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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2801
Scissortail Wealth Management
Tulsa,
Oklahoma
| $545M | +$25.6M | +5% | 3.38% | 71.9% | 119 | 13.45% | 1.9 |
|
2802
Moller Wealth Partners
| $545M | -$7.66M | -1% | 1.51% | 44.1% | 77 | 14.29% | 6.6 |
|
|
MIC
2803
Maxi Investments CY
Limassol,
Cyprus
| $545M | +$51.1M | +10% | 0.23% | 83.2% | 98 | 60.2% | 0.7 |
|
2804
Phraction Management
Colchester,
Connecticut
| $545M | -$50.4M | -8% | 4.05% | 106% | 72 | 15.28% | 2.9 |
|
2805
TownSquare Capital
Provo,
Utah
| $545M | +$1.18M | +0.2% | 2.8% | 108% | 309 | 17.8% | 4.4 |
|
2806
Archer Investment Corporation
Carmel,
Indiana
| $545M | +$22.5M | +4% | 1.99% | 76.1% | 1,328 | 10.39% | 3.6 |
|
2807
Hedeker Wealth
Lincolnshire,
Illinois
| $545M | +$20.7M | +4% | 4.79% | 161% | 94 | 3.19% | 3.5 |
|
2808
Nuance Investments
Kansas City,
Missouri
| $544M | -$43.3M | -7% | 0.04% | 8.87% | 60 | 23.33% | 2.3 |
|
2809
WealthPLAN Partners
Omaha,
Nebraska
| $544M | +$20.8M | +4% | 2.59% | 71.6% | 243 | 12.76% | 4.5 |
|
2810
Paragon Capital Management (Colorado)
Denver,
Colorado
| $544M | +$15.5M | +3% | 6.03% | 109% | 231 | 13.85% | 3.1 |
|
|
PA
2811
Paragon Advisors
College Station,
Texas
| $543M | +$66.9M | +14% | 5.93% | 138% | 111 | 34.23% | 2 |
|
2812
Coyle Financial Counsel
Glenview,
Illinois
| $543M | -$5.01M | -0.9% | 0.3% | 67.3% | 130 | 8.46% | 3 |
|
2813
Planning Project LLC
The Woodlands,
Texas
| $542M | +$41.1M | +8% | 0.35% | – | 343 | 93.29% | 0 |
|
2814
Stordahl Capital Management
Greenwood Village,
Colorado
| $542M | -$4.2M | -0.8% | 1.02% | 54% | 69 | 4.35% | 5.4 |
|
2815
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| $541M | -$3.41M | -0.6% | 4.36% | – | 19 | 47.37% | 0.6 |
|
2816
America First Investment Advisors
Omaha,
Nebraska
| $541M | +$2.48M | +0.5% | 4.96% | 88.8% | 45 | 2.22% | 9 |
|
2817
Ping Capital Management
New York
| $541M | +$140M | +35% | 6.59% | – | 101 | 22.77% | 1.1 |
|
2818
Riggs Asset Management
Dallas,
Pennsylvania
| $541M | -$19.3M | -3% | 1.94% | 219% | 146 | 21.92% | 3.5 |
|
2819
Activest Wealth Management
Aventure,
Florida
| $540M | +$22.7M | +4% | 2.2% | 117% | 1,414 | 30.91% | 1.5 |
|
|
RIA
2820
RPG Investment Advisory
Pleasanton,
California
| $540M | -$433M | -44% | 7.76% | 186% | 94 | 10.64% | 4.9 |
|
2821
The Wealth Group
Eden Prairie,
Minnesota
| $540M | +$17.5M | +3% | 2.06% | 71.9% | 98 | 4.08% | 1.9 |
|
2822
McRae Capital Management
Morristown,
New Jersey
| $540M | +$31.8M | +6% | 7.01% | 78.2% | 118 | 8.47% | 6.3 |
|
2823
Voisard Asset Management Group
Grand Rapids,
Michigan
| $538M | +$9.7M | +2% | 0.49% | 50.5% | 119 | 11.76% | 1.8 |
|
2824
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $538M | -$22.5M | -4% | 2.44% | 221% | 52 | 19.23% | 2.7 |
|
2825
Abound Wealth Management
Franklin,
Tennessee
| $537M | +$33M | +7% | 0.27% | 65.7% | 1,533 | 17.16% | 2.3 |
|