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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
Live Disclosures
Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 4,681 funds (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
2501
RBA Wealth Management
Newport Beach,
California
| $316M | +$43.3M | +16% | 4.88% | 91% | 123 | 38.21% | 2.2 |
|
|
RIS
2502
Richmond Investment Services
Mequon,
Wisconsin
| $316M | -$304K | -0.1% | 0.55% | – | 158 | 15.19% | 1.3 |
|
2503
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $315M | +$3.32M | +1% | 0.54% | 47% | 32 | 18.75% | 2.8 |
|
2504
Trinity Wealth Management
Berwyn,
Pennsylvania
| $315M | +$241K | +0.1% | 0.78% | 56.7% | 94 | 24.47% | 2.5 |
|
2505
Townsend Asset Management
Raleigh,
North Carolina
| $315M | +$3.49M | +1% | 2.72% | 88.5% | 201 | 9.45% | 4.6 |
|
|
FCT
2506
Family Capital Trust
Peabody,
Massachusetts
| $315M | +$7.91M | +3% | 4.2% | 39.1% | 83 | 0% | 4.9 |
|
2507
MMA Asset Management
Conshohocken,
Pennsylvania
| $315M | +$936K | +0.3% | 0.55% | 61.2% | 202 | 16.83% | 2.2 |
|
2508
Shore Point Advisors
Brielle,
New Jersey
| $315M | +$22.8M | +8% | 1.04% | 54.6% | 86 | 11.63% | 2.7 |
|
2509
Weinberger Asset Management
Los Angeles,
California
| $315M | +$3.15M | +1% | 0.97% | 89.6% | 104 | 3.85% | 3.2 |
|
|
NAH
2510
Neumann Advisory (HK)
Central,
Hong Kong
| $314M | -$41.6M | -12% | 10.1% | 77.3% | 6 | 16.67% | 7 |
|
2511
FSA Investment Group
Pensacola,
Florida
| $314M | +$6.28M | +2% | 1.72% | – | 57 | 43.86% | 0.8 |
|
2512
Axis Capital Holdings
Pembroke,
| $314M | +$4.75M | +2% | 1.56% | 76% | 3 | 0% | 5.7 |
|
|
LJHT
2513
Laurie J. Hall Trustee
| $314M | -$7.75M | -2% | 0.91% | 105% | 104 | 6.73% | 9.9 |
|
2514
New York University
New York
| $314M | +$186M | +146% | 1.02% | – | 2 | 50% | 0.1 |
|
2515
Sonata Capital Group
Seattle,
Washington
| $314M | +$3.62M | +1% | 1.97% | 66.5% | 133 | 7.52% | 6 |
|
2516
Peachtree Investment Partners
Indian River Shores,,
Florida
| $313M | +$1.42M | +0.5% | 6.62% | 111% | 148 | 12.84% | 3.9 |
|
2517
Financial Symmetry
Raleigh,
North Carolina
| $313M | +$13.3M | +4% | 0.55% | 68.4% | 72 | 13.89% | 1.8 |
|
2518
Firethorn Wealth Partners
Augusta,
Georgia
| $313M | +$2.82M | +0.9% | 1.09% | 75.1% | 208 | 9.13% | 2.9 |
|
2519
Powell Investment Advisors
Miami,
Florida
| $313M | -$4.02M | -1% | 0.24% | 82.4% | 175 | 6.86% | 3.6 |
|
2520
AJ Advisors
Nashville,
Tennessee
| $312M | -$9.45M | -3% | 0.68% | 64.6% | 37 | 18.92% | 3 |
|
|
PI
2521
Pachira Investments
Dana Point,
California
| $312M | +$47.2M | +18% | 0.78% | 82.3% | 85 | 11.76% | 2.7 |
|
2522
SoundView Advisors
Olympia,
Washington
| $312M | +$5.12M | +2% | 0.52% | – | 32 | 3.13% | 1.1 |
|
2523
MKT Advisors
Escondido,
California
| $312M | -$10.2M | -3% | 0.68% | 55.5% | 160 | 11.25% | 3.3 |
|
2524
Malaga Cove Capital
Pv Estates,
California
| $311M | -$2.76M | -0.9% | 2.05% | 97.3% | 198 | 14.14% | 3 |
|
2525
GKV Capital Management
Walnut Creek,
California
| $311M | +$939K | +0.3% | 1.95% | – | 85 | 5.88% | 1.5 |
|