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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, 4,671 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) |
|
|---|---|---|---|---|---|---|---|---|---|
2401
Enzi Wealth
Austin,
Texas
| $334M | +$17.8M | +6% | 0.22% | 77% | 84 | 9.52% | 2.5 |
|
2402
Bank of Stockton
Stockton,
California
| $333M | -$23.4M | -7% | 0.07% | 99.2% | 128 | 4.69% | 7.1 |
|
|
LLI
2403
LTS Liquid Investments
Nassau,
| $333M | +$146M | +78% | 2.29% | – | 10 | 30% | 0.4 |
|
2404
Costello Asset Management
Feasterville,
Pennsylvania
| $332M | -$830K | -0.2% | 3.89% | 81.5% | 723 | 5.67% | 2.2 |
|
2405
Hassell Wealth Management
Houma,
Louisiana
| $332M | +$6.21M | +2% | 0.92% | 49.7% | 29 | 3.45% | 3 |
|
2406
Pacifica Partners
Surrey,
Canada
| $332M | +$559K | +0.2% | 0.45% | 127% | 429 | 7.69% | 4 |
|
2407
IFS Advisors
Overland Park,
Kansas
| $332M | +$123M | +59% | 0.42% | 54.2% | 465 | 53.12% | 1.4 |
|
2408
Prosperitas Financial
Valencia,
California
| $332M | +$19.5M | +6% | 3.19% | 118% | 125 | 26.4% | 1.3 |
|
2409
Idaho Trust Bank
Boise,
Idaho
| $332M | -$10.4M | -3% | 1.71% | 50.5% | 100 | 8% | 2 |
|
2410
Technology Crossover Management VIII
Menlo Park,
California
| $331M | -$14.5M | -4% | 3.6% | 70% | 5 | 0% | 6.6 |
|
2411
Burkett Financial Services
Rock Hill,
South Carolina
| $331M | +$11.8M | +4% | 1.41% | 63.6% | 389 | 35.22% | 1.3 |
|
2412
Miramontes Capital
Newport,
California
| $331M | +$10M | +3% | 4.13% | – | 149 | 8.72% | 0.6 |
|
2413
Family Wealth Partners
Matthews,
North Carolina
| $331M | +$5.23M | +2% | 0.24% | 58.5% | 125 | 28.8% | 1.5 |
|
2414
Buttonwood Financial Advisors
Baltimore,
Maryland
| $331M | +$2.33M | +0.7% | 1.64% | 73.4% | 112 | 3.57% | 3.4 |
|
2415
Tenon Financial
Metuchen,
New Jersey
| $331M | +$19.8M | +6% | 0.85% | – | 72 | 18.06% | 1.5 |
|
2416
Quartz Partners
Saratoga Springs,
New York
| $330M | +$24.8M | +8% | 3.72% | – | 239 | 26.36% | 1 |
|
2417
Powers Advisory Group
Highland,
Illinois
| $330M | +$10.9M | +3% | 0.36% | 49.8% | 133 | 6.02% | 3.3 |
|
2418
Henry James International Management
New York
| $330M | -$3.83M | -1% | 0.93% | 125% | 91 | 1.1% | 6.1 |
|
2419
Flagstar Advisors
New York
| $330M | -$1.5M | -0.5% | 1.69% | 81.9% | 190 | 10% | 3.4 |
|
2420
Tred Avon Family Wealth
Easton,
Maryland
| $329M | +$2.68M | +0.8% | 2.82% | – | 274 | 9.12% | 0.9 |
|
2421
New Perspectives Inc
Ridgeland,
Mississippi
| $329M | +$3.19M | +1% | 1.02% | – | 49 | 2.04% | 2.8 |
|
2422
Norman Fields Gottscho Capital Management
New York
| $329M | -$1.34M | -0.4% | 0.8% | 96.9% | 65 | 4.62% | 6.6 |
|
2423
TMB Capital Partners
Little Rock,
Arkansas
| $329M | +$8.18M | +3% | 1.06% | – | 192 | 13.54% | 0.7 |
|
2424
Montgomery Investment Management
Rockville,
Maryland
| $329M | -$931K | -0.3% | 2.76% | 105% | 109 | 4.59% | 7.2 |
|
2425
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $329M | -$11.1M | -3% | 1.85% | – | 119 | 41.18% | 1.1 |
|