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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1676
Gryphon Financial Partners
Columbus,
Ohio
| $1.16B | +$26.7M | +2% | 4.44% | 111% | 412 | 12.62% | 3.1 |
|
1677
Capital Impact Advisors
Boston,
Massachusetts
| $1.16B | -$624M | -35% | 7.74% | – | 35 | 31.43% | 0.8 |
|
|
CF
1678
Clarity Financial
Houston,
Texas
| $1.16B | -$18.7M | -2% | 2.85% | 65.8% | 148 | 17.57% | 2.2 |
|
1679
Berkshire Money Management
Dalton,
Massachusetts
| $1.16B | +$63.7M | +6% | 0.24% | 61.8% | 148 | 62.84% | 1.5 |
|
1680
Counterpoint Mutual Funds
San Diego,
California
| $1.16B | +$147M | +15% | 3.06% | 74.3% | 505 | 77.62% | 0.2 |
|
1681
Accurate Wealth Management
Wesley Chapel,
Florida
| $1.16B | +$109M | +10% | 2.71% | 101% | 638 | 15.67% | 1.9 |
|
1682
Jacobs & Co
San Francisco,
California
| $1.16B | -$9.1M | -0.8% | 3.46% | 105% | 139 | 8.63% | 7.9 |
|
1683
Occidental Asset Management
Burlingame,
California
| $1.16B | +$149M | +15% | 4.76% | 97.4% | 397 | 21.91% | 3.1 |
|
1684
AltraVue Capital
Bellevue,
Washington
| $1.16B | -$232M | -17% | 11.2% | 175% | 27 | 11.11% | 4.4 |
|
|
BDP
1685
Brehaut David Pascal
| $1.15B | +$90.9M | +9% | 8.56% | – | 1 | 0% | 0.8 |
|
1686
Private Capital Advisors
Darien,
Connecticut
| $1.15B | +$11.7M | +1% | 3.12% | 132% | 85 | 18.82% | 5.8 |
|
1687
Canandaigua National Bank & Trust
Canandaigua,
New York
| $1.15B | -$33.9M | -3% | 1.31% | – | 325 | 10.77% | 6.2 |
|
1688
Discipline Wealth Solutions
Greenville,
South Carolina
| $1.15B | +$5.51M | +0.5% | 0.69% | 45.9% | 207 | 10.14% | 1.2 |
|
1689
Lodestar Private Asset Management
Alamo,
California
| $1.15B | -$5.79M | -0.5% | 0.26% | 64.4% | 244 | 9.84% | 3 |
|
|
AH
1690
Allen Holding
New York
| $1.15B | +$137M | +13% | 17.8% | 185% | 10 | 0% | 7.9 |
|
1691
Trust Company
Manhattan,
Kansas
| $1.15B | +$41.1M | +4% | 0.6% | 40.6% | 946 | 7.4% | 2.7 |
|
1692
Vista Capital Partners
Portland,
Oregon
| $1.15B | +$3.21M | +0.3% | 0.29% | 69.3% | 188 | 14.36% | 4 |
|
1693
Marks Group Wealth Management
Minnetonka,
Minnesota
| $1.14B | -$3.27M | -0.3% | 2.06% | 71.4% | 379 | 13.46% | 3.3 |
|
1694
Asset Advisors Investment Management
Augusta,
Georgia
| $1.14B | +$54.1M | +5% | 3.18% | 67.5% | 109 | 7.34% | 5.4 |
|
1695
Great Lakes Retirement
Sandusky,
Ohio
| $1.14B | +$17.1M | +2% | 2.25% | 118% | 234 | 12.82% | 2.8 |
|
1696
Carret Asset Management
New York
| $1.14B | -$465K | -0% | 2.51% | 106% | 320 | 7.19% | 8 |
|
1697
BFSG LLC
Irvine,
California
| $1.14B | +$14.5M | +1% | 1.53% | 90.7% | 960 | 24.38% | 2.2 |
|
1698
Viking Fund Management
Minot,
North Dakota
| $1.14B | +$26.2M | +2% | 0.75% | 105% | 155 | 14.84% | 4.8 |
|
1699
Wealth Management Nebraska
Norfolk,
Nebraska
| $1.14B | +$20.2M | +2% | 1.26% | – | 113 | 9.73% | 1.2 |
|
1700
Delta Asset Management
Memphis,
Tennessee
| $1.14B | -$16.5M | -1% | 3.92% | 66.5% | 605 | 2.98% | 5 |
|