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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, 108 funds (~1%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 26 |
CT
26
Coastline Trust
Providence,
Rhode Island
| $1.07B | -$55.7M | -5% | 4.83% | 106% | 410 | 16.34% | 23.5 |
|
| 27 |
TC
27
Tetrad Corporation
Omaha,
Nebraska
| $1.04B | -$7.83M | -0.7% | 0.74% | 45.6% | 3 | 0% | 53 |
|
| 28 |
SCM
28
Segra Capital Management
Palm Beach,
Florida
| $987M | +$492M | +99% | 20.7% | 19% | 19 | 68.42% | 1.1 |
|
| 29 |
CPBTD
29
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $952M | -$32.1M | -3% | 0.79% | – | 940 | 14.26% | 7.2 |
|
| 30 |
VCM
30
Violich Capital Management
San Francisco,
California
| $927M | +$7.39M | +0.8% | 4.52% | 111% | 125 | 12% | 28.5 |
|
| 31 |
MBT
31
Montecito Bank & Trust
Santa Barbara,
California
| $660M | -$7.92M | -1% | 1.4% | – | 280 | 6.07% | 26.4 |
|
| 32 |
DS
32
Dudley & Shanley
Palm Beach,
Florida
| $629M | -$33.1M | -5% | 0.33% | 67.9% | 38 | 7.89% | 18.8 |
|
| 33 |
ISB
33
Iowa State Bank
Urbandale,
Iowa
| $592M | -$6.68M | -1% | 2.84% | 85.7% | 125 | 12.8% | 25.1 |
|
| 34 |
MAM
34
Marotta Asset Management
Charlottesville,
Virginia
| $589M | -$12M | -2% | 0.85% | 51% | 104 | 3.85% | 20.2 |
|
| 35 |
GA
35
GoalVest Advisory
New York
| $578M | +$39.1M | +7% | 0.53% | 94.8% | 788 | 44.54% | 5.7 |
|
| 36 |
MHR
36
Matthew Hamilton Rosenberg
| $558M | +$21.7M | +4% | 0.27% | 52% | 833 | 6.84% | 17.7 |
|
| 37 |
GWSA
37
Global Wealth Strategies & Associates
Denver,
Colorado
| $546M | +$18M | +3% | 0% | 68.7% | 115 | 16.52% | 9.2 |
|
| 38 |
BRCM
38
Bright Rock Capital Management
Hanover,
Massachusetts
| $529M | +$30M | +6% | 6.08% | 53.1% | 80 | 18.75% | 21.3 |
|
| 39 |
BTWM
39
Baker Tilly Wealth Management
Madison,
Wisconsin
| $510M | +$39.6M | +8% | 3.51% | 96.9% | 310 | 15.48% | 12.2 |
|
| 40 |
CFO
40
Collective Family Office
York,
Pennsylvania
| $484M | -$4.82M | -1% | 0.81% | 52.5% | 167 | 6.59% | 15.7 |
|
| 41 |
BONH
41
Bank of New Hampshire
Laconia,
New Hampshire
| $463M | -$16M | -3% | 2.15% | 96.5% | 578 | 15.92% | 13.4 |
|
| 42 |
DA
42
Doliver Advisors
Houston,
Texas
| $458M | +$16.3M | +4% | 9.34% | 92.3% | 203 | 16.75% | 16.2 |
|
| 43 |
BCM
43
Boltwood Capital Management
Walnut Creek,
California
| $443M | +$6.9M | +2% | 0.78% | 63% | 200 | 6.5% | 26.2 |
|
| 44 |
CGFA
44
Colton Groome Financial Advisors
Asheville,
North Carolina
| $427M | +$13.3M | +3% | 0.12% | 65.8% | 174 | 12.64% | 10.8 |
|
| 45 |
JWS
45
Juncture Wealth Strategies
Scottsdale,
Arizona
| $390M | +$5.91M | +2% | 0.7% | 76.5% | 193 | 11.4% | 10.2 |
|
| 46 |
FA
46
FC Advisory
West Chester,
Pennsylvania
| $382M | +$4.04M | +1% | 1.21% | 46.6% | 121 | 9.09% | 23.5 |
|
| 47 |
PCS
47
Private Client Services
Louisville,
Kentucky
| $372M | -$9.16M | -2% | 1.1% | 72% | 271 | 29.89% | 5.5 |
|
| 48 |
SCP
48
Silverleafe Capital Partners
Germantown,
Tennessee
| $351M | -$15.5M | -4% | 2.29% | 87.7% | 117 | 29.91% | 9.5 |
|
| 49 |
APW
49
Acima Private Wealth
Richmond,
Virginia
| $344M | +$33.8K | +0% | 0.47% | 51.1% | 177 | 3.95% | 25.1 |
|
| 50 |
RFP
50
Roth Financial Partners
Kingwood,
Texas
| $335M | -$1.57M | -0.5% | 0.14% | 61% | 37 | 10.81% | 14.8 |
|