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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 201 |
BWL
201
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $315M | +$3.32M | +1% | 0.54% | 47% | 32 | 18.75% | 11.1 |
|
| 202 |
NAH
202
Neumann Advisory (HK)
Central,
Hong Kong
| $314M | -$41.6M | -12% | 10.1% | 77.3% | 6 | 16.67% | 27.8 |
|
| 203 |
FIG
203
FSA Investment Group
Pensacola,
Florida
| $314M | +$6.28M | +2% | 1.72% | – | 57 | 43.86% | 3.3 |
|
| 204 |
LJHT
204
Laurie J. Hall Trustee
| $314M | -$7.75M | -2% | 0.91% | 105% | 104 | 6.73% | 39.6 |
|
| 205 |
FS
205
Financial Symmetry
Raleigh,
North Carolina
| $313M | +$13.3M | +4% | 0.6% | 68.5% | 75 | 21.33% | 7 |
|
| 206 |
BE
206
Bonness Enterprises
Washington,
District of Columbia
| $307M | -$2.61M | -0.8% | 0.82% | 98.6% | 39 | 5.13% | 47.3 |
|
| 207 |
FCT
207
First Community Trust
Dubuque,
Iowa
| $300M | +$78.8M | +36% | 3.05% | 128% | 360 | 13.61% | 12.8 |
|
| 208 |
KWM
208
Kaydan Wealth Management
Fenton,
Michigan
| $291M | -$36.8M | -11% | 0.5% | 58% | 122 | 10.66% | 13 |
|
| 209 |
BWM
209
Buska Wealth Management
Wausau,
Wisconsin
| $291M | +$13.2M | +5% | 0.24% | – | 83 | 12.05% | 6.7 |
|
| 210 |
SCI
210
Stableford Capital II
Scottsdale,
Arizona
| $288M | -$376K | -0.1% | 4.47% | 66.9% | 164 | 22.56% | 8.2 |
|
| 211 |
SRWM
211
Shira Ridge Wealth Management
Larkspur,
California
| $288M | +$1.05M | +0.4% | 0.84% | 72.8% | 87 | 9.2% | 10.3 |
|
| 212 |
MWM
212
McNaughton Wealth Management
San Diego,
California
| $286M | +$4.6M | +2% | 0.19% | 55.6% | 78 | 7.69% | 16 |
|
| 213 |
MHWM
213
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $285M | +$4.25M | +2% | 2.01% | 84.1% | 103 | 8.74% | 11.3 |
|
| 214 |
RSC
214
Red Spruce Capital
Berwyn,
Pennsylvania
| $283M | -$3.9M | -1% | 0.64% | 98.4% | 96 | 4.17% | 16.9 |
|
| 215 |
AB
215
ANB Bank
Denver,
Colorado
| $282M | +$13.5M | +5% | 1.31% | – | 138 | 18.84% | 5.3 |
|
| 216 |
PAW
216
Plan A Wealth
Lincoln,
Nebraska
| $280M | +$45M | +19% | 1.31% | – | 210 | 10.95% | 4.4 |
|
| 217 |
SFS
217
Searcy Financial Services
Overland Park,
Kansas
| $280M | -$18.5M | -6% | 0.96% | 60.2% | 28 | 14.29% | 14.2 |
|
| 218 |
MCP
218
Martin Capital Partners
Eugene,
Oregon
| $279M | +$7.14M | +3% | 2.79% | 42.3% | 74 | 4.05% | 17.9 |
|
| 219 |
DFG
219
Dupree Financial Group
Lexington,
Kentucky
| $277M | +$10.3M | +4% | 4.82% | 75.8% | 90 | 22.22% | 6.8 |
|
| 220 |
BAM
220
Bell Asset Management
Melbourne,
Australia
| $277M | -$97.8M | -26% | 5.19% | 45.3% | 75 | 25.33% | 10.2 |
|
| 221 |
DIM
221
DLK Investment Management
Solana Beach,
California
| $275M | +$39.6M | +17% | 4.71% | 80.4% | 130 | 50% | 6.5 |
|
| 222 |
RI
222
Ridgewood Investments
Springfield,
New Jersey
| $271M | +$4.16M | +2% | 0.04% | – | 221 | 7.69% | 15 |
|
| 223 |
MAG
223
MRA Advisory Group
Parsippany,
New Jersey
| $267M | -$8.61M | -3% | 1.47% | 86.8% | 178 | 25.28% | 9.4 |
|
| 224 |
EF
224
Exeter Financial
Scottsdale,
Arizona
| $265M | +$3.85M | +1% | 2.83% | 59.1% | 106 | 10.38% | 24.2 |
|
| 225 |
GSB
225
Greenfield Savings Bank
Greenfield,
Massachusetts
| $264M | +$739K | +0.3% | 2.77% | 108% | 153 | 7.19% | 13.6 |
|