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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, 421 funds (~5%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 101 |
FMN
101
Financial Management Network
Mission Viejo,
California
| $695M | -$2.17M | -0.3% | 0.24% | 62.5% | 222 | 10.81% | 12.2 |
|
| 102 |
MTC
102
Matrix Trust Company
Denver,
Colorado
| $688M | -$1.92M | -0.3% | 0.45% | 51.4% | 105 | 8.57% | 10.3 |
|
| 103 |
AMBIA
103
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $673M | +$15M | +2% | 2.98% | 78.9% | 161 | 7.45% | 13.1 |
|
| 104 |
MBT
104
Montecito Bank & Trust
Santa Barbara,
California
| $660M | -$7.92M | -1% | 1.4% | – | 280 | 6.07% | 26.4 |
|
| 105 |
CA
105
Clune & Associates
Chicago,
Illinois
| $654M | -$7.37M | -1% | 0.89% | – | 177 | 11.86% | 5.8 |
|
| 106 |
OMC
106
Overbrook Management Corp
New York
| $643M | -$19.7M | -3% | 2.65% | 157% | 74 | 36.49% | 12.9 |
|
| 107 |
VAG
107
VisionPoint Advisory Group
Dallas,
Texas
| $636M | +$23M | +4% | 1% | 79.3% | 517 | 18.57% | 6.1 |
|
| 108 |
SFG
108
Sunburst Financial Group
Vestavia Hills,
Alabama
| $631M | +$14.1M | +2% | 0.24% | 55.7% | 140 | 7.14% | 14.5 |
|
| 109 |
DS
109
Dudley & Shanley
Palm Beach,
Florida
| $629M | -$33.1M | -5% | 0.33% | 67.9% | 38 | 7.89% | 18.8 |
|
| 110 |
TF
110
TLWM Financial
San Antonio,
Texas
| $628M | +$12.6M | +2% | 1.16% | 53.9% | 76 | 6.58% | 16.5 |
|
| 111 |
CSIA
111
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $618M | +$3.57M | +0.6% | 0.01% | 64.9% | 79 | 12.66% | 8.5 |
|
| 112 |
WMWM
112
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $614M | +$15.2M | +3% | 0.03% | 75.2% | 134 | 23.88% | 8 |
|
| 113 |
SC
113
Steginsky Capital
Port Washington,
New York
| $610M | -$56.5M | -8% | 4.79% | 99.4% | 8 | 0% | 34.4 |
|
| 114 |
SCM
114
Shah Capital Management
Raleigh,
North Carolina
| $605M | +$79.1M | +15% | 23.3% | 287% | 11 | 18.18% | 18.7 |
|
| 115 |
NPPM
115
North Point Portfolio Managers
Orange Village,
Ohio
| $595M | -$11.1M | -2% | 1.98% | 72.8% | 274 | 74.45% | 5.5 |
|
| 116 |
ISB
116
Iowa State Bank
Urbandale,
Iowa
| $592M | -$6.68M | -1% | 2.84% | 85.7% | 125 | 12.8% | 25.1 |
|
| 117 |
MAM
117
Marotta Asset Management
Charlottesville,
Virginia
| $589M | -$12M | -2% | 0.85% | 51% | 104 | 3.85% | 20.2 |
|
| 118 |
MWA
118
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $589M | +$2.08M | +0.4% | 0.48% | 68.6% | 104 | 15.38% | 10.6 |
|
| 119 |
IDA
119
Intelligence Driven Advisers
Carlsbad,
California
| $579M | -$36.7M | -6% | 1.51% | 65.6% | 145 | 11.03% | 10.1 |
|
| 120 |
GA
120
GoalVest Advisory
New York
| $578M | +$39.1M | +7% | 0.53% | 94.8% | 788 | 44.54% | 5.7 |
|
| 121 |
DM
121
Diversified Management
Milwaukee,
Wisconsin
| $573M | +$105M | +22% | 2.6% | – | 246 | 34.55% | 2 |
|
| 122 |
LC
122
Lincoln Capital
Lincoln,
Nebraska
| $570M | +$8.31M | +1% | 1.14% | 67.1% | 143 | 7.69% | 24.2 |
|
| 123 |
IRC
123
Investors Research Corp
Atlanta,
Georgia
| $569M | +$10.2M | +2% | 1.74% | 62.1% | 846 | 11.47% | 18.5 |
|
| 124 |
CA
124
Crumly & Associates
Springfield,
Illinois
| $563M | +$41.2M | +8% | 0.39% | 58.1% | 217 | 14.29% | 10.3 |
|
| 125 |
MHR
125
Matthew Hamilton Rosenberg
| $558M | +$21.7M | +4% | 0.27% | 52% | 833 | 6.84% | 17.7 |
|