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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
34.66%
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, 2,119 funds (~24%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
426
Cannon Financial Strategists
Athens,
Georgia
| $885M | +$6.18M | +0.7% | 1.1% | 56.7% | 139 | 6.47% | 3.3 |
|
427
TCP Asset Management
Columbus,
Ohio
| $885M | +$2.41M | +0.3% | 0.15% | 65% | 153 | 13.73% | 1.8 |
|
428
SeaCrest Wealth Management
Purchase,
New York
| $883M | -$20.3M | -2% | 2.4% | 153% | 586 | 12.97% | 4.9 |
|
429
Vision Capital Management
Portland,
Oregon
| $882M | +$5.62M | +0.6% | 2.53% | 78.4% | 161 | 9.32% | 4.9 |
|
430
Kapitalo Investimentos
Sao Paulo,
Brazil
| $881M | -$696M | -44% | 3.56% | 66.5% | 81 | 58.02% | 0.8 |
|
431
Inspirion Wealth Advisors
Libertyville,
Illinois
| $880M | +$6.9M | +0.8% | 1.07% | 52.5% | 200 | 11.5% | 4.6 |
|
432
Parkside Investments
Deerfield,
Illinois
| $879M | -$23M | -3% | 1.16% | 70.4% | 99 | 12.12% | 4.4 |
|
433
Unique Wealth
Clearwater,
Florida
| $877M | +$19.1M | +2% | 0.37% | 68.5% | 225 | 17.78% | 1.6 |
|
434
Tran Capital Management
San Rafael,
California
| $873M | +$4.16M | +0.5% | 6.44% | 173% | 72 | 15.28% | 3.1 |
|
435
Thompson Investment Management
Madison,
Wisconsin
| $873M | +$1.01M | +0.1% | 3.06% | 100% | 522 | 8.24% | 4.3 |
|
436
Warwick Investment Management
Bryan,
Texas
| $871M | -$19.9M | -2% | 0.15% | 69.9% | 158 | 11.39% | 2.1 |
|
437
Financial Enhancement Group
Anderson,
Indiana
| $871M | +$32M | +4% | 0.75% | 62.2% | 147 | 12.24% | 3.4 |
|
438
Physician Wealth Advisors
Midvale,
Utah
| $869M | +$32M | +4% | 1.02% | 79.9% | 2,648 | 19.86% | 1.3 |
|
439
Parkway Wealth Management
Plano,
Texas
| $869M | +$2.63M | +0.3% | 0.25% | – | 162 | 20.37% | 0.6 |
|
440
Newbridge Financial Services Group
Boca Raton,
Florida
| $868M | +$59.6M | +7% | 5.71% | 189% | 1,412 | 19.97% | 2.1 |
|
441
Oslo Pensjonsforsikring
Oslo,
| $863M | -$5.96M | -0.7% | 5.46% | 79% | 481 | 13.51% | 1.9 |
|
|
PA
442
Prairie Advisory
Leawood,
Kansas
| $863M | +$437M | +102% | 0.34% | – | 183 | 12.57% | 0.2 |
|
443
Lineweaver Wealth Advisors
Valley View,
Ohio
| $863M | +$17.7M | +2% | 0.83% | 68.4% | 194 | 12.37% | 2.9 |
|
444
Peterson Wealth Advisors
Orem,
Utah
| $862M | +$15.7M | +2% | 0.68% | 50.9% | 123 | 8.13% | 3.8 |
|
445
Berman McAleer
Timonium,
Maryland
| $862M | -$1.88M | -0.2% | 0.35% | – | 189 | 13.76% | 0.8 |
|
|
CANC
446
Culbertson A N & Co
Charlottesville,
Virginia
| $861M | +$2.52M | +0.3% | 0.85% | 87.5% | 142 | 5.63% | 7.9 |
|
447
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $861M | +$34.9M | +4% | 3.25% | 86.4% | 141 | 2.84% | 8.8 |
|
448
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $861M | +$8.61M | +1% | 0.03% | 61.6% | 210 | 11.43% | 2.6 |
|
449
Fagan Associates
Troy,
New York
| $861M | +$47.9M | +6% | 6.16% | 127% | 142 | 5.63% | 5.1 |
|
450
Mirador Capital Partners
Pleasanton,
California
| $859M | +$42.4M | +5% | 8.95% | 120% | 240 | 15.83% | 4.1 |
|