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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3951
Yarger Wealth Strategies
Westerville,
Ohio
| $322M | +$43.9M | +16% | 0.49% | 58.1% | 143 | 7.69% | 2.4 |
|
3952
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $322M | +$57.3K | +0% | 0.59% | 61.6% | 461 | 13.45% | 4.8 |
|
3953
Vodafone Ventures
Newbury,
United Kingdom
| $322M | -$164M | -34% | 33.8% | – | 1 | 0% | 0.8 |
|
3954
Tree Line Advisors
Central,
Hong Kong
| $322M | -$29.2M | -8% | 7.27% | 610% | 4 | 25% | 1.8 |
|
|
SA
3955
Skyline Advisors
Bellingham,
Washington
| $322M | +$2.89M | +0.9% | 2.07% | 52% | 128 | 10.16% | 1.8 |
|
3956
Foundry Financial
Pasadena,
California
| $322M | +$24.6M | +8% | 0.05% | – | 103 | 24.27% | 0.5 |
|
3957
Raleigh Capital Management
Cary,
North Carolina
| $322M | +$8.19M | +3% | 1.27% | 79.9% | 593 | 22.09% | 2.8 |
|
3958
Precision Wealth Strategies
Saint Louis,
Missouri
| $321M | -$10.4M | -3% | 1.2% | 105% | 207 | 32.37% | 1.2 |
|
|
BCH
3959
Berkshire Capital Holdings
San Jose,
California
| $321M | -$141M | -31% | 3.61% | 2,611% | 129 | 12.4% | 2.7 |
|
|
DRD
3960
Dennis R. Delaney
| $321M | +$7.09M | +2% | 4.3% | 98.2% | 63 | 4.76% | 5.7 |
|
3961
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $321M | -$2.17M | -0.7% | 3.14% | 122% | 137 | 7.3% | 2.6 |
|
3962
Global Trust Asset Management
West Palm Beach,
Florida
| $321M | +$1.19M | +0.4% | 0.22% | 178% | 548 | 22.99% | 3.9 |
|
3963
Asset Allocation & Management Company
Chicago,
Illinois
| $321M | +$14M | +5% | 0.53% | 58.5% | 71 | 8.45% | 3.5 |
|
3964
Prime Buchholz
Portsmouth,
New Hampshire
| $321M | +$43.3M | +16% | 1.49% | – | 46 | 17.39% | 0.9 |
|
3965
Centerline Wealth Advisors
Louisville,
Kentucky
| $321M | +$1.55M | +0.5% | 1.11% | – | 83 | 6.02% | 1 |
|
3966
NWK Group
San Francisco,
California
| $321M | -$3.53M | -1% | 4.22% | 289% | 85 | 24.71% | 3.5 |
|
3967
Tencap Wealth Coaching
South Jordan,
Utah
| $321M | +$5.21M | +2% | 0.21% | – | 21 | 9.52% | 0.4 |
|
3968
Sharper & Granite
El Segundo,
California
| $320M | -$2.41M | -0.7% | 0.44% | 51.1% | 110 | 4.55% | 3.3 |
|
3969
Sims Investment Management
Cincinnati,
Ohio
| $320M | -$3.12M | -1% | 1.73% | – | 184 | 78.8% | 1.4 |
|
3970
LRZ Capital
Miami,
Florida
| $320M | +$123M | +62% | 5.95% | – | 32 | 53.13% | 0.3 |
|
3971
Cloverfields Capital Group
Minneapolis,
Minnesota
| $320M | -$10.5M | -3% | 0.7% | 96.1% | 105 | 22.86% | 2.5 |
|
3972
Register Financial Advisors
Atlanta,
Georgia
| $320M | -$6.01M | -2% | 0.49% | 130% | 454 | 9.91% | 2.2 |
|
3973
Adirondack Trust Company
Saratoga Springs,
New York
| $320M | -$15.8M | -5% | 2.92% | 96.7% | 575 | 6.43% | 6.4 |
|
|
TW
3974
Titan Wealth
St Peter Port,
| $320M | +$50.5M | +19% | 6.59% | – | 69 | 30.43% | 0.5 |
|
3975
Bell & Brown Wealth Advisors
Newport Beach,
California
| $320M | -$10.4M | -3% | 4.67% | 125% | 74 | 4.05% | 6.2 |
|