We are live on !
Find out more
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, 2,267 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) |
|
|---|---|---|---|---|---|---|---|---|---|
951
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $402M | +$8.35M | +2% | 0.9% | 65.5% | 464 | 28.02% | 4.6 |
|
952
FNY Investment Advisers
New York
| $402M | +$122M | +44% | 14.7% | 386% | 1,132 | 49.47% | 0.9 |
|
953
Focused Alpha LLC
Denver,
Colorado
| $402M | +$11.9M | +3% | 2.81% | – | 289 | 22.49% | 0.6 |
|
954
OLIO Financial Planning
Mclean,
Virginia
| $402M | -$1.19M | -0.3% | 0.58% | 52.9% | 72 | 8.33% | 2.9 |
|
955
Meredith Wealth Planning
Maryville,
Illinois
| $401M | -$23.1M | -5% | 1.33% | 66.5% | 85 | 18.82% | 2 |
|
956
ETF Portfolio Partners
Leawood,
Kansas
| $399M | -$21M | -5% | 0.61% | 50.2% | 70 | 4.29% | 4.9 |
|
957
15 Wealth Advisors LLC
Mundelein,
Illinois
| $399M | – | – | 0.72% | – | 108 | – | 0 |
|
958
Prism Advisors
Studio City,
California
| $399M | -$13.1M | -3% | 0.7% | 54.6% | 88 | 19.32% | 3.1 |
|
959
Independence Financial Advisors
Franklin,
New Hampshire
| $398M | +$12.8M | +3% | 0.81% | – | 56 | 3.57% | 1.2 |
|
960
Harmony Asset Management
Scottsdale,
Arizona
| $398M | +$25.4M | +7% | 4.55% | 138% | 211 | 11.37% | 1.9 |
|
961
Shikiar Asset Management
New York
| $398M | +$1.92M | +0.5% | 4.84% | 117% | 124 | 17.74% | 3.8 |
|
|
IWN
962
Independent Wealth Network
Urbandale,
Iowa
| $397M | +$3.97M | +1% | 0.1% | 78.2% | 371 | 18.06% | 2.4 |
|
963
TSP Capital Management Group
Summit,
New Jersey
| $397M | -$21M | -5% | 3.05% | 186% | 44 | 2.27% | 0.5 |
|
964
Net Worth Advisory Group
Sandy,
Utah
| $397M | +$119K | +0% | 0.79% | – | 470 | 21.06% | 1.3 |
|
|
IFS
965
Ifrah Financial Services
Little Rock,
Arkansas
| $396M | -$13.7M | -3% | 0.85% | 64.1% | 228 | 16.23% | 5.4 |
|
966
Prairiewood Capital
Fargo,
North Dakota
| $396M | +$9.9M | +3% | 1.69% | 42.6% | 82 | 6.1% | 3.3 |
|
967
Parkshore Wealth Management
Granite Bay,
California
| $394M | +$45.4M | +13% | 1.36% | – | 74 | 9.46% | 1.5 |
|
968
Retail Employees Superannuation Trust
Sydney,
| $393M | +$19.5M | +5% | 6.46% | – | 30 | 10% | 0.6 |
|
|
SC
969
Steph & Co
Marinette,
Wisconsin
| $392M | -$2.59M | -0.7% | 0.46% | 61.6% | 293 | 8.19% | 3.9 |
|
970
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $392M | +$8.91M | +2% | 0.86% | 77.8% | 242 | 12.4% | 2.3 |
|
971
Newton One Investments
Newark,
Delaware
| $392M | -$5.05M | -1% | 1.48% | 42% | 175 | 30.29% | 2.4 |
|
|
MI
972
M3F Inc
Salt Lake City,
Utah
| $391M | -$30.8M | -7% | 12.3% | 139% | 25 | 28% | 4.5 |
|
973
Neumann Capital Management
Foster City,
California
| $391M | +$240M | +159% | 1.66% | 89.9% | 108 | 49.07% | 4.3 |
|
974
Client 1st Advisory Group
Dunedin,
Florida
| $391M | +$7.25M | +2% | 1.37% | 64.5% | 151 | 9.27% | 3.3 |
|
975
Quantum Private Wealth
Tampa,
Florida
| $391M | +$375K | +0.1% | 5.76% | 240% | 176 | 9.66% | 3 |
|