We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|
3301
Beacon Advisors Holdings
Austin,
Texas
| $207M | +$2.84M | +1% | 0.02% | – | 38 | 2.63% | 0.7 |
|
3302
Stanich Group
Montauk,
New York
| $207M | +$48.3M | +30% | 0.12% | – | 64 | 18.75% | 1.1 |
|
3303
InTrack Investment Management
South Burlington,
Vermont
| $207M | +$5.27M | +3% | 3.26% | 99.2% | 115 | 12.17% | 2.9 |
|
3304
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $207M | -$2.44M | -1% | 1.44% | 41.6% | 20 | 5% | 1.5 |
|
3305
Rachor Investment Advisory Services
Linden,
Michigan
| $207M | +$3.49M | +2% | 1.31% | – | 232 | 15.52% | 0.6 |
|
3306
Cassia Capital Partners
Winston Salem,
North Carolina
| $207M | +$278K | +0.1% | 1.04% | 59.9% | 73 | 10.96% | 3.1 |
|
3307
Momentous Wealth Management
Vancouver,
Washington
| $206M | +$11.3M | +6% | 0.47% | – | 55 | 21.82% | 1.3 |
|
3308
Delta Capital Management
Red Bank,
New Jersey
| $206M | -$11M | -5% | 0.05% | 129% | 112 | 9.82% | 6.1 |
|
|
IFS
3309
Intelligent Financial Strategies
Excelsior,
Minnesota
| $206M | -$1.77M | -0.9% | 0.61% | 63.5% | 79 | 26.58% | 3.1 |
|
3310
Riverchase Wealth Management
Flower Mound,
Texas
| $206M | -$8.61M | -4% | 0.59% | – | 85 | 14.12% | 1.3 |
|
3311
Instrumental Wealth
Tampa,
Florida
| $206M | +$8.46M | +4% | 0.75% | 38.2% | 92 | 6.52% | 1.7 |
|
3312
Hurley Capital
New York
| $206M | +$12.7M | +7% | 1.2% | – | 723 | 14.8% | 1.1 |
|
3313
Cyr Financial
Hennepin,
Illinois
| $206M | +$13.8M | +7% | 0.26% | – | 63 | 9.52% | 1.6 |
|
3314
All-Stars Investment
Hong Kong
| $205M | +$6.18M | +3% | 5.9% | 30.1% | 11 | 18.18% | 1.1 |
|
3315
Fortress Financial Group
Rochester,
Minnesota
| $205M | +$5.1M | +3% | 0.21% | – | 81 | 6.17% | 1.4 |
|
3316
Washburn Capital Management
Vero Beach,
Florida
| $205M | +$2.21M | +1% | 0.42% | 123% | 61 | 16.39% | 3.3 |
|
3317
Baron Financial Group
Fair Lawn,
New Jersey
| $205M | -$4.22M | -2% | 1.67% | 55.5% | 58 | 5.17% | 4.3 |
|
3318
Entrust Financial
Wayne,
Pennsylvania
| $205M | +$51.1M | +33% | 0.45% | – | 538 | 21.56% | 0.6 |
|
3319
BCK Partners
Corning,
New York
| $205M | -$2.19M | -1% | 2.43% | 46% | 28 | 3.57% | 4.5 |
|
3320
Allen Wealth Management
Boone,
North Carolina
| $205M | -$176K | -0.1% | 3.09% | 60.3% | 61 | 16.39% | 2.3 |
|
3321
Loudon Investment Management
West Lebanon,
New Hampshire
| $205M | +$1.25M | +0.6% | 3.29% | 72.5% | 98 | 8.16% | 6.3 |
|
3322
Hardin Capital Partners
Greenville,
South Carolina
| $205M | -$10.6M | -5% | 5.71% | – | 156 | 15.38% | 1.6 |
|
3323
Clarity Asset Management
Ames,
Iowa
| $205M | +$711K | +0.3% | 0.02% | 51.8% | 69 | 10.14% | 1.4 |
|
3324
AtlasMark Financial
Austin,
Texas
| $204M | +$1.38M | +0.7% | 0.65% | – | 50 | 16% | 4.5 |
|
3325
Stephens Group
Little Rock,
Arkansas
| $204M | -$1.93M | -0.9% | 1.28% | 45% | 4 | 0% | 3.5 |
|