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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3326
Western Standard LLC
Los Angeles,
California
| $424M | +$129M | +44% | 7.29% | 79.1% | 48 | 68.75% | 0.3 |
|
3327
Vision Retirement
Ridgewood,
New Jersey
| $424M | +$10.3M | +2% | 1.37% | – | 657 | 8.52% | 0.7 |
|
3328
Pioneer Wealth Management Group
Austin,
Texas
| $424M | +$9.9M | +2% | 1.64% | – | 60 | 15% | 2.3 |
|
3329
Ruedi Wealth Management
Champaign,
Illinois
| $424M | -$2.64M | -0.6% | 0.82% | 48.2% | 64 | 6.25% | 3 |
|
3330
Highland Peak Capital
Old Greenwich,
Connecticut
| $423M | +$79.8M | +23% | 5.65% | 247% | 19 | 52.63% | 0.5 |
|
3331
Birinyi Associates
Westport,
Connecticut
| $423M | +$335K | +0.1% | 6.13% | 134% | 64 | 10.94% | 7 |
|
3332
Retirement Financial Solutions
Knoxville,
Tennessee
| $423M | +$16.2M | +4% | 2.08% | 52.5% | 64 | 28.13% | 1.3 |
|
3333
BigSur Wealth Management
Miami,
Florida
| $423M | +$7.48M | +2% | 3.82% | 94.8% | 178 | 11.8% | 4.6 |
|
3334
McDonald Partners
Cleveland,
Ohio
| $423M | +$10.9M | +3% | 3.26% | 102% | 651 | 9.83% | 1.3 |
|
3335
Paradigm Asset Management
New York
| $422M | -$46M | -10% | 1.42% | 79.2% | 463 | 50.54% | 2.7 |
|
3336
Corre Partners Management
New York
| $422M | +$42.3M | +11% | 13.7% | 102% | 5 | 60% | 0.3 |
|
3337
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $422M | -$27M | -6% | 8.82% | 264% | 96 | 51.04% | 2.3 |
|
3338
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $422M | +$9.9M | +2% | 0.2% | 67.6% | 214 | 7.01% | 2.7 |
|
3339
ForthRight Wealth Management
Alpharetta,
Georgia
| $421M | +$30.1M | +8% | 0.03% | 50.4% | 84 | 11.9% | 3.2 |
|
3340
CDAM (UK)
London,
United Kingdom
| $421M | +$33.4M | +9% | 11.4% | 18.8% | 13 | 15.38% | 3.4 |
|
3341
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $420M | +$24.2M | +6% | 2.4% | 62.6% | 158 | 14.56% | 2.9 |
|
3342
Reverence Capital Partners
New York
| $420M | -$118M | -22% | 21.9% | 17.1% | 1 | 0% | 2.5 |
|
3343
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| $420M | +$6.24M | +2% | 0.16% | – | 193 | 13.47% | 1.4 |
|
3344
Fourthstone LLC
St Louis,
Missouri
| $420M | +$279M | +199% | 2.31% | 93.6% | 60 | 65% | 0.6 |
|
3345
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $419M | +$13.7M | +3% | 1.93% | 81.6% | 172 | 20.35% | 2.6 |
|
3346
OLP Capital Management
Causeway Bay,
Hong Kong
| $419M | +$18.9M | +5% | 6.26% | 115% | 7 | 57.14% | 1.4 |
|
3347
White Pine Capital
Bloomington,
Minnesota
| $419M | -$4.34M | -1% | 0.48% | 155% | 245 | 4.08% | 6.7 |
|
3348
Searle & Co
Greenwich,
Connecticut
| $419M | -$26.4M | -6% | 2.99% | 108% | 199 | 8.54% | 5.4 |
|
|
VWM
3349
VCI Wealth Management
St Louis,
Missouri
| $419M | +$19.6M | +5% | 4.53% | 86.3% | 144 | 60.42% | 1 |
|
3350
Tairen Capital
Hong Kong
| $417M | -$715M | -63% | 23.2% | 626% | 62 | 88.71% | 0.3 |
|