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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, 2,139 funds (~24%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
776
Cornerstone Wealth Advisors
Edina,
Minnesota
| $477M | -$546K | -0.1% | 0.36% | 46.1% | 57 | 10.53% | 3.9 |
|
777
Pacific Center for Financial Services
San Ramon,
California
| $477M | +$28.4M | +6% | 0.09% | 60.1% | 512 | 3.32% | 5.8 |
|
|
SSI
778
Scott & Selber Inc
Houston,
Texas
| $476M | +$2.32M | +0.5% | 1.23% | 202% | 95 | 7.37% | 5.6 |
|
779
Jessup Wealth Management
Dayton,
Ohio
| $476M | +$140M | +42% | 8.27% | 181% | 93 | 20.43% | 1.9 |
|
|
SA
780
Strategic Advisors
New York
| $475M | +$17.5M | +4% | 6.41% | 105% | 169 | 7.69% | 5.7 |
|
|
KDA
781
Kraft Davis & Associates
St. Louis,
Missouri
| $474M | -$5.09M | -1% | 0.48% | 81.8% | 164 | 15.24% | 2.3 |
|
|
GIL
782
Go Invest LLC
West Jordan,
Utah
| $473M | +$47M | +11% | 0.53% | – | 137 | 28.47% | 0.6 |
|
|
ASG
783
Advisory Solutions Group
Plymouth,
Minnesota
| $472M | +$177M | +60% | 0.85% | – | 304 | 35.86% | 0.2 |
|
784
Highland Financial Advisors
Wayne,
New Jersey
| $469M | +$14.8M | +3% | 0.58% | 70% | 83 | 13.25% | 2.3 |
|
|
LAI
785
Legal Advantage Investments
Los Altos Hills,
California
| $468M | +$183M | +64% | 0.89% | 116% | 87 | 16.09% | 3 |
|
786
Ipswich Investment Management
Beverly,
Massachusetts
| $468M | -$5.46M | -1% | 3.61% | 104% | 196 | 8.16% | 6.7 |
|
787
Whitcomb & Hess
Ashland,
Ohio
| $467M | +$3.93M | +0.8% | 0.07% | 54% | 69 | 10.14% | 3.3 |
|
788
Cadent Capital Advisors
Tulsa,
Oklahoma
| $466M | -$18.6M | -4% | 1% | 106% | 224 | 26.79% | 2.2 |
|
789
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $465M | +$1.93M | +0.4% | 1.36% | 74% | 117 | 3.42% | 5.4 |
|
790
Hilltop National Bank
Casper,
Wyoming
| $465M | -$3.49M | -0.7% | 3.85% | – | 847 | 12.16% | 2 |
|
791
Harrell Investment Partners
Austin,
Texas
| $465M | +$3.5M | +0.8% | 5.09% | 121% | 150 | 11.33% | 3 |
|
792
Accel Wealth Management
Waverly,
Iowa
| $464M | +$19.9M | +4% | 0.01% | 82.4% | 319 | 7.52% | 3 |
|
793
Augustine Asset Management
Jacksonville,
Florida
| $464M | -$30.3M | -6% | 1.85% | 316% | 130 | 8.46% | 4.2 |
|
794
Bank of New Hampshire
Laconia,
New Hampshire
| $463M | -$16M | -3% | 2.15% | 96.5% | 578 | 15.92% | 3.4 |
|
795
Kelly Financial Services
Braintree,
Massachusetts
| $463M | -$4.08M | -0.9% | 0.2% | 64.3% | 149 | 18.12% | 3.3 |
|
796
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| $462M | +$16.8M | +4% | 0.46% | – | 215 | 20.93% | 0.6 |
|
797
RDA Financial Network
Akron,
Iowa
| $459M | +$218K | +0% | 3.29% | 93.4% | 300 | 15.67% | 3.8 |
|
798
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $459M | +$9.3M | +2% | 1.01% | 116% | 867 | 18.11% | 1.4 |
|
799
Doliver Advisors
Houston,
Texas
| $458M | +$16.3M | +4% | 9.34% | 92.3% | 203 | 16.75% | 4.1 |
|
800
LPWM LLC
Minneapolis,
Minnesota
| $458M | +$7.18M | +2% | 0.45% | 59.4% | 106 | 12.26% | 3.8 |
|