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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
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, 4,659 funds (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
LP
3826
LB Partners
Charlottesville,
Virginia
| $154M | +$7.13M | +5% | 13.6% | 136% | 42 | 28.57% | 1.3 |
|
3827
SageOak Financial
Tulsa,
Oklahoma
| $154M | -$60.8K | -0% | 1.28% | – | 37 | 5.41% | 1.5 |
|
3828
Visa Foundation
San Francisco,
California
| $154M | -$1.54M | -1% | 2.2% | 58.1% | 2 | 0% | 2.5 |
|
3829
TMT General Partner
Hong Kong
| $154M | -$40.3M | -21% | 19.2% | – | 3 | 0% | 1.6 |
|
|
AC
3830
Anson Capital
Tyrone,
Georgia
| $153M | -$239K | -0.2% | 0.31% | 50.5% | 97 | 7.22% | 2.5 |
|
3831
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $153M | +$3.19M | +2% | 3.68% | – | 88 | 30.68% | 1.3 |
|
3832
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $153M | -$2.1M | -1% | 1.28% | – | 147 | 8.16% | 1.5 |
|
3833
Sincerus Advisory
New York
| $153M | +$6.01M | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|
|
HFAS
3834
Hummer Financial Advisory Services
Chicago,
Illinois
| $153M | +$984K | +0.6% | 3.87% | 71.8% | 135 | 10.37% | 4.2 |
|
3835
A4 Wealth Advisors
Huntersville,
North Carolina
| $153M | +$2.15M | +1% | 0.13% | – | 95 | 25.26% | 0.8 |
|
3836
Stewardship Concepts Financial Services
Spokane,
Washington
| $153M | +$4.05M | +3% | 0.2% | – | 74 | 10.81% | 0.6 |
|
3837
Harpswell Capital Advisors
Yarmouth,
Maine
| $152M | -$3.42M | -2% | 1.41% | – | 53 | 32.08% | 0.7 |
|
3838
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $152M | +$3.57M | +2% | 4.73% | 86.3% | 118 | 5.08% | 3.7 |
|
3839
GraniteShares Advisors
New York
| $152M | -$3.23M | -2% | 0.92% | 88.4% | 91 | 2.2% | 2 |
|
3840
Womack Financial
Dallas,
Texas
| $152M | +$951K | +0.6% | 0.99% | – | 74 | 9.46% | 1.5 |
|
3841
AllStreet Capital Advisors
Los Angeles,
California
| $152M | -$1.6M | -1% | 0.21% | – | 70 | 5.71% | 0.7 |
|
|
CFG
3842
Chapman Financial Group
Kailua,
Hawaii
| $152M | +$1.59M | +1% | 3.84% | – | 272 | 7.72% | 1.4 |
|
3843
Nestegg Advisors
Hauppauge,
New York
| $152M | +$10.6M | +8% | 0.11% | – | 62 | 19.35% | 1.3 |
|
|
HC
3844
Hoese & Co
Glencoe,
Minnesota
| $152M | -$1.91M | -1% | 0.23% | 51% | 185 | 7.57% | 2.8 |
|
3845
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $152M | +$805K | +0.5% | 2.95% | 120% | 104 | 5.77% | 2.9 |
|
3846
Themes Management Co
Greenwich,
Connecticut
| $152M | +$1.04M | +0.7% | 5.04% | – | 146 | 27.4% | 0.6 |
|
3847
Adelphi Trust
Saint Petersburg,
Florida
| $152M | +$1.24M | +0.8% | 3.57% | – | 120 | 10.83% | 0.6 |
|
3848
Asset Planning Inc
Cypress,
California
| $152M | -$2.82M | -2% | 0.58% | – | 337 | 3.86% | 1.4 |
|
|
JRSI
3849
Jeter Robert S II
| $151M | +$47.1M | +45% | 1.84% | – | 86 | 51.16% | 0.3 |
|
3850
Winnow Wealth
Waco,
Texas
| $151M | +$4.27M | +3% | 0.45% | – | 153 | 18.3% | 0.8 |
|