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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 176 |
CP
176
Capital Planning
Bellevue,
Washington
| $376M | +$32.7M | +10% | 2.56% | 81.2% | 93 | 15.05% | 14.3 |
|
| 177 |
VC
177
Veery Capital
Wilmington,
Delaware
| $375M | +$2.96M | +0.8% | 0.12% | 63.4% | 109 | 15.6% | 13.1 |
|
| 178 |
CFP
178
Cypress Financial Planning
Haddon Heights,
New Jersey
| $373M | -$39.4M | -10% | 1.9% | 41.2% | 116 | 17.24% | 8 |
|
| 179 |
PCS
179
Private Client Services
Louisville,
Kentucky
| $372M | -$9.16M | -2% | 1.1% | 72% | 271 | 29.89% | 5.5 |
|
| 180 |
VC
180
Veracity Capital
Atlanta,
Georgia
| $372M | +$1.23M | +0.3% | 1.86% | 149% | 248 | 20.56% | 12.5 |
|
| 181 |
EWP
181
Elevation Wealth Partners
Santa Rosa,
California
| $356M | +$22M | +7% | 0.31% | 69.9% | 1,424 | 14.04% | 5.3 |
|
| 182 |
GBFG
182
Gerald Baker Financial Group
Arlington,
Texas
| $354M | +$2.54M | +0.7% | 0.92% | – | 129 | 6.98% | 1.9 |
|
| 183 |
SCP
183
Silverleafe Capital Partners
Germantown,
Tennessee
| $351M | -$15.5M | -4% | 2.29% | 87.7% | 117 | 29.91% | 9.5 |
|
| 184 |
AWM
184
Avaii Wealth Management
Appleton,
Wisconsin
| $348M | +$7.67M | +2% | 0.91% | 100% | 196 | 17.86% | 8.1 |
|
| 185 |
JA
185
JVL Associates
Wyoming,
Michigan
| $347M | -$5.06M | -1% | 0.54% | 81% | 83 | 14.46% | 15.6 |
|
| 186 |
APW
186
Acima Private Wealth
Richmond,
Virginia
| $344M | +$33.8K | +0% | 0.47% | 51.1% | 177 | 3.95% | 25.1 |
|
| 187 |
WAM
187
Worth Asset Management
Dallas,
Texas
| $343M | +$30.5M | +10% | 1.45% | 115% | 267 | 34.83% | 4.8 |
|
| 188 |
AWM
188
Act Wealth Management
Plano,
Texas
| $340M | -$191K | -0.1% | 0.79% | 70% | 67 | 7.46% | 11.5 |
|
| 189 |
PBBUPS
189
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| $340M | -$10.1M | -3% | 0.26% | – | 14 | 14.29% | 5.8 |
|
| 190 |
PA
190
PFW Advisors
Atlanta,
Georgia
| $337M | -$6.26M | -2% | 0.21% | – | 135 | 17.78% | 18.8 |
|
| 191 |
HAG
191
HF Advisory Group
Annapolis,
Maryland
| $336M | +$12.3M | +4% | 2.33% | 73.2% | 175 | 4.57% | 11.9 |
|
| 192 |
RFP
192
Roth Financial Partners
Kingwood,
Texas
| $335M | -$1.57M | -0.5% | 0.14% | 61% | 37 | 10.81% | 14.8 |
|
| 193 |
GCM
193
Glynn Capital Management
Menlo Park,
California
| $334M | -$29.4M | -8% | 9.15% | 252% | 46 | 19.57% | 11.2 |
|
| 194 |
PP
194
Pacifica Partners
Surrey,
Canada
| $332M | +$559K | +0.2% | 0.45% | 127% | 429 | 7.69% | 16.2 |
|
| 195 |
BFS
195
Burkett Financial Services
Rock Hill,
South Carolina
| $331M | +$11.8M | +4% | 1.41% | 63.6% | 389 | 35.22% | 5.2 |
|
| 196 |
NFGCM
196
Norman Fields Gottscho Capital Management
New York
| $329M | -$1.34M | -0.4% | 0.8% | 96.9% | 65 | 4.62% | 26.5 |
|
| 197 |
LWA
197
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $328M | +$110M | +50% | 2.29% | – | 232 | 41.38% | 2.4 |
|
| 198 |
BWM
198
Biltmore Wealth Management
Tempe,
Arizona
| $323M | +$2.48M | +0.8% | 0.85% | 59.8% | 61 | 8.2% | 18.8 |
|
| 199 |
DC
199
Defender Capital
Charlotte,
North Carolina
| $319M | +$11.2M | +4% | 7.68% | 101% | 39 | 7.69% | 2.5 |
|
| 200 |
CFGA
200
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $317M | -$546K | -0.2% | 0.76% | 69.5% | 155 | 1.29% | 8.8 |
|