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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3651
HT Partners
Centerbrook,
Connecticut
| $364M | +$3.29M | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
3652
Omnia Family Wealth
Aventura,
Florida
| $364M | -$9.15M | -2% | 2.33% | 87.5% | 132 | 29.55% | 3.5 |
|
|
CCM
3653
Consolidated Capital Management
Burbank,
California
| $364M | -$10.9M | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
3654
Firetrail Investments
Sydney, NSW,
Australia
| $364M | +$8.87M | +2% | 1.88% | 139% | 34 | 5.88% | 1.5 |
|
3655
Centerpoint Advisors
Needham,
Massachusetts
| $363M | +$11.1M | +3% | 1.38% | 82.6% | 507 | 34.12% | 3.9 |
|
3656
Verger Capital Management
Winston-Salem,
North Carolina
| $363M | +$21.7M | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
3657
Family Legacy Inc
Greenville,
South Carolina
| $363M | -$11.9M | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
3658
Wright Investors Service
Shelton,
Connecticut
| $363M | -$2.87M | -0.8% | 4.41% | 161% | 167 | 23.95% | 4.6 |
|
|
HA
3659
Hamel Associates
Chatham,
New Jersey
| $363M | -$45.5K | -0% | 2.91% | 59.4% | 94 | 7.45% | 6.4 |
|
3660
Global Financial Private Client
Sarasota,
Florida
| $362M | -$6.39M | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
3661
Persistent Asset Partners
Hong Kong
| $362M | +$27M | +8% | 4.09% | – | 1,124 | 58.72% | 0.2 |
|
|
DS
3662
Dalal Street
West Lake Hills,
Texas
| $362M | +$35.3M | +11% | 7.44% | 32.1% | 4 | 0% | 1.8 |
|
3663
VSM Wealth Advisory
Hunt Valley,
Maryland
| $362M | -$14.8M | -4% | 0.4% | – | 512 | 77.73% | 1.5 |
|
3664
Greenstone Partners & Co
Larkspur,
California
| $362M | -$71M | -16% | 7.43% | 402% | 9 | 22.22% | 3.7 |
|
3665
PhiloSmith Capital
Stamford,
Connecticut
| $362M | -$6.63M | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
3666
Vectors Research Management
New York
| $362M | -$21.4M | -6% | 0.3% | 71.4% | 153 | 8.5% | 4.3 |
|
3667
Team Hewins
Redwood City,
California
| $361M | -$4.08M | -1% | 0.87% | 62.5% | 47 | 14.89% | 2 |
|
3668
Kercheville Advisors
San Antonio,
Texas
| $361M | +$32.9M | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
3669
Tilson Financial Group
New Providence,
New Jersey
| $361M | -$2.53M | -0.7% | 0.25% | 42.9% | 97 | 17.53% | 1.9 |
|
3670
Grandview Asset Management
Harrisburg,
Pennsylvania
| $361M | -$41.5M | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
3671
Range Financial Group
Tigard,
Oregon
| $361M | -$5.03M | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
3672
Ducere Wealth Management
Newport Beach,
California
| $361M | +$28.1M | +8% | 1.72% | – | 155 | 27.74% | 0.5 |
|
3673
Evexia Wealth
Stevens Point,
Wisconsin
| $360M | -$9.17M | -2% | 0.38% | 95% | 80 | 3.75% | 2.1 |
|
3674
Riverwater Partners
Milwaukee,
Wisconsin
| $360M | +$23.4M | +7% | 0.45% | 112% | 224 | 14.29% | 2.2 |
|
3675
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $360M | -$550K | -0.2% | 4.19% | 69.7% | 61 | 6.56% | 6.9 |
|