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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, 4,690 funds (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
2576
Heritage Family Offices
Scottsdale,
Arizona
| $303M | +$43.6M | +17% | 2.45% | – | 1,024 | 77.05% | 0.3 |
|
2577
FIDELIS iM
Medford,
Oregon
| $302M | +$9.21M | +3% | 0.65% | 44.8% | 36 | 27.78% | 2.5 |
|
2578
David Kennon
Sarasota,
Florida
| $302M | -$294K | -0.1% | 0.21% | 52.4% | 45 | 0% | 2.8 |
|
2579
Decker Retirement Planning
Levi,
Utah
| $302M | +$8.18M | +3% | 4.27% | – | 497 | 39.03% | 0.8 |
|
|
LAM
2580
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $302M | -$14.3M | -5% | 5.74% | 124% | 63 | 20.63% | 3.5 |
|
2581
Breakwater Investment Management
Seattle,
Washington
| $302M | +$7.97M | +3% | 1.36% | – | 845 | 37.4% | 1 |
|
2582
Acorn Creek Capital
Fort Collins,
Colorado
| $302M | +$2.39M | +0.8% | 0.7% | 66.6% | 96 | 17.71% | 1.9 |
|
2583
Providence First Trust
Scottsdale,
Arizona
| $302M | -$56M | -16% | 0.73% | 68.4% | 236 | 42.8% | 2.2 |
|
|
LWMI
2584
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $302M | -$693K | -0.2% | 0.23% | 42.4% | 46 | 10.87% | 1.9 |
|
2585
Denver PWM
Denver,
Colorado
| $301M | -$4.32M | -1% | 0.76% | 48.6% | 91 | 3.3% | 3.2 |
|
2586
Muzinich & Co
New York
| $301M | +$8.59M | +3% | 0.15% | 13.5% | 38 | 39.47% | 9.7 |
|
2587
Western Financial Corp
San Diego,
California
| $300M | -$41.1M | -12% | 0.89% | 275% | 159 | 31.45% | 1.7 |
|
2588
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $300M | +$7.98M | +3% | 2.25% | 73.6% | 31 | 9.68% | 5.1 |
|
2589
Elevated Capital Advisors
Sandy,
Utah
| $300M | -$63.3M | -17% | 0.03% | 50.2% | 892 | 6.95% | 1.4 |
|
2590
First Community Trust
Dubuque,
Iowa
| $300M | +$78.8M | +36% | 3.05% | 128% | 360 | 13.61% | 3.2 |
|
2591
Kondo Wealth Advisors
Pasadena,
California
| $300M | +$1.01M | +0.3% | 0.17% | – | 79 | 11.39% | 1.4 |
|
2592
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| $300M | -$31.6M | -10% | 0.65% | – | 107 | 10.28% | 1.5 |
|
2593
Wealth Advisors Northwest
Portland,
Oregon
| $299M | +$6.1M | +2% | 0.34% | – | 65 | 4.62% | 1.5 |
|
2594
Trellis Wealth Advisors
San Luis Obispo,
California
| $299M | +$7.93M | +3% | 0.03% | 62.2% | 116 | 58.62% | 0.9 |
|
|
BWA
2595
BlueChip Wealth Advisors
Milton,
Georgia
| $298M | +$34.6M | +13% | 1.04% | 62.2% | 197 | 17.26% | 1.5 |
|
2596
Monte Financial Group
Guilford,
Connecticut
| $298M | -$14M | -4% | 3.25% | 66.7% | 105 | 8.57% | 4.1 |
|
2597
Maestria Partners
Atlanta,
Georgia
| $298M | +$10.3M | +4% | 1.96% | – | 15 | 6.67% | 1.2 |
|
2598
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $298M | +$75.3M | +34% | 0.28% | 72.3% | 138 | 29.71% | 2 |
|
|
SC
2599
Sawyer & Company
Boston,
Massachusetts
| $298M | -$249K | -0.1% | 5.26% | 111% | 210 | 9.05% | 4.6 |
|
2600
Shrier Wealth Management
Los Angeles,
California
| $298M | +$1.14M | +0.4% | 1% | – | 137 | 5.11% | 0.7 |
|