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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
34.66%
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, 421 funds (~5%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 251 |
AC
251
Attessa Capital
Tucson,
Arizona
| $233M | +$10.1M | +5% | 0.36% | – | 54 | 14.81% | 4.4 |
|
| 252 |
EP
252
EPIQ Partners
Minneapolis,
Minnesota
| $232M | -$3.65M | -2% | 0.64% | 49.6% | 102 | 6.86% | 13.3 |
|
| 253 |
OC
253
OxenFree Capital
Satellite Beach,
Florida
| $231M | +$13.3M | +6% | 0.74% | 56.4% | 58 | 5.17% | 7.6 |
|
| 254 |
CP
254
Castleview Partners
Dallas,
Texas
| $228M | +$665K | +0.3% | 1.49% | 61.3% | 240 | 17.92% | 10.2 |
|
| 255 |
PWM
255
Pacific Wealth Management
San Diego,
California
| $227M | +$1.8M | +0.8% | 0.51% | 72.8% | 23 | 30.43% | 8.4 |
|
| 256 |
PFP
256
Polaris Financial Partners
Westerville,
Ohio
| $223M | – | – | 4.08% | – | 372 | – | 0 |
|
| 257 |
NWMP
257
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $223M | +$496 | +0% | 1.51% | – | 881 | 22.47% | 3.9 |
|
| 258 |
APU
258
Acasta Partners UK
London,
| $223M | +$33.7M | +18% | 0.68% | – | 23 | 26.09% | 1.8 |
|
| 259 |
SBA
259
Seven Bridges Advisors
New York
| $221M | +$13.8M | +7% | 1.08% | – | 17 | 5.88% | 5.2 |
|
| 260 |
NC
260
Nipun Capital
Foster City,
California
| $220M | +$5.16M | +2% | 0.91% | 30.2% | 10 | 30% | 6.4 |
|
| 261 |
EA
261
Echo45 Advisors
Walnut Creek,
California
| $219M | +$25.8M | +13% | 0.77% | 53.6% | 122 | 37.7% | 6.5 |
|
| 262 |
DAM
262
Draper Asset Management
Smithtown,
New York
| $219M | +$20.8M | +11% | 10.2% | 187% | 21 | 28.57% | 10.8 |
|
| 263 |
LHWM
263
Lake Hills Wealth Management
Austin,
Texas
| $218M | -$2.36M | -1% | 1.86% | 83.7% | 75 | 34.67% | 4.3 |
|
| 264 |
KA
264
Kearns & Associates
Palos Verdes Estates,
California
| $218M | +$3.43M | +2% | 1.5% | 78.7% | 42 | 9.52% | 14 |
|
| 265 |
DJYG
265
David J. Yvars Group
University Park,
Florida
| $218M | +$5.7M | +3% | 3.23% | 143% | 115 | 13.04% | 10.8 |
|
| 266 |
TFP
266
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $217M | +$5.96M | +3% | 3.24% | 101% | 133 | 18.8% | 12.9 |
|
| 267 |
SP
267
Successful Portfolios
Clearwater,
Florida
| $217M | +$2.7M | +1% | 1.57% | 110% | 205 | 6.34% | 19.8 |
|
| 268 |
KA
268
Kure Advisory
Plymouth,
Minnesota
| $216M | +$5.5M | +3% | 0.61% | – | 67 | 14.93% | 7.2 |
|
| 269 |
GCL
269
Gouws Capital LLC
Charlotte,
North Carolina
| $212M | -$3.37M | -2% | 0.44% | 114% | 56 | 7.14% | 14 |
|
| 270 |
CFIM
270
Client First Investment Management
West Bend,
Wisconsin
| $210M | -$27.2M | -11% | 3.48% | 243% | 37 | 59.46% | 3 |
|
| 271 |
SCM
271
Spring Capital Management
Amarillo,
Texas
| $208M | +$3.11M | +2% | 1.02% | 73.6% | 57 | 5.26% | 10.6 |
|
| 272 |
TMWM
272
Taylor & Morgan Wealth Management
Flint,
Michigan
| $208M | +$5.15M | +3% | 1.09% | 85.9% | 91 | 4.4% | 11.6 |
|
| 273 |
BSC
273
Brown Shipley & Co
London,
United Kingdom
| $208M | +$14.7M | +8% | 9.99% | 125% | 78 | 5.13% | 10.5 |
|
| 274 |
KIG
274
Kessler Investment Group
Columbus,
Indiana
| $207M | -$27M | -12% | 6.52% | 251% | 85 | 8.24% | 10.5 |
|
| 275 |
BFG
275
Baron Financial Group
Fair Lawn,
New Jersey
| $205M | -$4.22M | -2% | 1.67% | 55.5% | 58 | 5.17% | 17.2 |
|