We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|
1901
Nelson Capital Management
Menlo Park,
California
| $974M | +$62.5M | +7% | 7.18% | 141% | 124 | 8.87% | 6 |
|
1902
Family Management
New York
| $973M | -$1.71M | -0.2% | 2.08% | 76% | 367 | 21.8% | 2.3 |
|
1903
FSM Wealth Advisors
Cleveland,
Ohio
| $972M | +$33.4M | +4% | 0.25% | 68.4% | 375 | 14.13% | 2 |
|
1904
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $971M | -$278M | -22% | 21% | 96.7% | 2 | 0% | 4.6 |
|
1905
Barlow Wealth Partners
Louisville,
Kentucky
| $970M | +$44.6M | +5% | 4.71% | 101% | 158 | 9.49% | 2 |
|
1906
Westerkirk Capital
Victoria,
| $969M | -$70.6M | -7% | 3.12% | – | 217 | 4.61% | 1 |
|
1907
Hartline Investment Corp
Winnetka,
Illinois
| $969M | -$179M | -16% | 3.79% | 222% | 123 | 24.39% | 3.6 |
|
|
AO
1908
Allen Operations
New York
| $968M | +$247M | +34% | 9.91% | 248% | 34 | 5.88% | 5.9 |
|
|
AP
1909
Archon Partners
Princeton Junction,
New Jersey
| $968M | +$30.8M | +3% | 4.95% | 99.5% | 39 | 10.26% | 5.7 |
|
1910
Parthenon LLC
Louisville,
Kentucky
| $967M | +$5.36M | +0.6% | 4.36% | 93.3% | 135 | 5.93% | 8.7 |
|
1911
RMG Wealth Management
Platteville,
Wisconsin
| $967M | -$2.6M | -0.3% | 0.33% | – | 676 | 35.95% | 0.7 |
|
|
KWMG
1912
King Wealth Management Group
Naples,
Florida
| $967M | +$52.4M | +6% | 5.87% | 103% | 183 | 7.65% | 6.1 |
|
1913
Bath Savings Trust
Bath,
Maine
| $966M | +$711K | +0.1% | 3.36% | 57.8% | 185 | 8.11% | 7 |
|
1914
ICICI Prudential Asset Management
Mumbai,
India
| $965M | +$51.6M | +6% | 6.35% | 79.3% | 165 | 9.09% | 3.3 |
|
1915
Strategic Planning Group
Bountiful,
Utah
| $965M | +$46.8M | +5% | 3.73% | 162% | 88 | 25% | 1.4 |
|
1916
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $964M | -$21.5M | -2% | 0.68% | 76.7% | 266 | 11.65% | 3.2 |
|
1917
Partners Wealth Management
Carmel By The Sea,
California
| $961M | +$859M | +842% | 7.07% | – | 484 | 78.72% | 0.3 |
|
1918
Roble Belko & Company
Sewickley,
Pennsylvania
| $961M | +$36M | +4% | 0.24% | 58.4% | 532 | 11.47% | 4.4 |
|
1919
Fort Sheridan Advisors
Highland Park,
Illinois
| $961M | +$33.1M | +4% | 5.85% | 126% | 310 | 8.06% | 3.8 |
|
1920
Makena Capital Management
Menlo Park,
California
| $961M | +$8.86M | +0.9% | 1.46% | 85.5% | 29 | 17.24% | 2.1 |
|
1921
Stockman Wealth Management
Billings,
Montana
| $960M | -$7.31M | -0.8% | 0.2% | 77.5% | 182 | 4.4% | 5.6 |
|
1922
St Louis Trust
Saint Louis,
Missouri
| $960M | +$84.9M | +10% | 0.83% | 77.2% | 133 | 12.78% | 5.2 |
|
1923
Evolution Wealth Advisors
Aventura,
Florida
| $960M | +$105M | +12% | 3.61% | 96% | 207 | 18.84% | 2.8 |
|
1924
Revolve Wealth Partners
Hackensack,
New Jersey
| $959M | -$6.41M | -0.7% | 0.96% | 67.4% | 369 | 17.07% | 2.2 |
|
|
WDA
1925
Wendell David Associates
Portsmouth,
New Hampshire
| $958M | +$11.6M | +1% | 5.98% | 58.7% | 156 | 3.85% | 9.3 |
|