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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3101
One Degree Advisors
San Diego,
California
| $466M | +$17.9M | +4% | 0.06% | 54.1% | 90 | 20% | 1.7 |
|
3102
Nikulski Financial
Bettendorf,
Iowa
| $466M | +$2.38M | +0.5% | 2.76% | 107% | 191 | 17.8% | 3.7 |
|
3103
Evergreen Advisors
Chattanooga,
Tennessee
| $466M | -$2.64M | -0.6% | 1.02% | – | 34 | 17.65% | 3.3 |
|
3104
Vienna Insurance Group
Warsaw,
Poland
| $466M | +$84.9M | +22% | 9.65% | 230% | 30 | 10% | 2.2 |
|
3105
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $465M | +$1.93M | +0.4% | 1.36% | 74% | 117 | 3.42% | 5.4 |
|
|
BPIA
3106
Broad Peak Investment Advisers
Singapore
| $465M | -$79M | -15% | 6.41% | – | 26 | 50% | 0.6 |
|
3107
Integral Investment Advisors
Turlock,
California
| $465M | +$11.1M | +2% | 3.1% | 69% | 183 | 2.19% | 2.7 |
|
3108
SWS Partners
Columbus,
Ohio
| $465M | +$2.05M | +0.4% | 3.52% | 127% | 110 | 3.64% | 3.8 |
|
3109
Hilltop National Bank
Casper,
Wyoming
| $465M | -$3.49M | -0.7% | 3.85% | – | 847 | 12.16% | 2 |
|
3110
Basso Capital Management
Stamford,
Connecticut
| $465M | -$4.01M | -0.9% | 0.48% | 89% | 174 | 29.31% | 0.7 |
|
3111
Harrell Investment Partners
Austin,
Texas
| $465M | +$3.5M | +0.8% | 5.09% | 121% | 150 | 11.33% | 3 |
|
3112
Twin Peaks Wealth Advisors
Burlingame,
California
| $465M | +$23.3M | +5% | 3.21% | 99% | 266 | 22.56% | 1.4 |
|
3113
Prairie Wealth Advisors
Omaha,
Nebraska
| $465M | +$45.1M | +11% | 1.79% | – | 272 | 0.37% | 0.4 |
|
3114
Longfellow Investment Management
Boston,
Massachusetts
| $465M | -$24.4M | -5% | 0.17% | 42.8% | 268 | 20.15% | 2.5 |
|
3115
Accel Wealth Management
Waverly,
Iowa
| $464M | +$19.9M | +4% | 0.01% | 82.4% | 319 | 7.52% | 3 |
|
3116
Channel Wealth
Santa Barbara,
California
| $464M | +$18M | +4% | 2.7% | 68.1% | 206 | 16.99% | 2.1 |
|
3117
MilWealth Group
Milwaukee,
Wisconsin
| $464M | -$5.06M | -1% | 1.53% | 39.6% | 87 | 6.9% | 4.5 |
|
3118
NovaPoint Capital
Atlanta,
Georgia
| $464M | -$17.1M | -4% | 0.42% | 94% | 167 | 6.59% | 2.4 |
|
3119
Augustine Asset Management
Jacksonville,
Florida
| $464M | -$30.3M | -6% | 1.85% | 316% | 130 | 8.46% | 4.2 |
|
3120
Liberty Street Advisors
New York
| $463M | -$43.5M | -9% | 9.37% | – | 5 | 20% | 0.4 |
|
3121
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $463M | -$7.41M | -2% | 0.33% | 63% | 212 | 10.38% | 4.2 |
|
3122
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $463M | +$12.2M | +3% | 2.03% | 34.2% | 63 | 34.92% | 4.8 |
|
3123
MIC Capital Management (UK)
London,
United Kingdom
| $463M | +$69M | +18% | 8.89% | 68.2% | 20 | 55% | 1.6 |
|
3124
Prostatis Group
Hanover,
Maryland
| $463M | +$33.9M | +8% | 0.25% | 77.4% | 226 | 27.43% | 2 |
|
3125
Bank of New Hampshire
Laconia,
New Hampshire
| $463M | -$16M | -3% | 2.15% | 96.5% | 578 | 15.92% | 3.4 |
|