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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3126
Kelly Financial Services
Braintree,
Massachusetts
| $463M | -$4.08M | -0.9% | 0.2% | 64.3% | 149 | 18.12% | 3.3 |
|
|
UAM
3127
UAS Asset Management
New York
| $463M | -$977K | -0.2% | 0.85% | 103% | 13 | 0% | 5.1 |
|
3128
ValueWorks
New York
| $463M | -$16.2M | -3% | 8.19% | 161% | 39 | 7.69% | 4.3 |
|
3129
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $463M | +$108M | +30% | 5.04% | 164% | 696 | 4.89% | 3.6 |
|
3130
Beam Wealth Advisors
Covington,
Louisiana
| $463M | +$9.3M | +2% | 2.2% | 69.2% | 126 | 15.08% | 2.5 |
|
3131
Duncan Williams Asset Management
Memphis,
Tennessee
| $462M | +$18.7M | +4% | 1.52% | – | 186 | 13.98% | 1.6 |
|
3132
Fairway Wealth
Independence,
Ohio
| $462M | +$24.7M | +6% | 1.36% | 51.5% | 420 | 51.67% | 0.8 |
|
3133
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| $462M | +$16.8M | +4% | 0.46% | – | 215 | 20.93% | 0.6 |
|
3134
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $462M | +$5.15M | +1% | 0.15% | 57.8% | 152 | 10.53% | 2.9 |
|
3135
Consilio Wealth Advisors
Bellevue,
Washington
| $461M | +$44.1M | +11% | 4.37% | 82% | 162 | 36.42% | 1.5 |
|
3136
Milestone Investment Advisors
Middleton,
Wisconsin
| $461M | -$1.49M | -0.3% | 0.56% | 56.9% | 145 | 7.59% | 2.9 |
|
3137
Flagship Wealth Advisors
Wakefield,
Massachusetts
| $461M | +$14.2M | +3% | 1.78% | – | 515 | 15.53% | 1.1 |
|
3138
Syverson Strege & Co
West Des Moines,
Iowa
| $461M | +$1.89M | +0.4% | 0.82% | 74% | 200 | 14% | 2.2 |
|
3139
EdgeRock Capital
Denver,
Colorado
| $461M | +$19.4M | +4% | 1.33% | 79.7% | 157 | 15.92% | 1.4 |
|
3140
California First Leasing Corp
Newport Beach,
California
| $461M | -$10.5M | -2% | 2.96% | 352% | 41 | 19.51% | 2.6 |
|
3141
Tidemark
San Diego,
California
| $460M | +$16M | +4% | 0.78% | 56.1% | 1,135 | 18.94% | 1.4 |
|
3142
Peak Planning Group
Centennial,
Colorado
| $459M | +$16M | +4% | 0.72% | 111% | 133 | 9.02% | 2.4 |
|
3143
RDA Financial Network
Akron,
Iowa
| $459M | +$218K | +0% | 3.29% | 93.4% | 300 | 15.67% | 3.8 |
|
3144
Bitwise Funds Trust
San Francisco,
California
| $459M | +$6.5M | +1% | 20% | – | 53 | 32.08% | 0.2 |
|
3145
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $459M | +$9.3M | +2% | 1.01% | 116% | 867 | 18.11% | 1.4 |
|
3146
Marks Wealth
Annapolis,
Maryland
| $459M | -$3.08M | -0.7% | 1.32% | 165% | 21 | 38.1% | 1.2 |
|
|
NICM
3147
Neo Ivy Capital Management
New York
| $459M | +$24.7M | +6% | 1.16% | – | 555 | 74.05% | 0.3 |
|
3148
Paradiem
Covington,
Louisiana
| $459M | -$5.24M | -1% | 1.62% | 114% | 78 | 21.79% | 1.6 |
|
3149
Doliver Advisors
Houston,
Texas
| $458M | +$16.3M | +4% | 9.34% | 92.3% | 203 | 16.75% | 4.1 |
|
3150
LPWM LLC
Minneapolis,
Minnesota
| $458M | +$7.18M | +2% | 0.45% | 59.4% | 106 | 12.26% | 3.8 |
|