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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
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, 5,924 funds (~66%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
3751
Griffith & Werner
Canton,
Georgia
| $252M | +$38.1M | +18% | 4.39% | – | 82 | 17.07% | 1.3 |
|
3752
Aspect Management
Palo Alto,
California
| $251M | +$6.95M | +3% | 30.1% | – | 1 | 0% | 0.8 |
|
3753
Client First Capital
San Diego,
California
| $251M | +$192K | +0.1% | 0.88% | 54.6% | 35 | 25.71% | 1.6 |
|
3754
Blue Square Asset Management
New York
| $251M | +$4.3M | +2% | 3.99% | 117% | 79 | 8.86% | 2.6 |
|
3755
Tealwood Asset Management
Minneapolis,
Minnesota
| $251M | -$9.4M | -4% | 0.87% | 128% | 126 | 7.14% | 3.9 |
|
3756
HRC Wealth Management
Moscow,
Idaho
| $251M | +$6.61M | +3% | 1.85% | 82.2% | 71 | 11.27% | 1.8 |
|
3757
Visionary Horizons
Knoxville,
Tennessee
| $251M | +$11.8M | +5% | 0.92% | 69.2% | 157 | 15.92% | 1.4 |
|
3758
Kapstone Financial Advisors
Lebanon,
Ohio
| $251M | +$12.1M | +5% | 6.97% | 156% | 187 | 12.83% | 2 |
|
3759
Darden Wealth Group
Ann Arbor,
Michigan
| $251M | -$1.45M | -0.6% | 3.03% | 243% | 170 | 16.47% | 1.6 |
|
3760
Taylor Securities Services
Harrisburg,
Pennsylvania
| $250M | +$4.54M | +2% | 1.89% | – | 65 | 12.31% | 0.7 |
|
3761
Summit Creek Advisors
Minneapolis,
Minnesota
| $250M | -$43.4M | -15% | 4.07% | 84.6% | 68 | 26.47% | 3.6 |
|
3762
Darrow Company
Needham,
Massachusetts
| $250M | -$7.72M | -3% | 0.64% | 44.5% | 60 | 6.67% | 3 |
|
|
EAM
3763
Eukles Asset Management
Cincinnati,
Ohio
| $250M | +$7.89M | +3% | 2.51% | 87.9% | 248 | 10.48% | 4.7 |
|
3764
GoalFusion Wealth Management
Austin,
Texas
| $250M | +$2.41M | +1% | 0.1% | 47.6% | 35 | 11.43% | 2.5 |
|
3765
Union Savings Bank
Litchfield,
Connecticut
| $250M | +$1.17M | +0.5% | 0.08% | – | 333 | 5.41% | 2.6 |
|
3766
NYL Investors
New York
| $250M | -$10.9M | -4% | 4.89% | 10.8% | 29 | 0% | 6 |
|
3767
Daily Journal Corp
Los Angeles,
California
| $250M | -$6.82M | -3% | 2.48% | 109% | 4 | 0% | 10.9 |
|
3768
Walser Wealth Management
Tampa,
Florida
| $250M | +$9.04M | +4% | 2.56% | – | 249 | 26.51% | 0.5 |
|
3769
Sard Wealth Management Group
Atlanta,
Georgia
| $250M | +$40.5M | +19% | 0.88% | 51.3% | 68 | 14.71% | 2 |
|
3770
Motive Wealth Advisors
Birmingham,
Michigan
| $249M | +$6.29M | +3% | 0.68% | 73.4% | 107 | 14.02% | 2.6 |
|
|
DFS
3771
Dixon Fnancial Services
Lafayette,
California
| $249M | +$2.52M | +1% | 1.4% | 76.6% | 49 | 4.08% | 2.6 |
|
|
GRWP
3772
Green Ridge Wealth Planning
Montville,
New Jersey
| $249M | +$11.5M | +5% | 2.58% | – | 99 | 16.16% | 0.6 |
|
3773
Postrock Partners
Overland Park,
Oregon
| $249M | +$3.3M | +1% | 4.41% | – | 83 | 6.02% | 1.5 |
|
3774
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $249M | -$7.18M | -3% | 2.14% | 81.9% | 179 | 8.38% | 3.7 |
|
3775
XXI Wealth LLC
Chicago,
Illinois
| $249M | +$31.5M | +14% | 4.28% | – | 257 | 17.51% | 0.6 |
|