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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, 2,069 funds (~23%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
926
25 LLC
St. Louis,
Missouri
| $367M | +$1.7M | +0.5% | 0.96% | 48.7% | 83 | 12.05% | 2.2 |
|
927
Purus Wealth Management
Newport Beach,
California
| $366M | +$3.04M | +0.8% | 4.14% | 174% | 183 | 13.66% | 3 |
|
928
Gill Capital Partners
Denver,
Colorado
| $366M | -$11.8M | -3% | 0.28% | 59% | 703 | 78.52% | 4.1 |
|
929
Essential Planning
Portsmouth,
New Hampshire
| $365M | +$11.6M | +3% | 0.82% | 40.9% | 90 | 5.56% | 2.7 |
|
930
Planned Solutions
Folsom,
California
| $365M | +$16.2M | +5% | 1.59% | 68.3% | 164 | 10.37% | 2.8 |
|
931
HT Partners
Centerbrook,
Connecticut
| $364M | +$3.29M | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
|
CCM
932
Consolidated Capital Management
Burbank,
California
| $364M | -$10.9M | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
933
Family Legacy Inc
Greenville,
South Carolina
| $363M | -$11.9M | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
934
Global Financial Private Client
Sarasota,
Florida
| $362M | -$6.39M | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
935
Kercheville Advisors
San Antonio,
Texas
| $361M | +$32.9M | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
936
Grandview Asset Management
Harrisburg,
Pennsylvania
| $361M | -$41.5M | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
937
Range Financial Group
Tigard,
Oregon
| $361M | -$5.03M | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
938
LifeWealth Investments
Winter Garden,
Florida
| $360M | -$14.6M | -4% | 1.06% | – | 150 | 16.67% | 1.2 |
|
939
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $359M | -$11.5M | -3% | 2.54% | 961% | 78 | 64.1% | 0.6 |
|
940
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $358M | +$11.5M | +3% | 2.41% | 107% | 246 | 12.6% | 2.6 |
|
941
Gold Investment Management
Edmonton,
Alberta, Canada
| $358M | -$11M | -3% | 1.14% | 117% | 202 | 1.98% | 2.6 |
|
942
WT Wealth Management
Scottsdale,
Arizona
| $357M | -$3.92M | -1% | 1.33% | 72% | 174 | 37.36% | 2.3 |
|
943
Elevated Financial Group
Indianapolis,
Indiana
| $357M | -$7.81M | -2% | 0.59% | – | 142 | 29.58% | 0.6 |
|
944
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $357M | +$22.2M | +7% | 4.6% | 90.8% | 127 | 11.02% | 3.5 |
|
945
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $356M | +$4.79M | +1% | 2.75% | 35.4% | 49 | 12.24% | 2.9 |
|
946
Elevation Wealth Partners
Santa Rosa,
California
| $356M | +$22M | +7% | 0.31% | 69.9% | 1,424 | 14.04% | 1.3 |
|
947
Owl Creek Wealth Partners
Denver,
Colorado
| $355M | +$13.2M | +4% | 1.15% | – | 1,376 | 10.54% | 0.4 |
|
|
AFP
948
Advus Financial Partners
Winter Park,
Florida
| $355M | +$3.82M | +1% | 0.34% | 56.5% | 148 | 7.43% | 1.6 |
|
949
Rise Advisors
Rochester,
New York
| $355M | -$637K | -0.2% | 0.65% | 62.8% | 112 | 15.18% | 3.6 |
|
|
GBFG
950
Gerald Baker Financial Group
Arlington,
Texas
| $354M | +$2.54M | +0.7% | 0.92% | – | 129 | 6.98% | 0.5 |
|