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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
SWK
3376
Stephen W. Kidder
| $414M | +$18.5M | +5% | 3.94% | 111% | 78 | 6.41% | 7 |
|
3377
Lifestyle Asset Management
Friendswood,
Texas
| $414M | +$41.7M | +11% | 0.44% | 88.3% | 143 | 19.58% | 1.6 |
|
3378
Osprey Private Wealth
New York
| $413M | +$26.1M | +7% | 5.84% | – | 90 | 3.33% | 1.3 |
|
3379
TriaGen Wealth Management
Calabasas,
California
| $413M | +$13.2M | +3% | 5.73% | 132% | 218 | 28.44% | 2.6 |
|
3380
Libra Wealth
Los Gatos,
California
| $413M | +$21.5M | +6% | 1.27% | 66.1% | 81 | 14.81% | 2.7 |
|
3381
Sicart Associates
New York
| $413M | +$4.16M | +1% | 5.03% | 113% | 79 | 13.92% | 4.4 |
|
3382
Inlet Private Wealth
Jupiter,
Florida
| $413M | +$1.17M | +0.3% | 1.86% | 111% | 138 | 5.8% | 4.9 |
|
3383
Clean Yield Group
Norwich,
Vermont
| $412M | +$9.17M | +2% | 3.69% | 80.7% | 410 | 8.05% | 5.3 |
|
3384
Access Investment Management
Atlanta,
Georgia
| $412M | +$21M | +5% | 1.09% | – | 150 | 14% | 1.8 |
|
3385
X-Square Capital
Guaynabo,
Puerto Rico
| $412M | +$17.5M | +4% | 1.07% | 151% | 191 | 14.14% | 3.4 |
|
3386
Rose Capital Advisors
Miami Beach,
Florida
| $411M | +$211M | +106% | 3.71% | – | 279 | 62.72% | 0.1 |
|
3387
Muhlenkamp & Co
Wexford,
Pennsylvania
| $411M | +$65.5M | +19% | 10% | 128% | 33 | 18.18% | 4.6 |
|
3388
Brown Miller Wealth Management
Mclean,
Virginia
| $411M | +$13.3M | +3% | 4.22% | 121% | 218 | 15.14% | 2.9 |
|
3389
Knuff & Co
Foster City,
California
| $410M | +$15.6M | +4% | 5.37% | 108% | 148 | 8.78% | 4 |
|
|
CL
3390
COWA LLC
Tulsa,
Oklahoma
| $410M | +$11.7M | +3% | 0.76% | 67.7% | 199 | 16.58% | 2.6 |
|
|
HC
3391
Headland Capital
Mt. Pleasant,
South Carolina
| $410M | +$4.39M | +1% | 0.52% | – | 81 | 35.8% | 1.1 |
|
|
AV
3392
Aspiring Ventures
Cincinnati,
Ohio
| $410M | -$1.62M | -0.4% | 0.45% | – | 107 | 17.76% | 1.1 |
|
3393
Modus Advisors
Excelsior,
Minnesota
| $409M | +$4.48M | +1% | 2.95% | 99.2% | 120 | 2.5% | 4 |
|
3394
Fruth Investment Management
Houston,
Texas
| $409M | -$11.4M | -3% | 2.62% | 79.4% | 230 | 5.65% | 8.8 |
|
|
CWM
3395
Cedar Wealth Management
Walnut Creek,
California
| $409M | +$19.9M | +5% | 1.72% | 76.7% | 119 | 27.73% | 3.8 |
|
3396
Winthrop Capital Management
Carmel,
Indiana
| $409M | -$5.39M | -1% | 0.76% | 68.1% | 359 | 3.9% | 1.7 |
|
3397
FCA Corp
Houston,
Texas
| $409M | +$2.69M | +0.7% | 0.52% | 61.5% | 209 | 7.66% | 5.4 |
|
3398
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $408M | $0 | 0% | 0.48% | 57.3% | 149 | 0% | 2.1 |
|
3399
Red Wave Investments
Dillsburg,
Pennsylvania
| $408M | +$14.8M | +4% | 3.17% | 68.8% | 126 | 10.32% | 3.8 |
|
3400
S.E.E.D. Planning Group
Binghamton,
New York
| $408M | +$29.4M | +8% | 3.79% | 57.3% | 103 | 19.42% | 3 |
|