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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 151 |
LWAM
151
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $456M | +$629K | +0.1% | 3.66% | 116% | 405 | 18.02% | 12.8 |
|
| 152 |
SCA
152
Stokes Capital Advisors
Greenwood,
South Carolina
| $455M | -$11.5M | -2% | 0.01% | 61.3% | 125 | 11.2% | 14.1 |
|
| 153 |
PP
153
Prosperity Planning
Kansas City,
Missouri
| $451M | +$14.4M | +3% | 1% | 43.5% | 124 | 8.06% | 13.3 |
|
| 154 |
TA
154
TrueWealth Advisors
Birmingham,
Alabama
| $445M | +$1.57M | +0.4% | 0.75% | 60.9% | 252 | 11.51% | 11.9 |
|
| 155 |
BCM
155
Boltwood Capital Management
Walnut Creek,
California
| $443M | +$6.9M | +2% | 0.78% | 63% | 200 | 6.5% | 26.2 |
|
| 156 |
AR
156
Apeiron RIA
Dallas,
Texas
| $440M | +$50.2M | +13% | 0.51% | 68.5% | 178 | 32.58% | 11.1 |
|
| 157 |
HH
157
HWG Holdings
Houston,
Texas
| $434M | -$8.45M | -2% | 3.63% | – | 59 | 47.46% | 8.5 |
|
| 158 |
BAM
158
BOS Asset Management
Springfield,
Illinois
| $428M | -$2.67M | -0.6% | 0.46% | 70.3% | 205 | 6.83% | 9.9 |
|
| 159 |
CGFA
159
Colton Groome Financial Advisors
Asheville,
North Carolina
| $427M | +$13.3M | +3% | 0.12% | 65.8% | 174 | 12.64% | 10.8 |
|
| 160 |
WC
160
Westwind Capital
Las Cruces,
New Mexico
| $426M | +$4.13M | +1% | 4.06% | 87.6% | 100 | 36% | 5.1 |
|
| 161 |
CAM
161
CenterStar Asset Management
Chicago,
Illinois
| $425M | -$163M | -28% | 3.11% | 104% | 364 | 76.37% | 1.5 |
|
| 162 |
KPWG
162
KFA Private Wealth Group
Tysons,
Virginia
| $425M | +$9.99M | +2% | 0.3% | 62.8% | 162 | 10.49% | 10.9 |
|
| 163 |
PWMG
163
Pioneer Wealth Management Group
Austin,
Texas
| $424M | +$9.91M | +2% | 1.64% | – | 60 | 15% | 9.1 |
|
| 164 |
RBWA
164
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| $420M | +$6.24M | +2% | 0.16% | – | 193 | 13.47% | 5.8 |
|
| 165 |
TA
165
Tactive Advisors
Jacksonville,
Florida
| $416M | +$10.1M | +2% | 2.96% | – | 340 | 34.41% | 5.1 |
|
| 166 |
SEEDPG
166
S.E.E.D. Planning Group
Binghamton,
New York
| $408M | +$29.4M | +8% | 3.79% | 57.3% | 103 | 19.42% | 12 |
|
| 167 |
KFP
167
Keystone Financial Planning
Cleveland,
Ohio
| $404M | +$15.9M | +4% | 3.95% | 46% | 40 | 5% | 28.7 |
|
| 168 |
PA
168
Prism Advisors
Studio City,
California
| $399M | -$13.1M | -3% | 0.7% | 54.6% | 88 | 19.32% | 12.5 |
|
| 169 |
IFA
169
Independence Financial Advisors
Franklin,
New Hampshire
| $398M | +$12.8M | +3% | 0.81% | – | 56 | 3.57% | 4.8 |
|
| 170 |
SC
170
Steph & Co
Marinette,
Wisconsin
| $392M | -$2.59M | -0.7% | 0.46% | 61.6% | 293 | 8.19% | 15.5 |
|
| 171 |
JWS
171
Juncture Wealth Strategies
Scottsdale,
Arizona
| $390M | +$5.91M | +2% | 0.7% | 76.5% | 193 | 11.4% | 10.2 |
|
| 172 |
TFA
172
Trinity Financial Advisors
Columbus,
Ohio
| $388M | -$596K | -0.2% | 0.94% | 74.5% | 101 | 7.92% | 11.5 |
|
| 173 |
VIP
173
Vista Investment Partners
Oklahoma City,
Oklahoma
| $384M | -$13.6M | -3% | 3.51% | 112% | 187 | 19.25% | 7.4 |
|
| 174 |
FA
174
FC Advisory
West Chester,
Pennsylvania
| $382M | +$4.04M | +1% | 1.21% | 46.6% | 121 | 9.09% | 23.5 |
|
| 175 |
AB
175
Atlas Brown
Louisville,
Kentucky
| $379M | +$6.68M | +2% | 3.03% | 115% | 244 | 6.15% | 27.2 |
|