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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3101
Friedenthal Financial
Marlton,
New Jersey
| $231M | +$14.1M | +7% | 1.05% | 105% | 401 | 50.62% | 1.6 |
|
3102
Aull & Monroe Investment Management
Mobile,
Alabama
| $231M | -$8.57M | -4% | 0.42% | 98.3% | 128 | 3.91% | 9.2 |
|
3103
Serenity Investment Advisors
Chicago,
Illinois
| $230M | -$4.21M | -2% | 0.13% | – | 77 | 10.39% | 0.7 |
|
3104
Laurel Wealth Planning
Edina,
Minnesota
| $230M | +$4.25M | +2% | 0.01% | 59.5% | 72 | 9.72% | 3.4 |
|
3105
Ballast Asset Management
Dallas,
Texas
| $230M | -$20.6M | -8% | 0.21% | 123% | 57 | 14.04% | 2 |
|
3106
OmniStar Financial Group
Wilmington,
North Carolina
| $230M | +$12.9M | +6% | 2.01% | 75.6% | 152 | 46.05% | 1.4 |
|
3107
Tuttle Capital Management
Riverside,
Connecticut
| $230M | +$81.2M | +55% | 1.41% | 115% | 267 | 61.8% | 0.2 |
|
3108
Spear Advisors
East Hampton,
New York
| $230M | -$61.8M | -21% | 16.1% | – | 33 | 24.24% | 0.5 |
|
3109
Cresta Advisors
Laredo,
Texas
| $229M | -$49.3M | -18% | 0.34% | 66.8% | 54 | 7.41% | 2.9 |
|
3110
Cooper/Haims Advisors
Victor,
New York
| $229M | -$3.16M | -1% | 0.02% | 58.8% | 130 | 19.23% | 3.6 |
|
3111
AGP Franklin
Franklin,
Tennessee
| $229M | -$1.39M | -0.6% | 6.29% | – | 101 | 17.82% | 1.2 |
|
3112
Sowa Financial Group
Lincoln,
Rhode Island
| $229M | +$14.7M | +7% | 7.33% | 100% | 31 | 6.45% | 3.6 |
|
3113
W Advisors LLC
Germantown,
Tennessee
| $229M | +$9.24M | +4% | 4.08% | 88.7% | 156 | 3.85% | 3 |
|
|
KWM
3114
KRM Wealth Management
Reno,
Nevada
| $229M | +$1.85M | +0.8% | 1.08% | – | 47 | 6.38% | 0.7 |
|
3115
Trust Investment Advisors
Indianapolis,
Indiana
| $229M | +$19.6M | +9% | 1.99% | 178% | 114 | 25.44% | 4.5 |
|
3116
Yardley Wealth Management
Yardley,
Pennsylvania
| $229M | +$8.91M | +4% | 1.25% | – | 41 | 12.2% | 1.7 |
|
3117
Capital Wealth Alliance
Scottsdale,
Arizona
| $229M | +$13.5M | +6% | 6.19% | 124% | 108 | 15.74% | 2.6 |
|
3118
Bastion Asset Management
Montreal,
Canada
| $229M | -$65.8M | -22% | 4.49% | – | 71 | 66.2% | 0.3 |
|
|
TAP
3119
Tounjian Advisory Partners
Fort Myers,
Florida
| $229M | -$4.96M | -2% | 1.96% | – | 882 | 14.17% | 0.4 |
|
3120
Tenret Company
Tampa,
Florida
| $229M | – | – | 1.6% | – | 39 | – | 3.6 |
|
3121
Beach Point Capital Management
Santa Monica,
California
| $229M | -$29.3M | -11% | 20.3% | 84.1% | 21 | 42.86% | 1 |
|
3122
BankPlus Wealth Management
Jackson,
Mississippi
| $229M | +$6.46M | +3% | 0.99% | – | 128 | 10.16% | 1.4 |
|
3123
Smith Thornton Advisors
Huntsville,
Alabama
| $229M | +$1.56M | +0.7% | 0.32% | – | 145 | 7.59% | 1.8 |
|
3124
Ariadne Wealth Management
Santa Barbara,
California
| $228M | +$2.31M | +1% | 2.35% | – | 276 | 13.77% | 1.4 |
|
3125
Castleview Partners
Dallas,
Texas
| $228M | +$665K | +0.3% | 1.49% | 61.3% | 240 | 17.92% | 2.6 |
|