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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1776
IAG Wealth Partners
Waukesha,
Wisconsin
| $1.06B | +$54.2M | +5% | 0.66% | 54.1% | 553 | 12.3% | 3.9 |
|
1777
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $1.06B | -$30.2M | -3% | 0.48% | 60.5% | 258 | 15.5% | 2.2 |
|
1778
Bensler
Bellevue,
Washington
| $1.06B | -$67.4M | -6% | 1.33% | 109% | 214 | 11.68% | 2.5 |
|
1779
Graham Holdings Company
Arlington,
Virginia
| $1.06B | -$20.1M | -2% | 0.03% | 88.6% | 6 | 0% | 4 |
|
1780
L2 Asset Management
Wayland,
Massachusetts
| $1.06B | +$97.6M | +10% | 3.93% | 139% | 448 | 15.63% | 2 |
|
1781
HHM Wealth Advisors
Chattanooga,
Tennessee
| $1.06B | +$66.2M | +7% | 1.54% | 70.6% | 1,026 | 18.23% | 3.2 |
|
1782
Bedel Financial Consulting
Indianapolis,
Indiana
| $1.06B | -$2.96M | -0.3% | 0.62% | 97.4% | 320 | 6.25% | 4.9 |
|
1783
Mason Street Advisors
Milwaukee,
Wisconsin
| $1.06B | -$49M | -4% | 3.48% | 32.1% | 15 | 0% | 2.9 |
|
1784
Financial Management Professionals
Austin,
Texas
| $1.06B | +$6.28M | +0.6% | 0.16% | 67.3% | 1,131 | 15.03% | 4.4 |
|
1785
Beau Ventures
Pittsford,
New York
| $1.06B | +$142M | +15% | 36.2% | – | 23 | 4.35% | 0.7 |
|
1786
Rodgers & Associates
Lancaster,
Pennsylvania
| $1.06B | -$42.3M | -4% | 2.63% | 56.3% | 113 | 6.19% | 3.9 |
|
1787
Capricorn Fund Managers
London,
United Kingdom
| $1.06B | -$209M | -16% | 0.64% | 173% | 226 | 60.18% | 0.5 |
|
1788
Atlas Capital Advisors
Jackson,
Wyoming
| $1.06B | +$145M | +16% | 0.57% | – | 1,207 | 17.65% | 3.2 |
|
1789
Allied Investment Advisors
Billings,
Montana
| $1.06B | +$262M | +33% | 0.77% | 68.4% | 116 | 8.62% | 4.1 |
|
1790
J.V. Bruni & Co
Colorado Springs,
Colorado
| $1.06B | -$37.5M | -3% | 0.83% | 113% | 34 | 8.82% | 5.9 |
|
1791
Quadcap Wealth Management
Frisco,
Texas
| $1.06B | +$27.6M | +3% | 1.12% | 94.2% | 464 | 13.58% | 1.9 |
|
1792
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $1.06B | -$30.1M | -3% | 3.24% | – | 241 | 32.78% | 0.8 |
|
1793
Summit Securities Group
New York
| $1.06B | +$9.7M | +0.9% | 5.46% | 149% | 1,612 | 73.14% | 0.5 |
|
1794
Cutler Investment Counsel
Jacksonville,
Oregon
| $1.06B | -$7.06M | -0.7% | 0.25% | 61.8% | 166 | 11.45% | 5.4 |
|
1795
Polymer Capital Management (HK)
Hong Kong
| $1.06B | -$920M | -47% | 5.44% | 877% | 196 | 63.78% | 0.6 |
|
1796
Agave Capital Management
London,
| $1.06B | +$140M | +15% | 10.3% | – | 16 | 31.25% | 0.3 |
|
1797
Buck Wealth Strategies
Denver,
Colorado
| $1.05B | +$98.6M | +10% | 2.05% | 48.4% | 1,264 | 16.14% | 0.4 |
|
1798
Palisade Asset Management
Minneapolis,
Minnesota
| $1.05B | -$31.6M | -3% | 2.57% | 72.9% | 209 | 5.74% | 8.2 |
|
1799
Per Stirling Capital Management
Austin,
Texas
| $1.05B | -$1.8M | -0.2% | 0.12% | 68.4% | 377 | 17.77% | 2 |
|
|
UAG
1800
United Advisor Group
Cincinnati,
Ohio
| $1.05B | +$103M | +11% | 2.9% | 88% | 612 | 18.63% | 1.5 |
|