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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1976
Quantedge Capital
Singapore
| $921M | +$789M | +598% | 2.13% | 118% | 74 | 55.41% | 1.2 |
|
1977
Liquid Strategies
Atlanta,
Georgia
| $920M | +$188M | +26% | 0.44% | 52.4% | 7 | 0% | 5.7 |
|
1978
Bank Hapoalim BM
Tel Aviv,
Israel
| $919M | -$586M | -39% | 2.07% | 80.5% | 123 | 10.57% | 5.3 |
|
1979
Strid Group
Newtown Square,
Pennsylvania
| $917M | +$16.5M | +2% | 0.19% | 55.2% | 97 | 8.25% | 3.1 |
|
1980
Baker Ellis Asset Management
Vancouver,
Washington
| $917M | -$47M | -5% | 1.62% | 91.9% | 270 | 8.52% | 5.9 |
|
1981
Sycomore Asset Management
Paris,
France
| $917M | -$14.7M | -2% | 3.85% | 163% | 72 | 5.56% | 3 |
|
1982
ZEGA Investments
Palm Beach Gardens,
Florida
| $917M | -$56.1M | -6% | 4.93% | – | 382 | 32.46% | 0.7 |
|
1983
Johnson Bixby & Associates
Vancouver,
Washington
| $916M | +$20.1M | +2% | 0.52% | 48.7% | 135 | 8.89% | 3.4 |
|
1984
Advisors Preferred
Rockville,
Maryland
| $915M | +$270M | +42% | 1.89% | 102% | 313 | 60.06% | 0.8 |
|
1985
Stanley-Laman Group
Berwyn,
Pennsylvania
| $915M | -$69.1M | -7% | 2.79% | 114% | 317 | 11.67% | 2.3 |
|
1986
Liberty Wealth Management
Oakland,
California
| $914M | +$114M | +14% | 0.69% | 73% | 311 | 26.37% | 2.6 |
|
1987
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $914M | -$2.96M | -0.3% | 1.51% | 51.5% | 129 | 10.85% | 3.5 |
|
1988
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $912M | +$5.71M | +0.6% | 0.33% | 72.8% | 221 | 13.57% | 1.8 |
|
1989
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $911M | +$40M | +5% | 0.25% | 62.6% | 384 | 14.06% | 2.8 |
|
1990
Soundwatch Capital
Rowayton,
Connecticut
| $911M | +$9.6M | +1% | 2.48% | 79.6% | 55 | 10.91% | 1.8 |
|
1991
Wealthcare Capital Management
Richmond,
Virginia
| $911M | -$143M | -14% | 0.83% | 46.2% | 111 | 16.22% | 4.5 |
|
1992
Vivo Capital
Palo Alto,
California
| $909M | -$186M | -17% | 5.54% | 4,748% | 55 | 23.64% | 1.5 |
|
1993
Valley National Advisers
Bethlehem,
Pennsylvania
| $909M | +$8.92M | +1% | 0.75% | 87.2% | 1,756 | 42.2% | 2.9 |
|
1994
Teamwork Financial Advisors
San Antonio,
Texas
| $908M | -$194M | -18% | 1.2% | 134% | 242 | 35.95% | 2.3 |
|
1995
Lake Street Private Wealth
Chicago,
Illinois
| $908M | +$33.7M | +4% | 3.88% | 105% | 289 | 8.3% | 3.8 |
|
1996
Murchinson
Toronto,
Ontario, Canada
| $908M | +$183M | +25% | 5.4% | 137% | 163 | 58.9% | 0.4 |
|
1997
Oak Root LLC
Santa Barbara,
California
| $907M | +$877K | +0.1% | 0.12% | 75.4% | 10 | 0% | 2.8 |
|
1998
Inscription Capital
Houston,
Texas
| $906M | -$222M | -20% | 3.06% | – | 860 | 32.56% | 1.9 |
|
1999
Philip James Wealth Mangement
Milton,
Georgia
| $906M | +$17.3M | +2% | 3.99% | 76% | 158 | 11.39% | 1.8 |
|
2000
Pathway Financial Advisors
South Burlington,
Vermont
| $905M | +$47.8M | +6% | 0.13% | 52.7% | 133 | 6.02% | 5 |
|