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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1576
Kintegral Advisory
New York
| $1.27B | +$34.9M | +3% | 5.15% | 143% | 238 | 3.78% | 5.9 |
|
1577
Heartwood Wealth Advisors
Richmond,
Virginia
| $1.27B | -$21.4M | -2% | 1.39% | 59.4% | 232 | 6.03% | 3.2 |
|
1578
HCR Wealth Advisors
Los Angeles,
California
| $1.27B | +$149M | +13% | 3.52% | 107% | 276 | 9.42% | 4.4 |
|
1579
Avestar Capital
New York
| $1.27B | -$530M | -30% | 4.32% | 112% | 623 | 29.37% | 2.5 |
|
1580
HSG Holding
Na,
Hong Kong
| $1.26B | +$22.9M | +2% | 4.27% | 6.36% | 21 | 9.52% | 3.7 |
|
1581
Caldwell Trust
Venice,
Florida
| $1.26B | +$27.7M | +2% | 2.66% | 97.5% | 844 | 7.58% | 4.6 |
|
1582
WGI DM
Boston,
Massachusetts
| $1.26B | +$106M | +9% | 4.1% | – | 7 | 0% | 1.1 |
|
1583
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.26B | +$7.5M | +0.6% | 0.36% | 76.8% | 196 | 4.59% | 5.5 |
|
1584
Dundas Partners
Edinburgh,
United Kingdom
| $1.26B | -$122M | -9% | 2.91% | 102% | 31 | 6.45% | 5.7 |
|
1585
Brigade Capital Management
New York
| $1.26B | +$725M | +136% | 125% | 234% | 27 | 37.04% | 0.4 |
|
1586
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $1.26B | +$19.2M | +2% | 3.74% | 149% | 569 | 7.73% | 2.5 |
|
1587
Royal Fund Management
Lady Lake,
Florida
| $1.26B | +$55.4M | +5% | 2.22% | 103% | 311 | 14.47% | 3.5 |
|
1588
Cooper Financial Group
Irvine,
California
| $1.26B | +$49.4M | +4% | 2.08% | 87.2% | 484 | 13.84% | 2.8 |
|
1589
Northside Capital Management
Hood River,
Oregon
| $1.25B | +$32.2M | +3% | 1.84% | 99.6% | 195 | 10.77% | 4 |
|
1590
Rockbridge Investment Management
Syracuse,
New York
| $1.25B | +$17.6M | +1% | 0.99% | 43% | 150 | 6.67% | 4.3 |
|
1591
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
| $1.25B | +$26.3M | +2% | 4.73% | – | 340 | 14.71% | 0.4 |
|
1592
Wealth Alliance
Mellville,
New York
| $1.25B | +$52.2M | +4% | 2.41% | 86.9% | 621 | 16.1% | 3.3 |
|
1593
Wilkinson Global Asset Management
New York
| $1.25B | -$11.6M | -0.9% | 4.65% | 96.8% | 64 | 4.69% | 4.1 |
|
1594
Allen Capital Group
Grand Island,
Nebraska
| $1.25B | +$18.9M | +2% | 1.2% | 62.8% | 338 | 12.13% | 2.3 |
|
1595
Octavia Wealth Advisors
Cincinnati,
Ohio
| $1.25B | +$88.4M | +8% | 1.03% | 76.4% | 267 | 16.1% | 3.2 |
|
|
TCOT
1596
Trust Company of Toledo
Holland,
Ohio
| $1.25B | +$44.1M | +4% | 4.5% | 109% | 890 | 14.61% | 3.2 |
|
1597
Woodstock Corp
Boston,
Massachusetts
| $1.24B | +$40.5M | +3% | 5.42% | 115% | 169 | 8.88% | 8.7 |
|
1598
Blueprint Investment Partners
Greensboro,
North Carolina
| $1.24B | +$44.5M | +4% | 0.8% | 91.9% | 186 | 23.66% | 1.4 |
|
1599
Shepherd Financial Partners
Winchester,
Massachusetts
| $1.24B | +$26.9M | +2% | 1.89% | 88.4% | 273 | 13.92% | 4.2 |
|
1600
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.24B | -$29.7M | -2% | 1.76% | 69.1% | 58 | 6.9% | 5.8 |
|