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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2951
First International Bank of Israel
Tel Aviv,
| $247M | -$119M | -33% | 0.16% | – | 84 | 35.71% | 0.7 |
|
2952
Spice Expeditions
Westport,
Connecticut
| $247M | +$23.4M | +10% | 8.56% | – | 1 | 0% | 0.3 |
|
2953
InvesTrust
Oklahoma City,
Oklahoma
| $247M | -$12.6M | -5% | 1.11% | – | 95 | 4.21% | 1.7 |
|
2954
Kaufman Rossin Wealth
Miami,
Florida
| $247M | +$36.1M | +17% | 2% | – | 187 | 43.85% | 0.7 |
|
2955
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $247M | +$5.08M | +2% | 0.32% | – | 185 | 12.43% | 1.3 |
|
|
CCM
2956
Capstone Capital Management
Hong Kong,
| $247M | +$23.5M | +11% | 11.6% | – | 230 | 65.22% | 0.2 |
|
2957
Trademark Financial Management
Bloomington,
Minnesota
| $247M | +$2.72M | +1% | 1.26% | 67.5% | 111 | 6.31% | 1.7 |
|
2958
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $247M | +$6.67M | +3% | 4.36% | 85.6% | 160 | 6.25% | 5.4 |
|
2959
MN Wealth Advisors
Overland Park,
Kansas
| $247M | +$11.7M | +5% | 1.86% | 68.3% | 151 | 18.54% | 1.6 |
|
2960
Harold Davidson & Associates
Los Angeles,
California
| $246M | +$15.8M | +7% | 6.64% | – | 67 | 14.93% | 1.4 |
|
2961
ADE LLC
Baltimore,
Maryland
| $246M | +$9.47M | +4% | 1.51% | 59.8% | 100 | 10% | 3.6 |
|
2962
Sound Stewardship
Overland Park,
Kansas
| $246M | +$3.69M | +2% | 1.15% | 45.9% | 81 | 16.05% | 2.4 |
|
2963
PFS Partners
Mine Hill,
New Jersey
| $246M | -$896K | -0.4% | 0.97% | 65.2% | 624 | 6.73% | 2.7 |
|
2964
Fortune 45 LLC
Gonzales,
Louisiana
| $246M | +$12M | +5% | 0.83% | 85.2% | 38 | 13.16% | 2.8 |
|
2965
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $246M | +$3.71M | +2% | 0.09% | 65.6% | 68 | 7.35% | 1.8 |
|
2966
Heritage Wealth Architects
Mendota Heights,
Minnesota
| $246M | -$5.17M | -2% | 0.14% | – | 74 | 10.81% | 1.1 |
|
2967
Victrix Investment Advisors
Stuart,
Florida
| $246M | +$7.33M | +3% | 3.91% | – | 78 | 8.97% | 1.4 |
|
2968
Optimist Retirement Group
Bellevue,
Washington
| $246M | -$13.3M | -5% | 1.34% | 92.2% | 126 | 19.05% | 1.8 |
|
2969
WJ Wealth Management
Glendale,
Arizona
| $246M | -$7.69M | -3% | 0.74% | 95.6% | 90 | 22.22% | 2.5 |
|
2970
Mad River Investors
Boston,
Massachusetts
| $246M | -$22.4M | -8% | 2.9% | 169% | 32 | 9.38% | 3.5 |
|
2971
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $246M | -$552K | -0.2% | 0.18% | 66.8% | 146 | 6.16% | 2.4 |
|
2972
First Bancorp
Damariscotta,
Maine
| $245M | -$7.96M | -3% | 0.21% | 80.3% | 579 | 10.71% | 1.1 |
|
2973
Gray Private Wealth
Canton,
Massachusetts
| $245M | +$14M | +6% | 1.26% | – | 67 | 17.91% | 1.6 |
|
2974
TFB Advisors
Overland Park,
Kansas
| $245M | +$18.4M | +8% | 1.07% | 85% | 205 | 12.68% | 2.1 |
|
2975
Cooper Capital Advisors
Encinitas,
California
| $245M | +$14.7M | +6% | 0.64% | – | 52 | 30.77% | 0.9 |
|