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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1851
Insight Wealth Strategies
San Ramon,
California
| $1.01B | -$13.5M | -1% | 0.3% | 83.5% | 206 | 16.99% | 2.7 |
|
1852
HBW Advisory Services
Simi Valley,
California
| $1.01B | -$95.7M | -9% | 0.38% | 68.6% | 492 | 16.46% | 2.6 |
|
1853
Archford Capital Strategies
Swansea,
Illinois
| $1.01B | +$21.5M | +2% | 2.79% | 87.4% | 402 | 20.4% | 4.1 |
|
1854
Water Island Capital
New York
| $1.01B | -$66.1M | -6% | 13.4% | 445% | 117 | 58.12% | 0.3 |
|
1855
L.J. Altfest & Co
New York
| $1.01B | -$23.6M | -2% | 0.47% | 95.6% | 367 | 28.61% | 4.3 |
|
1856
Novem Group
Rochester,
New York
| $1.01B | +$19.3M | +2% | 0.15% | – | 479 | 14.41% | 1.2 |
|
1857
Van Cleef Asset Management
Beachwood,
Ohio
| $1.01B | +$26.3M | +3% | 7.15% | 104% | 122 | 4.1% | 8.1 |
|
1858
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.01B | -$10.5M | -1% | 2.59% | 92.7% | 299 | 8.03% | 2.1 |
|
1859
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $1.01B | -$4.69M | -0.5% | 1.5% | 42.7% | 1,395 | 5.38% | 2.4 |
|
1860
Grove Bank & Trust
Miami,
Florida
| $1.01B | -$2.63M | -0.3% | 1.52% | 80.5% | 959 | 10.43% | 3.4 |
|
1861
U.S. Global Investors (USGI)
San Antonio,
Texas
| $1B | -$34.9M | -3% | 7.27% | 151% | 148 | 21.62% | 2.7 |
|
1862
Seeds Investor
New York
| $1B | +$30.3M | +3% | 2.09% | 98.8% | 427 | 18.74% | 1.3 |
|
1863
Pacific Life Fund Advisors
Newport Beach,
California
| $1B | +$94M | +10% | 2.01% | 50.2% | 41 | 39.02% | 0.8 |
|
1864
BlueStem Wealth Partners
Minnetonka,
Minnesota
| $1B | -$756K | -0.1% | 0.27% | – | 144 | 18.06% | 1.2 |
|
1865
Genus Capital Management
Vancouver,
British Columbia, Canada
| $1B | -$13.8M | -1% | 7.49% | – | 252 | 32.94% | 0.8 |
|
1866
Sendero Wealth Management
San Antonio,
Texas
| $1B | -$2.57M | -0.3% | 5.71% | 99.2% | 226 | 15.49% | 2.3 |
|
1867
Toth Financial Advisory
Leesburg,
Virginia
| $1B | -$23.2M | -2% | 0.03% | 90.4% | 1,123 | 30.19% | 3.3 |
|
1868
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| $1B | -$69.7M | -7% | 6.06% | – | 5 | 0% | 1.4 |
|
1869
Cabot Wealth Management
Salem,
Massachusetts
| $999M | +$16.5M | +2% | 0.76% | 75.9% | 164 | 20.73% | 5.3 |
|
1870
Provident Investment Management
Novi,
Michigan
| $999M | -$30.5M | -3% | 6.11% | 90.8% | 93 | 10.75% | 4.1 |
|
|
JWBC
1871
J.W. Burns & Co
Dewitt,
New York
| $998M | +$38.3M | +4% | 5.09% | 95.4% | 197 | 7.61% | 7.9 |
|
1872
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $997M | +$55.2M | +6% | 1.18% | 72.7% | 325 | 10.77% | 2.8 |
|
1873
Bronte Capital Management
Bondi Junction,
Australia
| $997M | +$65.9M | +7% | 3.72% | 122% | 58 | 3.45% | 2.1 |
|
1874
Denali Advisors
San Diego,
California
| $996M | +$3.29M | +0.3% | 2.08% | 106% | 360 | 20.83% | 1.7 |
|
1875
Evermay Wealth Management
Arlington,
Virginia
| $996M | +$24.8M | +3% | 0.24% | 61.1% | 682 | 13.34% | 4.4 |
|