We are live on !
Find out more
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
34.66%
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, 2,069 funds (~23%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
SWL
351
STACKSTONE WEALTH, LLC
Dubuque,
Iowa
| $1.01B | – | – | 1.1% | – | 323 | – | 0 |
|
352
Insight Wealth Strategies
San Ramon,
California
| $1.01B | -$13.5M | -1% | 0.3% | 83.5% | 206 | 16.99% | 2.7 |
|
353
HBW Advisory Services
Simi Valley,
California
| $1.01B | -$95.7M | -9% | 0.38% | 68.6% | 492 | 16.46% | 2.6 |
|
354
Archford Capital Strategies
Swansea,
Illinois
| $1.01B | +$21.5M | +2% | 2.79% | 87.4% | 402 | 20.4% | 4.1 |
|
355
Novem Group
Rochester,
New York
| $1.01B | +$19.3M | +2% | 0.15% | – | 479 | 14.41% | 1.2 |
|
356
Van Cleef Asset Management
Beachwood,
Ohio
| $1.01B | +$26.3M | +3% | 7.15% | 104% | 122 | 4.1% | 8.1 |
|
357
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.01B | -$10.5M | -1% | 2.59% | 92.7% | 299 | 8.03% | 2.1 |
|
358
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $1.01B | -$4.69M | -0.5% | 1.5% | 42.7% | 1,395 | 5.38% | 2.4 |
|
359
Grove Bank & Trust
Miami,
Florida
| $1.01B | -$2.63M | -0.3% | 1.52% | 80.5% | 959 | 10.43% | 3.4 |
|
360
Sendero Wealth Management
San Antonio,
Texas
| $1B | -$2.57M | -0.3% | 5.71% | 99.2% | 226 | 15.49% | 2.3 |
|
361
Toth Financial Advisory
Leesburg,
Virginia
| $1B | -$23.2M | -2% | 0.03% | 90.4% | 1,123 | 30.19% | 3.3 |
|
|
JWBC
362
J.W. Burns & Co
Dewitt,
New York
| $998M | +$38.3M | +4% | 5.09% | 95.4% | 197 | 7.61% | 7.9 |
|
363
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $995M | -$28.6M | -3% | 1.4% | 51.1% | 699 | 25.75% | 3.9 |
|
364
Jamison Private Wealth Management
Milton,
Georgia
| $988M | -$2.84M | -0.3% | 0.8% | 130% | 234 | 5.98% | 2.3 |
|
365
Segra Capital Management
Palm Beach,
Florida
| $987M | +$492M | +99% | 20.7% | 19% | 19 | 68.42% | 0.3 |
|
366
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $987M | -$28.4M | -3% | 1% | 116% | 452 | 19.47% | 2 |
|
367
Foguth Wealth Management
Brighton,
Michigan
| $986M | +$107M | +12% | 0.3% | – | 239 | 15.9% | 1.4 |
|
|
AAA
368
Adams Asset Advisors
Dallas,
Texas
| $984M | +$103M | +12% | 9.2% | 66.8% | 94 | 6.38% | 5.4 |
|
369
Hanson & Doremus Investment Management
Burlington,
Vermont
| $982M | -$949K | -0.1% | 0.2% | 86.3% | 513 | 9.55% | 6.7 |
|
370
L. Roy Papp & Associates
Phoenix,
Arizona
| $981M | +$29.6M | +3% | 5.58% | 80.1% | 200 | 7% | 7.4 |
|
371
First Pacific Financial
Vancouver,
Washington
| $978M | +$138M | +16% | 0.85% | 53.6% | 559 | 12.52% | 2.2 |
|
372
LVZ Inc
Holland,
Michigan
| $975M | -$9.31M | -0.9% | 0.41% | 52.9% | 183 | 12.02% | 3.4 |
|
373
Barlow Wealth Partners
Louisville,
Kentucky
| $970M | +$44.6M | +5% | 4.71% | 101% | 158 | 9.49% | 2 |
|
374
Bath Savings Trust
Bath,
Maine
| $966M | +$711K | +0.1% | 3.36% | 57.8% | 185 | 8.11% | 7 |
|
375
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $964M | -$21.5M | -2% | 0.68% | 76.7% | 266 | 11.65% | 3.2 |
|