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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1176
Regal Investment Advisors
Kentwood,
Michigan
| $2B | +$70.7M | +4% | 1.2% | 71.6% | 692 | 12.57% | 3.1 |
|
1177
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $2B | +$139M | +7% | 1.61% | 66.9% | 289 | 53.98% | 1.8 |
|
1178
Jordan Park Group
San Francisco,
California
| $2B | +$23.2M | +1% | 0.18% | 47.8% | 70 | 8.57% | 2.9 |
|
1179
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.99B | +$113M | +6% | 1.24% | 73.7% | 402 | 16.67% | 3.6 |
|
1180
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $1.99B | +$7.01M | +0.4% | 3.3% | 114% | 110 | 1.82% | 5.8 |
|
1181
Fifth Third Securities
Cincinnati,
Ohio
| $1.98B | +$231M | +13% | 0.82% | 62.7% | 448 | 25.89% | 2.2 |
|
1182
Turtle Creek Wealth Advisors
Dallas,
Texas
| $1.98B | +$87.3M | +5% | 3.77% | 112% | 555 | 16.22% | 1.1 |
|
1183
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.98B | -$25.3M | -1% | 0.54% | 60% | 2,340 | 10.38% | 4.3 |
|
1184
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.98B | -$96.3M | -5% | 0.06% | 70.2% | 139 | 9.35% | 4.5 |
|
1185
Leeward Investments
Boston,
Massachusetts
| $1.98B | -$222M | -10% | 4.09% | 88% | 143 | 4.9% | 3.4 |
|
1186
Ruffer LLP
London,
United Kingdom
| $1.98B | -$853M | -30% | 6.65% | 123% | 224 | 35.71% | 1.3 |
|
1187
Willis Investment Counsel
Gainesville,
Georgia
| $1.97B | -$129M | -6% | 5.09% | 65.3% | 132 | 8.33% | 5.5 |
|
1188
PFG Advisors
Phoenix,
Arizona
| $1.96B | -$19.1M | -1% | 0.16% | 82.7% | 848 | 16.98% | 2.7 |
|
1189
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.96B | +$24.2M | +1% | 0.05% | 63.2% | 333 | 5.71% | 5.2 |
|
1190
Symmetry Partners
Glastonbury,
Connecticut
| $1.96B | -$3.79M | -0.2% | 0.64% | 61.4% | 405 | 38.77% | 1.6 |
|
1191
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.95B | +$38M | +2% | 3.24% | 83.5% | 92 | 5.43% | 7.8 |
|
1192
Atwood & Palmer
Kansas City,
Missouri
| $1.95B | +$72.5M | +4% | 2.52% | 90% | 522 | 9.77% | 5.5 |
|
1193
Triglav Skladi
Ljubljana,
Slovenia
| $1.94B | +$44.5M | +2% | 5.4% | – | 210 | 20% | 1 |
|
1194
Aquamarine Financial
George Town,
| $1.94B | +$132M | +7% | 1.01% | – | 21 | 42.86% | 0.6 |
|
1195
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $1.94B | +$74.8M | +4% | 4.02% | 94.9% | 375 | 10.93% | 2.2 |
|
1196
Rebalance
Palo Alto,
California
| $1.94B | +$33.9M | +2% | 1.09% | 47.6% | 105 | 6.67% | 2.8 |
|
1197
Segment Wealth Management
Houston,
Texas
| $1.94B | +$12.9M | +0.7% | 1.75% | 108% | 328 | 8.84% | 4.7 |
|
1198
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.93B | +$31.6M | +2% | 3.94% | 142% | 278 | 9.71% | 5.5 |
|
1199
China Universal Asset Management Company
Shanghai,
China
| $1.92B | +$246M | +15% | 6.16% | 292% | 549 | 11.84% | 2.4 |
|
1200
Easterly Investment Partners
Beverly,
Massachusetts
| $1.92B | -$49.9M | -3% | 2.65% | 64.1% | 265 | 25.66% | 2 |
|