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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, 4,149 funds (~46%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
3376
Bestgate Wealth Advisors
Frederick,
Maryland
| $158M | +$95.2M | +152% | 0.01% | – | 77 | 41.56% | 0.9 |
|
3377
Eddie Patel Inc
Chicago,
Illinois
| $158M | -$9.35M | -6% | 3.13% | – | 147 | 31.29% | 0.4 |
|
3378
DKM Wealth Management
Stockton,
California
| $158M | +$4.93M | +3% | 0.68% | – | 77 | 5.19% | 1.4 |
|
|
JWM
3379
JP Wealth Management
Mt. Pleasant,
South Carolina
| $158M | -$1.02M | -0.6% | 1.04% | – | 14 | 0% | 1.5 |
|
3380
J2 Capital Management
Troy,
Michigan
| $158M | +$9.07M | +6% | 1.77% | – | 137 | 23.36% | 2.1 |
|
3381
Madrid Wealth Management
Albuquerque,
New Mexico
| $157M | +$5.07M | +3% | 0.41% | – | 77 | 10.39% | 0.7 |
|
3382
Liberty Atlantic Advisors
Allen,
Texas
| $157M | +$18.4M | +13% | 0.07% | – | 94 | 15.96% | 0.6 |
|
3383
Outbound Financial Inc
Boulder,
Colorado
| $157M | +$2.82M | +2% | 0.07% | – | 47 | 6.38% | 1.1 |
|
3384
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $157M | +$22.1M | +16% | 1.61% | – | 79 | 7.59% | 1.5 |
|
3385
Chartist Inc
Seal Beach,
California
| $157M | -$3.32M | -2% | 3.11% | – | 22 | 4.55% | 6.7 |
|
3386
Guardian Investment Management
Tiburon,
California
| $157M | +$1.94M | +1% | 3.97% | 103% | 61 | 3.28% | 7.1 |
|
3387
Covestor
London,
United Kingdom
| $157M | -$16.3M | -9% | 1.73% | 134% | 2,984 | 12.63% | 3.6 |
|
3388
Guild Investment Management
Los Angeles,
California
| $157M | +$10.4M | +7% | 7.38% | 119% | 66 | 22.73% | 2.1 |
|
3389
Capital Squared Financial
Rockville,
Maryland
| $157M | +$3.81M | +2% | 0.03% | – | 91 | 5.49% | 1.1 |
|
3390
Redwood Park Advisors
Redwood City,
California
| $157M | +$4.49M | +3% | 3.24% | – | 466 | 25.97% | 1.1 |
|
3391
Scratch Capital
Boise,
Idaho
| $157M | -$44.8M | -22% | 1.41% | – | 48 | 20.83% | 1.4 |
|
3392
Safir Wealth Advisors
Greenland,
New Hampshire
| $157M | +$2.73M | +2% | 0.53% | 52.1% | 18 | 5.56% | 3.7 |
|
3393
Gladwyn Financial Advisors
Chantilly,
Virginia
| $157M | -$3.3M | -2% | 1.22% | – | 82 | 1.22% | 1.2 |
|
3394
Town Capital
Bel Air,
Maryland
| $157M | -$1.16M | -0.7% | 0.24% | – | 86 | 23.26% | 0.5 |
|
3395
Prota Financial
Houston,
Texas
| $157M | +$4.61M | +3% | 0.41% | – | 71 | 4.23% | 0.7 |
|
3396
ATX Financial Planning
Austin,
Texas
| $156M | +$5.4M | +4% | 1.56% | – | 94 | 27.66% | 0.6 |
|
3397
Kopion Asset Management
Mckinney,
Texas
| $156M | -$1.73M | -1% | 4.38% | 80.5% | 21 | 4.76% | 4.3 |
|
3398
Polaris Investment Advisors
Framingham,
Massachusetts
| $156M | +$308K | +0.2% | 0.59% | – | 82 | 13.41% | 0.7 |
|
3399
46 Peaks LLC
Newtown,
Pennsylvania
| $156M | -$2.67M | -2% | 1.6% | – | 31 | 29.03% | 0.7 |
|
3400
Aspetuck Financial Management
Westport,
Connecticut
| $156M | -$13.5M | -8% | 2.42% | – | 85 | 11.76% | 1.5 |
|