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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, 4,598 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)
2201	2201 Solitude Financial Services Charlottesville, Virginia	$370M	+$8.29M	+2%	1.64%	62.4%	42	9.52%	3.1
2202	2202 Reston Wealth Management Reston, Virginia	$369M	-$2.08M	-0.6%	0.18%	66.4%	72	11.11%	3.7
2203	2203 Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$369M	+$8.41M	+2%	4.5%	96.4%	70	1.43%	6.6
2204	2204 Seafarer Capital Partners Larkspur, California	$369M	-$65.3M	-15%	3.86%	61.3%	9	0%	3.8
2205	FSA 2205 Financial Services Advisory Rockville, Maryland	$368M	-$30.9M	-8%	0.76%	82.5%	92	43.48%	1.2
2206	2206 PCA Investment Advisory Services Cincinnati, Ohio	$368M	+$10M	+3%	0.87%	71.4%	61	4.92%	2.5
2207	2207 Cabot-Wellington Boston, Massachusetts	$368M	-$11.9M	-3%	0.76%	73.1%	5	0%	6.1
2208	2208 Quantum Financial Planning Services Spokane, Washington	$367M	+$44.5M	+14%	0.54%	–	60	13.33%	1.2
2209	ITIM 2209 Indiana Trust & Investment Management Mishawaka, Indiana	$367M	+$1.07M	+0.3%	1.65%	114%	485	7.01%	4.1
2210	2210 25 LLC St. Louis, Missouri	$367M	+$1.7M	+0.5%	0.96%	48.7%	83	12.05%	2.2
2211	2211 Southern Financial Group Birmingham, Alabama	$366M	-$25.5M	-7%	4.08%	–	96	8.33%	0.7
2212	2212 Purus Wealth Management Newport Beach, California	$366M	+$3.04M	+0.8%	4.14%	174%	183	13.66%	3
2213	2213 Gill Capital Partners Denver, Colorado	$366M	-$11.8M	-3%	0.28%	59%	703	78.52%	4.1
2214	2214 Barrett & Company Providence, Rhode Island	$366M	+$8.51M	+2%	1.91%	83.6%	727	10.45%	3
2215	2215 Essential Planning Portsmouth, New Hampshire	$365M	+$11.6M	+3%	0.82%	40.9%	90	5.56%	2.7
2216	2216 Planned Solutions Folsom, California	$365M	+$16.2M	+5%	1.59%	68.3%	164	10.37%	2.8
2217	2217 Sterling Financial Planning Sparta, New Jersey	$365M	-$2.87M	-0.8%	1.31%	59.3%	127	5.51%	4.1
2218	2218 Impact Capital Partners Greenwood Village, Colorado	$365M	-$1.88M	-0.5%	3.47%	–	297	14.81%	1.4
2219	2219 HT Partners Centerbrook, Connecticut	$364M	+$3.29M	+0.9%	1.14%	71.1%	56	5.36%	6
2220	CCM 2220 Consolidated Capital Management Burbank, California	$364M	-$10.9M	-3%	0.9%	166%	74	4.05%	2.7
2221	2221 Firetrail Investments Sydney, NSW, Australia	$364M	+$8.87M	+2%	1.88%	139%	34	5.88%	1.5
2222	2222 Centerpoint Advisors Needham, Massachusetts	$363M	+$11.1M	+3%	1.38%	82.6%	507	34.12%	3.9
2223	2223 Verger Capital Management Winston-Salem, North Carolina	$363M	+$21.7M	+6%	1.13%	58.3%	14	21.43%	8.1
2224	2224 Family Legacy Inc Greenville, South Carolina	$363M	-$11.9M	-3%	2.48%	89%	128	6.25%	6.2
2225	2225 Wright Investors Service Shelton, Connecticut	$363M	-$2.87M	-0.8%	4.41%	161%	167	23.95%	4.6