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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3201
Financial Freedom LLC
Cincinnati,
Ohio
| $218M | +$129K | +0.1% | 0.25% | 76.9% | 348 | 69.25% | 1 |
|
3202
Northland Capital Management
Virginia,
Minnesota
| $218M | +$32.4M | +17% | 1.83% | 37.5% | 35 | 20% | 3 |
|
3203
Peterson Wealth Management
Sparks,
Nevada
| $218M | +$3.16M | +1% | 1.94% | 88.9% | 199 | 14.57% | 1 |
|
3204
Lake Hills Wealth Management
Austin,
Texas
| $218M | -$2.36M | -1% | 1.86% | 83.7% | 75 | 34.67% | 1.1 |
|
|
KA
3205
Kearns & Associates
Palos Verdes Estates,
California
| $218M | +$3.43M | +2% | 1.5% | 78.7% | 42 | 9.52% | 3.5 |
|
3206
David J. Yvars Group
University Park,
Florida
| $218M | +$5.7M | +3% | 3.23% | 143% | 115 | 13.04% | 2.7 |
|
3207
GuidedMoney
Black Earth,
Wisconsin
| $217M | +$1.32M | +0.6% | 0.98% | – | 35 | 8.57% | 0.7 |
|
3208
American Financial & Tax Strategies
New York
| $217M | -$4.11M | -2% | 0.84% | 46.9% | 102 | 0.98% | 2.5 |
|
3209
Addison Advisors
Middlebury,
Vermont
| $217M | +$5.31M | +3% | 0.58% | 54.5% | 817 | 19.46% | 3 |
|
3210
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $217M | +$5.96M | +3% | 3.24% | 101% | 133 | 18.8% | 3.2 |
|
3211
Successful Portfolios
Clearwater,
Florida
| $217M | +$2.7M | +1% | 1.57% | 110% | 205 | 6.34% | 5 |
|
3212
Wernau Asset Management
Gloucester,
Massachusetts
| $217M | +$24.2M | +13% | 6.76% | – | 52 | 3.85% | 1.6 |
|
3213
Dahring Cusmano
Novi,
Michigan
| $217M | +$26.9M | +14% | 1.66% | – | 75 | 21.33% | 1.1 |
|
3214
Peoples Bank (Ohio)
Marietta,
Ohio
| $217M | +$22M | +11% | 1.22% | 78.9% | 112 | 12.5% | 5.7 |
|
3215
Milestone Asset Management Group
Avon,
Connecticut
| $216M | +$17.9M | +9% | 2.95% | – | 141 | 9.22% | 1.4 |
|
3216
Kure Advisory
Plymouth,
Minnesota
| $216M | +$5.5M | +3% | 0.61% | – | 67 | 14.93% | 1.8 |
|
3217
SWP Financial
San Diego,
California
| $216M | +$148K | +0.1% | 0.62% | 58.4% | 79 | 3.8% | 1.9 |
|
3218
Ameraudi Asset Management
New York
| $216M | -$4.42M | -2% | 0.29% | 51.5% | 45 | 28.89% | 3.3 |
|
3219
4J Wealth Management
Alexandria,
Virginia
| $216M | +$12.5M | +6% | 1.91% | 74.7% | 121 | 15.7% | 3 |
|
3220
First County Bank
Stamford,
Connecticut
| $216M | +$3.81M | +2% | 3% | 101% | 174 | 5.75% | 2.6 |
|
3221
Lipe & Dalton
Syracuse,
New York
| $216M | +$1.03M | +0.5% | 1.75% | 101% | 98 | 8.16% | 6.7 |
|
3222
Ridgecrest Wealth Partners
Mill Valley,
California
| $216M | +$8.83M | +4% | 4.14% | 103% | 119 | 11.76% | 3.4 |
|
|
MKW
3223
Mullaney, Keating & Wright
Middletown,
Connecticut
| $216M | +$9.26M | +4% | 5.27% | – | 77 | 12.99% | 1.8 |
|
|
CWMA
3224
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| $216M | +$384K | +0.2% | 1.75% | – | 226 | 38.5% | 0.6 |
|
3225
GLR Partners
Columbia,
Maryland
| $216M | +$852K | +0.4% | 2.29% | – | 119 | 16.81% | 0.4 |
|