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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)
1926	1926 Sheets Smith Wealth Management Winston-Salem, North Carolina	$958M	-$42.7M	-4%	0.72%	83.4%	418	10.05%	5.5
1927	1927 Madison Wealth Partners Madison, Wisconsin	$958M	+$172M	+22%	0.24%	74.2%	362	23.2%	1.8
1928	TC 1928 Teilinger Capital Houston, Texas	$956M	+$242M	+34%	17.5%	8.46%	15	33.33%	0.8
1929	1929 Ellenbecker Investment Group Waukesha, Wisconsin	$955M	+$94.8M	+11%	0.85%	61.6%	161	16.15%	3.9
1930	GWM 1930 Gibbs Wealth Management Alpharetta, Georgia	$955M	+$127M	+15%	1.18%	–	535	19.07%	1.2
1931	1931 Howard Financial Services Dallas, Texas	$954M	+$27M	+3%	0.71%	55.9%	250	11.2%	3
1932	1932 Polaris Capital Management Boston, Massachusetts	$953M	-$108M	-10%	1.47%	94.4%	89	8.99%	4.4
1933	1933 Integrity Advisory Solutions Dallas, Texas	$953M	-$18.8M	-2%	0.79%	–	393	15.78%	0.6
1934	1934 Central Pacific Bank - Trust Division Honolulu, Hawaii	$952M	-$32.1M	-3%	0.79%	–	940	14.26%	1.8
1935	1935 Geometric Wealth Advisors Washington, District of Columbia	$949M	+$24.8M	+3%	0.27%	68.3%	103	10.68%	2.4
1936	1936 MJP Associates Farmington, Connecticut	$948M	+$33.9M	+4%	1.97%	69.1%	252	16.27%	2.5
1937	1937 EQT Fund Management Luxembourg	$947M	+$84.8M	+10%	9.11%	–	6	16.67%	0.7
1938	1938 Cypress Point Wealth Management Dallas, Texas	$945M	+$454M	+92%	7.11%	255%	186	32.26%	1.3
1939	1939 Marietta Wealth Management Marietta, Georgia	$945M	-$25.8M	-3%	2.28%	93%	139	12.23%	5
1940	1940 Ashton Thomas Securities Rochester, New York	$944M	+$267M	+39%	2.21%	–	537	34.45%	1
1941	1941 Twin Capital Management Mcmurray, Pennsylvania	$944M	+$27.1M	+3%	4.91%	148%	289	13.49%	4.4
1942	1942 Advisory Research Chicago, Illinois	$943M	-$59M	-6%	2.06%	138%	146	18.49%	4.1
1943	1943 Middleton & Co Boston, Massachusetts	$943M	+$1.03M	+0.1%	4.54%	81.8%	171	5.26%	7.2
1944	APFP 1944 Action Point Financial Planning Grand Rapids, Michigan	$941M	-$43.7M	-4%	0.2%	–	2,790	84.66%	0.3
1945	1945 Planning Alternatives Birmingham, Michigan	$940M	+$7.18M	+0.8%	1.21%	75%	147	19.05%	3.1
1946	1946 JT Stratford LLC Gainesville, Georgia	$939M	+$27.4M	+3%	2.21%	113%	350	16.86%	3.2
1947	1947 Foundation Resource Management Little Rock, Arkansas	$939M	+$79M	+9%	11.4%	84.5%	57	3.51%	8.4
1948	1948 James J. Burns & Company Melville, New York	$937M	+$13.4M	+1%	0.25%	70.2%	172	8.72%	2.5
1949	1949 Wealth Enhancement Trust Services Sioux Falls, South Dakota	$937M	+$36.5M	+4%	1.11%	–	1,577	53.46%	0.6
1950	1950 James Investment Research Alpha, Ohio	$936M	-$47.6M	-5%	0.51%	110%	392	9.18%	5.2