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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
34.66%
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, 2,269 funds (~25%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
451
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $914M | -$2.96M | -0.3% | 1.51% | 51.5% | 129 | 10.85% | 3.5 |
|
452
Wealthcare Capital Management
Richmond,
Virginia
| $911M | -$143M | -14% | 0.83% | 46.2% | 111 | 16.22% | 4.5 |
|
453
Teamwork Financial Advisors
San Antonio,
Texas
| $908M | -$194M | -18% | 1.2% | 134% | 242 | 35.95% | 2.3 |
|
454
Lake Street Private Wealth
Chicago,
Illinois
| $908M | +$33.7M | +4% | 3.88% | 105% | 289 | 8.3% | 3.8 |
|
455
Oak Root LLC
Santa Barbara,
California
| $907M | +$877K | +0.1% | 0.12% | 75.4% | 10 | 0% | 2.8 |
|
456
Pathway Financial Advisors
South Burlington,
Vermont
| $905M | +$47.8M | +6% | 0.13% | 52.7% | 133 | 6.02% | 5 |
|
457
CRA Financial Services
Northfield,
New Jersey
| $904M | +$36.5M | +4% | 3.61% | 91.9% | 335 | 5.97% | 3.8 |
|
458
Portside Wealth Group
Provo,
Utah
| $901M | +$42.9M | +5% | 2.43% | 90.1% | 567 | 16.93% | 1.7 |
|
459
Ranmore Fund Management
Cobham,
United Kingdom
| $901M | -$2.41M | -0.3% | 2.31% | – | 32 | 46.88% | 0.4 |
|
460
City Holding Co
Charleston,
West Virginia
| $898M | +$13.5M | +2% | 2.16% | 89.2% | 628 | 11.15% | 6.3 |
|
461
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| $896M | -$13.3M | -1% | 0.42% | – | 62 | 6.45% | 1.4 |
|
462
Eclectic Associates
Fullerton,
California
| $895M | +$16.5M | +2% | 1.19% | 53.8% | 170 | 9.41% | 2.9 |
|
463
LexAurum Advisors
Overland Park,
Kansas
| $893M | +$26.8M | +3% | 0.64% | – | 445 | 9.66% | 3.4 |
|
464
High Probability Advisors
Pittsford,
New York
| $892M | -$42.9M | -5% | 1.42% | 52.6% | 78 | 12.82% | 3.3 |
|
465
Caledonia Investments plc (UK)
London England,
United Kingdom
| $890M | +$6.93M | +0.8% | 4.29% | 61.9% | 15 | 0% | 6.7 |
|
466
Capital Advisors Wealth Management
Yakima,
Washington
| $888M | +$36.2M | +4% | 1.44% | 70.5% | 243 | 9.05% | 2.7 |
|
467
1834 Investment Advisors
Milwaukee,
Wisconsin
| $886M | +$3.13M | +0.4% | 1.14% | 68.7% | 238 | 13.87% | 5.7 |
|
468
Cannon Financial Strategists
Athens,
Georgia
| $885M | +$6.18M | +0.7% | 1.1% | 56.7% | 139 | 6.47% | 3.3 |
|
469
TCP Asset Management
Columbus,
Ohio
| $885M | +$2.41M | +0.3% | 0.15% | 65% | 153 | 13.73% | 1.8 |
|
470
SeaCrest Wealth Management
Purchase,
New York
| $883M | -$20.3M | -2% | 2.4% | 153% | 586 | 12.97% | 4.9 |
|
471
Vision Capital Management
Portland,
Oregon
| $882M | +$5.62M | +0.6% | 2.53% | 78.4% | 161 | 9.32% | 4.9 |
|
472
Kapitalo Investimentos
Sao Paulo,
Brazil
| $881M | -$696M | -44% | 3.56% | 66.5% | 81 | 58.02% | 0.8 |
|
473
Inspirion Wealth Advisors
Libertyville,
Illinois
| $880M | +$6.9M | +0.8% | 1.07% | 52.5% | 200 | 11.5% | 4.6 |
|
474
Parkside Investments
Deerfield,
Illinois
| $879M | -$23M | -3% | 1.16% | 70.4% | 99 | 12.12% | 4.4 |
|
475
Unique Wealth
Clearwater,
Florida
| $877M | +$19.1M | +2% | 0.37% | 68.5% | 225 | 17.78% | 1.6 |
|