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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3751
Avaii Wealth Management
Appleton,
Wisconsin
| $348M | +$7.67M | +2% | 0.91% | 100% | 196 | 17.86% | 2 |
|
3752
Dorval Corp
Maple Grove,
Minnesota
| $348M | +$403K | +0.1% | 1.92% | 29.6% | 50 | 8% | 2 |
|
3753
Warner Financial
Bethesda,
Maryland
| $348M | +$7.78M | +2% | 0.19% | 69.2% | 151 | 4.64% | 3 |
|
3754
Slagle Financial
Edwardsville,
Illinois
| $348M | +$14M | +4% | 2.71% | 88.4% | 133 | 7.52% | 2 |
|
|
VST
3755
Van Strum & Towne
San Francisco,
California
| $348M | -$19M | -5% | 5.78% | 72.3% | 122 | 13.93% | 6.2 |
|
3756
N10 Wealth
Greenwich,
Connecticut
| $348M | +$65.7M | +23% | 0.76% | – | 69 | 43.48% | 0.2 |
|
3757
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $347M | -$22.9M | -6% | 1.25% | 78.2% | 172 | 23.84% | 1.4 |
|
3758
JVL Associates
Wyoming,
Michigan
| $347M | -$5.06M | -1% | 0.54% | 81% | 83 | 14.46% | 3.9 |
|
3759
Permit Capital
West Conshohocken,
Pennsylvania
| $347M | -$10.1M | -3% | 0.26% | 140% | 21 | 4.76% | 5.1 |
|
3760
Weybosset Research & Management
Province,
Rhode Island
| $347M | -$33.7M | -9% | 5.29% | 74.8% | 33 | 6.06% | 6.7 |
|
3761
National Wealth Management Group
Cincinnati,
Ohio
| $347M | +$23.7M | +7% | 1.41% | 128% | 251 | 24.7% | 1.8 |
|
3762
Barometer Capital Management
Toronto,
Ontario, Canada
| $347M | -$13M | -4% | 7.16% | 354% | 176 | 43.18% | 0.7 |
|
3763
First United Bank & Trust
Oakland,
Maryland
| $347M | -$813K | -0.2% | 1.85% | 78% | 427 | 6.09% | 4.3 |
|
3764
Hixon Zuercher
Findlay,
Ohio
| $347M | +$5.96M | +2% | 3.39% | 101% | 95 | 10.53% | 3.5 |
|
3765
Spectrum Asset Management (California)
Newport Beach,
California
| $346M | -$14.1M | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
3766
Chaney Capital Management
Lynnwood,
Washington
| $346M | +$28.2M | +9% | 1.95% | 80.9% | 53 | 20.75% | 1.8 |
|
3767
MTM Investment Management
Spartanburg,
South Carolina
| $346M | -$4.28M | -1% | 0.96% | 87.7% | 724 | 4.7% | 2.4 |
|
3768
Members Advisory Group
Williamsville,
New York
| $346M | -$12.3M | -3% | 2.63% | 74.9% | 46 | 15.22% | 1.3 |
|
3769
PL Capital Advisors
Naples,
Florida
| $346M | -$13.8M | -4% | 5.09% | 86.4% | 34 | 14.71% | 3.5 |
|
|
AG
3770
ASO Group
Road Town,
| $346M | +$110M | +47% | 0.44% | – | 68 | 22.06% | 0.6 |
|
3771
Canopy Partners
Cincinnati,
Ohio
| $346M | +$13.4M | +4% | 4.04% | 108% | 274 | 20.44% | 2 |
|
3772
Forza Wealth Management
Sarasota,
Florida
| $346M | +$19.7M | +6% | 0.8% | 69.8% | 200 | 6% | 2.9 |
|
3773
Pecaut & Co
Sioux City,
Iowa
| $346M | +$17.4M | +5% | 1.99% | 62.8% | 70 | 8.57% | 5.1 |
|
3774
Greenfield Seitz Capital Management
Dallas,
Texas
| $346M | +$9.8M | +3% | 5.89% | 88.5% | 120 | 17.5% | 2.1 |
|
|
JPLA
3775
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $346M | +$13M | +4% | 1.52% | 84% | 201 | 9.95% | 3.6 |
|