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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2201
Financial Solutions Advisory Group
Chicago,
Illinois
| $788M | -$2.88M | -0.4% | 0.84% | – | 195 | 11.79% | 0.4 |
|
2202
Independent Solutions Wealth Management
Williamsville,
New York
| $788M | +$17.1M | +2% | 3.73% | 125% | 201 | 6.97% | 3.7 |
|
2203
Human Investing
Lake Oswego,
Oregon
| $787M | +$16M | +2% | 0.16% | 56.9% | 113 | 12.39% | 3.8 |
|
2204
Colonial Trust
Spartanburg,
South Carolina
| $786M | -$3.36M | -0.4% | 2.19% | 83.6% | 1,203 | 11.06% | 2.7 |
|
2205
Hughes Financial Services
Herndon,
Virginia
| $786M | +$31.7M | +4% | 0.74% | – | 2,152 | 21.61% | 0.9 |
|
2206
Westside Investment Management
Santa Monica,
California
| $785M | +$23.6M | +3% | 2.93% | 126% | 1,478 | 5.55% | 3.8 |
|
|
NG
2207
Northstar Group
New York
| $784M | +$7.38M | +0.9% | 1.64% | 68.4% | 178 | 7.87% | 6.1 |
|
2208
Financial Advisory Corporation
Grand Rapids,
Michigan
| $784M | +$29.8M | +4% | 0.76% | – | 58 | 6.9% | 1.5 |
|
2209
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $784M | -$13.8M | -2% | 3.41% | 29.9% | 38 | 13.16% | 5.6 |
|
2210
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $783M | -$2.32M | -0.3% | 0.76% | 65.2% | 145 | 11.03% | 2.1 |
|
2211
Once Capital Management
New York
| $783M | -$436M | -36% | 3.55% | 627% | 25 | 16% | 2.7 |
|
2212
Brooklands Fund Management
London,
United Kingdom
| $782M | +$654M | +511% | 5.6% | – | 84 | 71.43% | 0.2 |
|
2213
Emerald Advisors
Bellevue,
Washington
| $781M | -$14.6M | -2% | 0.81% | 71.8% | 133 | 18.05% | 3.6 |
|
2214
Loftus Peak
Sydney,
Australia
| $781M | +$46.5M | +6% | 1.96% | – | 28 | 14.29% | 0.2 |
|
2215
TFO Wealth Partners
Maumee,
Ohio
| $778M | -$141M | -15% | 1.18% | 68.9% | 112 | 47.32% | 0.9 |
|
2216
Chatham Capital Group
Savannah,
Georgia
| $777M | -$5.75M | -0.7% | 0.51% | 97% | 209 | 7.18% | 6.3 |
|
2217
Northwest Wealth Management
Spencer,
Iowa
| $777M | +$19.1M | +3% | 0.39% | 68.2% | 304 | 18.75% | 3.2 |
|
2218
John G. Ullman & Associates
Corning,
New York
| $777M | -$47.3M | -6% | 1.09% | 162% | 195 | 12.31% | 4.9 |
|
2219
Toyota Motor Corp
Japan
| $777M | -$1.21B | -61% | 32.2% | 34.7% | 2 | 50% | 5 |
|
2220
Canal Capital Management
Richmond,
Virginia
| $777M | -$41.6M | -5% | 2.15% | 69.5% | 239 | 17.15% | 3.9 |
|
2221
Summit Asset Management
Memphis,
Tennessee
| $777M | -$3.87M | -0.5% | 0.08% | 53.4% | 192 | 9.38% | 6.5 |
|
2222
Laffer Tengler Investments
Nashville,
Tennessee
| $777M | -$5.03M | -0.6% | 1.27% | 104% | 190 | 25.79% | 2.8 |
|
2223
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $776M | +$105M | +16% | 3.71% | 31.3% | 306 | 42.48% | 0.7 |
|
2224
Kelman-Lazarov Inc
Memphis,
Tennessee
| $776M | +$12.7M | +2% | 0.29% | 51.6% | 164 | 9.76% | 4.4 |
|
2225
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $775M | -$62.5M | -7% | 1.02% | 44.3% | 90 | 7.78% | 4.6 |
|