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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3451
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $398M | -$15.8M | -4% | 0.45% | 89.4% | 770 | 10.91% | 1.5 |
|
3452
Harmony Asset Management
Scottsdale,
Arizona
| $398M | +$25.4M | +7% | 4.55% | 138% | 211 | 11.37% | 1.9 |
|
3453
Shikiar Asset Management
New York
| $398M | +$1.92M | +0.5% | 4.84% | 117% | 124 | 17.74% | 3.8 |
|
|
IWN
3454
Independent Wealth Network
Urbandale,
Iowa
| $397M | +$3.97M | +1% | 0.1% | 78.2% | 371 | 18.06% | 2.4 |
|
3455
TSP Capital Management Group
Summit,
New Jersey
| $397M | -$21M | -5% | 3.05% | 186% | 44 | 2.27% | 0.5 |
|
3456
Net Worth Advisory Group
Sandy,
Utah
| $397M | +$119K | +0% | 0.79% | – | 470 | 21.06% | 1.3 |
|
3457
Legacy CG
Plano,
Texas
| $397M | +$6.17M | +2% | 0.2% | 62.6% | 56 | 33.93% | 1.5 |
|
3458
Terril Brothers
St. Louis,
Missouri
| $397M | +$8.79M | +2% | 4.18% | 112% | 83 | 18.07% | 3.4 |
|
3459
Yakira Capital Management
Westport,
Connecticut
| $397M | +$45.5M | +13% | 0.91% | 64.5% | 261 | 37.93% | 0.8 |
|
3460
Donoghue Forlines
Boston,
Massachusetts
| $396M | +$9.47M | +2% | 9.64% | 229% | 168 | 58.93% | 0.7 |
|
|
IFS
3461
Ifrah Financial Services
Little Rock,
Arkansas
| $396M | -$13.7M | -3% | 0.85% | 64.1% | 228 | 16.23% | 5.4 |
|
3462
Prairiewood Capital
Fargo,
North Dakota
| $396M | +$9.9M | +3% | 1.69% | 42.6% | 82 | 6.1% | 3.3 |
|
3463
Promethos Capital
Boston,
Massachusetts
| $396M | +$27.8M | +8% | 1.41% | 106% | 72 | 45.83% | 1 |
|
3464
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $395M | +$13.6M | +4% | 5.33% | 128% | 199 | 5.03% | 2.1 |
|
3465
Seaview Investment Managers
Miami,
Florida
| $395M | +$59.7M | +18% | 2.09% | 155% | 112 | 25.89% | 1.4 |
|
3466
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $394M | -$15.1M | -4% | 1.27% | 167% | 189 | 8.47% | 2.3 |
|
3467
LOM Asset Management
Hamilton,
| $394M | +$7.41M | +2% | 1.77% | – | 293 | 6.48% | 1.1 |
|
|
SHFA
3468
SS&H Financial Advisors
Troy,
Michigan
| $394M | +$3.3M | +0.8% | 3.8% | – | 134 | 5.22% | 3.5 |
|
3469
Financial Insights
Tacoma,
Washington
| $394M | +$13.9M | +4% | 2.23% | 82.1% | 159 | 12.58% | 3.3 |
|
3470
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $394M | +$4.22M | +1% | 5.37% | 166% | 309 | 8.09% | 4.4 |
|
3471
Parkshore Wealth Management
Granite Bay,
California
| $394M | +$45.4M | +13% | 1.36% | – | 74 | 9.46% | 1.5 |
|
3472
Lynch Asset Management
Yardley,
Pennsylvania
| $393M | +$26.9M | +7% | 9.01% | 214% | 52 | 0% | 3.5 |
|
3473
Retail Employees Superannuation Trust
Sydney,
| $393M | +$19.5M | +5% | 6.46% | – | 30 | 10% | 0.6 |
|
|
FC
3474
Fore Capital
New York
| $393M | +$54.2M | +16% | 1.13% | 24.3% | 88 | 55.68% | 0.4 |
|
|
SC
3475
Steph & Co
Marinette,
Wisconsin
| $392M | -$2.59M | -0.7% | 0.46% | 61.6% | 293 | 8.19% | 3.9 |
|