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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, 1,961 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)
1851	1851 Karras Company Roy, Utah	$109M	-$1.2M	-1%	0.13%	–	66	9.09%	0.7
1852	1852 Yanni & Associates Investment Advisors Wexford, Pennsylvania	$109M	+$657K	+0.6%	1.41%	–	38	13.16%	0.7
1853	1853 PMG Family Office Plano, Texas	$108M	-$394K	-0.4%	1.58%	–	117	6.84%	0.9
1854	1854 Oregon Pacific Wealth Management Medford, Oregon	$108M	+$1.28M	+1%	0.15%	–	128	21.09%	1.1
1855	1855 CogentBlue Wealth Advisors Knoxville, Tennessee	$108M	-$67M	-38%	0.22%	–	104	50.96%	1.4
1856	1856 Shelter Rock Management Jericho, New York	$107M	+$4.29M	+4%	1.45%	–	42	19.05%	0.6
1857	1857 Lubar & Co Milwaukee, Wisconsin	$107M	-$19.2M	-15%	14.3%	–	3	0%	9.1
1858	1858 Fullerton Advisors Danville, California	$107M	+$273K	+0.3%	0.18%	–	56	7.14%	0.7
1859	1859 Good Harbor Advisors Gloucester, Massachusetts	$107M	+$4.96M	+5%	1.51%	–	92	9.78%	0.7
1860	1860 Grange Capital Beaverton, Oregon	$107M	-$1.65M	-2%	2.34%	–	55	12.73%	1.3
1861	SG 1861 Sherry Group Mountain Home, Arkansas	$107M	+$4.11M	+4%	2.01%	–	57	19.3%	0.6
1862	1862 Burkett Asset Management Victoria,	$106M	-$911K	-0.9%	0.18%	–	66	21.21%	0.6
1863	1863 Kingsbury Capital Investment Advisors Wilmette, Illinois	$106M	-$12.2M	-10%	0.54%	–	129	23.26%	1.9
1864	PWM 1864 Puff Wealth Management Haddonfield, New Jersey	$106M	+$7.85M	+8%	0.94%	–	83	10.84%	1.2
1865	1865 Geremia Financial Services Edison, New Jersey	$105M	+$10.5M	+11%	0.88%	–	9	0%	0.7
1866	1866 Xena Financial Planning Portland, Oregon	$105M	+$552K	+0.5%	1.08%	–	40	10%	0.7
1867	CF 1867 Calder Financial Downingtown, Pennsylvania	$105M	-$1.56M	-1%	0.67%	–	43	2.33%	0.7
1868	1868 Surience Private Wealth Yakima, Washington	$104M	-$9.5M	-8%	0.47%	169%	64	62.5%	0.4
1869	1869 Q Fund Management (Hong Kong) Hong Kong,	$104M	-$5.52M	-5%	9.72%	–	42	47.62%	0.4
1870	1870 Succession Financial Mckinney, Texas	$104M	-$1.23M	-1%	2.69%	–	55	21.82%	0.2
1871	UPWML 1871 UMB Private Wealth Management, LLC Kansas City, Missouri	$103M	–	–	1.91%	–	1,409	–	0
1872	1872 Strategic Financial Group Grand Haven, Michigan	$103M	-$1.12M	-1%	2.08%	–	20	5%	0.5
1873	1873 Willow Creek Capital Management Missoula, Montana	$103M	-$233K	-0.2%	0.55%	–	101	1.98%	0.2
1874	1874 Parrish Capital Kennesaw, Georgia	$103M	-$1.09M	-1%	2.12%	–	88	5.68%	0.7
1875	PBK 1875 Peoples Bank (Kansas) Pratt, Kansas	$103M	-$339K	-0.3%	3.28%	74.5%	101	6.93%	2.6