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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
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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
IP
2501
Investment Partners
New Philadelphia,
Ohio
| $648M | +$328M | +103% | 1.67% | 83.2% | 231 | 27.71% | 4.4 |
|
|
DCPAL
2502
Div Capital Phoenix Assets Ltd
Georgetown,
| $648M | +$64.9M | +11% | 5.33% | – | 10 | 10% | 0.6 |
|
2503
Conversant Capital
Summit,
New Jersey
| $648M | -$205M | -24% | 11% | 178% | 23 | 65.22% | 0.6 |
|
2504
Proactive Wealth Strategies
Marietta,
Georgia
| $648M | +$24.6M | +4% | 3.69% | – | 231 | 6.93% | 1.3 |
|
2505
Technology Crossover Management X
Menlo Park,
California
| $648M | -$148M | -19% | 9.18% | 72.2% | 6 | 16.67% | 4.6 |
|
2506
Advocate Group
Minnetonka,
Minnesota
| $646M | -$19.1M | -3% | 0.96% | 56.3% | 128 | 9.38% | 3.2 |
|
2507
Madrona Financial Services
Everett,
Washington
| $646M | +$103M | +19% | 2.16% | 85.1% | 176 | 25.57% | 2.6 |
|
2508
Childress Capital Advisors
Houston,
Texas
| $646M | +$35.4M | +6% | 4.05% | 107% | 441 | 22.22% | 1.7 |
|
2509
Avenir Tech
Hong Kong
| $646M | -$25.2M | -4% | 33.4% | – | 50 | 56% | 0.6 |
|
2510
MSH Capital Advisors
Scottsdale,
Arizona
| $645M | +$70.4M | +12% | 2.99% | 77.4% | 353 | 16.43% | 2.5 |
|
|
SRFM
2511
Shannon River Fund Management
New York
| $645M | -$476M | -42% | 5.65% | 477% | 44 | 54.55% | 0.8 |
|
2512
West Wealth Group
Irvine,
California
| $645M | +$33.3M | +5% | 0.81% | 79.8% | 155 | 14.19% | 2 |
|
2513
Marino Stram & Associates
Braintree,
Massachusetts
| $644M | +$16.2M | +3% | 1.54% | 72.2% | 214 | 9.81% | 4.2 |
|
2514
Ironwood Financial
Tucson,
Arizona
| $644M | +$4.95M | +0.8% | 0.1% | 54.1% | 181 | 6.08% | 5.8 |
|
2515
Leonard Rickey Investment Advisors
Yakima,
Washington
| $644M | +$6.76M | +1% | 0.52% | 60.4% | 135 | 14.07% | 3.9 |
|
2516
Kesler Norman & Wride
Ogden,
Utah
| $643M | +$12M | +2% | 3.75% | 90% | 292 | 14.73% | 2.7 |
|
2517
Overbrook Management Corp
New York
| $643M | -$19.7M | -3% | 2.65% | 157% | 74 | 36.49% | 3.2 |
|
2518
Mitchell Capital Management
Leawood,
Kansas
| $643M | -$14.5M | -2% | 3.64% | 234% | 126 | 18.25% | 3.5 |
|
2519
Francis Financial
| $642M | +$31.6M | +5% | 0.13% | 62% | 144 | 9.03% | 2.3 |
|
2520
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $642M | -$523M | -45% | 4.52% | 98% | 145 | 33.79% | 3.2 |
|
2521
Deltec Asset Management
New York
| $642M | -$35.3M | -5% | 1.65% | 127% | 305 | 29.84% | 2.3 |
|
2522
Sherman Porfolios
Coeur D'alene,
Idaho
| $641M | -$636M | -50% | 5.1% | – | 134 | 32.84% | 0.6 |
|
2523
TruNorth Capital Management
Kalamazoo,
Michigan
| $641M | +$18.7M | +3% | 0.69% | – | 132 | 13.64% | 1.8 |
|
2524
GenWealth Group
Maplewood,
New Jersey
| $641M | -$500K | -0.1% | 0.89% | 73.9% | 92 | 7.61% | 4.9 |
|
|
MAA
2525
Mraz Amerine & Associates
Modesto,
California
| $640M | -$56.9M | -8% | 0.16% | 63.2% | 211 | 11.85% | 5.1 |
|