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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2726
Lincoln Capital
Lincoln,
Nebraska
| $570M | +$8.31M | +1% | 1.14% | 67.1% | 143 | 7.69% | 6.1 |
|
2727
Cove Private Wealth
Oyster Bay Cove,
New York
| $570M | +$52.3M | +10% | 4.53% | 126% | 216 | 6.02% | 1.5 |
|
2728
Kickstand Ventures
Pittsford,
New York
| $570M | +$19.5M | +4% | 0.24% | 56.6% | 164 | 19.51% | 1.6 |
|
2729
CoreView Capital Management
Hong Kong
| $569M | +$22.2M | +4% | 11.2% | 55.3% | 8 | 12.5% | 3.2 |
|
2730
De Burlo Group
Boston,
Massachusetts
| $569M | +$22.5M | +4% | 4.25% | 164% | 100 | 18% | 3.7 |
|
2731
Investors Research Corp
Atlanta,
Georgia
| $569M | +$10.2M | +2% | 1.74% | 62.1% | 846 | 11.47% | 4.6 |
|
2732
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $568M | +$10.4M | +2% | 7.93% | 155% | 95 | 4.21% | 3.3 |
|
2733
Insight Advisors
Newtown,
Pennsylvania
| $568M | +$1.16M | +0.2% | 2.36% | 74% | 259 | 14.67% | 3.9 |
|
2734
Storgate
Dallas,
Texas
| $568M | +$86.2M | +18% | 0.73% | – | 447 | 64.65% | 0.3 |
|
2735
Schoolcraft Capital
Boulder,
Colorado
| $568M | +$5.47M | +1% | 0.28% | 58.7% | 69 | 5.8% | 5.4 |
|
2736
Ithaka Group
Arlington,
Virginia
| $568M | +$16.8M | +3% | 9.48% | 180% | 43 | 13.95% | 3.9 |
|
|
III
2737
Independent Investors Inc
Nesconset,
New York
| $566M | +$42.7M | +8% | 11.1% | 94.5% | 74 | 4.05% | 9.2 |
|
2738
Single Point Partners
Boston,
Massachusetts
| $566M | -$2.06M | -0.4% | 1.28% | 56.4% | 109 | 17.43% | 2.1 |
|
2739
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $565M | +$14.2M | +3% | 4.87% | 151% | 138 | 5.07% | 5.4 |
|
|
TCOT
2740
Trust Company of Tennessee
Knoxville,
Tennessee
| $565M | -$7.29M | -1% | 0.74% | – | 8 | 0% | 1.9 |
|
2741
Manchester Financial
Westlake Village,
California
| $565M | +$2.02M | +0.4% | 1.39% | 73% | 153 | 11.76% | 3.2 |
|
2742
Tyro Capital Management
Miami,
Florida
| $564M | +$119M | +27% | 7.87% | 270% | 32 | 56.25% | 0.5 |
|
2743
Pinion Investment Advisors
Wichita,
Kansas
| $564M | +$37.3M | +7% | 0.63% | 81.7% | 219 | 12.33% | 2.9 |
|
2744
Varenne Capital Partners
Paris,
France
| $564M | -$39.5M | -7% | 8.52% | 181% | 40 | 55% | 0.3 |
|
|
CA
2745
Crumly & Associates
Springfield,
Illinois
| $563M | +$41.2M | +8% | 0.39% | 58.1% | 217 | 14.29% | 2.6 |
|
2746
BCS Wealth Management
Johnson City,
Tennessee
| $563M | +$8.12M | +1% | 0.23% | 51% | 277 | 6.14% | 2.5 |
|
|
KMWM
2747
Keudell/Morrison Wealth Management
Salem,
Oregon
| $562M | +$33.2M | +6% | 1.1% | – | 277 | 13.36% | 3.8 |
|
2748
Mindset Wealth Management
Indianapolis,
Indiana
| $562M | +$43M | +8% | 9.43% | – | 215 | 19.07% | 1.3 |
|
2749
Hiddenite Capital Partners
New York
| $562M | -$602M | -52% | 3.57% | 466% | 52 | 75% | 0.2 |
|
2750
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $562M | -$38M | -6% | 2.44% | 123% | 154 | 18.83% | 2.2 |
|