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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, 2,253 funds (~25%) 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)
2126	2126 Karras Company Roy, Utah	$109M	-$1.2M	-1%	0.13%	–	66	9.09%	0.7
2127	2127 Yanni & Associates Investment Advisors Wexford, Pennsylvania	$109M	+$657K	+0.6%	1.41%	–	38	13.16%	0.7
2128	2128 CFG Wealth Management Services Indianapolis, Indiana	$109M	+$2.43M	+2%	2.54%	–	173	64.16%	0.3
2129	2129 Ramsey Quantitative Systems Louisville, Kentucky	$109M	-$2.63M	-2%	1.3%	51.1%	83	49.4%	0.3
2130	2130 PMG Family Office Plano, Texas	$108M	-$394K	-0.4%	1.58%	–	117	6.84%	0.9
2131	2131 Oregon Pacific Wealth Management Medford, Oregon	$108M	+$1.28M	+1%	0.15%	–	128	21.09%	1.1
2132	2132 CogentBlue Wealth Advisors Knoxville, Tennessee	$108M	-$67M	-38%	0.22%	–	104	50.96%	1.4
2133	2133 Shelter Rock Management Jericho, New York	$107M	+$4.29M	+4%	1.45%	–	42	19.05%	0.6
2134	2134 Lubar & Co Milwaukee, Wisconsin	$107M	-$19.2M	-15%	14.3%	–	3	0%	9.1
2135	2135 Fullerton Advisors Danville, California	$107M	+$273K	+0.3%	0.18%	–	56	7.14%	0.7
2136	2136 Good Harbor Advisors Gloucester, Massachusetts	$107M	+$4.96M	+5%	1.51%	–	92	9.78%	0.7
2137	2137 Grange Capital Beaverton, Oregon	$107M	-$1.65M	-2%	2.34%	–	55	12.73%	1.3
2138	SG 2138 Sherry Group Mountain Home, Arkansas	$107M	+$4.11M	+4%	2.01%	–	57	19.3%	0.6
2139	2139 Burkett Asset Management Victoria,	$106M	-$911K	-0.9%	0.18%	–	66	21.21%	0.6
2140	2140 Kingsbury Capital Investment Advisors Wilmette, Illinois	$106M	-$12.2M	-10%	0.54%	–	129	23.26%	1.9
2141	PWM 2141 Puff Wealth Management Haddonfield, New Jersey	$106M	+$7.85M	+8%	0.94%	–	83	10.84%	1.2
2142	2142 Stonehaven Wealth & Tax Solutions Appleton, Wisconsin	$105M	-$19.4M	-16%	0.68%	–	102	27.45%	1.1
2143	2143 Cogent Strategic Wealth Chicago, Illinois	$105M	+$199K	+0.2%	0.88%	–	61	9.84%	0.6
2144	2144 Geremia Financial Services Edison, New Jersey	$105M	+$10.5M	+11%	0.88%	–	9	0%	0.7
2145	2145 Xena Financial Planning Portland, Oregon	$105M	+$552K	+0.5%	1.08%	–	40	10%	0.7
2146	CF 2146 Calder Financial Downingtown, Pennsylvania	$105M	-$1.56M	-1%	0.67%	–	43	2.33%	0.7
2147	2147 Surience Private Wealth Yakima, Washington	$104M	-$9.5M	-8%	0.47%	169%	64	62.5%	0.4
2148	2148 Q Fund Management (Hong Kong) Hong Kong,	$104M	-$5.52M	-5%	9.72%	–	42	47.62%	0.4
2149	2149 Succession Financial Mckinney, Texas	$104M	-$1.23M	-1%	2.69%	–	55	21.82%	0.2
2150	2150 T3 Companies New York	$103M	+$9.7M	+10%	1.69%	–	292	72.26%	0.2