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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, 2,267 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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
LA
576
Lynch & Associates
Newburgh,
Indiana
| $699M | +$126M | +22% | 2.59% | 73.5% | 132 | 5.3% | 8.2 |
|
577
Pacific Capital Wealth Advisors
Corona,
California
| $698M | +$34.4M | +5% | 0.5% | 54.1% | 106 | 25.47% | 3 |
|
578
Bourgeon Capital Management
Darien,
Connecticut
| $696M | +$17.2M | +3% | 1.49% | 121% | 122 | 22.13% | 3.3 |
|
579
Scott Capital Advisors
Portland,
Oregon
| $696M | +$57.7M | +9% | 0.75% | 50.9% | 76 | 15.79% | 2.5 |
|
580
Boston Standard Wealth Management
Winchester,
Massachusetts
| $696M | +$6.54M | +0.9% | 0.65% | 47.1% | 63 | 15.87% | 5.4 |
|
581
Financial Management Network
Mission Viejo,
California
| $695M | -$2.17M | -0.3% | 0.24% | 62.5% | 222 | 10.81% | 3 |
|
582
Sloy Dahl & Holst
Vancouver,
Washington
| $693M | -$118M | -15% | 5.03% | 132% | 129 | 12.4% | 3.2 |
|
583
Princeton Global Asset Management
Princeton,
New Jersey
| $692M | -$5.38M | -0.8% | 0.91% | 110% | 859 | 6.64% | 3.5 |
|
|
MTC
584
Matrix Trust Company
Denver,
Colorado
| $688M | -$1.92M | -0.3% | 0.45% | 51.4% | 105 | 8.57% | 2.6 |
|
|
FBT
585
First Bank & Trust
Brookings,
South Dakota
| $687M | +$6.98M | +1% | 1.11% | 85.6% | 289 | 10.73% | 3.9 |
|
586
Bellecapital
Zurich,
Switzerland
| $683M | +$57.5M | +9% | 8.62% | 152% | 161 | 42.24% | 2.9 |
|
587
Wilsey Asset Management
San Diego,
California
| $681M | +$191K | +0% | 2.23% | 66.9% | 30 | 16.67% | 3.5 |
|
588
Encompass Wealth Advisors
Portland,
Oregon
| $676M | +$348M | +106% | 1.21% | 68.7% | 122 | 13.93% | 3.6 |
|
589
Essex Investment Management
Boston,
Massachusetts
| $675M | -$88.7M | -12% | 1.67% | 370% | 324 | 12.65% | 4.1 |
|
590
Cornerstone Management
Duluth,
Georgia
| $673M | -$22.4M | -3% | 0.09% | 43.6% | 68 | 2.94% | 5.5 |
|
591
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $673M | +$15M | +2% | 2.98% | 78.9% | 161 | 7.45% | 3.3 |
|
592
Mengis Capital Management
Portland,
Oregon
| $673M | +$14.8M | +2% | 3.3% | 104% | 226 | 8.41% | 5.9 |
|
593
Matthew Goff Investment Advisor
Houston,
Texas
| $672M | +$79.4M | +13% | 2.39% | 89.6% | 109 | 18.35% | 3.9 |
|
594
Northcape Capital
Sydney,
Australia
| $671M | -$71.2M | -10% | 8.7% | – | 8 | 0% | 9.4 |
|
595
New Harbor Financial Group
Worcester,
Massachusetts
| $669M | +$36.5M | +6% | 0.97% | 94.6% | 77 | 31.17% | 2.4 |
|
596
Perennial Advisors
New York
| $669M | +$20.2M | +3% | 2.84% | – | 146 | 8.9% | 4.1 |
|
597
Ellis Investment Partners
Berwyn,
Pennsylvania
| $669M | +$9.35M | +1% | 0.39% | 70.8% | 295 | 9.15% | 4.4 |
|
598
Asset Allocation Strategies
Farmington,
Michigan
| $668M | +$18.9M | +3% | 0.12% | 58.1% | 187 | 13.9% | 2 |
|
599
Jackson Square Capital
San Francisco,
California
| $667M | -$51.7M | -7% | 1.63% | 423% | 161 | 24.84% | 2.7 |
|
600
Harfst & Associates
Sheridan,
Wyoming
| $667M | +$23.9M | +4% | 0.31% | 88.1% | 129 | 9.3% | 3.9 |
|