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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1351
Wealthquest
Cincinnati,
Ohio
| $1.61B | +$24.1M | +2% | 0.94% | 58.5% | 188 | 13.3% | 1.9 |
|
1352
M Holdings Securities
Portland,
Oregon
| $1.6B | +$874M | +120% | 2.01% | 94.1% | 631 | 78.29% | 0.2 |
|
1353
Perennial Investment Advisors
Los Angeles,
California
| $1.6B | +$98.4M | +7% | 1.6% | 93.6% | 643 | 15.09% | 2.5 |
|
1354
Texas Permanent School Fund
Austin,
Texas
| $1.6B | -$654M | -29% | 1.83% | 45.6% | 19 | 78.95% | 0.8 |
|
1355
Stonebridge Capital Advisors
St Paul,
Minnesota
| $1.6B | +$37.4M | +2% | 4.9% | 96.6% | 226 | 11.5% | 7.3 |
|
1356
Avity Investment Management
Greenwich,
Connecticut
| $1.6B | +$28.3M | +2% | 4.64% | 119% | 123 | 6.5% | 5.8 |
|
1357
Heartland Bank & Trust
Bloomington,
Illinois
| $1.6B | +$1.11B | +230% | 4.43% | 118% | 240 | 13.33% | 1.8 |
|
1358
Avalon Trust
Santa Fe,
New Mexico
| $1.59B | -$30.6M | -2% | 3.43% | 136% | 473 | 7.4% | 2.2 |
|
1359
Bouchey Financial Group
Troy,
New York
| $1.59B | +$46.6M | +3% | 2.54% | 77.6% | 219 | 17.81% | 3.4 |
|
1360
Forest Avenue Capital Management
Miami,
Florida
| $1.59B | -$787M | -33% | 20.1% | 282% | 27 | 25.93% | 0.9 |
|
1361
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.59B | +$20.2M | +1% | 3.31% | 93.3% | 404 | 10.4% | 4.8 |
|
1362
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $1.59B | -$62.6M | -4% | 0.32% | 46.4% | 154 | 24.68% | 2.4 |
|
1363
JANA Partners Management
New York
| $1.59B | -$313M | -16% | 13.5% | 24.4% | 12 | 33.33% | 1.4 |
|
1364
Naples Global Advisors
Naples,
Florida
| $1.59B | -$33.8M | -2% | 0.3% | 111% | 476 | 5.04% | 6.3 |
|
1365
Callodine Capital Management
Boston,
Massachusetts
| $1.59B | +$54.5M | +4% | 1.6% | 48.1% | 66 | 10.61% | 1.6 |
|
1366
YHB Investment Advisors
West Hartford,
Connecticut
| $1.59B | +$24M | +2% | 2.81% | 96.2% | 330 | 9.7% | 6 |
|
1367
Hardy Reed
Tupelo,
Mississippi
| $1.58B | +$24.1M | +2% | 0.72% | 77.5% | 281 | 18.15% | 2.7 |
|
1368
Arete Wealth Advisors
Chicago,
Illinois
| $1.58B | +$68.1M | +5% | 2.26% | 94.6% | 390 | 21.79% | 2.9 |
|
1369
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| $1.58B | +$372M | +31% | 0.19% | – | 465 | 20.43% | 0.6 |
|
1370
SSI Investment Management
Los Angeles,
California
| $1.58B | -$142M | -8% | 0.02% | 16.4% | 262 | 4.96% | 1.8 |
|
1371
Vicus Capital
State College,
Pennsylvania
| $1.58B | +$29.5M | +2% | 0.78% | 67% | 290 | 13.45% | 4.1 |
|
1372
Blue Chip Partners
Farmington Hills,
Michigan
| $1.58B | -$7.09M | -0.4% | 0.36% | 88.7% | 202 | 14.36% | 4.9 |
|
1373
Cryder Capital Partners
London,
United Kingdom
| $1.57B | -$15.9M | -1% | 10.8% | 67.8% | 10 | 10% | 8.2 |
|
1374
Next Century Growth Investors
Plymouth,
Minnesota
| $1.57B | -$316M | -17% | 2.18% | 475% | 138 | 32.61% | 1.9 |
|
1375
Great Hill Capital
New York
| $1.56B | -$2.73B | -64% | 4.65% | – | 46 | 2.17% | 0.9 |
|