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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3976
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $320M | +$349K | +0.1% | 0.94% | 60.2% | 72 | 5.56% | 3.5 |
|
3977
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $319M | +$29.8M | +10% | 0.47% | 38.4% | 150 | 20.67% | 0.7 |
|
3978
Maryland Capital Advisors
Chester,
Maryland
| $319M | +$7.31M | +2% | 0.06% | – | 1,088 | 7.63% | 1.1 |
|
3979
Samalin Investment Counsel
Chappaqua,
New York
| $319M | -$666K | -0.2% | 0.71% | 68.3% | 359 | 14.21% | 3.3 |
|
3980
William Mack & Associates
Troy,
Michigan
| $319M | +$35.5M | +13% | 1.26% | – | 876 | 87.1% | 0.1 |
|
|
PH
3981
Pinnacle Holdings
Tulsa,
Oklahoma
| $319M | -$5.17M | -2% | 0.07% | 75.9% | 255 | 22.35% | 5.5 |
|
3982
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $319M | +$8.96M | +3% | 1.26% | 63.9% | 147 | 2.72% | 6.5 |
|
3983
Defender Capital
Charlotte,
North Carolina
| $319M | +$11.2M | +4% | 7.68% | 101% | 39 | 7.69% | 0.6 |
|
3984
NerdWallet Wealth Partners
New York
| $319M | +$28.5M | +10% | 0.63% | – | 78 | 17.95% | 0.7 |
|
3985
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $319M | +$4.33M | +1% | 12.5% | – | 55 | 47.27% | 1.9 |
|
3986
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $318M | -$8.6M | -3% | 1.72% | 100% | 99 | 11.11% | 4.1 |
|
3987
Mount Capital
London,
United Kingdom
| $318M | +$53.3M | +20% | 21.6% | 66.1% | 20 | 20% | 3.5 |
|
3988
Advisortrust Partners
Raleigh,
North Carolina
| $318M | +$25.8M | +9% | 0.6% | – | 223 | 17.94% | 0.6 |
|
3989
Castle Wealth Management
West Palm Beach,
Florida
| $318M | -$19.4M | -6% | 0.45% | 60.1% | 148 | 13.51% | 3 |
|
3990
Stonebridge Financial Planning Group
Orlando,
Florida
| $318M | +$3.91M | +1% | 0.27% | 72.4% | 191 | 7.85% | 3.6 |
|
3991
Genesee Capital Advisors
Auburn,
New York
| $318M | +$170K | +0.1% | 0.92% | 107% | 197 | 19.8% | 2 |
|
3992
Nepsis Inc
Minneapolis,
Minnesota
| $317M | +$22.6M | +8% | 8.98% | 131% | 29 | 6.9% | 4.6 |
|
3993
TrustBank
Olney,
Illinois
| $317M | +$22.8M | +8% | 0.52% | – | 193 | 12.44% | 0.6 |
|
3994
Oak Asset Management
Westlake Village,
California
| $317M | +$6.39M | +2% | 5.11% | 91.8% | 117 | 5.98% | 3.5 |
|
3995
Left Brain Wealth Management
Naperville,
Illinois
| $317M | -$14.3M | -4% | 3.84% | 376% | 119 | 34.45% | 1.2 |
|
3996
Archer Investment Management
Austin,
Texas
| $317M | +$24.7M | +8% | 0.61% | – | 131 | 23.66% | 0.8 |
|
3997
Carroll Advisory Group
Texarkana,
Texas
| $317M | +$12.7M | +4% | 0.89% | – | 88 | 18.18% | 0.6 |
|
3998
FDx Advisors
Chicago,
Illinois
| $317M | -$14.5M | -4% | 0.14% | 71.6% | 192 | 16.67% | 3.7 |
|
3999
Blueshift Asset Management
Red Bank,
New Jersey
| $317M | -$115M | -27% | 7.62% | 41.1% | 899 | 69.74% | 0.3 |
|
4000
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $317M | -$546K | -0.2% | 0.76% | 69.5% | 155 | 1.29% | 2.2 |
|