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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3301
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $429M | -$1.41M | -0.3% | 1.14% | 83.8% | 181 | 7.73% | 3.7 |
|
3302
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $428M | -$211M | -33% | 9.28% | 47.8% | 41 | 2.44% | 5.6 |
|
3303
Oldfield Partners
London,
United Kingdom
| $428M | +$13.5M | +3% | 1.1% | 98% | 18 | 0% | 4.5 |
|
3304
BOS Asset Management
Springfield,
Illinois
| $428M | -$2.67M | -0.6% | 0.46% | 70.3% | 205 | 6.83% | 2.5 |
|
3305
SimplyRich
Carlsbad,
California
| $428M | +$693K | +0.2% | 1.89% | 105% | 225 | 27.11% | 3.6 |
|
3306
Squire Investment Management Company
Orem,
Utah
| $428M | +$12.4M | +3% | 0.34% | 62.4% | 101 | 14.85% | 1.8 |
|
3307
Gavilan Investment Partners
Burlingame,
California
| $428M | +$16.8M | +4% | 5.32% | 113% | 15 | 0% | 2.9 |
|
3308
Skaana Management
Brooklyn,
New York
| $428M | -$37.8M | -8% | 7.46% | 232% | 220 | 35.91% | 0.8 |
|
3309
Haveli Investment Management
Austin,
Texas
| $427M | +$247M | +137% | 20.2% | – | 8 | 62.5% | 0.2 |
|
3310
Colton Groome Financial Advisors
Asheville,
North Carolina
| $427M | +$13.3M | +3% | 0.12% | 65.8% | 174 | 12.64% | 2.7 |
|
3311
Manske Wealth Management
Houston,
Texas
| $427M | +$24.2M | +6% | 2.16% | – | 238 | 8.82% | 1.4 |
|
3312
Strata Wealth Advisors
Dallas,
Texas
| $426M | +$16.3M | +4% | 0.88% | 73.6% | 106 | 16.04% | 1.9 |
|
3313
Westwind Capital
Las Cruces,
New Mexico
| $426M | +$4.14M | +1% | 4.06% | 87.6% | 100 | 36% | 1.3 |
|
3314
Wealth Management Partners
Tucson,
Arizona
| $426M | +$686K | +0.2% | 2.07% | 194% | 165 | 12.73% | 3 |
|
3315
True Wealth Design
Akron,
Ohio
| $426M | +$5.2M | +1% | 0.12% | 57% | 2,829 | 14.74% | 1.8 |
|
3316
Prudent Man Advisors
Naperville,
Illinois
| $426M | -$12M | -3% | 1.86% | 92.5% | 150 | 10.67% | 3.9 |
|
3317
Canal Insurance Company
Greenville,
South Carolina
| $426M | -$30.7M | -7% | 4.5% | 114% | 77 | 6.49% | 6.4 |
|
3318
CenterStar Asset Management
Chicago,
Illinois
| $425M | -$163M | -28% | 3.11% | 104% | 364 | 76.37% | 0.4 |
|
3319
BankPlus Trust Department
Jackson,
Mississippi
| $425M | -$2.04M | -0.5% | 3.32% | – | 472 | 60.81% | 1.6 |
|
3320
Delta Financial Advisors
New Orleans,
Louisiana
| $425M | +$4.43M | +1% | 2.93% | 107% | 158 | 8.23% | 4.5 |
|
3321
Siena Capital Partners
Chicago,
Illinois
| $425M | +$11.9M | +3% | 0.37% | 42.5% | 103 | 3.88% | 4.5 |
|
3322
Carmel Capital Management
Carmel,
California
| $425M | -$31.1M | -7% | 8.32% | 247% | 31 | 9.68% | 3.3 |
|
3323
KFA Private Wealth Group
Tysons,
Virginia
| $425M | +$10M | +2% | 0.3% | 62.8% | 162 | 10.49% | 2.7 |
|
3324
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| $425M | +$41.3M | +11% | 1.22% | 20.3% | 31 | 19.35% | 0.8 |
|
3325
Fedenia Advisers
Madison,
Wisconsin
| $425M | +$3.91M | +0.9% | 10.3% | – | 468 | 76.07% | 1 |
|