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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) |
|
|---|---|---|---|---|---|---|---|---|---|
551
LS Investment Advisors
Bloomfield Hills,
Michigan
| $746M | +$8.12M | +1% | 3.69% | 98.7% | 132 | 6.82% | 8.7 |
|
552
North Growth Management
Vancouver,
British Columbia, Canada
| $743M | -$37.3M | -5% | 0.88% | 243% | 50 | 8% | 5 |
|
|
GF
553
Greenfield FTC
Reno,
Nevada
| $743M | +$8M | +1% | 1.12% | 75.4% | 4 | 0% | 3.1 |
|
554
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $741M | +$7.12M | +1% | 0.73% | – | 194 | 6.7% | 4.1 |
|
555
PSG Equity
Boston,
Massachusetts
| $740M | -$120M | -14% | 13.9% | 13.7% | 1 | 0% | 4.8 |
|
556
BDF Gestion
Paris,
France
| $738M | -$12.2M | -2% | 7.21% | – | 154 | 12.99% | 1.6 |
|
557
Manchester Capital Management
Manchester,
Vermont
| $736M | -$32M | -4% | 2.83% | 86.7% | 1,362 | 6.75% | 4.3 |
|
558
Consolidated Planning Corp
Atlanta,
Georgia
| $735M | -$6.46M | -0.9% | 1.4% | 84.6% | 200 | 27.5% | 2.4 |
|
559
Well Done LLC
Holland,
Michigan
| $732M | -$11.8M | -2% | 0.26% | 80.4% | 223 | 13.9% | 4.4 |
|
560
IFG Advisors
St. Louis,
Missouri
| $730M | +$4.27M | +0.6% | 0.19% | 78.7% | 169 | 7.1% | 4.1 |
|
561
Stenger Family Office
Naperville,
Illinois
| $728M | +$98.3M | +16% | 4.73% | – | 156 | 31.41% | 1.1 |
|
562
Maia Wealth
Denver,
Colorado
| $726M | +$46.9M | +7% | 1.68% | – | 382 | 14.92% | 1.7 |
|
563
SC&H Financial Advisors
Sparks,
Maryland
| $722M | -$31.7M | -4% | 0.26% | 66.2% | 164 | 6.1% | 3.5 |
|
564
Gilman Hill Asset Management
New Canaan,
Connecticut
| $718M | -$13.5M | -2% | 0.17% | 54.2% | 245 | 13.06% | 5.1 |
|
|
CCM
565
Cohen Capital Management
Corte Madera,
California
| $717M | -$18.2M | -2% | 0.87% | 91.5% | 160 | 8.75% | 7 |
|
566
Trust Company of the South
Greensboro,
North Carolina
| $714M | +$4.09M | +0.6% | 0.13% | 70.2% | 147 | 5.44% | 2.2 |
|
567
Laurel Oak Wealth Management
Marlton,
New Jersey
| $713M | +$26M | +4% | 3.19% | – | 408 | 13.24% | 0.6 |
|
568
Wealth Alliance Advisory Group
Wichita,
Kansas
| $712M | +$20.5M | +3% | 0.63% | 72.7% | 219 | 14.16% | 4.3 |
|
569
Encompass More Asset Management
Danville,
California
| $712M | +$24.2M | +4% | 2.08% | 80.4% | 342 | 36.26% | 1.1 |
|
570
Mason & Associates (Virginia)
Newport News,
Virginia
| $710M | +$230M | +48% | 0.38% | – | 48 | 10.42% | 1.8 |
|
571
Element Pointe Advisors
Miami,
Florida
| $709M | +$87.8M | +14% | 1.47% | 75.1% | 97 | 13.4% | 3.2 |
|
572
Crane Advisory
Fullerton,
California
| $707M | +$10.6M | +2% | 0.36% | 38.2% | 56 | 3.57% | 2.6 |
|
573
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $703M | -$115K | -0% | 0.64% | 44% | 142 | 19.72% | 3.3 |
|
|
CBT
574
Central Bank & Trust
Lexington,
Kentucky
| $701M | -$3.83M | -0.5% | 2.03% | 118% | 187 | 4.28% | 8.1 |
|
575
Affiance Financial
St. Louis Park,
Minnesota
| $701M | +$5.66M | +0.8% | 0.03% | 57.8% | 117 | 10.26% | 5.8 |
|