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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, 421 funds (~5%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 126 |
LFG
126
Leverty Financial Group
Hudson,
Wisconsin
| $549M | +$34.4M | +7% | 0.35% | 57.3% | 51 | 9.8% | 9.9 |
|
| 127 |
GWSA
127
Global Wealth Strategies & Associates
Denver,
Colorado
| $546M | +$18M | +3% | 0% | 68.7% | 115 | 16.52% | 9.2 |
|
| 128 |
PCMC
128
Paragon Capital Management (Colorado)
Denver,
Colorado
| $544M | +$15.5M | +3% | 6.03% | 109% | 231 | 13.85% | 12.4 |
|
| 129 |
TWG
129
The Wealth Group
Eden Prairie,
Minnesota
| $540M | +$17.5M | +3% | 2.06% | 71.9% | 98 | 4.08% | 7.5 |
|
| 130 |
CRWM
130
Castle Rock Wealth Management
Walnut Creek,
California
| $531M | +$21.8M | +4% | 2.91% | 115% | 287 | 12.89% | 13.7 |
|
| 131 |
BRCM
131
Bright Rock Capital Management
Hanover,
Massachusetts
| $529M | +$30M | +6% | 6.08% | 53.1% | 80 | 18.75% | 21.3 |
|
| 132 |
CD
132
Chapin Davis
Baltimore,
Maryland
| $520M | -$48.4M | -9% | 2.09% | 339% | 278 | 15.11% | 9.7 |
|
| 133 |
WCG
133
Weaver Consulting Group
Huntington Beach,
California
| $514M | +$26.5M | +5% | 0.85% | 56.4% | 318 | 10.69% | 14 |
|
| 134 |
BTWM
134
Baker Tilly Wealth Management
Madison,
Wisconsin
| $510M | +$39.6M | +8% | 3.51% | 96.9% | 310 | 15.48% | 12.2 |
|
| 135 |
FF
135
Friday Financial
Dubuque,
Iowa
| $506M | +$132M | +35% | 0.09% | – | 123 | 15.45% | 4.7 |
|
| 136 |
CAM
136
Cypress Asset Management
Houston,
Texas
| $506M | -$7.92M | -2% | 2.09% | 141% | 110 | 5.45% | 30.4 |
|
| 137 |
SDAM
137
Shulman DeMeo Asset Management
Lake Success,
New York
| $505M | -$29.6M | -6% | 1.45% | 79.3% | 150 | 6.67% | 13.6 |
|
| 138 |
TCM
138
Towneley Capital Management
Laguna Hills,
California
| $505M | -$4.79M | -0.9% | 0.13% | 50.2% | 46 | 2.17% | 8.3 |
|
| 139 |
BFA
139
Benedict Financial Advisors
Atlanta,
Georgia
| $504M | -$10.9M | -2% | 2.16% | 72.4% | 144 | 6.94% | 27.2 |
|
| 140 |
DWML
140
Decker Wealth Management LLC
Nashville,
Tennessee
| $493M | +$21.7M | +5% | 3.41% | – | 124 | 15.32% | 2.5 |
|
| 141 |
WFPG
141
Waller Financial Planning Group
Columbus,
Ohio
| $493M | +$7.01M | +1% | 0.18% | 47.5% | 82 | 7.32% | 18.6 |
|
| 142 |
OKSA
142
O'Keefe Stevens Advisory
Rochester,
New York
| $489M | +$1.53M | +0.3% | 1.11% | 208% | 84 | 7.14% | 14.8 |
|
| 143 |
BFA
143
Bill Few Associates
Pittsburgh,
Pennsylvania
| $485M | +$14.6M | +3% | 1.81% | 91.5% | 242 | 9.5% | 11.3 |
|
| 144 |
CFO
144
Collective Family Office
York,
Pennsylvania
| $484M | -$4.82M | -1% | 0.81% | 52.5% | 167 | 6.59% | 15.7 |
|
| 145 |
MCM
145
Monument Capital Management
Alexandria,
Virginia
| $480M | -$17.3M | -3% | 3.1% | 170% | 288 | 20.49% | 9.6 |
|
| 146 |
GIL
146
Go Invest LLC
West Jordan,
Utah
| $473M | +$47M | +11% | 0.53% | – | 137 | 28.47% | 2.6 |
|
| 147 |
WH
147
Whitcomb & Hess
Ashland,
Ohio
| $467M | +$3.93M | +0.8% | 0.07% | 54% | 69 | 10.14% | 13 |
|
| 148 |
CCA
148
Cadent Capital Advisors
Tulsa,
Oklahoma
| $466M | -$18.6M | -4% | 1% | 106% | 224 | 26.79% | 8.9 |
|
| 149 |
BONH
149
Bank of New Hampshire
Laconia,
New Hampshire
| $463M | -$16M | -3% | 2.15% | 96.5% | 578 | 15.92% | 13.4 |
|
| 150 |
DA
150
Doliver Advisors
Houston,
Texas
| $458M | +$16.3M | +4% | 9.34% | 92.3% | 203 | 16.75% | 16.2 |
|