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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2526
ABLE Financial Group
Scottsdale,
Arizona
| $640M | +$44M | +7% | 0.52% | 64.2% | 241 | 16.18% | 2 |
|
2527
Beck Bode LLC
Dedham,
Massachusetts
| $640M | -$20.6M | -3% | 0.59% | 165% | 131 | 45.8% | 1.3 |
|
2528
Gabelli & Co Investment Advisers
Rye,
New York
| $640M | -$47.9M | -7% | 5.92% | 241% | 386 | 33.16% | 1.4 |
|
2529
Chemistry Wealth Management
New York
| $639M | +$13.4M | +2% | 1.91% | 77.1% | 212 | 2.83% | 3 |
|
2530
Moment Partners
San Francisco,
California
| $638M | +$83.5M | +15% | 0.17% | – | 112 | 15.18% | 1.5 |
|
2531
Oliver Luxxe Assets
Gladstone,
New Jersey
| $638M | -$42.1M | -6% | 1.43% | 137% | 210 | 12.86% | 3.2 |
|
2532
Martel Wealth Advisors
Vancouver,
Washington
| $638M | +$1.94M | +0.3% | 0.79% | 43.4% | 65 | 16.92% | 4.6 |
|
2533
Permanent Capital Management
Chicago,
Illinois
| $637M | -$110M | -15% | 1.93% | – | 213 | 90.14% | 1.8 |
|
2534
Blue Zone Wealth Advisors
Los Angeles,
California
| $636M | +$63.2M | +11% | 4.91% | 91.1% | 135 | 12.59% | 2.9 |
|
2535
VisionPoint Advisory Group
Dallas,
Texas
| $636M | +$23M | +4% | 1% | 79.3% | 517 | 18.57% | 1.5 |
|
2536
GWN Securities
Palm Beach Gardens,
Florida
| $636M | +$37.9M | +6% | 2.17% | – | 564 | 22.87% | 1.1 |
|
2537
Spinnaker Investment Group
Newport Beach,
California
| $635M | +$10.6M | +2% | 1.7% | 56.9% | 193 | 15.54% | 1.9 |
|
2538
Personal CFO Solutions
Chester,
New Jersey
| $634M | -$58M | -8% | 2.26% | 98.9% | 562 | 21% | 3 |
|
2539
ALM First Financial Advisors
Dallas,
Texas
| $633M | +$39.4M | +7% | 2.75% | 50.5% | 31 | 38.71% | 2 |
|
2540
Frisch Financial Group
Melville,
New York
| $633M | +$50.1M | +9% | 0.96% | 72.9% | 213 | 18.31% | 3 |
|
2541
Platform Technology Partners
New York
| $632M | +$21.1M | +3% | 2.86% | – | 437 | 19.68% | 2.7 |
|
2542
Intrinsic Edge Capital Management
Chicago,
Illinois
| $632M | -$335M | -35% | 4.55% | 267% | 143 | 51.05% | 0.9 |
|
2543
Sunburst Financial Group
Vestavia Hills,
Alabama
| $631M | +$14.1M | +2% | 0.24% | 55.7% | 140 | 7.14% | 3.6 |
|
|
MAM
2544
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $631M | -$7.03M | -1% | 3.51% | 64.4% | 280 | 21.43% | 1.6 |
|
2545
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $631M | -$250M | -28% | 19.3% | 418% | 9 | 22.22% | 2.4 |
|
2546
RAM Investment Partners
Bellevue,
Washington
| $631M | +$5.64M | +0.9% | 2.14% | 61.9% | 146 | 15.07% | 1.9 |
|
2547
Banc Funds Company
Chicago,
Illinois
| $630M | +$24.5M | +4% | 1.35% | 61.7% | 95 | 7.37% | 7 |
|
2548
Sanofi
Paris,
France
| $630M | +$95.8M | +18% | 1.44% | – | 16 | 37.5% | 0.7 |
|
2549
Nordwand Advisors
Radnor,
Pennsylvania
| $630M | -$22.5M | -3% | 0.61% | 103% | 152 | 8.55% | 1.5 |
|
2550
Great Point Wealth Advisors
Boston,
Massachusetts
| $630M | +$10.4M | +2% | 0.6% | – | 73 | 10.96% | 4.1 |
|