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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) |
|
|---|---|---|---|---|---|---|---|---|---|
326
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $1.12B | +$85.6M | +8% | 11% | 70% | 65 | 7.69% | 8.2 |
|
327
Great Waters Wealth Management
Shoreview,
Minnesota
| $1.11B | +$32.7M | +3% | 1.7% | 49% | 133 | 6.02% | 2.7 |
|
328
Beacon Financial Group
Dallas,
Texas
| $1.11B | +$7.87M | +0.7% | 1.36% | 66.6% | 402 | 10.45% | 4.5 |
|
329
American National Bank & Trust
Wichita Falls,
Texas
| $1.09B | -$78.7M | -7% | 1.62% | 102% | 651 | 8.14% | 3.6 |
|
330
Absolute Investment Advisers
Rosemary Beach,
Florida
| $1.09B | +$56.8M | +5% | 0.72% | 0.5% | 145 | 33.79% | 0.9 |
|
331
V-Square Quantitative Management
Chicago,
Illinois
| $1.09B | +$36.9M | +4% | 2.76% | 111% | 767 | 11.47% | 1.2 |
|
|
OTL
332
Oak Thistle LLC
New York
| $1.09B | +$51M | +5% | 5.49% | 58.3% | 689 | 64.3% | 0.3 |
|
333
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $1.08B | +$38.9M | +4% | 0.87% | 52.3% | 18 | 27.78% | 3.5 |
|
334
NWF Advisory Services
Los Angeles,
California
| $1.07B | +$10.5M | +1% | 0.89% | 120% | 483 | 14.7% | 1.8 |
|
335
Coastline Trust
Providence,
Rhode Island
| $1.07B | -$55.7M | -5% | 4.83% | 106% | 410 | 16.34% | 5.9 |
|
336
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $1.07B | -$3.37M | -0.3% | 0.97% | 47.7% | 208 | 8.17% | 5.3 |
|
337
Oak Harvest Investment Services
Houston,
Texas
| $1.07B | -$3.66M | -0.3% | 2.15% | 120% | 190 | 24.74% | 2.4 |
|
338
Beau Ventures, LLc
Pittsford,
New York
| $1.06B | +$142M | +15% | 36.2% | – | 23 | 4.35% | 0.7 |
|
339
Rodgers & Associates
Lancaster,
Pennsylvania
| $1.06B | -$42.3M | -4% | 2.63% | 56.3% | 113 | 6.19% | 3.9 |
|
340
Allied Investment Advisors
Billings,
Montana
| $1.06B | +$262M | +33% | 0.77% | 68.4% | 116 | 8.62% | 4.1 |
|
341
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $1.05B | -$20.4M | -2% | 0.86% | – | 364 | 20.05% | 3.4 |
|
342
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $1.05B | +$12.8M | +1% | 1.47% | 55.8% | 209 | 3.83% | 4.4 |
|
343
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $1.05B | +$71.4M | +7% | 1.83% | 97.3% | 535 | 14.95% | 4 |
|
344
Abner Herrman & Brock
Jersey City,
New Jersey
| $1.04B | -$10.3M | -1% | 4.58% | 156% | 128 | 18.75% | 3.2 |
|
345
Isthmus Partners
Madison,
Wisconsin
| $1.04B | +$7.62M | +0.7% | 2.64% | 73.7% | 242 | 12.4% | 3.1 |
|
346
Tetrad Corporation
Omaha,
Nebraska
| $1.04B | -$7.83M | -0.7% | 0.74% | 45.6% | 3 | 0% | 13.3 |
|
347
Pine Grove Financial Group
Woodbury,
Minnesota
| $1.03B | +$42.6M | +4% | 0.25% | – | 242 | 17.36% | 0.6 |
|
348
Eagle Strategies
New York
| $1.03B | +$24.6M | +2% | 0.96% | 77.7% | 284 | 9.86% | 2.4 |
|
349
Columbus Macro
New Castle,
Pennsylvania
| $1.03B | +$148K | +0% | 1.81% | 48.7% | 223 | 13.9% | 3.6 |
|
350
KMG Fiduciary Partners
Toledo,
Ohio
| $1.02B | -$52.8M | -5% | 4.87% | 114% | 211 | 21.8% | 5 |
|