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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, 4,657 funds (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
2326
Spectrum Asset Management (California)
Newport Beach,
California
| $346M | -$14.1M | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
2327
MTM Investment Management
Spartanburg,
South Carolina
| $346M | -$4.28M | -1% | 0.96% | 87.7% | 724 | 4.7% | 2.4 |
|
|
AG
2328
ASO Group
Road Town,
| $346M | +$110M | +47% | 0.44% | – | 68 | 22.06% | 0.6 |
|
2329
Canopy Partners
Cincinnati,
Ohio
| $346M | +$13.4M | +4% | 4.04% | 108% | 274 | 20.44% | 2 |
|
2330
Forza Wealth Management
Sarasota,
Florida
| $346M | +$19.7M | +6% | 0.8% | 69.8% | 200 | 6% | 2.9 |
|
2331
Pecaut & Co
Sioux City,
Iowa
| $346M | +$17.4M | +5% | 1.99% | 62.8% | 70 | 8.57% | 5.1 |
|
2332
Greenfield Seitz Capital Management
Dallas,
Texas
| $346M | +$9.8M | +3% | 5.89% | 88.5% | 120 | 17.5% | 2.1 |
|
|
JPLA
2333
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $346M | +$13M | +4% | 1.52% | 84% | 201 | 9.95% | 3.6 |
|
2334
Brady Family Wealth
Saint Louis,
Missouri
| $345M | -$1.19M | -0.3% | 4.46% | 74.7% | 116 | 10.34% | 3.2 |
|
2335
G&S Capital
Denver,
Colorado
| $345M | -$166K | -0% | 2.13% | 85.6% | 171 | 17.54% | 2.9 |
|
2336
Mayfair Advisory Group
Birmingham,
Alabama
| $345M | +$13M | +4% | 1.31% | 71.5% | 195 | 9.74% | 3.2 |
|
2337
Acima Private Wealth
Richmond,
Virginia
| $344M | +$33.8K | +0% | 0.47% | 51.1% | 177 | 3.95% | 6.3 |
|
2338
Etesian Wealth Advisors
West Linn,
Oregon
| $344M | +$5.75M | +2% | 1.34% | 60.6% | 144 | 4.17% | 2.8 |
|
|
PIP
2339
Palisades Investment Partners
Santa Monica,
California
| $344M | -$7.67M | -2% | 7.7% | – | 57 | 12.28% | 1.4 |
|
2340
United Bank (Georgia)
Zebulon,
Georgia
| $344M | +$15M | +5% | 3.66% | 93.7% | 130 | 13.08% | 4.8 |
|
2341
Ferguson Shapiro
Decatur,
Georgia
| $344M | +$1.93M | +0.6% | 0.61% | 42.7% | 97 | 16.49% | 1.5 |
|
2342
Mosley Wealth Management
Anaheim,
California
| $343M | +$29.2M | +9% | 0.77% | – | 826 | 8.11% | 0.6 |
|
2343
Worth Asset Management
Dallas,
Texas
| $343M | +$30.5M | +10% | 1.45% | 115% | 267 | 34.83% | 1.2 |
|
2344
Whitegate Investment Counselors
Concord,
New Hampshire
| $343M | -$8.18M | -2% | 1.3% | 51% | 76 | 9.21% | 6.4 |
|
2345
Master's Wealth Management
Lancaster,
Pennsylvania
| $343M | +$10.6M | +3% | 0.85% | – | 94 | 12.77% | 1 |
|
|
MCG
2346
McCollum Christoferson Group
Amherst,
New York
| $343M | +$1.72M | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
|
WOCP
2347
White Oak Capital Partners
Singapore
| $343M | -$82.6M | -19% | 5.74% | – | 21 | 23.81% | 1.1 |
|
2348
Midwest Heritage Bank
West Des Moines,
Iowa
| $342M | -$10.4M | -3% | 1.31% | 52.2% | 54 | 5.56% | 3.2 |
|
2349
Realta Investment Advisors
Wilmington,
Delaware
| $342M | +$20.4M | +6% | 6.59% | 151% | 423 | 25.53% | 2.9 |
|
2350
Iams Wealth Management
Omaha,
Nebraska
| $342M | +$9.7M | +3% | 1.5% | 57.7% | 221 | 30.77% | 1.6 |
|