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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, 4,696 funds (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
2676
Bluestem Financial Advisors
Champaign,
Illinois
| $286M | +$825K | +0.3% | 2.03% | 42.2% | 34 | 0% | 4.9 |
|
2677
McNaughton Wealth Management
San Diego,
California
| $286M | +$4.6M | +2% | 0.19% | 55.6% | 78 | 7.69% | 4 |
|
2678
Juno Financial Group
Richmond,
Virginia
| $286M | +$4.09M | +1% | 0.56% | – | 75 | 6.67% | 0.7 |
|
2679
Boyd Wealth Management
Sacramento,
California
| $286M | +$21.6M | +8% | 0.36% | 56.8% | 63 | 26.98% | 2.7 |
|
2680
Chris Bulman
Roseville,
California
| $285M | +$11.5M | +4% | 1.07% | – | 179 | 13.41% | 1.3 |
|
2681
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $285M | +$4.25M | +2% | 2.01% | 84.1% | 103 | 8.74% | 2.8 |
|
2682
Agate Pass Investment Management
Bainbridge Island,
Washington
| $285M | +$13.7M | +5% | 2.55% | 76% | 119 | 15.13% | 3.3 |
|
2683
Flagship Private Wealth
Woburn,
Massachusetts
| $285M | +$1.77M | +0.6% | 0.33% | 70.2% | 119 | 8.4% | 3.5 |
|
2684
Foronjy Financial
Santa Barbara,
California
| $285M | +$12.4M | +5% | 0.44% | – | 119 | 14.29% | 1 |
|
2685
Advantage Trust Company
Salina,
Kansas
| $285M | +$302K | +0.1% | 0.57% | 77.6% | 197 | 2.03% | 1.6 |
|
2686
Solstein Capital
Menlo Park,
California
| $284M | -$7.6M | -3% | 4.27% | 102% | 435 | 67.82% | 3.7 |
|
2687
Selby Wealth Management
Emeryville,
California
| $284M | +$2.2M | +0.8% | 0.9% | – | 88 | 7.95% | 0.7 |
|
2688
Towerpoint Wealth
Sacramento,
California
| $284M | -$4.84M | -2% | 0.43% | 67.7% | 120 | 10.83% | 3.9 |
|
2689
Trueblood Wealth Management
Lima,
Ohio
| $284M | -$2.37M | -0.8% | 0.94% | 89.9% | 272 | 7.72% | 2.2 |
|
2690
ShariaPortfolio
Lake Mary,
Florida
| $284M | +$1.49M | +0.5% | 1.74% | 254% | 47 | 29.79% | 1.2 |
|
2691
Bayshore Asset Management
Coral Gables,
Florida
| $284M | +$4.28M | +2% | 0.03% | 66.1% | 56 | 23.21% | 3 |
|
2692
First Financial Corp
Terre Haute,
Indiana
| $284M | -$4.96M | -2% | 1.5% | 95.3% | 310 | 7.42% | 8.7 |
|
2693
Altman Advisors
Chicago,
Illinois
| $284M | +$5.39M | +2% | 5.1% | 143% | 96 | 11.46% | 3 |
|
2694
MBE Wealth Management
Tomah,
Wisconsin
| $284M | -$533K | -0.2% | 0.65% | 66.5% | 180 | 8.89% | 2.6 |
|
2695
NavPoint Financial
Prior Lake,
Minnesota
| $283M | +$13.4M | +5% | 1.39% | 58.5% | 76 | 3.95% | 2 |
|
2696
Keener Financial Planning
Keller,
Texas
| $283M | +$3.42M | +1% | 0.15% | 70.5% | 67 | 13.43% | 2.2 |
|
|
VU
2697
Valence8 US
Cambridge,
Massachusetts
| $283M | -$17.5M | -6% | 0.07% | 76.6% | 15 | 6.67% | 2.4 |
|
2698
Red Spruce Capital
Berwyn,
Pennsylvania
| $283M | -$3.9M | -1% | 0.64% | 98.4% | 96 | 4.17% | 4.2 |
|
2699
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $282M | +$3.01M | +1% | 1.45% | 58.7% | 57 | 5.26% | 5.3 |
|
2700
Sentry LLC
Memphis,
Tennessee
| $282M | -$75.1M | -21% | 1.35% | 52.6% | 135 | 5.19% | 2.8 |
|