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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, 4,696 funds (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
3926
Moulton Wealth Management
Spokane,
Washington
| $148M | -$4.48M | -3% | 0.8% | 47.8% | 69 | 13.04% | 0.9 |
|
3927
Green Alpha Advisors
Niwot,
Colorado
| $148M | -$1.44M | -1% | 7.35% | 316% | 120 | 14.17% | 3.6 |
|
3928
Cravens & Co Advisors
Cookeville,
Tennessee
| $147M | -$1.47M | -1% | 1.59% | 70.4% | 72 | 22.22% | 2.3 |
|
3929
Ipsen Advisor Group
Little Rock,
Arkansas
| $147M | -$8.12M | -5% | 1.01% | – | 107 | 1.87% | 2.7 |
|
3930
Tenzing Financial
Williamsburg,
Virginia
| $147M | +$1.71M | +1% | 0.22% | – | 87 | 13.79% | 0.7 |
|
3931
Brown University
Providence,
Rhode Island
| $147M | +$35.5M | +32% | 6.95% | 40.1% | 17 | 64.71% | 1.1 |
|
3932
Ball & Co Wealth Management
Franklin,
Tennessee
| $147M | +$5.91M | +4% | 1.66% | – | 76 | 67.11% | 1.3 |
|
3933
Turn8 Private Wealth
Pointe Claire,
| $147M | -$2.97M | -2% | 3.25% | – | 63 | 28.57% | 1 |
|
3934
Midwest Financial Network
Tinley Park,
Illinois
| $147M | +$346K | +0.2% | 0.05% | – | 111 | 10.81% | 1 |
|
3935
Blodgett Wealth Advisors
Concord,
California
| $147M | -$2.49M | -2% | 8.22% | 150% | 74 | 13.51% | 3.2 |
|
|
BCG
3936
BRIA Capital Group
Wesley Chapel,
Florida
| $147M | +$11.2M | +8% | 4.31% | – | 74 | 8.11% | 0.5 |
|
3937
PVG Asset Management
Golden,
Colorado
| $147M | -$26.5M | -15% | 0.49% | – | 150 | 28% | 0.9 |
|
3938
Arnold Financial Planning
Hiawatha,
Iowa
| $147M | +$12.6M | +9% | 1.29% | – | 46 | 13.04% | 0.5 |
|
3939
Peak Wealth Management
Nashua,
New Hampshire
| $147M | +$4.12M | +3% | 0.25% | – | 69 | 17.39% | 0.6 |
|
|
ALAM
3940
Asahi Life Asset Management
Tokyo,
Japan
| $147M | -$30.3M | -17% | 3.06% | 133% | 213 | 54.93% | 2.2 |
|
3941
Virtue Asset Management
Barrington,
Illinois
| $147M | +$4.13M | +3% | 2.74% | – | 109 | 3.67% | 0.9 |
|
3942
Clear Point Advisors
Melville,
New York
| $146M | +$33.7M | +30% | 1.38% | 56.7% | 138 | 37.68% | 0.7 |
|
3943
Collier Financial
Denver,
Colorado
| $146M | +$142K | +0.1% | 1.55% | – | 155 | 9.68% | 1.3 |
|
|
AF
3944
ASL Financial
Los Gatos,
California
| $146M | +$4.27M | +3% | 0.65% | – | 102 | 6.86% | 0.7 |
|
3945
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| $146M | +$1.11M | +0.8% | 0.83% | – | 36 | 13.89% | 0.6 |
|
|
HRC
3946
Hoertkorn Richard Charles
| $146M | -$3.2M | -2% | 0.33% | 182% | 71 | 4.23% | 8.9 |
|
3947
LTG Capital
Newton,
Massachusetts
| $146M | -$3.58M | -2% | 4.48% | 59% | 25 | 4% | 4.3 |
|
3948
Woodside Wealth Management
Framingham,
Massachusetts
| $146M | +$2.4M | +2% | 0.36% | – | 46 | 8.7% | 1.4 |
|
3949
BFI Wealth Solutions
Dallas,
Texas
| $146M | +$10.9M | +8% | 0.83% | – | 85 | 4.71% | 0.7 |
|
|
SC
3950
Simcoe Capital
Spokane,
Washington
| $146M | -$18.2M | -11% | 3.09% | – | 37 | 8.11% | 0.6 |
|