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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
ORC
4151
O'Rourke & Company
Boston,
Massachusetts
| $296M | +$9.8M | +3% | 1.26% | 78.5% | 185 | 6.49% | 3.2 |
|
4152
Advisor Resource Council
Dallas,
Texas
| $296M | -$58.5M | -17% | 2.52% | 84.8% | 310 | 28.71% | 0.7 |
|
4153
TradeWell Securities
Fort Wayne,
Indiana
| $296M | +$15.6M | +6% | 5.39% | – | 55 | 10.91% | 1.3 |
|
4154
S&T Bank
Indiana,
Pennsylvania
| $296M | -$37.7M | -11% | 2.05% | 197% | 477 | 9.85% | 2.5 |
|
4155
RHS Financial
San Francisco,
California
| $296M | +$47.6M | +19% | 2.03% | 65.6% | 198 | 23.23% | 2.2 |
|
4156
Power Wealth Management
Alpharetta,
Georgia
| $295M | +$4.5M | +2% | 0.48% | 41.8% | 140 | 23.57% | 1.5 |
|
4157
Midwest Financial Group
Overland Park,
Kansas
| $295M | +$10.3M | +4% | 0.63% | 103% | 144 | 9.72% | 2.2 |
|
4158
Investment Research Partners
Lemont,
Pennsylvania
| $295M | -$160K | -0.1% | 3% | – | 301 | 14.62% | 0.8 |
|
|
CCAM
4159
Codex Capital Asset Management
Dallas,
Texas
| $295M | +$6.16M | +2% | 4.63% | – | 33 | 0% | 1.8 |
|
4160
McCarter Private Wealth Services
Boston,
Massachusetts
| $295M | +$4.76M | +2% | 3.32% | – | 198 | 16.67% | 1.2 |
|
4161
Cisco Systems
San Jose,
California
| $294M | -$111M | -27% | 4.48% | 210% | 7 | 42.86% | 2 |
|
4162
Pavaki Capital Management
Pueblo,
Colorado
| $294M | +$7.41M | +3% | 6.28% | – | 171 | 9.94% | 0.6 |
|
4163
Towle & Co
Denver,
Colorado
| $294M | -$1.12M | -0.4% | 5% | 169% | 78 | 37.18% | 0.5 |
|
4164
Meramec Financial Planners
Saint Louis,
Missouri
| $294M | +$20.2M | +7% | 0.53% | – | 575 | 19.3% | 0.7 |
|
4165
Trustees of Dartmouth College
Hanover,
New Hampshire
| $294M | -$40.8M | -12% | 4.3% | 63.8% | 11 | 9.09% | 1.8 |
|
|
TTA
4166
Thor Trading Advisors
Greensburg,
Pennsylvania
| $294M | -$25M | -8% | 2.21% | – | 44 | 50% | 0.4 |
|
4167
Lewis Asset Management
Lafayette,
California
| $294M | +$8.24M | +3% | 3.49% | 142% | 239 | 15.06% | 1.5 |
|
4168
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $294M | +$20.7M | +8% | 1.92% | 130% | 58 | 56.9% | 0.6 |
|
4169
Beacon Financial Planning
Hyannis,
Massachusetts
| $294M | -$990K | -0.3% | 0.95% | 74.3% | 86 | 2.33% | 1.8 |
|
|
BOC
4170
Barbara Oil Co
Chicago,
Illinois
| $294M | -$3.59M | -1% | 0.93% | 84.2% | 79 | 11.39% | 8.7 |
|
4171
Bourne Lent Asset Management
Pawling,
New York
| $293M | +$3.64M | +1% | 6.78% | 95.1% | 67 | 8.96% | 8 |
|
4172
American Capital Advisory
Ketchum,
Idaho
| $293M | +$18.2M | +7% | 1.42% | 69% | 1,231 | 10.15% | 1.4 |
|
4173
TCFG Investment Advisors
Laguna Niguel,
California
| $293M | -$4.17M | -1% | 2.99% | – | 317 | 14.83% | 0.4 |
|
4174
TKG Advisors
Valparaiso,
Indiana
| $292M | +$4.58M | +2% | 3.89% | 116% | 108 | 23.15% | 2.1 |
|
4175
LTS One Management
New York
| $292M | +$41.5M | +17% | 4.02% | 73.6% | 22 | 27.27% | 1 |
|