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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3876
Idaho Trust Bank
Boise,
Idaho
| $332M | -$10.4M | -3% | 1.71% | 50.5% | 100 | 8% | 2 |
|
3877
Technology Crossover Management VIII
Menlo Park,
California
| $331M | -$14.5M | -4% | 3.6% | 70% | 5 | 0% | 6.6 |
|
3878
Wealthspan Partners
Davenport,
Iowa
| $331M | +$14.1M | +4% | 1.06% | 72.6% | 139 | 10.79% | 2.9 |
|
3879
Burkett Financial Services
Rock Hill,
South Carolina
| $331M | +$11.8M | +4% | 1.41% | 63.6% | 389 | 35.22% | 1.3 |
|
3880
Future Fund LLC
Chicago,
Illinois
| $331M | -$17.5M | -5% | 1.44% | 102% | 132 | 23.48% | 1.2 |
|
3881
Miramontes Capital
Newport,
California
| $331M | +$10M | +3% | 4.13% | – | 149 | 8.72% | 0.6 |
|
|
SP
3882
Saranac Partners
London,
| $331M | -$11.5M | -3% | 3.94% | 81.1% | 127 | 32.28% | 1.3 |
|
3883
Family Wealth Partners
Matthews,
North Carolina
| $331M | +$5.23M | +2% | 0.24% | 58.5% | 125 | 28.8% | 1.5 |
|
3884
Buttonwood Financial Advisors
Baltimore,
Maryland
| $331M | +$2.33M | +0.7% | 1.64% | 73.4% | 112 | 3.57% | 3.4 |
|
|
HIS
3885
Horizon Investment Services
Hammond,
Indiana
| $331M | -$28.6M | -8% | 1.48% | 247% | 158 | 18.35% | 3.2 |
|
3886
Tenon Financial
Metuchen,
New Jersey
| $331M | +$19.8M | +6% | 0.85% | – | 72 | 18.06% | 1.5 |
|
3887
Quartz Partners
Saratoga Springs,
New York
| $330M | +$24.8M | +8% | 3.72% | – | 239 | 26.36% | 1 |
|
3888
Powers Advisory Group
Highland,
Illinois
| $330M | +$10.9M | +3% | 0.36% | 49.8% | 133 | 6.02% | 3.3 |
|
3889
Henry James International Management
New York
| $330M | -$3.83M | -1% | 0.93% | 125% | 91 | 1.1% | 6.1 |
|
3890
Centennial Bank
Conway,
Arkansas
| $330M | +$19M | +6% | 0.24% | 77.2% | 364 | 11.81% | 2.8 |
|
3891
Flagstar Advisors
New York
| $330M | -$1.5M | -0.5% | 1.69% | 81.9% | 190 | 10% | 3.4 |
|
3892
Freedom Investment Management
Hartford,
Connecticut
| $330M | -$29.6M | -8% | 0.73% | 71.9% | 112 | 22.32% | 3.6 |
|
3893
Tred Avon Family Wealth
Easton,
Maryland
| $329M | +$2.68M | +0.8% | 2.82% | – | 274 | 9.12% | 0.9 |
|
3894
Long Corridor Asset Management
Hong Kong
| $329M | -$2.13M | -0.6% | 1.41% | 75.4% | 40 | 32.5% | 0.9 |
|
3895
WrapManager Inc
Mill Valley,
California
| $329M | +$9.6M | +3% | 0.6% | 70.6% | 158 | 17.09% | 5.2 |
|
3896
Medallion Wealth Advisors
Farmington,
Connecticut
| $329M | +$11.8M | +4% | 0.85% | – | 1,303 | 12.2% | 1.3 |
|
3897
New Perspectives Inc
Ridgeland,
Mississippi
| $329M | +$3.19M | +1% | 1.02% | – | 49 | 2.04% | 2.8 |
|
3898
Northstar Advisory Group
Northfield,
New Jersey
| $329M | +$6.56M | +2% | 1.99% | 153% | 129 | 19.38% | 2.2 |
|
3899
Norman Fields Gottscho Capital Management
New York
| $329M | -$1.34M | -0.4% | 0.8% | 96.9% | 65 | 4.62% | 6.6 |
|
3900
TMB Capital Partners
Little Rock,
Arkansas
| $329M | +$8.18M | +3% | 1.06% | – | 192 | 13.54% | 0.7 |
|