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, 421 funds (~5%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 76 |
GBT
76
Grove Bank & Trust
Miami,
Florida
| $1.01B | -$2.63M | -0.3% | 1.52% | 80.5% | 959 | 10.43% | 13.5 |
|
| 77 |
TFA
77
Toth Financial Advisory
Leesburg,
Virginia
| $1B | -$23.2M | -2% | 0.03% | 90.4% | 1,123 | 30.19% | 13.3 |
|
| 78 |
SCM
78
Segra Capital Management
Palm Beach,
Florida
| $987M | +$492M | +99% | 20.7% | 19% | 19 | 68.42% | 1.1 |
|
| 79 |
AAA
79
Adams Asset Advisors
Dallas,
Texas
| $984M | +$103M | +12% | 9.2% | 66.8% | 94 | 6.38% | 21.7 |
|
| 80 |
BST
80
Bath Savings Trust
Bath,
Maine
| $966M | +$711K | +0.1% | 3.36% | 57.8% | 185 | 8.11% | 27.9 |
|
| 81 |
CPBTD
81
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $952M | -$32.1M | -3% | 0.79% | – | 940 | 14.26% | 7.2 |
|
| 82 |
WETS
82
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| $937M | +$36.5M | +4% | 1.11% | – | 1,577 | 53.46% | 2.6 |
|
| 83 |
VCM
83
Violich Capital Management
San Francisco,
California
| $927M | +$7.39M | +0.8% | 4.52% | 111% | 125 | 12% | 28.5 |
|
| 84 |
RFA
84
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $914M | -$2.96M | -0.3% | 1.51% | 51.5% | 129 | 10.85% | 14 |
|
| 85 |
ORL
85
Oak Root LLC
Santa Barbara,
California
| $907M | +$877K | +0.1% | 0.12% | 75.4% | 10 | 0% | 11 |
|
| 86 |
PFA
86
Pathway Financial Advisors
South Burlington,
Vermont
| $905M | +$47.8M | +6% | 0.13% | 52.7% | 133 | 6.02% | 19.9 |
|
| 87 |
EA
87
Eclectic Associates
Fullerton,
California
| $895M | +$16.5M | +2% | 1.19% | 53.8% | 170 | 9.41% | 11.4 |
|
| 88 |
CAWM
88
Capital Advisors Wealth Management
Yakima,
Washington
| $888M | +$36.2M | +4% | 1.44% | 70.5% | 243 | 9.05% | 10.9 |
|
| 89 |
IWA
89
Inspirion Wealth Advisors
Libertyville,
Illinois
| $880M | +$6.9M | +0.8% | 1.07% | 52.5% | 200 | 11.5% | 18.2 |
|
| 90 |
FEG
90
Financial Enhancement Group
Anderson,
Indiana
| $871M | +$32M | +4% | 0.75% | 62.2% | 147 | 12.24% | 13.8 |
|
| 91 |
PWA
91
Peterson Wealth Advisors
Orem,
Utah
| $862M | +$15.7M | +2% | 0.68% | 50.9% | 123 | 8.13% | 15.3 |
|
| 92 |
MCP
92
Mirador Capital Partners
Pleasanton,
California
| $859M | +$42.4M | +5% | 8.95% | 120% | 240 | 15.83% | 16.4 |
|
| 93 |
BCG
93
Breakwater Capital Group
Paramus,
New Jersey
| $844M | +$10.8M | +1% | 0.29% | 67.4% | 408 | 11.52% | 9.4 |
|
| 94 |
PAS
94
Professional Advisory Services
Vero Beach,
Florida
| $837M | +$1.18M | +0.1% | 1.6% | 69.3% | 96 | 9.38% | 22.7 |
|
| 95 |
WF
95
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $825M | -$16.8M | -2% | 0.85% | 80.3% | 190 | 11.05% | 12.8 |
|
| 96 |
RA
96
Riversedge Advisors
Wilmington,
Delaware
| $813M | +$53.9M | +7% | 2.68% | 71.3% | 400 | 29% | 5 |
|
| 97 |
MAM
97
Marquette Asset Management
Minneapolis,
Minnesota
| $766M | -$12.7M | -2% | 0.62% | 69.6% | 934 | 26.98% | 5.5 |
|
| 98 |
MSWMA
98
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $703M | -$115K | -0% | 0.64% | 44% | 142 | 19.72% | 13.2 |
|
| 99 |
CBT
99
Central Bank & Trust
Lexington,
Kentucky
| $701M | -$3.83M | -0.5% | 2.03% | 118% | 187 | 4.28% | 32.5 |
|
| 100 |
BSWM
100
Boston Standard Wealth Management
Winchester,
Massachusetts
| $696M | +$6.54M | +0.9% | 0.65% | 47.1% | 63 | 15.87% | 21.4 |
|