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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, 4,690 funds (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
4151
Kennon-Green & Company
New Albany,
Ohio
| $131M | +$2.28M | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
4152
JHP Wealth Management
Centennial,
Colorado
| $130M | +$8.4M | +7% | 0% | – | 43 | 18.6% | 0.6 |
|
4153
Roxbury Financial
Mount Arlington,
New Jersey
| $130M | +$3.89M | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
|
B
4154
Bayban
Bayport,
Minnesota
| $130M | $0 | 0% | 1.2% | – | 595 | 0% | 0.7 |
|
4155
Paller Financial Services
Centennial,
Colorado
| $130M | -$3.46M | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
4156
Benchmark Financial
Wilmington,
Delaware
| $130M | +$7.48M | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
4157
Freestate Advisors
Overland Park,
Kansas
| $130M | -$3.88M | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
4158
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| $130M | +$335K | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
4159
O'Domhnaill Enterprises
Cody,
Wyoming
| $130M | +$4.72M | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
4160
Aldebaran Financial
| $130M | +$6.66M | +5% | 5.88% | 115% | 90 | 12.22% | 5.7 |
|
4161
Grand Central Investment Group
Tampa,
Florida
| $130M | +$10.2M | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|
4162
M Wealth Management LLC
San Diego,
California
| $130M | +$2.38M | +2% | 0.76% | – | 61 | 6.56% | 1.3 |
|
4163
Ramiah Investment Group
Brookfield,
Wisconsin
| $130M | -$1.32M | -1% | 0.38% | 62.2% | 91 | 29.67% | 2.3 |
|
4164
EDMP Inc
Lutz,
Florida
| $130M | +$5.31M | +4% | 1.73% | 78% | 75 | 8% | 4.3 |
|
4165
KW Wealth Management
Sacramento,
California
| $130M | – | – | 4.06% | – | 79 | – | 0.9 |
|
4166
Tandem Investment Partners
Bordentown,
New Jersey
| $129M | -$337K | -0.3% | 1.56% | – | 77 | 2.6% | 1.5 |
|
4167
Ativo Capital Management
Chicago,
Illinois
| $129M | -$1.21M | -0.9% | 0.18% | 63.2% | 61 | 18.03% | 2.1 |
|
4168
Corps Capital Advisors
Southlake,
Texas
| $129M | +$5.33M | +4% | 8.16% | – | 102 | 8.82% | 1.1 |
|
4169
Orca Investment Management
Roseburg,
Oregon
| $129M | -$8.53M | -6% | 3.35% | 139% | 62 | 12.9% | 8.4 |
|
4170
Integrity Wealth Partners
Walnut Creek,
California
| $129M | – | – | 1.57% | – | 103 | – | 0.5 |
|
4171
Blue Line Capital
Chicago,
Illinois
| $129M | +$8.88M | +7% | 6.56% | – | 96 | 35.42% | 0.6 |
|
4172
Argus Investors Counsel
New York
| $129M | -$1.23M | -0.9% | 2.13% | 132% | 115 | 15.65% | 5.5 |
|
4173
Platt Wealth Management
San Diego,
California
| $129M | +$4.16M | +3% | 0.64% | – | 66 | 16.67% | 0.6 |
|
4174
Frisco Financial Planning
Frisco,
Texas
| $129M | -$4.18M | -3% | 3.15% | – | 34 | 14.71% | 1.2 |
|
4175
C2C Wealth Management
Scottsdale,
Arizona
| $128M | +$790K | +0.6% | 3.62% | 77.2% | 97 | 9.28% | 3.7 |
|