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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, 108 funds (~1%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 51 |
BFS
51
Burkett Financial Services
Rock Hill,
South Carolina
| $331M | +$11.8M | +4% | 1.41% | 63.6% | 389 | 35.22% | 5.2 |
|
| 52 |
NFGCM
52
Norman Fields Gottscho Capital Management
New York
| $329M | -$1.34M | -0.4% | 0.8% | 96.9% | 65 | 4.62% | 26.5 |
|
| 53 |
DC
53
Defender Capital
Charlotte,
North Carolina
| $319M | +$11.2M | +4% | 7.68% | 101% | 39 | 7.69% | 2.5 |
|
| 54 |
CFGA
54
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $317M | -$546K | -0.2% | 0.76% | 69.5% | 155 | 1.29% | 8.8 |
|
| 55 |
BWL
55
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $315M | +$3.32M | +1% | 0.54% | 47% | 32 | 18.75% | 11.1 |
|
| 56 |
LJHT
56
Laurie J. Hall Trustee
| $314M | -$7.75M | -2% | 0.91% | 105% | 104 | 6.73% | 39.6 |
|
| 57 |
FS
57
Financial Symmetry
Raleigh,
North Carolina
| $313M | +$13.3M | +4% | 0.6% | 68.5% | 75 | 21.33% | 7 |
|
| 58 |
RI
58
Ridgewood Investments
Springfield,
New Jersey
| $271M | +$4.16M | +2% | 0.04% | – | 221 | 7.69% | 15 |
|
| 59 |
EIA
59
Eastover Investment Advisors
Charlotte,
North Carolina
| $257M | +$3.27M | +1% | 0.9% | 105% | 50 | 4% | 14.5 |
|
| 60 |
PSU
60
Pennsylvania State University
University Park,
Pennsylvania
| $252M | +$3.12M | +1% | 1.46% | – | 3 | 0% | 2.3 |
|
| 61 |
GWM
61
GoalFusion Wealth Management
Austin,
Texas
| $250M | +$2.41M | +1% | 0.1% | 47.6% | 35 | 11.43% | 9.9 |
|
| 62 |
HWA
62
Heritage Wealth Architects
Mendota Heights,
Minnesota
| $246M | -$5.17M | -2% | 0.14% | – | 74 | 10.81% | 4.5 |
|
| 63 |
OW
63
Olistico Wealth
Tulsa,
Oklahoma
| $239M | +$5.29M | +2% | 2.7% | 108% | 367 | 12.53% | 5.6 |
|
| 64 |
FCFC
64
First Citizens Financial Corp
Mason City,
Iowa
| $238M | -$1.26M | -0.5% | 0.45% | 72.9% | 142 | 5.63% | 15.7 |
|
| 65 |
GBI
65
GP Brinson Investments
Chicago,
Illinois
| $234M | -$10.8M | -4% | 0.1% | 51.2% | 14 | 7.14% | 19.2 |
|
| 66 |
PWM
66
Pacific Wealth Management
San Diego,
California
| $227M | +$1.8M | +0.8% | 0.51% | 72.8% | 23 | 30.43% | 8.4 |
|
| 67 |
PFP
67
Polaris Financial Partners
Westerville,
Ohio
| $223M | – | – | 4.08% | – | 372 | – | 0 |
|
| 68 |
NWMP
68
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $223M | +$496 | +0% | 1.51% | – | 881 | 22.47% | 3.9 |
|
| 69 |
APU
69
Acasta Partners UK
London,
| $223M | +$33.7M | +18% | 0.68% | – | 23 | 26.09% | 1.8 |
|
| 70 |
SG
70
Stephens Group
Little Rock,
Arkansas
| $204M | -$1.93M | -0.9% | 1.28% | 45% | 4 | 0% | 14 |
|
| 71 |
BA
71
Ballew Advisors
Jackson,
Mississippi
| $201M | +$7.76M | +4% | 0.23% | 68% | 146 | 20.55% | 13.5 |
|
| 72 |
MSRI
72
Michael S. Ryan Inc
Latham,
New York
| $198M | -$2.12M | -1% | 1.75% | 63.3% | 58 | 5.17% | 8.1 |
|
| 73 |
LFWA
73
LBJ Family Wealth Advisors
Austin,
Texas
| $196M | -$268K | -0.1% | 0.9% | 64.9% | 29 | 3.45% | 31.7 |
|
| 74 |
AIMA
74
Ables Iannone Moore & Associates
Savannah,
Georgia
| $193M | +$5.19M | +3% | 4.97% | 116% | 66 | 10.61% | 8.6 |
|
| 75 |
AA
75
Atmos Advisory
Pittsburgh,
Pennsylvania
| $188M | -$3.51M | -2% | 2.67% | 31.9% | 21 | 4.76% | 17.9 |
|