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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2551
Dudley & Shanley
Palm Beach,
Florida
| $629M | -$33.1M | -5% | 0.33% | 67.9% | 38 | 7.89% | 4.7 |
|
2552
Sompo Asset Management
Tokyo,
Japan
| $629M | +$19.8M | +3% | 3.33% | 97.4% | 183 | 5.46% | 4.8 |
|
2553
Spruce Street Capital
New York
| $629M | +$119M | +23% | 0.3% | – | 39 | 23.08% | 0.5 |
|
2554
TLWM Financial
San Antonio,
Texas
| $628M | +$12.6M | +2% | 1.16% | 53.9% | 76 | 6.58% | 4.1 |
|
2555
CacheTech Inc
Logan,
Utah
| $627M | +$9.8M | +2% | 0.79% | – | 180 | 11.11% | 1.5 |
|
2556
Three Arch Wealth Management
Irvine,
California
| $627M | -$24.6M | -4% | 1.68% | – | 71 | 7.04% | 0.7 |
|
2557
Helen Stephens Group
Fort Worth,
Texas
| $627M | +$38.5M | +7% | 0.23% | 53.4% | 144 | 15.28% | 2.4 |
|
2558
Waterfront Wealth
Overland Park,
Kansas
| $627M | -$18.5M | -3% | 0.28% | 77.2% | 315 | 10.48% | 3.3 |
|
|
DCM
2559
Delaney Capital Management
Toronto,
| $627M | -$5.38M | -0.9% | 3.22% | – | 58 | 17.24% | 0.7 |
|
2560
Patient Square Capital
Menlo Park,
California
| $627M | -$18.8M | -3% | 0.91% | 315% | 29 | 41.38% | 0.8 |
|
2561
SMI Advisory Services
Columbus,
Indiana
| $627M | +$9.48M | +2% | 1.07% | 80.7% | 66 | 16.67% | 1.7 |
|
2562
Larch Capital Partners
Miami,
Florida
| $626M | -$73.5M | -11% | 3.4% | – | 68 | 22.06% | 0.5 |
|
2563
Perkins Coie Trust Company
Seattle,
Washington
| $626M | +$22.4M | +4% | 3.15% | 83.2% | 486 | 50.62% | 3.7 |
|
2564
KPS Global Asset Management (UK)
London,
United Kingdom
| $625M | +$5.14M | +0.8% | 2.56% | 373% | 4 | 0% | 6.4 |
|
2565
Performa Ltd (US)
Charleston,
South Carolina
| $625M | +$5.19M | +0.8% | 1.27% | 59.6% | 56 | 23.21% | 3.1 |
|
2566
Requisite Capital Management
Dallas,
Texas
| $625M | +$19.7M | +3% | 1.64% | 42.6% | 140 | 16.43% | 1.7 |
|
2567
KEB Asset Management
Springfield,
Illinois
| $624M | +$6.61M | +1% | 0.58% | 70.3% | 138 | 31.88% | 3.1 |
|
|
PAS
2568
PKS Advisory Services
Albany,
New York
| $624M | -$2.51M | -0.4% | 0.71% | – | 380 | 0.79% | 1 |
|
2569
Fortis Group Advisors
Westwood,
New Jersey
| $623M | -$2.58M | -0.4% | 2.64% | 102% | 675 | 16.89% | 2.4 |
|
2570
Verum Partners
Charlotte,
North Carolina
| $623M | -$45.8M | -7% | 0.43% | 57.7% | 215 | 13.49% | 2.4 |
|
2571
Portfolio Design Labs
Encino,
California
| $622M | +$12.1M | +2% | 4.28% | 115% | 236 | 7.63% | 1.4 |
|
|
FCA
2572
FLC Capital Advisors
Palm Desert,
California
| $622M | -$6.89K | -0% | 0.67% | 64.5% | 243 | 11.93% | 3.8 |
|
2573
LMG Wealth Partners
Shreveport,
Louisiana
| $621M | -$4.96M | -0.8% | 0.35% | 96.1% | 175 | 9.14% | 2.4 |
|
2574
Financial Gravity Asset Management
Lakeway,
Texas
| $621M | – | – | 3.47% | – | 879 | – | 2.5 |
|
2575
First PREMIER Bank
Sioux Falls,
South Dakota
| $621M | +$1.96M | +0.3% | 0.71% | 63% | 394 | 10.66% | 5.5 |
|