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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3801
Iams Wealth Management
Omaha,
Nebraska
| $342M | +$9.7M | +3% | 1.5% | 57.7% | 221 | 30.77% | 1.6 |
|
3802
Amtrust Financial Services
New York
| $342M | +$5.44M | +2% | 1.68% | 61.9% | 18 | 22.22% | 3.5 |
|
3803
Stash Investments
New York
| $342M | +$31.3M | +10% | 0.27% | 40.7% | 21 | 28.57% | 0.9 |
|
3804
Walker Financial Services
Bowling Green,
Kentucky
| $341M | +$18.1M | +6% | 0.4% | 20.8% | 50 | 20% | 2.3 |
|
3805
Greenbush Financial Group
Albany,
New York
| $341M | +$1.35M | +0.4% | 0.41% | – | 38 | 7.89% | 1.4 |
|
3806
Quaker Wealth Management
Moorestown,
New Jersey
| $341M | -$2.13M | -0.6% | 0.22% | – | 1,023 | 11.73% | 1 |
|
3807
Nova R Wealth
Overland Park,
Kansas
| $341M | -$1.42M | -0.4% | 0% | 60.7% | 91 | 6.59% | 3 |
|
3808
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $341M | +$22.2M | +7% | 0.28% | 86.9% | 184 | 8.15% | 2.3 |
|
3809
BHK Investment Advisors
Birmingham,
Alabama
| $341M | +$6.01M | +2% | 1.19% | 58.8% | 86 | 8.14% | 4.3 |
|
3810
S.A. Mason
Holland,
Michigan
| $341M | +$15.1M | +5% | 2.92% | 116% | 292 | 6.16% | 4.7 |
|
3811
Prosperity Financial Group
San Ramon,
California
| $341M | +$17.9M | +6% | 2.62% | 121% | 206 | 16.99% | 1.9 |
|
3812
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $341M | +$11.1M | +3% | 5.67% | 87.3% | 345 | 13.91% | 3.7 |
|
3813
Act Wealth Management
Plano,
Texas
| $340M | -$191K | -0.1% | 0.79% | 70% | 67 | 7.46% | 2.9 |
|
3814
TPG Financial Advisors
Portland,
Oregon
| $340M | +$5.19M | +2% | 1.43% | – | 91 | 16.48% | 3.4 |
|
3815
SVB Capital Management
Menlo Park,
California
| $340M | +$332M | +4,489% | 11.6% | – | 9 | 44.44% | 1 |
|
3816
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| $340M | -$10.1M | -3% | 0.26% | – | 14 | 14.29% | 1.5 |
|
3817
Westfuller Advisors
New York
| $340M | +$65M | +24% | 0.84% | – | 869 | 27.16% | 0.9 |
|
|
EWA
3818
ERTS Wealth Advisors
Marquette,
Michigan
| $340M | -$1.82M | -0.5% | 1.74% | 39.3% | 34 | 8.82% | 4.8 |
|
3819
Lazari Capital Management
Woodland Hills,
California
| $339M | +$14.9M | +5% | 6.17% | 145% | 198 | 10.61% | 2.2 |
|
3820
Portland Investment Counsel
Burlington,
Ontario, Canada
| $339M | -$18.6M | -5% | 0.44% | 121% | 60 | 8.33% | 2.8 |
|
3821
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $339M | +$61.8M | +22% | 2.07% | – | 6 | 16.67% | 1.4 |
|
3822
Penney Financial
Houston,
Texas
| $339M | +$52.8M | +18% | 0.15% | 54.8% | 54 | 20.37% | 1.8 |
|
3823
Iyo Bank
Matsuyama,
Japan
| $339M | +$9.04M | +3% | 6.34% | 145% | 32 | 6.25% | 3.2 |
|
3824
Consilium Wealth Advisory
Richardson,
Texas
| $338M | +$1.48M | +0.4% | 1.15% | 126% | 104 | 5.77% | 2.8 |
|
3825
Vert Asset Management
Sausalito,
California
| $338M | -$27.3M | -7% | 6.47% | 43.1% | 49 | 14.29% | 3.6 |
|