We are live on !
Find out more
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, 5,393 funds (~60%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
5026
Zinnia Wealth Advisory
Ocala,
Florida
| $109M | +$10.6M | +11% | 2.56% | – | 115 | 22.61% | 0.6 |
|
5027
PMG Family Office
Plano,
Texas
| $108M | -$394K | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
5028
Oregon Pacific Wealth Management
Medford,
Oregon
| $108M | +$1.28M | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
|
RFL
5029
RD Finance Ltd
Limassol,
Cyprus
| $108M | +$6.34M | +6% | 1.74% | – | 37 | 56.76% | 0.3 |
|
5030
Mirabaud Asset Management
London,
United Kingdom
| $108M | -$12.6M | -10% | 1.71% | 136% | 49 | 100% | – |
|
5031
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $108M | -$67M | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
5032
Shelter Rock Management
Jericho,
New York
| $107M | +$4.29M | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
5033
Lubar & Co
Milwaukee,
Wisconsin
| $107M | -$19.2M | -15% | 14.3% | – | 3 | 0% | 9.1 |
|
5034
Fullerton Advisors
Danville,
California
| $107M | +$273K | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
5035
Good Harbor Advisors
Gloucester,
Massachusetts
| $107M | +$4.96M | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
5036
Heronetta Management
New York
| $107M | -$1.81M | -2% | 1.44% | 55.4% | 15 | 0% | 8.8 |
|
5037
Grange Capital
Beaverton,
Oregon
| $107M | -$1.65M | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
|
SG
5038
Sherry Group
Mountain Home,
Arkansas
| $107M | +$4.11M | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
5039
Ballast Financial Advisors
West Chester,
Pennsylvania
| $106M | -$4.33M | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
5040
Burkett Asset Management
Victoria,
| $106M | -$911K | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
|
SCCL
5041
Split Creek Capital LLC
Charlottesville,
Virginia
| $106M | -$2.25M | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|
5042
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $106M | -$12.2M | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
|
PWM
5043
Puff Wealth Management
Haddonfield,
New Jersey
| $106M | +$7.85M | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
5044
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $105M | -$19.4M | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
5045
Prism Planning Partners
Libertyville,
Illinois
| $105M | +$10.8M | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
|
MI
5046
Moneywise Inc
Forest,
Virginia
| $105M | -$163M | -61% | 1.23% | 60.8% | 95 | 43.16% | 3.3 |
|
5047
Cogent Strategic Wealth
Chicago,
Illinois
| $105M | +$199K | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
5048
Corecam AG
Zurich,
| $105M | -$12.1M | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
5049
Geremia Financial Services
Edison,
New Jersey
| $105M | +$10.5M | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
5050
Amitell Capital
Singapore
| $105M | -$4.56M | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|