We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|
526
Arlington Financial Advisors
Santa Barbara,
California
| $796M | +$8.8M | +1% | 0.46% | 67.6% | 123 | 21.95% | 3.3 |
|
527
Enclave Advisors
Austin,
Texas
| $793M | +$3.08M | +0.4% | 1.18% | – | 152 | 21.05% | 1.4 |
|
528
Perryman Financial Advisory
Dallas,
Texas
| $791M | +$40M | +5% | 5.57% | – | 193 | 2.59% | 0.7 |
|
529
Hudock Inc
Williamsport,
Pennsylvania
| $790M | +$8.42M | +1% | 0.5% | 69.7% | 233 | 10.3% | 5.9 |
|
530
Human Investing
Lake Oswego,
Oregon
| $787M | +$16M | +2% | 0.16% | 56.9% | 113 | 12.39% | 3.8 |
|
531
Financial Advisory Corporation
Grand Rapids,
Michigan
| $784M | +$29.8M | +4% | 0.76% | – | 58 | 6.9% | 1.5 |
|
532
Emerald Advisors
Bellevue,
Washington
| $781M | -$14.6M | -2% | 0.81% | 71.8% | 133 | 18.05% | 3.6 |
|
533
Loftus Peak Pty Ltd
Sydney,
Australia
| $781M | +$46.5M | +6% | 1.96% | – | 28 | 14.29% | 0.2 |
|
534
Chatham Capital Group
Savannah,
Georgia
| $777M | -$5.75M | -0.7% | 0.51% | 97% | 209 | 7.18% | 6.3 |
|
535
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $776M | +$105M | +16% | 3.71% | 31.3% | 306 | 42.48% | 0.7 |
|
536
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $773M | -$6.16M | -0.8% | 0.41% | – | 450 | 14.67% | 0.8 |
|
537
Pacific Sage Partners
Edmonds,
Washington
| $772M | +$67.5M | +10% | 4.28% | 58.9% | 148 | 10.14% | 2.3 |
|
538
Seilern Investment Management
London,
United Kingdom
| $771M | -$22.5M | -3% | 9.22% | – | 24 | 0% | 1.6 |
|
539
Cigna Investments
Bloomfield,
Connecticut
| $770M | -$2.36M | -0.3% | 3.99% | 154% | 494 | 8.7% | 6.6 |
|
540
Heirloom Wealth Management
Greenwood Village,
Colorado
| $769M | +$79.4M | +12% | 2.75% | 81.8% | 68 | 16.18% | 2 |
|
541
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $769M | +$9.7M | +1% | 2.43% | 82.1% | 243 | 13.17% | 2.3 |
|
542
Ignite Planners
San Clemente,
California
| $769M | +$39.7M | +5% | 2.27% | 83.8% | 480 | 18.54% | 2.2 |
|
543
Marquette Asset Management
Minneapolis,
Minnesota
| $766M | -$12.7M | -2% | 0.62% | 69.6% | 934 | 26.98% | 1.4 |
|
544
Meiji Yasuda America
New York
| $764M | +$166M | +28% | 5.11% | – | 60 | 10% | 0.7 |
|
545
Skylands Capital
Milwaukee,
Wisconsin
| $762M | -$51.9M | -6% | 4.41% | 61% | 180 | 16.67% | 5.3 |
|
546
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $758M | +$17.5M | +2% | 2.25% | 224% | 161 | 36.02% | 1.2 |
|
547
Sanders Morris Harris
Houston,
Texas
| $755M | +$583M | +338% | 1.34% | 85.8% | 329 | 78.42% | 0.1 |
|
548
Secure Asset Management
Troy,
Michigan
| $753M | +$39.4M | +6% | 1.59% | 97.2% | 363 | 15.15% | 2.2 |
|
549
Balboa Wealth Partners
Scottsdale,
Arizona
| $748M | +$13.2M | +2% | 2.77% | 214% | 513 | 18.13% | 1.8 |
|
550
Covenant Asset Management
Chester,
New Jersey
| $746M | +$151M | +25% | 4.3% | 177% | 182 | 12.09% | 4.5 |
|