We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|
1301
Icon Wealth Advisors
Houston,
Texas
| $1.69B | +$26.3M | +2% | 2.81% | 78.8% | 447 | 15.88% | 2.5 |
|
1302
Quent Capital
New York
| $1.68B | +$52.7M | +3% | 1.21% | 86.1% | 1,758 | 11.09% | 1.5 |
|
1303
Oak Ridge Investments
Chicago,
Illinois
| $1.68B | -$87.1M | -5% | 2.5% | 223% | 185 | 14.59% | 3 |
|
1304
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.68B | +$33.3M | +2% | 5.29% | 71.2% | 115 | 9.57% | 7.9 |
|
1305
Trans-Canada Capital
Montreal,
Quebec, Canada
| $1.68B | -$148M | -8% | 0.99% | – | 29 | 34.48% | 0.4 |
|
1306
PPSC Investment Service
Tokyo,
Japan
| $1.68B | +$90.5M | +6% | 3.29% | 193% | 8 | 0% | 2.7 |
|
1307
Tradition Wealth Management
Edina,
Minnesota
| $1.67B | +$38M | +2% | 1.04% | 77.2% | 594 | 10.1% | 3.1 |
|
|
SIA
1308
Strategic Investment Advisors
Farmington Hills,
Michigan
| $1.67B | +$20.6M | +1% | 0.59% | 72.4% | 429 | 15.62% | 2.3 |
|
|
IAIM
1309
International Assets Investment Management
Orlando,
Florida
| $1.67B | -$1.45M | -0.1% | 3.01% | 101% | 2,400 | 63.25% | 2.5 |
|
1310
Aureus Asset Management
Boston,
Massachusetts
| $1.67B | +$26.2M | +2% | 2.65% | 102% | 247 | 13.36% | 4.4 |
|
1311
MBL Wealth
Charlotte,
North Carolina
| $1.67B | +$207M | +14% | 0.56% | 52.7% | 624 | 41.83% | 1.3 |
|
1312
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.67B | +$99.2M | +6% | 1.59% | 69.5% | 314 | 22.93% | 2.3 |
|
1313
Crédit Industriel et Commercial
Paris France,
France
| $1.67B | +$112M | +7% | 1.51% | – | 392 | 29.08% | 0.9 |
|
1314
Rheos Capital Works
Tokyo,
Japan
| $1.67B | -$88.1M | -5% | 4.03% | 248% | 105 | 41.9% | 1.3 |
|
1315
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.67B | -$12.8M | -0.8% | 0.3% | 62.9% | 289 | 8.65% | 6.3 |
|
1316
Rockwood Wealth Management
New Hope,
Pennsylvania
| $1.67B | +$82.8M | +5% | 0.66% | 52.6% | 142 | 13.38% | 2.5 |
|
1317
Cahaba Wealth Management
Atlanta,
Georgia
| $1.66B | +$4.21M | +0.3% | 1.34% | 48.7% | 170 | 7.65% | 4.6 |
|
1318
SFMG Wealth Advisors
Plano,
Texas
| $1.66B | +$1.23M | +0.1% | 1.53% | 85.1% | 372 | 17.74% | 4.1 |
|
1319
Armstrong Advisory Group
Needham,
Massachusetts
| $1.66B | +$18.5M | +1% | 0.57% | 55.6% | 1,096 | 15.05% | 2.4 |
|
1320
49 Wealth Management
Austin,
Texas
| $1.66B | +$1.13B | +216% | 1.12% | 44% | 332 | 72.89% | 0.7 |
|
1321
Vantage Investment Partners
Kansas City,
Missouri
| $1.66B | +$24.4M | +1% | 1.98% | 77.4% | 69 | 5.8% | 5.1 |
|
1322
Angeles Investment Advisors
Santa Monica,
California
| $1.66B | -$7.51M | -0.5% | 0.88% | 78.3% | 39 | 23.08% | 2.4 |
|
1323
Fernbridge Capital Management
Los Angeles,
California
| $1.66B | +$290M | +21% | 22.1% | 36% | 18 | 27.78% | 2.2 |
|
1324
Ocean Park Asset Management
Santa Monica,
California
| $1.65B | -$427M | -21% | 1.03% | 19.3% | 95 | 51.58% | 0.8 |
|
1325
Dearborn Partners
Chicago,
Illinois
| $1.65B | -$119M | -7% | 2.73% | 55.9% | 299 | 13.38% | 6.2 |
|