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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2051
Unique Wealth
Clearwater,
Florida
| $877M | +$19.1M | +2% | 0.37% | 68.5% | 225 | 17.78% | 1.6 |
|
2052
Arbor Investment Advisors
Winston Salem,
North Carolina
| $877M | -$6.53M | -0.7% | 0.33% | 48.5% | 153 | 19.61% | 4.9 |
|
2053
Freedom Together Foundation
New York
| $875M | +$8.21M | +0.9% | 0.98% | 69.7% | 2 | 0% | 1.8 |
|
2054
Tran Capital Management
San Rafael,
California
| $873M | +$4.16M | +0.5% | 6.44% | 173% | 72 | 15.28% | 3.1 |
|
2055
Thompson Investment Management
Madison,
Wisconsin
| $873M | +$1.01M | +0.1% | 3.06% | 100% | 522 | 8.24% | 4.3 |
|
2056
Brio Consultants
San Francisco,
California
| $872M | +$18.8M | +2% | 0.17% | 46.9% | 182 | 13.19% | 3 |
|
2057
Alley Investment Management Company
Lake Forest,
Illinois
| $871M | +$15.3M | +2% | 2.72% | 63.2% | 89 | 3.37% | 3.7 |
|
2058
Warwick Investment Management
Bryan,
Texas
| $871M | -$19.9M | -2% | 0.15% | 69.9% | 158 | 11.39% | 2.1 |
|
2059
Financial Enhancement Group
Anderson,
Indiana
| $871M | +$32M | +4% | 0.75% | 62.2% | 147 | 12.24% | 3.4 |
|
2060
Physician Wealth Advisors
Midvale,
Utah
| $869M | +$32M | +4% | 1.02% | 79.9% | 2,648 | 19.86% | 1.3 |
|
2061
Parkway Wealth Management
Plano,
Texas
| $869M | +$2.63M | +0.3% | 0.25% | – | 162 | 20.37% | 0.6 |
|
2062
Newbridge Financial Services Group
Boca Raton,
Florida
| $868M | +$59.6M | +7% | 5.71% | 189% | 1,412 | 19.97% | 2.1 |
|
2063
Sargent Investment Group
Bethesda,
Maryland
| $867M | +$35.4M | +4% | 7.49% | 135% | 303 | 15.84% | 2.5 |
|
|
HCP
2064
Holt Capital Partners
Fort Worth,
Texas
| $866M | +$16.5M | +2% | 0.73% | 75.1% | 169 | 4.73% | 7.5 |
|
2065
Security National Bank
Omaha,
Nebraska
| $865M | +$27.1M | +3% | 2.33% | 125% | 488 | 22.75% | 2.2 |
|
2066
BlueSky Wealth Advisors
New Bern,
North Carolina
| $865M | +$1.19M | +0.1% | 1.25% | 45.9% | 118 | 12.71% | 2.7 |
|
2067
Rice Partnership
Honolulu,
Hawaii
| $864M | +$40M | +5% | 2.51% | 135% | 192 | 16.15% | 3.7 |
|
2068
Oslo Pensjonsforsikring
Oslo,
| $863M | -$5.96M | -0.7% | 5.46% | 79% | 481 | 13.51% | 1.9 |
|
|
PA
2069
Prairie Advisory
Leawood,
Kansas
| $863M | +$437M | +102% | 0.34% | – | 183 | 12.57% | 0.2 |
|
2070
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $863M | -$7.96M | -0.9% | 3.44% | 195% | 66 | 4.55% | 7.5 |
|
2071
Lineweaver Wealth Advisors
Valley View,
Ohio
| $863M | +$17.7M | +2% | 0.83% | 68.4% | 194 | 12.37% | 2.9 |
|
2072
Peterson Wealth Advisors
Orem,
Utah
| $862M | +$15.7M | +2% | 0.68% | 50.9% | 123 | 8.13% | 3.8 |
|
2073
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $862M | +$20.1M | +2% | 1.79% | 49% | 127 | 11.81% | 4.1 |
|
2074
Berman McAleer
Timonium,
Maryland
| $862M | -$1.88M | -0.2% | 0.35% | – | 189 | 13.76% | 0.8 |
|
|
CANC
2075
Culbertson A N & Co
Charlottesville,
Virginia
| $861M | +$2.52M | +0.3% | 0.85% | 87.5% | 142 | 5.63% | 7.9 |
|