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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, 6,148 funds (~69%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
5726
Fullerton Advisors
Danville,
California
| $107M | +$273K | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
5727
Good Harbor Advisors
Gloucester,
Massachusetts
| $107M | +$4.96M | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
5728
Heronetta Management
New York
| $107M | -$1.81M | -2% | 1.44% | 55.4% | 15 | 0% | 8.8 |
|
5729
American Wealth Advisors
Johns Creek,
Georgia
| $107M | +$449K | +0.4% | 0.51% | – | 43 | 4.65% | 1 |
|
5730
Grange Capital
Beaverton,
Oregon
| $107M | -$1.65M | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
|
SG
5731
Sherry Group
Mountain Home,
Arkansas
| $107M | +$4.11M | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
5732
Ballast Financial Advisors
West Chester,
Pennsylvania
| $106M | -$4.33M | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
5733
Burkett Asset Management
Victoria,
| $106M | -$911K | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
|
SCCL
5734
Split Creek Capital LLC
Charlottesville,
Virginia
| $106M | -$2.25M | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|
5735
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $106M | -$12.2M | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
|
PWM
5736
Puff Wealth Management
Haddonfield,
New Jersey
| $106M | +$7.85M | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
5737
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $105M | -$19.4M | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
5738
Prism Planning Partners
Libertyville,
Illinois
| $105M | +$10.8M | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
5739
Willow Financial
Rogers,
Arkansas
| $105M | – | – | 2.21% | – | 63 | – | 0.3 |
|
|
MI
5740
Moneywise Inc
Forest,
Virginia
| $105M | -$163M | -61% | 1.23% | 60.8% | 95 | 43.16% | 3.3 |
|
5741
Cogent Strategic Wealth
Chicago,
Illinois
| $105M | +$199K | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
5742
SPWM Advisors
Traverse City,
Michigan
| $105M | -$3.22M | -3% | 2.05% | – | 96 | 13.54% | 0.6 |
|
5743
Corecam AG
Zurich,
| $105M | -$12.1M | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
5744
Geremia Financial Services
Edison,
New Jersey
| $105M | +$10.5M | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
5745
Amitell Capital
Singapore
| $105M | -$4.56M | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|
5746
Xena Financial Planning
Portland,
Oregon
| $105M | +$552K | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
5747
Hyposwiss Advisors
Geneva,
| $105M | -$806K | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
5748
Reality Financial Planning Services
Sarasota,
Florida
| $105M | +$1.12M | +1% | 0.65% | – | 20 | 10% | 0.7 |
|
5749
Freemont Management
Vaud,
Switzerland
| $105M | +$1.35M | +1% | 6.64% | 102% | 17 | 23.53% | 2.5 |
|
5750
Trailhead Planners
Edina,
Minnesota
| $105M | +$1.21M | +1% | 0.29% | – | 57 | 3.51% | 0.6 |
|