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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1801
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $1.05B | -$20.4M | -2% | 0.86% | – | 364 | 20.05% | 3.4 |
|
1802
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $1.05B | +$12.8M | +1% | 1.47% | 55.8% | 209 | 3.83% | 4.4 |
|
1803
Fortis Capital Management
Bellevue,
Washington
| $1.05B | +$153M | +17% | 10% | 111% | 312 | 26.28% | 1.7 |
|
1804
YCG LLC
Austin,
Texas
| $1.05B | -$89.6M | -8% | 1.66% | 29.4% | 44 | 13.64% | 6.4 |
|
1805
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $1.05B | +$71.4M | +7% | 1.83% | 97.3% | 535 | 14.95% | 4 |
|
1806
Abner Herrman & Brock
Jersey City,
New Jersey
| $1.04B | -$10.3M | -1% | 4.58% | 156% | 128 | 18.75% | 3.2 |
|
1807
180 Wealth Advisors
Federal Way,
Washington
| $1.04B | +$45M | +5% | 8.93% | 165% | 523 | 10.52% | 3.9 |
|
1808
Isthmus Partners
Madison,
Wisconsin
| $1.04B | +$7.62M | +0.7% | 2.64% | 73.7% | 242 | 12.4% | 3.1 |
|
1809
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $1.04B | +$29.1M | +3% | 3.21% | 81.5% | 64 | 28.13% | 0.9 |
|
|
AIC
1810
AWM Investment Company
New York
| $1.04B | -$111M | -10% | 6.97% | 742% | 112 | 11.61% | 2.9 |
|
1811
Caitong International Asset Management
Hong Kong
| $1.04B | +$312M | +43% | 7.93% | – | 3,861 | 36.75% | 0.5 |
|
1812
Harbour Trust & Investment Management
Michigan City,
Indiana
| $1.04B | +$1.6M | +0.2% | 4.5% | 116% | 165 | 9.09% | 2.4 |
|
1813
Rock Creek Group
Washington,
District of Columbia
| $1.04B | +$44.9M | +5% | 1.07% | 38.5% | 66 | 22.73% | 1.8 |
|
1814
Red Cedar Investment Management
Grand Rapids,
Michigan
| $1.04B | -$17.6M | -2% | 1.26% | 88.8% | 98 | 12.24% | 3 |
|
1815
Tetrad Corporation
Omaha,
Nebraska
| $1.04B | -$7.83M | -0.7% | 0.74% | 45.6% | 3 | 0% | 13.3 |
|
1816
Quantum Financial Advisors
El Segundo,
California
| $1.04B | +$25.9M | +3% | 0.48% | 68% | 281 | 16.73% | 2 |
|
1817
CKW Financial Group
Honolulu,
Hawaii
| $1.03B | +$16.1M | +2% | 0.54% | 70.3% | 346 | 42.2% | 5.3 |
|
1818
Hohimer Wealth Management
Seattle,
Washington
| $1.03B | +$31.2M | +3% | 3.58% | 111% | 431 | 18.79% | 2 |
|
1819
Maridea Wealth Management
Brooklyn,
New York
| $1.03B | +$109M | +12% | 1.01% | – | 647 | 24.88% | 0.8 |
|
1820
Pine Grove Financial Group
Woodbury,
Minnesota
| $1.03B | +$42.6M | +4% | 0.25% | – | 242 | 17.36% | 0.6 |
|
1821
Compass Rose Asset Management
New York
| $1.03B | -$2.52B | -71% | 10.9% | 43.7% | 46 | 76.09% | 0.2 |
|
1822
Eagle Strategies
New York
| $1.03B | +$24.6M | +2% | 0.96% | 77.7% | 284 | 9.86% | 2.4 |
|
|
BDWCC
1823
B&D White Capital Company
Lakeway,
Texas
| $1.03B | +$25.8M | +3% | 3.01% | 44.2% | 102 | 31.37% | 1.6 |
|
1824
Cheviot Value Management
Beverly Hills,
California
| $1.03B | +$46M | +5% | 5.58% | 87% | 541 | 20.7% | 1.8 |
|
1825
Souders Financial Advisors
Cincinnati,
Ohio
| $1.03B | +$34.4M | +3% | 0.02% | 59.8% | 234 | 9.83% | 3.1 |
|