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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, 2,260 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) |
|
|---|---|---|---|---|---|---|---|---|---|
601
Edge Wealth Management
New York
| $666M | +$71.9M | +12% | 3.29% | 75.3% | 94 | 12.77% | 5.8 |
|
602
Armbruster Capital Management
Pittsford,
New York
| $666M | -$5.01M | -0.7% | 1.44% | 66.7% | 132 | 5.3% | 5.9 |
|
603
West Financial Advisors
Des Moines,
Iowa
| $665M | +$6.53M | +1% | 1.19% | 49.1% | 310 | 39.03% | 2.3 |
|
604
CMH Wealth Management
Portsmouth,
New Hampshire
| $664M | +$8.21M | +1% | 3.19% | 88% | 119 | 7.56% | 2.4 |
|
605
Montecito Bank & Trust
Santa Barbara,
California
| $660M | -$7.92M | -1% | 1.4% | – | 280 | 6.07% | 6.6 |
|
606
Essex LLC
Deer Park,
Illinois
| $660M | +$1.1M | +0.2% | 1.73% | 91.4% | 194 | 12.89% | 3.2 |
|
607
San Luis Wealth Advisors
San Luis Obispo,
California
| $660M | -$4.92M | -0.7% | 0.36% | 61.9% | 187 | 1.07% | 1.8 |
|
608
Garrett Wealth Advisory Group
Weatherford,
Texas
| $659M | +$7.99M | +1% | 1.81% | 74.6% | 155 | 7.1% | 2.7 |
|
609
Clear Trail Advisors
Houston,
Texas
| $657M | +$1.82M | +0.3% | 2.67% | – | 166 | 7.23% | 0.6 |
|
610
JSF Financial
Los Angeles,
California
| $655M | +$23.3M | +4% | 2.02% | 91% | 162 | 22.22% | 3 |
|
|
CFSG
611
Community Financial Services Group
Newport,
Vermont
| $655M | -$31.4M | -5% | 1.94% | – | 563 | 9.77% | 1.3 |
|
|
CA
612
Clune & Associates
Chicago,
Illinois
| $654M | -$7.37M | -1% | 0.89% | – | 177 | 11.86% | 1.4 |
|
613
Precedent Wealth Partners
Houston,
Texas
| $651M | +$49.6M | +8% | 0.7% | 61.1% | 239 | 26.78% | 1.6 |
|
614
Strategy Asset Managers
Pasadena,
California
| $650M | -$19.4M | -3% | 1.03% | 115% | 295 | 21.36% | 3.7 |
|
|
DCPAL
615
Div Capital Phoenix Assets Ltd
Georgetown,
| $648M | +$64.9M | +11% | 5.33% | – | 10 | 10% | 0.6 |
|
616
Advocate Group
Minnetonka,
Minnesota
| $646M | -$19.1M | -3% | 0.96% | 56.3% | 128 | 9.38% | 3.2 |
|
617
West Wealth Group
Irvine,
California
| $645M | +$33.3M | +5% | 0.81% | 79.8% | 155 | 14.19% | 2 |
|
618
Marino Stram & Associates
Braintree,
Massachusetts
| $644M | +$16.2M | +3% | 1.54% | 72.2% | 214 | 9.81% | 4.2 |
|
619
Ironwood Financial
Tucson,
Arizona
| $644M | +$4.95M | +0.8% | 0.1% | 54.1% | 181 | 6.08% | 5.8 |
|
620
Overbrook Management Corp
New York
| $643M | -$19.7M | -3% | 2.65% | 157% | 74 | 36.49% | 3.2 |
|
621
TruNorth Capital Management
Kalamazoo,
Michigan
| $641M | +$18.7M | +3% | 0.69% | – | 132 | 13.64% | 1.8 |
|
622
GenWealth Group
Maplewood,
New Jersey
| $641M | -$500K | -0.1% | 0.89% | 73.9% | 92 | 7.61% | 4.9 |
|
623
ABLE Financial Group
Scottsdale,
Arizona
| $640M | +$44M | +7% | 0.52% | 64.2% | 241 | 16.18% | 2 |
|
624
Chemistry Wealth Management
New York
| $639M | +$13.4M | +2% | 1.91% | 77.1% | 212 | 2.83% | 3 |
|
625
Oliver Luxxe Assets
Gladstone,
New Jersey
| $638M | -$42.1M | -6% | 1.43% | 137% | 210 | 12.86% | 3.2 |
|