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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, 2,164 funds (~24%) 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)
2051	2051 Grange Capital Beaverton, Oregon	$107M	-$1.65M	-2%	2.34%	–	55	12.73%	1.3
2052	SG 2052 Sherry Group Mountain Home, Arkansas	$107M	+$4.11M	+4%	2.01%	–	57	19.3%	0.6
2053	2053 Burkett Asset Management Victoria,	$106M	-$911K	-0.9%	0.18%	–	66	21.21%	0.6
2054	2054 Kingsbury Capital Investment Advisors Wilmette, Illinois	$106M	-$12.2M	-10%	0.54%	–	129	23.26%	1.9
2055	PWM 2055 Puff Wealth Management Haddonfield, New Jersey	$106M	+$7.85M	+8%	0.94%	–	83	10.84%	1.2
2056	2056 Stonehaven Wealth & Tax Solutions Appleton, Wisconsin	$105M	-$19.4M	-16%	0.68%	–	102	27.45%	1.1
2057	2057 Geremia Financial Services Edison, New Jersey	$105M	+$10.5M	+11%	0.88%	–	9	0%	0.7
2058	2058 Xena Financial Planning Portland, Oregon	$105M	+$552K	+0.5%	1.08%	–	40	10%	0.7
2059	CF 2059 Calder Financial Downingtown, Pennsylvania	$105M	-$1.56M	-1%	0.67%	–	43	2.33%	0.7
2060	2060 Surience Private Wealth Yakima, Washington	$104M	-$9.5M	-8%	0.47%	169%	64	62.5%	0.4
2061	2061 Q Fund Management (Hong Kong) Hong Kong,	$104M	-$5.52M	-5%	9.72%	–	42	47.62%	0.4
2062	2062 Succession Financial Mckinney, Texas	$104M	-$1.23M	-1%	2.69%	–	55	21.82%	0.2
2063	2063 T3 Companies New York	$103M	+$9.7M	+10%	1.69%	–	292	72.26%	0.2
2064	UPWML 2064 UMB Private Wealth Management, LLC Kansas City, Missouri	$103M	–	–	1.91%	–	1,409	–	0
2065	2065 Strategic Financial Group Grand Haven, Michigan	$103M	-$1.12M	-1%	2.08%	–	20	5%	0.5
2066	2066 Willow Creek Capital Management Missoula, Montana	$103M	-$233K	-0.2%	0.55%	–	101	1.98%	0.2
2067	2067 Parrish Capital Kennesaw, Georgia	$103M	-$1.09M	-1%	2.12%	–	88	5.68%	0.7
2068	PBK 2068 Peoples Bank (Kansas) Pratt, Kansas	$103M	-$339K	-0.3%	3.28%	74.5%	101	6.93%	2.6
2069	2069 Schuylkill Financial Wyomissing, Pennsylvania	$102M	-$6.23M	-6%	2.19%	–	72	16.67%	0.2
2070	IWMO 2070 Integrated Wealth Management (Ohio) Uniontown, Ohio	$102M	+$6.9M	+7%	1.93%	–	104	17.31%	0.5
2071	2071 Englebert Financial Advisers Allentown, Pennsylvania	$101M	-$478K	-0.5%	0.58%	–	80	41.25%	0.5
2072	KFP 2072 Kroeger Financial Partners Grass Valley, California	$101M	-$2.6M	-3%	1.07%	–	143	11.19%	0.2
2073	2073 Chiron Capital Management Tallahassee, Florida	$101M	-$10.9M	-10%	4.32%	–	144	18.75%	2.2
2074	2074 Sulzberger Capital Advisors Miami, Florida	$101M	-$1.91M	-2%	2.6%	–	59	15.25%	1.3
2075	2075 Ulrich Consultants & Investment Group Albuquerque, New Mexico	$100M	–	–	1.07%	–	47	–	1.6