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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2701
Provident Wealth Management
Brentwood,
Tennessee
| $282M | -$106M | -27% | 1.02% | 61.1% | 165 | 27.27% | 3 |
|
2702
Values Added Financial
Washington,
District of Columbia
| $282M | +$5.18M | +2% | 0.41% | 65.9% | 151 | 7.95% | 2.2 |
|
2703
Pacifica Capital Investments
Leander,
Texas
| $282M | -$10.9M | -4% | 5.2% | 69.8% | 16 | 6.25% | 7.4 |
|
2704
O'Connor Financial Group
Quincy,
Illinois
| $282M | -$754K | -0.3% | 0.94% | 48.4% | 73 | 12.33% | 2.1 |
|
2705
ANB Bank
Denver,
Colorado
| $282M | +$13.5M | +5% | 1.31% | – | 138 | 18.84% | 1.3 |
|
2706
SFG Wealth Management
Towson,
Maryland
| $281M | +$3.07M | +1% | 0.23% | 86.3% | 118 | 16.95% | 2.1 |
|
2707
ICW Investment Advisors
Scottsdale,
Arizona
| $281M | -$4.71M | -2% | 1.1% | 58.6% | 146 | 3.42% | 5.3 |
|
|
BIA
2708
Bigelow Investment Advisors
Portland,
Maine
| $281M | +$4.58M | +2% | 1.12% | 75.7% | 159 | 4.4% | 5.4 |
|
2709
Warburton Capital Management
Tulsa,
Oklahoma
| $281M | +$34.9M | +14% | 1.44% | – | 82 | 21.95% | 1.2 |
|
2710
EntreWealth
Austin,
Texas
| $281M | +$10.6M | +4% | 0.92% | – | 156 | 13.46% | 0.9 |
|
2711
R.W. Roge & Company
Bohemia,
New York
| $280M | +$41.3M | +17% | 1.58% | 76.3% | 73 | 13.7% | 3.4 |
|
2712
Onyx Financial Advisors
Idaho Falls,
Idaho
| $280M | +$2.71M | +1% | 0.01% | 57.8% | 23 | 21.74% | 2.1 |
|
2713
Plan A Wealth
Lincoln,
Nebraska
| $280M | +$45M | +19% | 1.31% | – | 210 | 10.95% | 1.1 |
|
2714
Cumberland Advisors
Sarasota,
Florida
| $280M | -$3.96M | -1% | 0.31% | 80.7% | 50 | 6% | 5.7 |
|
2715
Vivid Wealth Management
West Des Moines,
Iowa
| $280M | -$4.34M | -2% | 1.86% | 107% | 74 | 2.7% | 1.6 |
|
2716
Mine & Arao Wealth Creation & Management
Campbell,
California
| $280M | +$3.89M | +1% | 2.81% | 105% | 81 | 6.17% | 5.6 |
|
2717
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $280M | +$2.62M | +0.9% | 1.13% | 64.8% | 88 | 1.14% | 4.6 |
|
2718
Southern Michigan Bank & Trust
Coldwater,
Michigan
| $280M | -$1.57M | -0.6% | 0.26% | – | 451 | 12.86% | 0.5 |
|
2719
Quad-Cities Investment Group
Davenport,
Iowa
| $280M | +$1.48M | +0.5% | 0.58% | 67.3% | 222 | 9.91% | 4.2 |
|
2720
Searcy Financial Services
Overland Park,
Kansas
| $280M | -$18.5M | -6% | 0.96% | 60.2% | 28 | 14.29% | 3.5 |
|
2721
Invenio Wealth Partners
Coral Gables,
Florida
| $280M | +$411K | +0.1% | 0.15% | 55.5% | 94 | 12.77% | 2.1 |
|
2722
Midwest Capital Advisors
Grand Rapids,
Michigan
| $280M | +$33.3M | +14% | 1.2% | – | 239 | 14.64% | 1.2 |
|
2723
Financial Guidance Group
Palm Harbor,
Florida
| $279M | +$12.1M | +5% | 1.47% | 58.7% | 94 | 3.19% | 2.9 |
|
2724
TL Private Wealth
Southlake,
Texas
| $279M | +$6.7M | +2% | 0.02% | 50.6% | 58 | 12.07% | 3.9 |
|
2725
Carmel Capital Partners
San Diego,
California
| $279M | -$24M | -8% | 2.41% | 65.9% | 172 | 35.47% | 1.8 |
|