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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) |
|
|---|---|---|---|---|---|---|---|---|---|
976
Iams Wealth Management
Omaha,
Nebraska
| $342M | +$9.7M | +3% | 1.5% | 57.7% | 221 | 30.77% | 1.6 |
|
977
Amtrust Financial Services
New York
| $342M | +$5.44M | +2% | 1.68% | 61.9% | 18 | 22.22% | 3.5 |
|
978
Greenbush Financial Group
Albany,
New York
| $341M | +$1.35M | +0.4% | 0.41% | – | 38 | 7.89% | 1.4 |
|
979
S.A. Mason
Holland,
Michigan
| $341M | +$15.1M | +5% | 2.92% | 116% | 292 | 6.16% | 4.7 |
|
980
Act Wealth Management
Plano,
Texas
| $340M | -$191K | -0.1% | 0.79% | 70% | 67 | 7.46% | 2.9 |
|
981
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| $340M | -$10.1M | -3% | 0.26% | – | 14 | 14.29% | 1.5 |
|
982
Lazari Capital Management
Woodland Hills,
California
| $339M | +$14.9M | +5% | 6.17% | 145% | 198 | 10.61% | 2.2 |
|
983
Penney Financial
Houston,
Texas
| $339M | +$52.8M | +18% | 0.15% | 54.8% | 54 | 20.37% | 1.8 |
|
984
Consilium Wealth Advisory
Richardson,
Texas
| $338M | +$1.48M | +0.4% | 1.15% | 126% | 104 | 5.77% | 2.8 |
|
|
FP
985
FFG Partners
Fort Lauderdale,
Florida
| $338M | -$14.6M | -4% | 2.3% | 277% | 57 | 38.6% | 0.9 |
|
986
PFW Advisors
Atlanta,
Georgia
| $337M | -$6.26M | -2% | 0.21% | – | 135 | 17.78% | 4.7 |
|
987
Investment Research & Advisory Group
Atlanta,
Georgia
| $337M | +$12.7M | +4% | 5.35% | 105% | 352 | 16.76% | 2.8 |
|
988
Nicollet Investment Management
Minneapolis,
Minnesota
| $336M | +$12.2M | +4% | 8.91% | 104% | 81 | 9.88% | 5.2 |
|
989
HF Advisory Group
Annapolis,
Maryland
| $336M | +$12.3M | +4% | 2.33% | 73.2% | 175 | 4.57% | 3 |
|
990
Wilkerson Advisory Group
Columbia,
Missouri
| $335M | +$9.7M | +3% | 1.11% | – | 678 | 13.72% | 0.6 |
|
991
Shayne & Jacobs LLC
Nashville,
Tennessee
| $335M | -$2.24M | -0.7% | 0.42% | 79.4% | 103 | 4.85% | 4.4 |
|
992
Roth Financial Partners
Kingwood,
Texas
| $335M | -$1.57M | -0.5% | 0.14% | 61% | 37 | 10.81% | 3.7 |
|
993
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $335M | -$38.5M | -10% | 0.61% | 83% | 175 | 19.43% | 2.3 |
|
994
Glynn Capital Management
Menlo Park,
California
| $334M | -$29.4M | -8% | 9.15% | 252% | 46 | 19.57% | 2.8 |
|
995
Enzi Wealth
Austin,
Texas
| $334M | +$17.8M | +6% | 0.22% | 77% | 84 | 9.52% | 2.5 |
|
996
Bank of Stockton
Stockton,
California
| $333M | -$23.4M | -7% | 0.07% | 99.2% | 128 | 4.69% | 7.1 |
|
997
Hassell Wealth Management
Houma,
Louisiana
| $332M | +$6.21M | +2% | 0.92% | 49.7% | 29 | 3.45% | 3 |
|
998
Pacifica Partners
Surrey,
Canada
| $332M | +$559K | +0.2% | 0.45% | 127% | 429 | 7.69% | 4 |
|
999
IFS Advisors
Overland Park,
Kansas
| $332M | +$123M | +59% | 0.42% | 54.2% | 465 | 53.12% | 1.4 |
|
1000
Burkett Financial Services
Rock Hill,
South Carolina
| $331M | +$11.8M | +4% | 1.41% | 63.6% | 389 | 35.22% | 1.3 |
|