	4.3
1723	1723 Endeavour Capital Advisors Greenwich, Connecticut	$502M	+$14.8M	+3%	5.53%	76.7%	44	25%	2.9
1724	1724 Navigation Group Redwood City, California	$501M	-$12.7M	-2%	0.81%	–	126	6.35%	0.5
1725	1725 Whitener Capital Management Rocky Mount, North Carolina	$501M	+$25.9M	+5%	2.97%	113%	195	9.74%	4.8