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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1401
Advisor OS
Chicago,
Illinois
| $1.52B | +$17.5M | +1% | 1.4% | 68.8% | 644 | 17.86% | 2 |
|
1402
Willow Creek Wealth Management
Sebastopol,
California
| $1.52B | -$5.49M | -0.4% | 1.79% | – | 214 | 9.35% | 4.2 |
|
1403
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1.51B | +$47.3M | +3% | 3.49% | 85.4% | 3,172 | 17.59% | 4.3 |
|
1404
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.51B | +$13.4M | +0.9% | 3.33% | 94.2% | 163 | 3.68% | 7.2 |
|
1405
Fusion Family Wealth
Woodbury,
New York
| $1.51B | +$3.79M | +0.3% | 0.99% | 62.2% | 51 | 3.92% | 5.6 |
|
|
NEWAS
1406
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.51B | +$13.9M | +0.9% | 0.18% | 56% | 1,025 | 8.2% | 1.7 |
|
1407
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.5B | -$41.2M | -3% | 0.37% | 59.2% | 632 | 13.13% | 3.4 |
|
1408
Verity & Verity
Beaufort,
South Carolina
| $1.5B | +$43.9M | +3% | 4.47% | 90.4% | 145 | 8.97% | 5.4 |
|
1409
Magnus Financial Group
New York
| $1.5B | +$82.1M | +6% | 1.58% | 78.2% | 438 | 16.21% | 3.5 |
|
1410
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.5B | -$34.8M | -2% | 1.33% | 46.2% | 44 | 11.36% | 4.4 |
|
1411
Excelsior Advisor Network
Denver,
Colorado
| $1.49B | +$735M | +97% | 6.81% | – | 638 | 32.45% | 0.3 |
|
1412
Cozad Asset Management
Champaign,
Illinois
| $1.49B | -$55.3M | -4% | 0.4% | 138% | 471 | 7.22% | 4.3 |
|
|
RTM
1413
RH Tailwind Management
West Conshohocken,
Pennsylvania
| $1.49B | +$466M | +45% | 5.79% | – | 101 | 68.32% | 0.2 |
|
1414
Hikari Tsushin Inc
Tokyo,
Japan
| $1.49B | -$15M | -1% | 1.31% | 58.7% | 79 | 3.8% | 5.6 |
|
1415
Narwhal Capital Management
Marietta,
Georgia
| $1.49B | +$43M | +3% | 4.24% | 109% | 174 | 13.79% | 6.2 |
|
|
MIM
1416
Marco Investment Management
Atlanta,
Georgia
| $1.49B | -$33.5M | -2% | 0.19% | 131% | 249 | 7.63% | 7.7 |
|
|
MRG
1417
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $1.48B | -$154M | -9% | 2.46% | 100% | 9 | 11.11% | 3.8 |
|
1418
WBH Advisory
Baltimore,
Maryland
| $1.48B | -$6.22M | -0.4% | 0.59% | 64.5% | 378 | 8.47% | 6.5 |
|
1419
Harbor Capital Advisors
Chicago,
Illinois
| $1.48B | +$11M | +0.7% | 1.34% | 128% | 1,526 | 25.82% | 1.4 |
|
1420
Himension Capital (Singapore)
Singapore
| $1.48B | -$155M | -9% | 6.01% | 464% | 181 | 26.52% | 0.8 |
|
1421
Neville Rodie & Shaw
New York
| $1.48B | -$69.9M | -5% | 2.22% | 125% | 249 | 6.02% | 8.8 |
|
1422
Hilton Capital Management
Garden City,
New York
| $1.47B | +$4.27M | +0.3% | 0.45% | 59.4% | 186 | 32.8% | 2 |
|
1423
Elequin Capital
New York
| $1.47B | -$1.88B | -56% | 5.67% | 63.5% | 1,045 | 51.96% | 0.3 |
|
1424
City of London Investment Management
London,
United Kingdom
| $1.47B | -$189M | -11% | 3.46% | 104% | 91 | 18.68% | 3 |
|
1425
Private Wealth Partners
Mill Valley,
California
| $1.47B | +$68.2M | +5% | 7.13% | 132% | 193 | 13.47% | 4.8 |
|