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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
A
2001
Alongside
Austin,
Texas
| $904M | +$380M | +72% | 0.62% | – | 285 | 36.49% | 0.3 |
|
2002
CRA Financial Services
Northfield,
New Jersey
| $904M | +$36.5M | +4% | 3.61% | 91.9% | 335 | 5.97% | 3.8 |
|
2003
Leelyn Smith
Geneva,
Illinois
| $903M | +$80.7M | +10% | 2.06% | 86% | 173 | 11.56% | 3.4 |
|
2004
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $903M | -$157M | -15% | 9.84% | 164% | 114 | 31.58% | 2.8 |
|
2005
Calton & Associates
Tampa,
Florida
| $903M | +$220M | +32% | 1.15% | 79% | 523 | 25.43% | 1.4 |
|
2006
D'Orazio & Associates
Falls Church,
Virginia
| $902M | +$38.3M | +4% | 1.12% | 66.7% | 359 | 18.94% | 3.2 |
|
2007
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $902M | +$138M | +18% | 1.27% | 44.5% | 144 | 12.5% | 2.8 |
|
2008
Managed Asset Portfolios
Rochester,
Michigan
| $902M | +$27.3M | +3% | 3.05% | 108% | 64 | 29.69% | 3.5 |
|
2009
Portside Wealth Group
Provo,
Utah
| $901M | +$42.9M | +5% | 2.43% | 90.1% | 567 | 16.93% | 1.7 |
|
2010
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
| $901M | -$11.9M | -1% | 1.47% | – | 303 | 12.21% | 0.6 |
|
2011
Financial Advisors Network
Tustin,
California
| $901M | +$85M | +10% | 1.82% | – | 218 | 6.88% | 3.8 |
|
2012
Ranmore Fund Management
Cobham,
United Kingdom
| $901M | -$2.41M | -0.3% | 2.31% | – | 32 | 46.88% | 0.4 |
|
2013
MYDA Advisors
Woodmere,
New York
| $900M | +$228M | +34% | 0.94% | 237% | 290 | 66.55% | 0.4 |
|
2014
Financial Consulate
Hunt Valley,
Maryland
| $899M | +$246K | +0% | 1.48% | 61.4% | 1,990 | 31.81% | 0.7 |
|
2015
TT International Asset Management
London,
United Kingdom
| $898M | +$115M | +15% | 3.49% | 331% | 56 | 41.07% | 0.8 |
|
2016
City Holding Co
Charleston,
West Virginia
| $898M | +$13.5M | +2% | 2.16% | 89.2% | 628 | 11.15% | 6.3 |
|
2017
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $898M | +$9.49M | +1% | 0.71% | 48.8% | 146 | 15.75% | 1.8 |
|
2018
Bay Colony Advisors
Concord,
Massachusetts
| $898M | -$5.27M | -0.6% | 1.14% | 99.6% | 532 | 17.48% | 3.5 |
|
2019
One Wealth Advisors
San Francisco,
California
| $897M | -$8.92M | -1% | 1% | 74.4% | 345 | 16.52% | 2.3 |
|
2020
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| $896M | -$13.3M | -1% | 0.42% | – | 62 | 6.45% | 1.4 |
|
2021
Absher Wealth Management
Chapel Hill,
North Carolina
| $895M | +$17.1M | +2% | 3.36% | 65.3% | 77 | 9.09% | 4.1 |
|
2022
Alaska Wealth Advisors
Anchorage,
Alaska
| $895M | -$27.9M | -3% | 1.48% | 47.3% | 101 | 15.84% | 3.4 |
|
|
IBOK
2023
Independence Bank of Kentucky
Owensboro,
Kentucky
| $895M | +$7.7M | +0.9% | 3.29% | 94.3% | 652 | 11.2% | 4.4 |
|
2024
Eclectic Associates
Fullerton,
California
| $895M | +$16.5M | +2% | 1.19% | 53.8% | 170 | 9.41% | 2.9 |
|
2025
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $895M | +$26.3M | +3% | 1.63% | 64.8% | 67 | 16.42% | 2.8 |
|