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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
34.66%
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, 2,069 funds (~23%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
301
LVW Advisors
Pittsford,
New York
| $1.19B | +$30.1M | +3% | 1.29% | 79.1% | 517 | 21.47% | 2.7 |
|
302
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.18B | -$12.9M | -1% | 0.29% | 64.1% | 340 | 17.94% | 3.8 |
|
303
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $1.18B | -$41.2M | -3% | 0.8% | 77.5% | 186 | 5.91% | 8.5 |
|
304
TRUE Private Wealth Advisors
Salem,
Oregon
| $1.18B | +$17.1M | +1% | 0.19% | 89.2% | 312 | 16.35% | 4.3 |
|
305
KWB Wealth
Redlands,
California
| $1.17B | +$1.78M | +0.2% | 0.38% | 54.8% | 187 | 14.44% | 2.5 |
|
306
Versant Capital Management
Phoenix,
Arizona
| $1.17B | +$53.5M | +5% | 5.51% | 97.3% | 2,890 | 7.99% | 4.5 |
|
|
GA
307
GuoLine Advisory
Singapore
| $1.16B | +$88.1M | +8% | 12.5% | 112% | 23 | 0% | 2.5 |
|
308
Berkshire Money Management
Dalton,
Massachusetts
| $1.16B | +$63.7M | +6% | 0.24% | 61.8% | 148 | 62.84% | 1.5 |
|
309
Counterpoint Mutual Funds
San Diego,
California
| $1.16B | +$147M | +15% | 3.06% | 74.3% | 505 | 77.62% | 0.2 |
|
310
Accurate Wealth Management
Wesley Chapel,
Florida
| $1.16B | +$109M | +10% | 2.71% | 101% | 638 | 15.67% | 1.9 |
|
311
Jacobs & Co
San Francisco,
California
| $1.16B | -$9.1M | -0.8% | 3.46% | 105% | 139 | 8.63% | 7.9 |
|
312
Private Capital Advisors
Darien,
Connecticut
| $1.15B | +$11.7M | +1% | 3.12% | 132% | 85 | 18.82% | 5.8 |
|
313
Canandaigua National Bank & Trust
Canandaigua,
New York
| $1.15B | -$33.9M | -3% | 1.31% | – | 325 | 10.77% | 6.2 |
|
314
Discipline Wealth Solutions
Greenville,
South Carolina
| $1.15B | +$5.51M | +0.5% | 0.69% | 45.9% | 207 | 10.14% | 1.2 |
|
315
Trust Company
Manhattan,
Kansas
| $1.15B | +$41.1M | +4% | 0.6% | 40.6% | 947 | 7.6% | 2.7 |
|
316
Asset Advisors Investment Management
Augusta,
Georgia
| $1.14B | +$54.1M | +5% | 3.18% | 67.5% | 109 | 7.34% | 5.4 |
|
317
Viking Fund Management
Minot,
North Dakota
| $1.14B | +$26.2M | +2% | 0.75% | 105% | 155 | 14.84% | 4.8 |
|
318
Onyx Bridge Wealth Group
Tarrytown,
New York
| $1.14B | +$27.9M | +3% | 1.84% | 74.6% | 422 | 12.09% | 2.5 |
|
319
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $1.14B | +$7.04M | +0.6% | 0.03% | 56.8% | 156 | 5.13% | 4.4 |
|
320
Gleason Group
Prospect,
Kentucky
| $1.13B | -$11.6M | -1% | 0.48% | 69.1% | 472 | 11.23% | 2.2 |
|
321
JGP Wealth Management
Bend,
Oregon
| $1.13B | +$17.7M | +2% | 0.31% | 87.8% | 254 | 13.78% | 3.6 |
|
322
Goldstein Advisors
Madison,
Wisconsin
| $1.13B | +$34.4M | +3% | 1.46% | 62.6% | 289 | 15.22% | 2 |
|
323
Guardian Partners
Toronto,
Canada
| $1.13B | +$19M | +2% | 2.22% | – | 442 | 18.33% | 0.7 |
|
324
Steel Grove Capital Advisors
Memphis,
Tennessee
| $1.12B | +$49M | +5% | 4.25% | 106% | 255 | 24.71% | 3.2 |
|
325
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $1.12B | +$24M | +2% | 2.22% | 90.5% | 11 | 0% | 4.9 |
|