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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3676
Autumn Glory Partners
Dallas,
Texas
| $360M | +$7.06M | +2% | 1.14% | 76% | 219 | 15.98% | 2.5 |
|
3677
Greystone Financial Group
Bloomfield Hills,
Michigan
| $360M | +$1.79M | +0.5% | 5.65% | 79.3% | 84 | 25% | 2.3 |
|
3678
LifeWealth Investments
Winter Garden,
Florida
| $360M | -$14.6M | -4% | 1.06% | – | 150 | 16.67% | 1.2 |
|
|
FRIHG
3679
Fund Resources Investment Holding Group
Hong Kong,
| $359M | -$458M | -56% | 12.8% | – | 9 | 55.56% | 0.2 |
|
3680
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $359M | -$11.5M | -3% | 2.54% | 961% | 78 | 64.1% | 0.6 |
|
3681
Capco Asset Management
Tampa,
Florida
| $359M | -$7.12M | -2% | 1.89% | 47.9% | 28 | 14.29% | 5.3 |
|
3682
Rakuten Securities
Tokyo,
Japan
| $359M | -$71.5M | -17% | 0.85% | 999% | 1,024 | 17.38% | 1.7 |
|
3683
Baker Boyer National Bank
Walla Walla,
Washington
| $358M | -$5.68M | -2% | 0.37% | 49.3% | 103 | 21.36% | 4.9 |
|
3684
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $358M | +$11.5M | +3% | 2.41% | 107% | 246 | 12.6% | 2.6 |
|
3685
BCWM LLC
Overland Park,
Kansas
| $358M | +$16.1M | +5% | 4.58% | – | 61 | 11.48% | 4.7 |
|
3686
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $358M | +$18.6M | +5% | 11.1% | 48.6% | 17 | 64.71% | 0.2 |
|
3687
Gold Investment Management
Edmonton,
Alberta, Canada
| $358M | -$11M | -3% | 1.14% | 117% | 202 | 1.98% | 2.6 |
|
3688
Bear Mountain Capital
Seattle,
Washington
| $358M | +$12.6M | +4% | 0.85% | 43% | 245 | 20% | 1.8 |
|
3689
Alteri Wealth
Westlake Village,
California
| $358M | -$4.6M | -1% | 2.88% | – | 311 | 19.61% | 1.4 |
|
|
KFS
3690
Kurt F. Somerville
| $358M | -$61.3M | -15% | 3.45% | 107% | 101 | 20.79% | 7.8 |
|
3691
Tekne Capital Management
New York
| $357M | +$51.6M | +17% | 3.33% | 589% | 7 | 57.14% | 1.4 |
|
3692
WT Wealth Management
Scottsdale,
Arizona
| $357M | -$3.92M | -1% | 1.33% | 72% | 174 | 37.36% | 2.3 |
|
|
CAM
3693
CPA Asset Management
West Palm Beach,
Florida
| $357M | +$9.8M | +3% | 0.32% | 53.3% | 101 | 18.81% | 2.6 |
|
3694
Elevated Financial Group
Indianapolis,
Indiana
| $357M | -$7.81M | -2% | 0.59% | – | 142 | 29.58% | 0.6 |
|
3695
O'Brien Greene & Co
Media,
Pennsylvania
| $357M | -$5.73M | -2% | 5.97% | 90.9% | 149 | 10.07% | 4.3 |
|
3696
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $357M | +$22.2M | +7% | 4.6% | 90.8% | 127 | 11.02% | 3.5 |
|
3697
Glassy Mountain Advisors
Bethesda,
Maryland
| $357M | -$9.01M | -2% | 1% | 95.2% | 98 | 25.51% | 1.8 |
|
3698
TSA Wealth Management
Houston,
Texas
| $356M | +$2.76M | +0.8% | 0.15% | 62.4% | 132 | 15.91% | 1.4 |
|
3699
Gen-Wealth Partners
Zeeland,
Michigan
| $356M | -$3.61M | -1% | 0.53% | – | 811 | 17.02% | 1.7 |
|
|
SIIL
3700
Sinvest Investments II Ltd
Nassau, New Providence,
| $356M | +$58.5M | +20% | 13.5% | – | 2 | 50% | 0.4 |
|