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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
NAH
1051
Neumann Advisory (HK)
Central,
Hong Kong
| $314M | -$41.6M | -12% | 10.1% | 77.3% | 6 | 16.67% | 7 |
|
1052
FSA Investment Group
Pensacola,
Florida
| $314M | +$6.28M | +2% | 1.72% | – | 57 | 43.86% | 0.8 |
|
|
LJHT
1053
Laurie J. Hall Trustee
| $314M | -$7.75M | -2% | 0.91% | 105% | 104 | 6.73% | 9.9 |
|
1054
New York University
New York
| $314M | +$186M | +146% | 1.02% | – | 2 | 50% | 0.1 |
|
1055
Sonata Capital Group
Seattle,
Washington
| $314M | +$3.62M | +1% | 1.97% | 66.5% | 133 | 7.52% | 6 |
|
1056
Financial Symmetry
Raleigh,
North Carolina
| $313M | +$13.3M | +4% | 0.6% | 68.5% | 75 | 21.33% | 1.7 |
|
1057
Firethorn Wealth Partners
Augusta,
Georgia
| $313M | +$2.82M | +0.9% | 1.09% | 75.1% | 208 | 9.13% | 2.9 |
|
|
PI
1058
Pachira Investments
Dana Point,
California
| $312M | +$47.2M | +18% | 0.78% | 82.3% | 85 | 11.76% | 2.7 |
|
1059
MKT Advisors
Escondido,
California
| $312M | -$10.2M | -3% | 0.68% | 55.5% | 160 | 11.25% | 3.3 |
|
1060
Kennedy Investment Group
West Depford,
New Jersey
| $311M | +$16.2M | +5% | 1.91% | 95.4% | 157 | 12.74% | 2.4 |
|
1061
Zullo Investment Group
Scranton,
Pennsylvania
| $310M | +$16.6M | +6% | 7.44% | 143% | 163 | 7.98% | 3.6 |
|
1062
BCU Wealth Advisors
Vernon Hills,
Illinois
| $309M | +$8.26M | +3% | 0.42% | 57.7% | 66 | 7.58% | 1.9 |
|
|
CNBT
1063
Cornerstone National Bank & Trust
Palatine,
Illinois
| $309M | +$13.2M | +4% | 0.11% | 38.5% | 241 | 12.86% | 2.3 |
|
1064
Maltin Wealth Management
Ridgewood,
New Jersey
| $308M | +$9.37M | +3% | 1% | 58.2% | 160 | 14.38% | 3.4 |
|
1065
ACT Advisors
Asheville,
North Carolina
| $308M | +$7M | +2% | 0.71% | 75.4% | 97 | 24.74% | 1.8 |
|
|
BE
1066
Bonness Enterprises
Washington,
District of Columbia
| $307M | -$2.61M | -0.8% | 0.82% | 98.6% | 39 | 5.13% | 11.8 |
|
1067
Continuum Wealth Advisors
Saratoga Springs,
New York
| $307M | +$10.6M | +4% | 2.25% | 69% | 88 | 19.32% | 1.9 |
|
1068
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $306M | -$1.32M | -0.4% | 1.21% | 82% | 109 | 17.43% | 3.4 |
|
1069
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $306M | +$6.42M | +2% | 2.73% | 80.3% | 125 | 5.6% | 4.1 |
|
1070
Freedom Financial Partners
Oakdale,
Minnesota
| $305M | -$1.64M | -0.5% | 0.24% | – | 94 | 10.64% | 1.4 |
|
1071
FCG Investment Company
Germantown,
Tennessee
| $304M | +$14.5M | +5% | 3.18% | – | 130 | 13.08% | 1 |
|
1072
Clarus Group
Houston,
Texas
| $303M | +$8.27M | +3% | 1.95% | 67.5% | 134 | 13.43% | 2.8 |
|
1073
Shaker Financial Services
Arlington,
Virginia
| $303M | -$16.1M | -5% | 5.35% | 12.9% | 167 | 25.15% | 2.4 |
|
1074
FIDELIS iM
Medford,
Oregon
| $302M | +$9.21M | +3% | 0.65% | 44.8% | 36 | 27.78% | 2.5 |
|
1075
David Kennon
Sarasota,
Florida
| $302M | -$294K | -0.1% | 0.21% | 52.4% | 45 | 0% | 2.8 |
|