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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
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, 4,554 funds (~51%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
2251
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $351M | +$2.18M | +0.6% | 0.51% | 59.6% | 152 | 7.89% | 3.2 |
|
|
PAM
2252
Pegasus Asset Management
Montebello,
New York
| $351M | -$207K | -0.1% | 3.04% | 101% | 77 | 11.69% | 5.3 |
|
2253
Boothe Investment Group
Dover,
Delaware
| $351M | +$33.2M | +10% | 6.8% | 75.6% | 40 | 7.5% | 2.5 |
|
2254
Jeppson Wealth Management
Manhattan Beach,
California
| $350M | +$11.1M | +3% | 4.57% | 107% | 257 | 10.89% | 3.7 |
|
2255
Wilson Asset Management
Sydney,
Australia
| $350M | -$13.7M | -4% | 3.83% | 58% | 47 | 38.3% | 1.3 |
|
2256
Ameliora Wealth Management
Zurich,
Switzerland
| $350M | +$13.4M | +4% | 0.77% | 73.9% | 251 | 13.55% | 2.3 |
|
2257
Inlight Wealth Management
Atlanta,
Georgia
| $350M | +$35.6M | +11% | 1.35% | – | 79 | 22.78% | 1.1 |
|
2258
Argyle Capital Management
Center Valley,
Pennsylvania
| $349M | +$2.22M | +0.6% | 3.81% | 106% | 140 | 5% | 9.5 |
|
2259
DHJJ Financial Advisors
Naperville,
Illinois
| $349M | +$1.89M | +0.5% | 0.04% | 62.5% | 1,110 | 4.41% | 2.6 |
|
2260
Jacobsen Capital Management
Salt Lake City,
Utah
| $348M | +$6.31M | +2% | 1.75% | 97.3% | 133 | 10.53% | 2.7 |
|
2261
Avaii Wealth Management
Appleton,
Wisconsin
| $348M | +$7.67M | +2% | 0.91% | 100% | 196 | 17.86% | 2 |
|
2262
Dorval Corp
Maple Grove,
Minnesota
| $348M | +$403K | +0.1% | 1.92% | 29.6% | 50 | 8% | 2 |
|
2263
Warner Financial
Bethesda,
Maryland
| $348M | +$7.78M | +2% | 0.19% | 69.2% | 151 | 4.64% | 3 |
|
|
VST
2264
Van Strum & Towne
San Francisco,
California
| $348M | -$19M | -5% | 5.78% | 72.3% | 122 | 13.93% | 6.2 |
|
2265
N10 Wealth
Greenwich,
Connecticut
| $348M | +$65.7M | +23% | 0.76% | – | 69 | 43.48% | 0.2 |
|
2266
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $347M | -$22.9M | -6% | 1.25% | 78.2% | 172 | 23.84% | 1.4 |
|
2267
JVL Associates
Wyoming,
Michigan
| $347M | -$5.06M | -1% | 0.54% | 81% | 83 | 14.46% | 3.9 |
|
2268
Weybosset Research & Management
Province,
Rhode Island
| $347M | -$33.7M | -9% | 5.29% | 74.8% | 33 | 6.06% | 6.7 |
|
2269
National Wealth Management Group
Cincinnati,
Ohio
| $347M | +$23.7M | +7% | 1.41% | 128% | 251 | 24.7% | 1.8 |
|
2270
First United Bank & Trust
Oakland,
Maryland
| $347M | -$813K | -0.2% | 1.85% | 78% | 427 | 6.09% | 4.3 |
|
2271
Hixon Zuercher
Findlay,
Ohio
| $347M | +$5.96M | +2% | 3.39% | 101% | 95 | 10.53% | 3.5 |
|
2272
Spectrum Asset Management (California)
Newport Beach,
California
| $346M | -$14.1M | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
2273
MTM Investment Management
Spartanburg,
South Carolina
| $346M | -$4.28M | -1% | 0.96% | 87.7% | 724 | 4.7% | 2.4 |
|
|
AG
2274
ASO Group
Road Town,
| $346M | +$110M | +47% | 0.44% | – | 68 | 22.06% | 0.6 |
|
2275
Canopy Partners
Cincinnati,
Ohio
| $346M | +$13.4M | +4% | 4.04% | 108% | 274 | 20.44% | 2 |
|