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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1651
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.18B | -$12.9M | -1% | 0.29% | 64.1% | 340 | 17.94% | 3.8 |
|
1652
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $1.18B | +$598M | +102% | 0.63% | 56.9% | 153 | 15.03% | 3.6 |
|
|
PCM
1653
Prime Capital Management
Hong Kong
| $1.18B | -$68.7M | -5% | 3.52% | 569% | 7 | 0% | 1.3 |
|
1654
Heritage Trust
Oklahoma City,
Oklahoma
| $1.18B | +$27.2M | +2% | 4.42% | – | 326 | 9.2% | 5.4 |
|
1655
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $1.18B | -$41.2M | -3% | 0.8% | 77.5% | 186 | 5.91% | 8.5 |
|
1656
Mayflower Financial Advisors
Boston,
Massachusetts
| $1.18B | +$22.7M | +2% | 1.58% | 77.7% | 520 | 11.35% | 3.2 |
|
1657
Red Door Wealth Management
Memphis,
Tennessee
| $1.18B | +$84.1M | +8% | 5.63% | 117% | 343 | 10.2% | 2.9 |
|
1658
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $1.18B | +$53.3M | +5% | 6.2% | 178% | 276 | 4.35% | 2.5 |
|
1659
Verus Financial Partners
Richmond,
Virginia
| $1.18B | +$7.91M | +0.7% | 0.59% | 45.7% | 138 | 12.32% | 4.3 |
|
1660
Black Diamond Financial
Towson,
Maryland
| $1.18B | +$42M | +4% | 0.01% | 68.3% | 209 | 7.66% | 3.3 |
|
1661
TRUE Private Wealth Advisors
Salem,
Oregon
| $1.18B | +$17.1M | +1% | 0.19% | 89.2% | 312 | 16.35% | 4.3 |
|
1662
Penn Davis McFarland
Dallas,
Texas
| $1.17B | +$51.6M | +5% | 5.72% | 100% | 80 | 8.75% | 4.8 |
|
1663
Focused Wealth Management
Newburgh,
New York
| $1.17B | +$23.9M | +2% | 0.96% | 80.9% | 303 | 31.68% | 5 |
|
1664
Voya Financial Advisors
Windsor,
Connecticut
| $1.17B | +$38.1M | +3% | 0.62% | 49.1% | 212 | 13.21% | 6.9 |
|
1665
MASTERINVEST Kapitalanlage
Vienna,
| $1.17B | +$8.3M | +0.7% | 3.99% | – | 313 | 12.78% | 1.1 |
|
1666
Symetra Investment Management
Farmington,
Connecticut
| $1.17B | +$26.9M | +2% | 2.66% | 38.6% | 7 | 14.29% | 1.9 |
|
1667
KWB Wealth
Redlands,
California
| $1.17B | +$1.78M | +0.2% | 0.38% | 54.8% | 187 | 14.44% | 2.5 |
|
1668
Forge Financial Services
Edmond,
Oklahoma
| $1.17B | +$7.94M | +0.7% | 1.55% | – | 43 | 20.93% | 1 |
|
1669
Versant Capital Management
Phoenix,
Arizona
| $1.17B | +$53.5M | +5% | 5.51% | 97.3% | 2,890 | 7.99% | 4.5 |
|
1670
Asset One Wealth Management
Bellevue,
Washington
| $1.17B | +$220M | +23% | 3.52% | – | 446 | 26.91% | 0.5 |
|
1671
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.17B | +$70M | +6% | 0% | 0% | 78 | 0% | 0.9 |
|
1672
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $1.16B | +$45.4M | +4% | 0.33% | 71.2% | 213 | 12.68% | 2.2 |
|
1673
Randolph Company
Cincinnati,
Ohio
| $1.16B | -$24M | -2% | 0.91% | 127% | 49 | 8.16% | 4.6 |
|
|
GA
1674
GuoLine Advisory
Singapore
| $1.16B | +$88.1M | +8% | 12.5% | 112% | 23 | 0% | 2.5 |
|
1675
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.16B | -$85.6M | -7% | 2.01% | 85.3% | 315 | 5.08% | 3.9 |
|