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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, 1,914 funds (~21%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
1301
Align Financial
Hermantown,
Minnesota
| $210M | +$8.35M | +4% | 0.09% | – | 663 | 47.21% | 0.4 |
|
1302
LifeSteps Financial
Claremont,
California
| $210M | -$4.94M | -2% | 2.24% | 98.4% | 792 | 85.86% | 3.9 |
|
1303
Finivi Inc
Westborough,
Massachusetts
| $210M | +$14.6M | +7% | 1.68% | 144% | 120 | 14.17% | 2.4 |
|
1304
Salus Financial Advisors
Colorado Springs,
Colorado
| $210M | +$6.69M | +3% | 0.86% | – | 44 | 13.64% | 1.3 |
|
1305
Harrington Investments
Napa,
California
| $209M | +$2.75M | +1% | 4.45% | 109% | 84 | 7.14% | 6.8 |
|
1306
McCarthy Asset Management
Redwood Shores,
California
| $209M | -$1.9M | -0.9% | 0.08% | – | 30 | 10% | 4 |
|
1307
Wealth Intelligence
Columbus,
Georgia
| $209M | -$6.43M | -3% | 2.41% | – | 60 | 1.67% | 0.7 |
|
1308
Birchbrook
Bangor,
Maine
| $209M | -$4.28M | -2% | 0.38% | 49.1% | 308 | 5.19% | 2.2 |
|
1309
FOCUS Wealth Advisors
Houston,
Texas
| $209M | -$7.05M | -3% | 0.11% | 68.7% | 63 | 4.76% | 3.3 |
|
1310
Spring Capital Management
Amarillo,
Texas
| $208M | +$3.11M | +2% | 1.02% | 73.6% | 57 | 5.26% | 2.7 |
|
1311
Taylor & Morgan Wealth Management
Flint,
Michigan
| $208M | +$5.15M | +3% | 1.09% | 85.9% | 91 | 4.4% | 2.9 |
|
1312
Brown Shipley & Co
London,
United Kingdom
| $208M | +$14.7M | +8% | 9.99% | 125% | 78 | 5.13% | 2.6 |
|
1313
Kessler Investment Group
Columbus,
Indiana
| $207M | -$27M | -12% | 6.52% | 251% | 85 | 8.24% | 2.6 |
|
1314
Stanich Group
Montauk,
New York
| $207M | +$48.3M | +30% | 0.12% | – | 64 | 18.75% | 1.1 |
|
1315
InTrack Investment Management
South Burlington,
Vermont
| $207M | +$5.27M | +3% | 3.26% | 99.2% | 115 | 12.17% | 2.9 |
|
1316
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $207M | -$2.44M | -1% | 1.44% | 41.6% | 20 | 5% | 1.5 |
|
1317
Delta Capital Management
Red Bank,
New Jersey
| $206M | -$11M | -5% | 0.05% | 129% | 112 | 9.82% | 6.1 |
|
|
IFS
1318
Intelligent Financial Strategies
Excelsior,
Minnesota
| $206M | -$1.77M | -0.9% | 0.61% | 63.5% | 79 | 26.58% | 3.1 |
|
1319
Instrumental Wealth
Tampa,
Florida
| $206M | +$8.46M | +4% | 0.75% | 38.2% | 92 | 6.52% | 1.7 |
|
1320
Cyr Financial
Hennepin,
Illinois
| $206M | +$13.8M | +7% | 0.26% | – | 63 | 9.52% | 1.6 |
|
1321
Fortress Financial Group
Rochester,
Minnesota
| $205M | +$5.1M | +3% | 0.21% | – | 81 | 6.17% | 1.4 |
|
1322
Washburn Capital Management
Vero Beach,
Florida
| $205M | +$2.21M | +1% | 0.42% | 123% | 61 | 16.39% | 3.3 |
|
1323
Baron Financial Group
Fair Lawn,
New Jersey
| $205M | -$4.22M | -2% | 1.67% | 55.5% | 58 | 5.17% | 4.3 |
|
1324
Hardin Capital Partners
Greenville,
South Carolina
| $205M | -$10.6M | -5% | 5.71% | – | 156 | 15.38% | 1.6 |
|
1325
Clarity Asset Management
Ames,
Iowa
| $205M | +$711K | +0.3% | 0.02% | 51.8% | 69 | 10.14% | 1.4 |
|