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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2976
SimpliFi Inc
San Diego,
California
| $245M | -$7.86M | -3% | 2.51% | 27.9% | 45 | 0% | 3.5 |
|
2977
Next Level Wealth Planning
Meridian,
Idaho
| $245M | +$18M | +8% | 1.15% | – | 519 | 85.74% | 0.2 |
|
2978
BostonPremier Wealth
Hanover,
Massachusetts
| $245M | +$9.6M | +4% | 0.71% | – | 86 | 9.3% | 1.3 |
|
2979
Tableaux
Stockbridge,
Massachusetts
| $245M | +$7.46M | +3% | 1.21% | – | 127 | 8.66% | 1.1 |
|
2980
rebel Financial
Groveport,
Ohio
| $245M | -$6.86M | -3% | 1.47% | – | 103 | 45.63% | 0.5 |
|
|
APSI
2981
Asset Planning Services Inc
Covington,
Louisiana
| $245M | +$9.28M | +4% | 6.38% | 138% | 36 | 0% | 6.3 |
|
2982
Ring Mountain Capital
Tiburon,
California
| $245M | +$6.55M | +3% | 3.8% | – | 119 | 15.13% | 1.3 |
|
2983
Sentinel Advisory Group
Middleton,
Wisconsin
| $245M | -$55K | -0% | 0.74% | – | 62 | 9.68% | 0.5 |
|
2984
Turning Point Benefit Group
Frederick,
Maryland
| $245M | +$12.2M | +5% | 1.97% | – | 112 | 8.04% | 1.2 |
|
2985
Core Wealth Partners
Santa Rosa,
California
| $245M | +$9.9M | +4% | 2.58% | 75.7% | 202 | 10.89% | 2.3 |
|
2986
Pavion Blue Capital
Newport Beach,
California
| $244M | -$4M | -2% | 3.02% | 87.8% | 119 | 13.45% | 4.5 |
|
2987
JCIC Asset Management
Toronto,
Ontario, Canada
| $244M | -$82.2M | -25% | 8.42% | – | 119 | 36.13% | 4.7 |
|
2988
Aufman Associates
Sewickley,
Pennsylvania
| $244M | -$6.71M | -3% | 1.23% | 141% | 70 | 8.57% | 3.8 |
|
2989
Deane Retirement Strategies
New Orleans,
Louisiana
| $244M | +$7.9M | +3% | 4.15% | 73.4% | 64 | 35.94% | 1.3 |
|
2990
NBH Bank
Greenwood Village,
Colorado
| $244M | +$6.73M | +3% | 1.95% | – | 641 | 18.41% | 0.2 |
|
2991
Richardson Capital Management
Menomonee Falls,
Wisconsin
| $244M | +$9.9M | +4% | 1.84% | 74.2% | 274 | 14.96% | 1.6 |
|
2992
Thayer Partners
Wyndmoor,
Pennsylvania
| $244M | +$2.31M | +1% | 0.17% | – | 102 | 6.86% | 0.7 |
|
2993
Norway Savings Bank
Portland,
Maine
| $244M | +$5.18M | +2% | 4.21% | 117% | 107 | 6.54% | 6.4 |
|
2994
Allodium Investment Consultants
Minneapolis,
Minnesota
| $244M | +$8.05M | +3% | 2.2% | – | 58 | 5.17% | 1.5 |
|
2995
TOBAM
Paris,
France
| $244M | -$168M | -41% | 8.73% | 76.5% | 296 | 23.99% | 2.8 |
|
|
QAM
2996
QSM Asset Management
London,
United Kingdom
| $243M | +$50.5M | +26% | 5.23% | – | 26 | 11.54% | 1.2 |
|
|
PK
2997
Pflug Koory
Omaha,
Nebraska
| $243M | -$7.43M | -3% | 0.43% | – | 430 | 2.33% | 6.7 |
|
2998
May Barnhard Investments
Bethesda,
Maryland
| $243M | -$4.51M | -2% | 2.07% | 65.4% | 90 | 5.56% | 2.3 |
|
|
VH
2999
VVR Holdings
Bellingham,
Washington
| $243M | +$11.3M | +5% | 1.06% | – | 46 | 28.26% | 0.5 |
|
3000
World Equity Group
Schaumburg,
Illinois
| $242M | -$204M | -46% | 5.46% | 117% | 402 | 43.03% | 2.3 |
|