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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, 6,538 funds (~73%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
4626
Treasure Coast Financial Planning
Vero Beach,
Florida
| $210M | +$4.57M | +2% | 0.26% | 35.5% | 49 | 10.2% | 2.9 |
|
|
WPA
4627
Wealth Preservation Advisors
Chattanooga,
Tennessee
| $210M | +$34.1M | +19% | 5.32% | – | 127 | 37.01% | 0.9 |
|
4628
Finivi Inc
Westborough,
Massachusetts
| $210M | +$14.6M | +7% | 1.68% | 144% | 120 | 14.17% | 2.4 |
|
4629
Salus Financial Advisors
Colorado Springs,
Colorado
| $210M | +$6.69M | +3% | 0.86% | – | 44 | 13.64% | 1.3 |
|
|
PIM
4630
Pullen Investment Management
Bradenton,
Florida
| $209M | -$6.76M | -3% | 0.18% | – | 106 | 12.26% | 1.7 |
|
4631
Harrington Investments
Napa,
California
| $209M | +$2.75M | +1% | 4.45% | 109% | 84 | 7.14% | 6.8 |
|
4632
McCarthy Asset Management
Redwood Shores,
California
| $209M | -$1.9M | -0.9% | 0.08% | – | 30 | 10% | 4 |
|
4633
Cladis Investment Advisory
Billings,
Montana
| $209M | -$4.92M | -2% | 2.79% | 145% | 184 | 13.59% | 2.9 |
|
4634
SBK Financial
Richmond,
Virginia
| $209M | +$57.3M | +38% | 0.71% | – | 211 | 13.74% | 1.7 |
|
4635
Peninsula Asset Management
Bradenton,
Florida
| $209M | -$13.6K | -0% | 1.71% | 54.2% | 54 | 0% | 7.4 |
|
4636
Wealth Intelligence
Columbus,
Georgia
| $209M | -$6.43M | -3% | 2.41% | – | 60 | 1.67% | 0.7 |
|
4637
Birchbrook
Bangor,
Maine
| $209M | -$4.28M | -2% | 0.38% | 49.1% | 308 | 5.19% | 2.2 |
|
4638
Cornerstone Wealth
Greeneville,
Tennessee
| $209M | +$11M | +6% | 0.91% | – | 108 | 10.19% | 0.4 |
|
4639
FOCUS Wealth Advisors
Houston,
Texas
| $209M | -$7.05M | -3% | 0.11% | 68.7% | 63 | 4.76% | 3.3 |
|
4640
Hara Capital
Bellevue,
Washington
| $209M | +$19M | +10% | 10.4% | 65.4% | 311 | 7.72% | 1.9 |
|
4641
Wisconsin Capital Management
Madison,
Wisconsin
| $208M | -$2.27M | -1% | 4.6% | 166% | 49 | 12.24% | 5.3 |
|
4642
Spring Capital Management
Amarillo,
Texas
| $208M | +$3.11M | +2% | 1.02% | 73.6% | 57 | 5.26% | 2.7 |
|
4643
Carson Advisory
Athens,
Georgia
| $208M | -$9.5M | -4% | 1.34% | 70.9% | 210 | 9.52% | 3 |
|
4644
FWG Investments
Lexington,
Kentucky
| $208M | +$19.1M | +10% | 1.63% | 67.5% | 125 | 12% | 1.3 |
|
4645
Taylor & Morgan Wealth Management
Flint,
Michigan
| $208M | +$5.15M | +3% | 1.09% | 85.9% | 91 | 4.4% | 2.9 |
|
4646
Beto Financial Group
Boise,
Idaho
| $208M | +$17.6M | +9% | 0.2% | – | 165 | 10.91% | 0.6 |
|
4647
Brown Shipley & Co
London,
United Kingdom
| $208M | +$14.7M | +8% | 9.99% | 125% | 78 | 5.13% | 2.6 |
|
4648
Bucket List Wealth Management
The Villages,
Florida
| $208M | +$4.75M | +2% | 0.28% | – | 64 | 3.13% | 0.6 |
|
|
MLTEF
4649
Metatron Long Term Equity Fund
Birkirkara,
| $207M | -$12.8M | -6% | 4.43% | – | 70 | 21.43% | 0.2 |
|
4650
Kessler Investment Group
Columbus,
Indiana
| $207M | -$27M | -12% | 6.52% | 251% | 85 | 8.24% | 2.6 |
|