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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, 4,696 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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
NERM
2851
New England Research & Management
Chicago,
Illinois
| $259M | +$1.9M | +0.7% | 0.63% | 65% | 159 | 33.33% | 4.7 |
|
2852
Long Road Investment Counsel
Kalamazoo,
Michigan
| $259M | -$12.6M | -5% | 2.31% | 64.4% | 83 | 6.02% | 8.2 |
|
2853
Tull Financial Group
Chesapeake,
Virginia
| $259M | +$3.01M | +1% | 1.1% | – | 36 | 13.89% | 1.5 |
|
2854
Mirabaud & Cie
Geneva,
Switzerland
| $259M | +$9.34M | +4% | 10.2% | 151% | 57 | 15.79% | 1.8 |
|
|
WAM
2855
Werlinich Asset Management
Stamford,
Connecticut
| $258M | -$3.32M | -1% | 2.26% | 232% | 58 | 1.72% | 3.8 |
|
|
DCM
2856
Dudley Capital Management
Middleburg,
Virginia
| $258M | +$7.99M | +3% | 6.63% | 129% | 157 | 12.74% | 2.6 |
|
2857
Silver Oak Advisory Group
Portland,
Oregon
| $258M | +$4.62M | +2% | 2.07% | 28.9% | 95 | 10.53% | 2.8 |
|
2858
SmartHarvest Portfolios
Poulsbo,
Washington
| $258M | -$51.3M | -17% | 4.99% | – | 490 | 30.41% | 0.6 |
|
2859
Family CFO
Los Altos,
California
| $258M | -$2.04M | -0.8% | 1.14% | 89.6% | 53 | 20.75% | 2.8 |
|
2860
Gainplan
Bloomfield Hills,
Michigan
| $258M | +$3.94M | +2% | 1.99% | 103% | 70 | 30% | 2.3 |
|
2861
North Berkeley Wealth Management
Berkeley,
California
| $258M | +$10.1M | +4% | 2.55% | – | 79 | 8.86% | 1.4 |
|
2862
Bullish
George Town,
| $257M | +$79.1M | +44% | 43% | – | 4 | 50% | 0.5 |
|
2863
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $257M | +$4.3M | +2% | 1.18% | 48.4% | 51 | 7.84% | 2.2 |
|
|
FA
2864
FAI Advisors
Farmington Hills,
Michigan
| $257M | +$2.57M | +1% | 2.12% | – | 194 | 11.34% | 1.4 |
|
2865
Eastover Investment Advisors
Charlotte,
North Carolina
| $257M | +$3.27M | +1% | 0.9% | 105% | 50 | 4% | 3.6 |
|
2866
Sterling Group Wealth Management
Pasadena,
California
| $257M | +$13.4M | +5% | 0.93% | 75.9% | 67 | 10.45% | 1.7 |
|
2867
RetireMitten Financial
Milford,
Michigan
| $256M | +$19.3M | +8% | 1.41% | – | 59 | 23.73% | 0.4 |
|
2868
Long Island Wealth Management
Melville,
New York
| $256M | +$14.1M | +6% | 1.3% | 58.2% | 103 | 12.62% | 2 |
|
2869
Evergreen Wealth Management
Williamston,
Michigan
| $256M | +$43M | +20% | 2.27% | 68.8% | 70 | 22.86% | 2.2 |
|
|
SFC
2870
Sprinkle Financial Consultants
Littleton,
Colorado
| $256M | +$1.15M | +0.5% | 0.97% | 64.1% | 114 | 14.04% | 1.8 |
|
2871
Innova Wealth Partners
Newtown,
Pennsylvania
| $256M | +$11.7M | +5% | 1.59% | 72.5% | 195 | 13.85% | 1.2 |
|
2872
Keeler Thomas Management
Orem,
Utah
| $256M | -$26.2M | -9% | 3.94% | 52.1% | 155 | 16.77% | 1.2 |
|
2873
Diesslin Group
Fort Worth,
Texas
| $256M | -$3.48M | -1% | 0.59% | – | 61 | 11.48% | 0.7 |
|
2874
Matisse Capital
Portland,
Oregon
| $256M | +$5.82M | +2% | 1.47% | 73.3% | 173 | 14.45% | 2.6 |
|
2875
State Insurance Fund
New York
| $255M | +$459K | +0.2% | 0.18% | 77.9% | 1 | 0% | 2.8 |
|