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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, 2,314 funds (~26%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
826
Bill Few Associates
Pittsburgh,
Pennsylvania
| $485M | +$14.6M | +3% | 1.81% | 91.5% | 242 | 9.5% | 2.8 |
|
827
Collective Family Office
York,
Pennsylvania
| $484M | -$4.82M | -1% | 0.81% | 52.5% | 167 | 6.59% | 3.9 |
|
828
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $484M | -$3.04M | -0.6% | 0.09% | 60.5% | 157 | 9.55% | 2.6 |
|
829
Farmers & Merchants Trust Company
Long Beach,
California
| $484M | +$19.2M | +4% | 4% | 79.8% | 207 | 7.73% | 4.8 |
|
830
Capital City Trust
Tallahassee,
Florida
| $484M | +$1.47M | +0.3% | 4.73% | 98.5% | 130 | 10% | 7.1 |
|
831
Quattro Financial Advisors
The Woodlands,
Texas
| $483M | +$15.2M | +3% | 5.61% | 77.6% | 108 | 28.7% | 2.1 |
|
832
Leading Edge Financial Planning
Knoxville,
Tennessee
| $483M | -$79M | -14% | 0.76% | 48.6% | 86 | 25.58% | 2.2 |
|
833
James T. Borello RIA
East Dundee,
Illinois
| $482M | +$18.7M | +4% | 0.21% | 71.2% | 1,345 | 14.94% | 1 |
|
834
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $481M | -$40.5M | -8% | 0.7% | 70.4% | 408 | 16.67% | 1.6 |
|
835
Hill Island Financial
Grand Rapids,
Michigan
| $481M | +$12.2M | +3% | 1.34% | 78.3% | 105 | 15.24% | 2.2 |
|
836
CLG LLC
Long Beach,
California
| $481M | +$25.2M | +6% | 1.4% | – | 165 | 15.76% | 1.3 |
|
837
White Pine Investment Company
Livonia,
Michigan
| $480M | +$11.1M | +2% | 3.28% | 73.3% | 74 | 10.81% | 5.9 |
|
838
Stewardship Advisors
Mount Joy,
Pennsylvania
| $480M | -$1.44M | -0.3% | 0.94% | 46.1% | 187 | 11.76% | 2.1 |
|
839
Monument Capital Management
Alexandria,
Virginia
| $480M | -$17.3M | -3% | 3.1% | 170% | 288 | 20.49% | 2.4 |
|
840
Opal Wealth Advisors
Jericho,
New York
| $479M | +$16.5M | +4% | 1.52% | 62.3% | 250 | 20.4% | 2.4 |
|
841
Guidance Point Advisors
Wellesley,
Massachusetts
| $477M | +$3.87M | +0.8% | 0.46% | 71.8% | 104 | 3.85% | 4.2 |
|
842
Anchyra Partners
Atlanta,
Georgia
| $477M | +$60.4M | +15% | 4.07% | – | 483 | 37.89% | 0.4 |
|
843
Cornerstone Wealth Advisors
Edina,
Minnesota
| $477M | -$546K | -0.1% | 0.36% | 46.1% | 57 | 10.53% | 3.9 |
|
844
Pacific Center for Financial Services
San Ramon,
California
| $477M | +$28.4M | +6% | 0.09% | 60.1% | 512 | 3.32% | 5.8 |
|
|
SSI
845
Scott & Selber Inc
Houston,
Texas
| $476M | +$2.32M | +0.5% | 1.23% | 202% | 95 | 7.37% | 5.6 |
|
846
Jessup Wealth Management
Dayton,
Ohio
| $476M | +$140M | +42% | 8.27% | 181% | 93 | 20.43% | 1.9 |
|
|
SA
847
Strategic Advisors
New York
| $475M | +$12.1M | +3% | 6.41% | 106% | 169 | 7.69% | 5.7 |
|
|
KDA
848
Kraft Davis & Associates
St. Louis,
Missouri
| $474M | -$5.09M | -1% | 0.48% | 81.8% | 164 | 15.24% | 2.3 |
|
|
GIL
849
Go Invest LLC
West Jordan,
Utah
| $473M | +$47M | +11% | 0.53% | – | 137 | 28.47% | 0.6 |
|
|
ASG
850
Advisory Solutions Group
Plymouth,
Minnesota
| $472M | +$177M | +60% | 0.85% | – | 304 | 35.86% | 0.2 |
|