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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
WPI
3476
Walter Public Investments
Westmount,
Canada
| $392M | -$23.2M | -6% | 5.21% | 85.1% | 63 | 28.57% | 1.7 |
|
3477
Stiles Financial Services
Edina,
Minnesota
| $392M | -$5.91M | -1% | 1.56% | 144% | 187 | 6.95% | 3.4 |
|
3478
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $392M | +$8.91M | +2% | 0.86% | 77.8% | 242 | 12.4% | 2.3 |
|
3479
Newton One Investments
Newark,
Delaware
| $392M | -$5.05M | -1% | 1.48% | 42% | 175 | 30.29% | 2.4 |
|
|
MI
3480
M3F Inc
Salt Lake City,
Utah
| $391M | -$30.8M | -7% | 12.3% | 139% | 25 | 28% | 4.5 |
|
3481
Amicus Financial Advisors
Lubbock,
Texas
| $391M | -$15.7M | -4% | 1.53% | – | 100 | 14% | 0.7 |
|
3482
Storen Legacy Partners
Zionsville,
Indiana
| $391M | +$24.4M | +7% | 0.66% | – | 126 | 12.7% | 0.6 |
|
3483
Neumann Capital Management
Foster City,
California
| $391M | +$240M | +159% | 1.66% | 89.9% | 108 | 49.07% | 4.3 |
|
3484
Client 1st Advisory Group
Dunedin,
Florida
| $391M | +$7.25M | +2% | 1.37% | 64.5% | 151 | 9.27% | 3.3 |
|
3485
Holowesko Partners
Nassau,
Bahamas
| $391M | -$4.1M | -1% | 0.16% | 56.1% | 37 | 21.62% | 2.6 |
|
3486
Quantum Private Wealth
Tampa,
Florida
| $391M | +$375K | +0.1% | 5.76% | 240% | 176 | 9.66% | 3 |
|
3487
Juncture Wealth Strategies
Scottsdale,
Arizona
| $390M | +$5.91M | +2% | 0.7% | 76.5% | 193 | 11.4% | 2.6 |
|
3488
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $390M | +$1.55M | +0.4% | 0.29% | 72.2% | 140 | 12.14% | 2.3 |
|
3489
SRH Advisors
Salina,
Kansas
| $389M | -$3.21M | -0.8% | 0.24% | 55.7% | 282 | 6.38% | 7.5 |
|
3490
Patton Fund Management
Dallas,
Texas
| $389M | -$73.2M | -16% | 4.15% | 211% | 114 | 57.02% | 1.8 |
|
3491
Windsor Capital Management
Phoenix,
Arizona
| $389M | +$4.15M | +1% | 0.94% | 49.1% | 133 | 5.26% | 6.6 |
|
3492
RenaissanceRe Holdings
Pembroke,
Bermuda
| $389M | -$32.6M | -8% | 7.11% | 26.4% | 5 | 0% | 4.5 |
|
3493
Baron Wealth Management
Troy,
Michigan
| $389M | +$3.15M | +0.8% | 1.48% | 88.6% | 334 | 17.37% | 1.7 |
|
3494
Sensible Money
Scottsdale,
Arizona
| $389M | +$11.7M | +3% | 0.52% | 69.1% | 113 | 17.7% | 2.5 |
|
|
FP
3495
Fiduciary Planning
Englewood,
Florida
| $389M | +$6.41M | +2% | 0.54% | 71.4% | 84 | 10.71% | 2.5 |
|
3496
Trinity Financial Advisors
Columbus,
Ohio
| $388M | -$596K | -0.2% | 0.94% | 74.5% | 101 | 7.92% | 2.9 |
|
|
CIA
3497
Cape Investment Advisory
Mcdonough,
Georgia
| $388M | +$14.3M | +4% | 1.63% | 72.5% | 1,541 | 10.25% | 0.6 |
|
3498
Strathmore Capital Advisors
Charlotte,
North Carolina
| $388M | +$16.7M | +4% | 0.48% | – | 148 | 12.16% | 1.1 |
|
3499
Sterling Wealth Management
Champaign,
Illinois
| $388M | -$14.4M | -4% | 0.94% | – | 118 | 4.24% | 2.2 |
|
3500
Leeward Financial Partners
Bellevue,
Washington
| $388M | +$6.65M | +2% | 4.58% | 97.9% | 115 | 9.57% | 2.8 |
|