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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2901
Finer Wealth Management
Salem,
Massachusetts
| $253M | +$29.1M | +13% | 8.23% | 175% | 94 | 8.51% | 3.1 |
|
2902
Optima Capital
Beaverton,
Oregon
| $253M | -$679K | -0.3% | 1.65% | – | 182 | 20.88% | 1.3 |
|
|
I2I
2903
Insight 2811 Inc
Chicago,
Illinois
| $252M | -$6.08M | -2% | 1.38% | 31.3% | 116 | 11.21% | 4.6 |
|
2904
MW Advisory
Atlanta,
Georgia
| $252M | +$1.74M | +0.7% | 3.03% | – | 167 | 25.75% | 0.2 |
|
2905
TTP Investments
San Jose,
California
| $252M | +$5.42M | +2% | 4.7% | 232% | 36 | 47.22% | 2.3 |
|
2906
Cornerstone Wealth Partners
Okemos,
Michigan
| $252M | +$36.7M | +17% | 2.07% | – | 17 | 23.53% | 0.8 |
|
2907
Pennsylvania State University
University Park,
Pennsylvania
| $252M | +$3.12M | +1% | 1.46% | – | 3 | 0% | 0.6 |
|
2908
Applied Capital LLC
Hollywood,
Florida
| $252M | +$5.42M | +2% | 1.45% | 78.3% | 97 | 8.25% | 2.7 |
|
2909
Aurelius Family Office
Bedford,
New Hampshire
| $252M | -$2.27M | -0.9% | 1.52% | – | 50 | 2% | 1.6 |
|
2910
GEM Asset Management
Plymouth,
Michigan
| $252M | -$2.3M | -0.9% | 0.35% | 62.9% | 123 | 13.01% | 2.6 |
|
2911
Kieckhefer Group
Mequon,
Wisconsin
| $252M | +$5.78M | +2% | 10.7% | – | 68 | 13.24% | 1.2 |
|
|
ASBI
2912
American State Bank (Iowa)
Sioux Center,
Iowa
| $252M | +$5.01M | +2% | 1.66% | 149% | 142 | 5.63% | 4.6 |
|
2913
Griffith & Werner
Canton,
Georgia
| $252M | +$38.1M | +18% | 4.39% | – | 82 | 17.07% | 1.3 |
|
2914
Client First Capital
San Diego,
California
| $251M | +$192K | +0.1% | 0.88% | 54.6% | 35 | 25.71% | 1.6 |
|
2915
Blue Square Asset Management
New York
| $251M | +$4.3M | +2% | 3.99% | 117% | 79 | 8.86% | 2.6 |
|
2916
Tealwood Asset Management
Minneapolis,
Minnesota
| $251M | -$9.4M | -4% | 0.87% | 128% | 126 | 7.14% | 3.9 |
|
2917
HRC Wealth Management
Moscow,
Idaho
| $251M | +$6.61M | +3% | 1.85% | 82.2% | 71 | 11.27% | 1.8 |
|
2918
Visionary Horizons
Knoxville,
Tennessee
| $251M | +$11.8M | +5% | 0.92% | 69.2% | 157 | 15.92% | 1.4 |
|
2919
Darden Wealth Group
Ann Arbor,
Michigan
| $251M | -$1.45M | -0.6% | 3.03% | 243% | 170 | 16.47% | 1.6 |
|
2920
Taylor Securities Services
Harrisburg,
Pennsylvania
| $250M | +$4.54M | +2% | 1.89% | – | 65 | 12.31% | 0.7 |
|
2921
Summit Creek Advisors
Minneapolis,
Minnesota
| $250M | -$43.4M | -15% | 4.07% | 84.6% | 68 | 26.47% | 3.6 |
|
2922
Darrow Company
Needham,
Massachusetts
| $250M | -$7.72M | -3% | 0.64% | 44.5% | 60 | 6.67% | 3 |
|
|
EAM
2923
Eukles Asset Management
Cincinnati,
Ohio
| $250M | +$7.89M | +3% | 2.51% | 87.9% | 248 | 10.48% | 4.7 |
|
2924
GoalFusion Wealth Management
Austin,
Texas
| $250M | +$2.41M | +1% | 0.1% | 47.6% | 35 | 11.43% | 2.5 |
|
2925
Union Savings Bank
Litchfield,
Connecticut
| $250M | +$1.17M | +0.5% | 0.08% | – | 333 | 5.41% | 2.6 |
|