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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, 5,197 funds (~58%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
4276
Sincerus Advisory
New York
| $153M | +$6.01M | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|
4277
Stoic Point Capital Management
Palo Alto,
California
| $153M | +$32.5M | +27% | 1.32% | – | 77 | 22.08% | 0.5 |
|
4278
Sankala Group
Lyons,
Colorado
| $153M | +$3.23M | +2% | 1.66% | – | 637 | 22.29% | 0.7 |
|
|
HFAS
4279
Hummer Financial Advisory Services
Chicago,
Illinois
| $153M | +$984K | +0.6% | 3.87% | 71.8% | 135 | 10.37% | 4.2 |
|
4280
A4 Wealth Advisors
Huntersville,
North Carolina
| $153M | +$2.15M | +1% | 0.13% | – | 95 | 25.26% | 0.8 |
|
4281
RPS Advisory Solutions
Louisville,
Kentucky
| $153M | +$1.37M | +0.9% | 4.94% | – | 111 | 28.83% | 1.3 |
|
4282
Stewardship Concepts Financial Services
Spokane,
Washington
| $153M | +$4.05M | +3% | 0.2% | – | 74 | 10.81% | 0.6 |
|
4283
Harpswell Capital Advisors
Yarmouth,
Maine
| $152M | -$3.42M | -2% | 1.41% | – | 53 | 32.08% | 0.7 |
|
4284
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $152M | +$3.57M | +2% | 4.73% | 86.3% | 118 | 5.08% | 3.7 |
|
4285
GraniteShares Advisors
New York
| $152M | -$3.23M | -2% | 0.92% | 88.4% | 91 | 2.2% | 2 |
|
4286
Womack Financial
Dallas,
Texas
| $152M | +$951K | +0.6% | 0.99% | – | 74 | 9.46% | 1.5 |
|
4287
AllStreet Capital Advisors
Los Angeles,
California
| $152M | -$1.6M | -1% | 0.21% | – | 70 | 5.71% | 0.7 |
|
|
CFG
4288
Chapman Financial Group
Kailua,
Hawaii
| $152M | +$1.59M | +1% | 3.84% | – | 272 | 7.72% | 1.4 |
|
4289
Nestegg Advisors
Hauppauge,
New York
| $152M | +$10.6M | +8% | 0.11% | – | 62 | 19.35% | 1.3 |
|
|
HC
4290
Hoese & Co
Glencoe,
Minnesota
| $152M | -$1.91M | -1% | 0.23% | 51% | 185 | 7.57% | 2.8 |
|
4291
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $152M | +$805K | +0.5% | 2.95% | 120% | 104 | 5.77% | 2.9 |
|
4292
Themes Management Co
Greenwich,
Connecticut
| $152M | +$1.04M | +0.7% | 5.04% | – | 146 | 27.4% | 0.6 |
|
4293
Adelphi Trust
Saint Petersburg,
Florida
| $152M | +$1.24M | +0.8% | 3.57% | – | 120 | 10.83% | 0.6 |
|
4294
Asset Planning Inc
Cypress,
California
| $152M | -$2.82M | -2% | 0.58% | – | 337 | 3.86% | 1.4 |
|
|
JRSI
4295
Jeter Robert S II
| $151M | +$47.1M | +45% | 1.84% | – | 86 | 51.16% | 0.3 |
|
4296
Winnow Wealth
Waco,
Texas
| $151M | +$4.27M | +3% | 0.45% | – | 153 | 18.3% | 0.8 |
|
4297
White & Co Financial Planning
Sunnyside,
Washington
| $151M | -$10.1M | -6% | 3.49% | – | 21 | 4.76% | 1.6 |
|
4298
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $151M | -$5.04M | -3% | 0.02% | 83.3% | 109 | 12.84% | 5 |
|
|
CFG
4299
Compass Financial Group
Dublin,
Ohio
| $151M | +$1.48M | +1% | 0.49% | – | 50 | 18% | 0.7 |
|
4300
JM2 Capital
Edmond,
Oklahoma
| $151M | +$5.33M | +4% | 4.6% | – | 124 | 4.84% | 0.7 |
|