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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
26.9%
1-Year Est. Return
Jim Simons
Renaissance Technologies
32.8%
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, 7,143 funds (~80%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
1101
Westchester Capital Management (New York)
Valhalla,
New York
| $2.21B | +$166M | +8% | 2.82% | 90.3% | 385 | 38.96% | 0.6 |
|
1102
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $2.21B | +$86.3M | +4% | 2.5% | 93% | 592 | 17.74% | 2.1 |
|
1103
Greenwood Gearhart
Fayetteville,
Arkansas
| $2.21B | +$58.7M | +3% | 0.56% | 79% | 180 | 15.56% | 3.5 |
|
1104
Foster & Motley
Cincinnati,
Ohio
| $2.21B | +$34M | +2% | 1.63% | 76.5% | 427 | 8.67% | 5.6 |
|
1105
Marathon Asset Management (UK)
London,
United Kingdom
| $2.2B | -$262M | -11% | 4.22% | 94.3% | 79 | 10.13% | 4.8 |
|
1106
Plante Moran Financial Advisors
Southfield,
Michigan
| $2.2B | +$46.3M | +2% | 0.69% | 69.2% | 1,661 | 59.48% | 5.7 |
|
1107
Aprio Wealth Management
Atlanta,
Georgia
| $2.2B | +$171M | +8% | 0.06% | 66.1% | 680 | 12.65% | 1.8 |
|
1108
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $2.19B | +$19.2M | +0.9% | 4.54% | 160% | 498 | 34.14% | 5 |
|
1109
Soltis Investment Advisors
St. George,
Utah
| $2.19B | +$393M | +22% | 3.8% | 95.1% | 800 | 22.75% | 2 |
|
1110
Integrated Advisors Network
Dallas,
Texas
| $2.19B | +$12.2M | +0.6% | 1.95% | 107% | 739 | 15.97% | 3.7 |
|
1111
Indivisible Partners
Clearwater,
Florida
| $2.18B | +$415M | +23% | 0.8% | – | 808 | 28.71% | 0.5 |
|
1112
CenterBook Partners
Greenwich,
Connecticut
| $2.18B | +$145M | +7% | 7.39% | 59.2% | 1,071 | 55.46% | 0.6 |
|
1113
NXG Investment Management
Dallas,
Texas
| $2.18B | -$54.2M | -2% | 3.94% | 121% | 78 | 12.82% | 3.3 |
|
1114
Money Concepts Capital
Palm Beach Gardens,
Florida
| $2.17B | +$16.3M | +0.8% | 1.52% | 84.1% | 681 | 15.42% | 2.6 |
|
1115
Traynor Capital Management
Malvern,
Pennsylvania
| $2.17B | -$11.8M | -0.5% | 2.67% | 244% | 401 | 26.43% | 3.4 |
|
1116
Midland Wealth Advisors
Effingham,
Illinois
| $2.16B | +$36.6M | +2% | 1.56% | 47.8% | 172 | 14.53% | 2.1 |
|
1117
Diversified Enterprises
Wilmington,
Delaware
| $2.16B | +$93.4M | +5% | 0.13% | – | 461 | 11.06% | 1.3 |
|
1118
Tectonic Advisors
Frisco,
Texas
| $2.16B | +$78.7M | +4% | 1.62% | 44.9% | 303 | 13.2% | 3.1 |
|
1119
Trek Financial
Scottsdale,
Arizona
| $2.16B | +$144M | +7% | 3.32% | 152% | 589 | 27.33% | 2.1 |
|
1120
DNCA Finance
Paris,
France
| $2.15B | +$82.2M | +4% | 3.82% | – | 122 | 14.75% | 1.3 |
|
1121
Fulcrum Asset Management
London,
United Kingdom
| $2.14B | +$1.14B | +114% | 5.76% | – | 1,516 | 49.74% | 0.3 |
|
1122
Sigma Investment Counselors
Northville,
Michigan
| $2.14B | +$85.8M | +4% | 0.12% | 59.4% | 235 | 14.47% | 6.2 |
|
1123
Univest Financial
Souderton,
Pennsylvania
| $2.13B | +$97.2M | +5% | 3.46% | 96.9% | 290 | 8.62% | 3.5 |
|
1124
Certuity
North Palm Beach,
Florida
| $2.13B | +$100M | +5% | 0.02% | 197% | 748 | 14.57% | 2.1 |
|
1125
Ninety One North America
New York
| $2.13B | -$8.26M | -0.4% | 3.97% | 70.6% | 119 | 20.17% | 2.5 |
|