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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, 1,611 funds (~18%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
126
Oak Grove Capital
North Hampton,
New Hampshire
| $2.21B | +$108M | +5% | 2.11% | 470% | 120 | 15% | 1.9 |
|
127
Advisornet Financial
Minnetonka,
Minnesota
| $2.21B | +$20.9M | +1% | 0.77% | 71.2% | 2,285 | 71.03% | 6 |
|
128
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $2.21B | +$86.3M | +4% | 2.5% | 93% | 592 | 17.74% | 2.1 |
|
129
Diversified Enterprises
Wilmington,
Delaware
| $2.16B | +$93.4M | +5% | 0.13% | – | 461 | 11.06% | 1.3 |
|
130
Ninety One North America
New York
| $2.13B | -$8.26M | -0.4% | 3.97% | 70.6% | 119 | 20.17% | 2.5 |
|
131
Stairway Partners
Chicago,
Illinois
| $2.12B | -$5.36M | -0.3% | 1.23% | 48.1% | 18 | 0% | 8.2 |
|
132
Generali Investments CEE
Prague,
Czech Republic
| $2.11B | $0 | 0% | 1.31% | – | 462 | 0% | 1.4 |
|
133
Resonant Capital Advisors
Madison,
Wisconsin
| $2.08B | -$9.23M | -0.4% | 1.7% | 56.5% | 584 | 13.53% | 2.7 |
|
134
WealthPlan Investment Management
Omaha,
Nebraska
| $2.07B | +$52.1M | +3% | 2.47% | 74.2% | 547 | 17.73% | 1.6 |
|
135
Aaron Wealth Advisors
Chicago,
Illinois
| $2.04B | +$74.6M | +4% | 4.27% | 108% | 771 | 21.66% | 2.1 |
|
136
Prosperity Capital Advisors
Westlake,
Ohio
| $2.03B | +$4.58M | +0.2% | 0.65% | 72.2% | 457 | 15.97% | 2 |
|
|
CC
137
Courier Capital
Buffalo,
New York
| $2.02B | +$21.4M | +1% | 0.62% | 70.8% | 423 | 9.93% | 6.2 |
|
138
Community Trust & Investment
Versailles,
Kentucky
| $2.02B | +$80.8M | +4% | 5.84% | 123% | 148 | 5.41% | 4.6 |
|
139
Ninety One
Cape Town,
South Africa
| $2B | +$151M | +8% | 11.7% | 232% | 121 | 23.97% | 2.8 |
|
140
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.99B | +$113M | +6% | 1.24% | 73.7% | 402 | 16.67% | 3.6 |
|
141
Turtle Creek Wealth Advisors
Dallas,
Texas
| $1.98B | +$87.3M | +5% | 3.77% | 112% | 555 | 16.22% | 1.1 |
|
142
PFG Advisors
Phoenix,
Arizona
| $1.96B | -$19.1M | -1% | 0.16% | 82.7% | 848 | 16.98% | 2.7 |
|
143
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.96B | +$24.2M | +1% | 0.05% | 63.2% | 333 | 5.71% | 5.2 |
|
144
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.95B | +$38M | +2% | 3.24% | 83.5% | 92 | 5.43% | 7.8 |
|
145
Atwood & Palmer
Kansas City,
Missouri
| $1.95B | +$72.5M | +4% | 2.52% | 90% | 522 | 9.77% | 5.5 |
|
146
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.93B | +$31.6M | +2% | 3.94% | 142% | 278 | 9.71% | 5.5 |
|
147
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.91B | -$25.5M | -1% | 3.19% | 99.5% | 286 | 9.09% | 6.7 |
|
148
Cacti Asset Management
Atlanta,
Georgia
| $1.89B | -$100M | -5% | 1.79% | 171% | 79 | 3.8% | 9.5 |
|
149
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.87B | +$123M | +7% | 9.27% | 121% | 129 | 6.98% | 8.2 |
|
150
Trinity Street Asset Management
London,
United Kingdom
| $1.87B | -$73.9M | -4% | 4% | 76.9% | 25 | 12% | 2.6 |
|