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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1201
Patten & Patten
Chattanooga,
Tennessee
| $1.91B | +$24.8M | +1% | 2.94% | 85.7% | 365 | 7.4% | 6.9 |
|
1202
Evensky & Katz
Coral Gables,
Florida
| $1.91B | -$22.3M | -1% | 0.49% | 61.1% | 72 | 4.17% | 8 |
|
1203
Verus Capital Partners
Scottsdale,
Arizona
| $1.91B | +$66.3M | +4% | 3.23% | 158% | 555 | 17.12% | 2.8 |
|
1204
Koshinski Asset Management
Decatur,
Illinois
| $1.91B | +$33.5M | +2% | 0.57% | 82.9% | 812 | 9.48% | 3.4 |
|
1205
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.91B | -$25.5M | -1% | 3.19% | 99.5% | 286 | 9.09% | 6.7 |
|
1206
Stratos Wealth Advisors
Beachwood,
Ohio
| $1.9B | +$82.7M | +5% | 2.37% | 73.7% | 687 | 11.5% | 3.4 |
|
1207
Plato Investment Management
Sydney, NSW,
Australia
| $1.9B | +$150M | +9% | 5.2% | 156% | 537 | 19.55% | 2 |
|
1208
Everence Capital Management
Goshen,
Indiana
| $1.9B | +$1.32M | +0.1% | 3.59% | 121% | 909 | 15.73% | 4.1 |
|
1209
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $1.9B | +$177M | +10% | 2.68% | 81.1% | 354 | 9.04% | 2.1 |
|
1210
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.9B | -$13M | -0.7% | 1.48% | 50.4% | 34 | 11.76% | 5.4 |
|
1211
Accel Leaders 4 Associates
Palo Alto,
California
| $1.89B | +$883M | +87% | 13% | – | 2 | 50% | 0.9 |
|
1212
Cerity Partners OCIO
New York
| $1.89B | -$81.8M | -4% | 2.33% | – | 28 | 10.71% | 3.6 |
|
1213
Cacti Asset Management
Atlanta,
Georgia
| $1.89B | -$100M | -5% | 1.79% | 171% | 79 | 3.8% | 9.5 |
|
1214
Simmons Bank
Pine Bluff,
Arkansas
| $1.88B | +$129M | +7% | 2.25% | 103% | 395 | 8.61% | 6.2 |
|
1215
Woodmont Investment Counsel
Nashville,
Tennessee
| $1.88B | +$50.5M | +3% | 1.79% | 75.3% | 304 | 10.53% | 6.1 |
|
1216
Goehring & Rozencwajg Associates
New York
| $1.88B | +$142M | +8% | 7.14% | 126% | 43 | 6.98% | 3 |
|
1217
NFP Retirement Inc
Aliso Viejo,
California
| $1.88B | +$55.9M | +3% | 0.31% | 51.3% | 346 | 11.56% | 3.3 |
|
1218
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.88B | +$383M | +26% | 0.74% | 66.6% | 705 | 41.42% | 1.5 |
|
1219
First Interstate Bank
Billings,
Montana
| $1.88B | -$39.9M | -2% | 1.42% | 49.7% | 202 | 5.45% | 5.2 |
|
1220
Private Advisory Group
Redmond,
Washington
| $1.87B | +$21.4M | +1% | 0.94% | 187% | 375 | 34.93% | 1.5 |
|
1221
Grandfield & Dodd
New York
| $1.87B | -$33M | -2% | 1.18% | 80.6% | 223 | 5.83% | 7.8 |
|
1222
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.87B | +$123M | +7% | 9.27% | 121% | 129 | 6.98% | 8.2 |
|
1223
Trinity Street Asset Management
London,
United Kingdom
| $1.87B | -$73.9M | -4% | 4% | 76.9% | 25 | 12% | 2.6 |
|
1224
LMCG Investments
Boston,
Massachusetts
| $1.86B | -$8.87M | -0.5% | 3.09% | 135% | 231 | 5.19% | 7.5 |
|
1225
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $1.86B | -$827M | -31% | 29% | – | 328 | 18.29% | 1.2 |
|