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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3551
Courage Miller Partners
Norfolk,
Virginia
| $379M | -$136K | -0% | 0.99% | 43.5% | 95 | 9.47% | 8 |
|
3552
CJM Wealth Advisers
Falls Church,
Virginia
| $379M | -$2.03M | -0.5% | 0.2% | 76.8% | 85 | 9.41% | 3.1 |
|
3553
Cora Capital Advisors
Marlton,
New Jersey
| $379M | +$22.3M | +6% | 2.81% | 80.3% | 158 | 13.92% | 2.1 |
|
3554
Northcape Wealth Management
Williamsville,
New York
| $378M | -$2.76M | -0.7% | 1.62% | 74% | 150 | 8.67% | 3.2 |
|
3555
Westbourne Investment Advisors
Annapolis,
Maryland
| $378M | +$15.6M | +4% | 8.24% | 107% | 126 | 6.35% | 3.8 |
|
3556
Wheelhouse Advisory Group
St. Louis,
Missouri
| $378M | +$23.8M | +7% | 1.04% | 67.9% | 59 | 11.86% | 1.8 |
|
|
MS
3557
Madden Securities
Dallas,
Texas
| $378M | +$18.1M | +5% | 4.42% | 108% | 344 | 65.99% | 1 |
|
3558
Mizuho Bank
Tokyo,
Japan
| $378M | -$89.4M | -19% | 4.41% | 116% | 10 | 90% | 2.7 |
|
3559
United Wealth Management
Charlottesville,
Virginia
| $378M | -$66.5M | -15% | 1.17% | – | 25 | 12% | 1.6 |
|
3560
Dockside LLC
New York
| $378M | -$49.6M | -12% | 2.48% | – | 240 | 47.5% | 0.2 |
|
3561
Darwin Wealth Management
Tampa,
Florida
| $378M | +$12.3M | +3% | 0.09% | 61.4% | 1,221 | 47.67% | 1.1 |
|
3562
RWC Asset Advisors
Miami,
Florida
| $377M | -$72.2M | -16% | 9.04% | 267% | 17 | 23.53% | 2.4 |
|
3563
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $377M | -$21.2M | -5% | 16.2% | 40.5% | 6 | 0% | 1.6 |
|
3564
Cypress Capital
Franklin,
Tennessee
| $377M | +$7.41M | +2% | 0.72% | 43.6% | 127 | 18.9% | 2.6 |
|
3565
Seneca Financial Advisors
Rochester,
New York
| $377M | -$7.85M | -2% | 1.41% | 50.9% | 69 | 13.04% | 3.7 |
|
3566
Orion Investment Company
St. Louis,
Missouri
| $377M | +$34.5M | +10% | 29.1% | – | 74 | 5.41% | 2 |
|
3567
Claris Advisors
St. Louis,
Missouri
| $377M | -$5.85M | -2% | 0.01% | 68.9% | 78 | 7.69% | 2.8 |
|
|
FAP
3568
Financial Advisory Partners
Winter Park,
Florida
| $377M | -$5.61M | -1% | 0.85% | 52.9% | 75 | 1.33% | 3.3 |
|
3569
Gallatin Point Capital
Greenwich,
Connecticut
| $377M | +$44.8M | +13% | 8.14% | – | 3 | 0% | 1.3 |
|
3570
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $377M | -$12.3M | -3% | 3.02% | 101% | 152 | 17.11% | 6 |
|
3571
Narus Financial Partners
Salt Lake City,
Utah
| $377M | -$12.4M | -3% | 2.18% | 85.3% | 184 | 10.33% | 4.1 |
|
3572
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $377M | +$2.35M | +0.6% | 3.93% | 106% | 44 | 0% | 5.1 |
|
3573
Kelleher Financial Advisors
New York
| $377M | -$328M | -47% | 2.96% | 80.3% | 884 | 51.13% | 2 |
|
3574
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $377M | +$2.92M | +0.8% | 0.13% | 69.7% | 83 | 3.61% | 4.9 |
|
3575
Capital Planning
Bellevue,
Washington
| $376M | +$32.7M | +10% | 2.56% | 81.2% | 93 | 15.05% | 3.6 |
|