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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2901
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $517M | +$140M | +37% | 0.53% | 55.5% | 115 | 34.78% | 3.1 |
|
2902
Talos Asset Management
New York
| $517M | -$186M | -26% | 8.97% | – | 36 | 69.44% | 0.3 |
|
2903
Fermata Advisors
Sonoma,
California
| $517M | +$22.5M | +5% | 1.63% | 58.3% | 319 | 21.94% | 2 |
|
2904
Tribune Investment Group
New York
| $517M | +$270M | +110% | 4.97% | – | 53 | 69.81% | 0.2 |
|
2905
Generali Investments Management
Ljubljana,
Slovenia
| $517M | +$56.4M | +12% | 9.9% | – | 168 | 2.38% | 1.4 |
|
|
DA
2906
Dash Acquisitions
Woodland Hills,
California
| $517M | +$23M | +5% | 14.4% | 76.2% | 76 | 9.21% | 2.8 |
|
2907
Benin Management Corp
Wilton,
Connecticut
| $517M | +$22.8M | +5% | 4.78% | 91.7% | 156 | 5.77% | 6.5 |
|
2908
Berkshire Bank
Pittsfield,
Massachusetts
| $516M | -$8.81M | -2% | 0.9% | 76.2% | 167 | 11.98% | 4 |
|
2909
Privium Fund Management
Amsterdam,
Netherlands
| $516M | -$28.7M | -5% | 2.1% | 465% | 70 | 30% | 2 |
|
2910
Prosight Management
Dallas,
Texas
| $515M | -$64.9M | -11% | 6.57% | 53.4% | 45 | 48.89% | 1.3 |
|
2911
Retirement Management Systems
Leonardtown,
Maryland
| $515M | +$26.8M | +5% | 0.61% | – | 65 | 26.15% | 0.6 |
|
2912
BCM Advisors
Lafayette,
Louisiana
| $515M | +$1.12M | +0.2% | 0.04% | 66.3% | 81 | 3.7% | 5 |
|
2913
WealthBridge Capital Management
Westerville,
Ohio
| $515M | +$11.5M | +2% | 1.08% | 89.4% | 259 | 12.74% | 3.9 |
|
2914
Peddock Capital Advisors
Braintree,
Massachusetts
| $514M | +$13.4M | +3% | 3.14% | 113% | 173 | 8.09% | 6.7 |
|
2915
USA Financial Formulas
Ada,
Michigan
| $514M | -$31.9M | -6% | 2% | 104% | 545 | 52.11% | 0.9 |
|
2916
Weaver Consulting Group
Huntington Beach,
California
| $514M | +$26.5M | +5% | 0.85% | 56.4% | 318 | 10.69% | 3.5 |
|
2917
Standpoint Asset Management
Scottsdale,
Arizona
| $514M | +$37.1M | +8% | 1.22% | 71.9% | 8 | 0% | 3.8 |
|
2918
Davern Capital Partners
Ny,
New York
| $514M | -$72.5M | -12% | 1.87% | – | 20 | 40% | 0.4 |
|
2919
one8zero8 LLC
Greensboro,
North Carolina
| $514M | +$8.58M | +2% | 5.81% | – | 290 | 14.14% | 1.4 |
|
2920
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $513M | -$21.7M | -4% | 2.53% | 60.3% | 50 | 6% | 7 |
|
|
CH
2921
Canton Hathaway
Providence,
Rhode Island
| $513M | -$9.08M | -2% | 1.21% | 87.8% | 484 | 44.42% | 2.3 |
|
2922
Operose Advisors
Milwaukee,
Wisconsin
| $513M | -$4.85M | -0.9% | 0.36% | 75.4% | 532 | 54.14% | 2.8 |
|
2923
Lafayette Investments
Ashton,
Maryland
| $512M | -$30.2M | -6% | 2.11% | 84.3% | 163 | 5.52% | 5.6 |
|
2924
Herold Advisors
New York
| $512M | +$6.26M | +1% | 3.08% | 90.2% | 283 | 8.48% | 3.4 |
|
2925
Ackerman Capital Advisors
Dallas,
Texas
| $512M | +$15.5M | +3% | 0.35% | 46.4% | 132 | 12.88% | 3.8 |
|