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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2276
Drexel Morgan & Co
Radnor,
Pennsylvania
| $748M | +$28.9M | +4% | 3.62% | 62.4% | 61 | 3.28% | 8.1 |
|
2277
Balboa Wealth Partners
Scottsdale,
Arizona
| $748M | +$13.2M | +2% | 2.77% | 214% | 513 | 18.13% | 1.8 |
|
2278
CFO4Life Group
Coppell,
Texas
| $747M | +$4.67M | +0.6% | 1.65% | 67.6% | 249 | 8.03% | 3.9 |
|
2279
Lebenthal Global Advisors
Hauppauge,
New York
| $747M | +$5.58M | +0.8% | 0.28% | 57.2% | 215 | 13.02% | 2.3 |
|
2280
Austin Asset Management
Austin,
Texas
| $747M | +$29.2M | +4% | 1.46% | 93.4% | 103 | 15.53% | 2.7 |
|
2281
SFE Investment Counsel
Los Angeles,
California
| $747M | +$5.08M | +0.7% | 0.97% | 114% | 166 | 16.27% | 5.3 |
|
2282
Covenant Asset Management
Chester,
New Jersey
| $746M | +$151M | +25% | 4.3% | 177% | 182 | 12.09% | 4.5 |
|
2283
LS Investment Advisors
Bloomfield Hills,
Michigan
| $746M | +$8.12M | +1% | 3.69% | 98.7% | 132 | 6.82% | 8.7 |
|
2284
Topsail Wealth Management
Charlotte,
North Carolina
| $745M | -$37.8M | -5% | 1.24% | – | 322 | 12.11% | 1.3 |
|
2285
Stablepoint Partners
Braintree,
Massachusetts
| $744M | +$21.3M | +3% | 2.07% | 92.8% | 269 | 7.43% | 2.2 |
|
2286
Northwest Financial Advisors
Herndon,
Virginia
| $743M | -$8.6M | -1% | 1.73% | 67% | 99 | 14.14% | 1.4 |
|
2287
Academy Capital Management
Waco,
Texas
| $743M | -$13.1M | -2% | 5.25% | 85% | 40 | 15% | 3.9 |
|
2288
North Growth Management
Vancouver,
British Columbia, Canada
| $743M | -$37.3M | -5% | 0.88% | 243% | 50 | 8% | 5 |
|
|
GF
2289
Greenfield FTC
Reno,
Nevada
| $743M | +$8M | +1% | 1.12% | 75.4% | 4 | 0% | 3.1 |
|
2290
Blue Fin Capital
Warren,
Rhode Island
| $742M | +$49.8M | +7% | 7.16% | 147% | 171 | 8.19% | 6.6 |
|
2291
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $741M | +$7.12M | +1% | 0.73% | – | 194 | 6.7% | 4.1 |
|
2292
Affinity Wealth Management
Wilmington,
Delaware
| $740M | -$36M | -5% | 3.31% | 125% | 128 | 18.75% | 3.1 |
|
2293
SeaBridge Investment Advisors
Summit,
New Jersey
| $740M | +$48.7M | +7% | 2.54% | 139% | 269 | 33.83% | 2.8 |
|
2294
PSG Equity
Boston,
Massachusetts
| $740M | -$120M | -14% | 13.9% | 13.7% | 1 | 0% | 4.8 |
|
2295
JLB & Associates
Plymouth,
Michigan
| $740M | -$8.44M | -1% | 3.05% | 69.9% | 68 | 0% | 7.4 |
|
2296
Rather & Kittrell
Knoxville,
Tennessee
| $740M | +$24.1M | +3% | 1.7% | 43.8% | 134 | 20.15% | 2.4 |
|
2297
BDF Gestion
Paris,
France
| $738M | -$12.2M | -2% | 7.21% | – | 154 | 12.99% | 1.6 |
|
2298
First National Advisers
Omaha,
Nebraska
| $737M | +$24.7M | +3% | 3.59% | 101% | 278 | 14.39% | 2.1 |
|
2299
Manchester Capital Management
Manchester,
Vermont
| $736M | -$32M | -4% | 2.83% | 86.7% | 1,362 | 6.75% | 4.3 |
|
2300
Consolidated Planning Corp
Atlanta,
Georgia
| $735M | -$6.46M | -0.9% | 1.4% | 84.6% | 200 | 27.5% | 2.4 |
|