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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, 2,255 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) |
|
|---|---|---|---|---|---|---|---|---|---|
626
VisionPoint Advisory Group
Dallas,
Texas
| $636M | +$23M | +4% | 1% | 79.3% | 517 | 18.57% | 1.5 |
|
627
Spinnaker Investment Group
Newport Beach,
California
| $635M | +$10.6M | +2% | 1.7% | 56.9% | 193 | 15.54% | 1.9 |
|
628
ALM First Financial Advisors
Dallas,
Texas
| $633M | +$39.4M | +7% | 2.75% | 50.5% | 31 | 38.71% | 2 |
|
629
Sunburst Financial Group
Vestavia Hills,
Alabama
| $631M | +$14.1M | +2% | 0.24% | 55.7% | 140 | 7.14% | 3.6 |
|
|
MAM
630
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $631M | -$7.03M | -1% | 3.51% | 64.4% | 280 | 21.43% | 1.6 |
|
631
RAM Investment Partners
Bellevue,
Washington
| $631M | +$5.64M | +0.9% | 2.14% | 61.9% | 146 | 15.07% | 1.9 |
|
632
Great Point Wealth Advisors
Boston,
Massachusetts
| $630M | +$10.4M | +2% | 0.6% | – | 73 | 10.96% | 4.1 |
|
633
Dudley & Shanley
Palm Beach,
Florida
| $629M | -$33.1M | -5% | 0.33% | 67.9% | 38 | 7.89% | 4.7 |
|
634
TLWM Financial
San Antonio,
Texas
| $628M | +$12.6M | +2% | 1.16% | 53.9% | 76 | 6.58% | 4.1 |
|
635
Three Arch Wealth Management
Irvine,
California
| $627M | -$24.6M | -4% | 1.68% | – | 71 | 7.04% | 0.7 |
|
636
Helen Stephens Group
Fort Worth,
Texas
| $627M | +$38.5M | +7% | 0.23% | 53.4% | 144 | 15.28% | 2.4 |
|
637
SMI Advisory Services
Columbus,
Indiana
| $627M | +$9.48M | +2% | 1.07% | 80.7% | 66 | 16.67% | 1.7 |
|
638
Perkins Coie Trust Company
Seattle,
Washington
| $626M | +$22.4M | +4% | 3.15% | 83.2% | 486 | 50.62% | 3.7 |
|
639
KPS Global Asset Management (UK)
London,
United Kingdom
| $625M | +$5.14M | +0.8% | 2.56% | 373% | 4 | 0% | 6.4 |
|
640
Verum Partners
Charlotte,
North Carolina
| $623M | -$45.8M | -7% | 0.43% | 57.7% | 215 | 13.49% | 2.4 |
|
641
First PREMIER Bank
Sioux Falls,
South Dakota
| $621M | +$1.96M | +0.3% | 0.71% | 63% | 394 | 10.66% | 5.5 |
|
642
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $620M | -$39.1M | -6% | 2.3% | 130% | 181 | 29.28% | 2.1 |
|
643
Ellsworth Advisors
Hudson,
Ohio
| $620M | +$11.5M | +2% | 1.76% | 131% | 229 | 36.24% | 1.8 |
|
644
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $618M | +$3.57M | +0.6% | 0.01% | 64.9% | 79 | 12.66% | 2.1 |
|
645
Cadinha & Co
Honolulu,
Hawaii
| $616M | -$59.2M | -9% | 2.53% | 132% | 111 | 7.21% | 6.7 |
|
646
Aire Advisors
Beverly Hills,
California
| $616M | +$1.16M | +0.2% | 0.59% | 77.4% | 189 | 14.29% | 3.1 |
|
647
Legacy Financial Strategies
Overland Park,
Kansas
| $615M | -$30.2M | -5% | 1.97% | 76.7% | 159 | 13.21% | 3.3 |
|
648
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $614M | +$15.2M | +3% | 0.03% | 75.2% | 134 | 23.88% | 2 |
|
|
CBTWT
649
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $612M | +$57.8M | +10% | 5.07% | 124% | 181 | 11.6% | 6.1 |
|
|
CRB
650
Chad R. Baker
| $612M | -$8.15M | -1% | 2.21% | 123% | 54 | 9.26% | 6.4 |
|