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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, 2,269 funds (~25%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
651
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $614M | +$15.2M | +3% | 0.03% | 75.2% | 134 | 23.88% | 2 |
|
|
CBTWT
652
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $612M | +$57.8M | +10% | 5.07% | 124% | 181 | 11.6% | 6.1 |
|
|
CRB
653
Chad R. Baker
| $612M | -$8.15M | -1% | 2.21% | 123% | 54 | 9.26% | 6.4 |
|
654
Steginsky Capital
Port Washington,
New York
| $610M | -$56.5M | -8% | 4.79% | 99.4% | 8 | 0% | 8.6 |
|
655
Family Investment Center
Saint Joseph,
Missouri
| $606M | +$3.98M | +0.7% | 1.64% | 53.1% | 133 | 25.56% | 2 |
|
656
Pettinga Financial Advisors
Evansville,
Indiana
| $606M | -$18.3M | -3% | 1.39% | 78.1% | 172 | 17.44% | 3.3 |
|
657
Shah Capital Management
Raleigh,
North Carolina
| $605M | +$79.1M | +15% | 23.3% | 287% | 11 | 18.18% | 4.7 |
|
658
Twele Capital Management
Minnetonka,
Minnesota
| $605M | -$7.49M | -1% | 2.37% | 37.1% | 40 | 2.5% | 10.4 |
|
659
Davidson Capital Management
Corpus Christi,
Texas
| $604M | -$19.8M | -3% | 2.94% | 79.4% | 103 | 10.68% | 2.1 |
|
660
WestHill Financial Advisors
San Rafael,
California
| $597M | +$9.24M | +2% | 0.17% | 62.9% | 99 | 24.24% | 3.3 |
|
661
Great Diamond Partners
Portland,
Maine
| $596M | +$13.8M | +2% | 1.07% | 86.1% | 261 | 18.39% | 3 |
|
662
North Point Portfolio Managers
Orange Village,
Ohio
| $595M | -$11.1M | -2% | 1.98% | 72.8% | 274 | 74.45% | 1.4 |
|
663
CV Advisors
Aventura,
Florida
| $594M | +$52.2M | +10% | 4.07% | 112% | 145 | 28.97% | 0.9 |
|
664
Paradice Investment Management
Denver,
Colorado
| $594M | -$32.9M | -5% | 7.82% | 72.2% | 23 | 13.04% | 4.4 |
|
665
Iowa State Bank
Urbandale,
Iowa
| $592M | -$6.68M | -1% | 2.84% | 85.7% | 125 | 12.8% | 6.3 |
|
666
BetterWealth
San Jose,
California
| $591M | +$25.7M | +5% | 0.77% | 63.3% | 89 | 6.74% | 2.3 |
|
|
HPC
667
Hobart Private Capital
Charlotte,
North Carolina
| $591M | +$7.8M | +1% | 0.09% | 60% | 155 | 14.19% | 1.7 |
|
668
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $590M | +$9.21M | +2% | 0.6% | 57.7% | 1,238 | 11.07% | 1.8 |
|
669
Studio Investment Management
Chicago,
Illinois
| $589M | -$2.71M | -0.5% | 0.35% | 51.3% | 185 | 4.32% | 3.4 |
|
670
Marotta Asset Management
Charlottesville,
Virginia
| $589M | -$12M | -2% | 0.85% | 51% | 104 | 3.85% | 5 |
|
671
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $589M | +$2.08M | +0.4% | 0.48% | 68.6% | 104 | 15.38% | 2.6 |
|
|
PFA
672
Professional Financial Advisors
North Platte,
Nebraska
| $588M | +$9.8M | +2% | 0.73% | 59.2% | 151 | 10.6% | 2.8 |
|
673
Teramo Advisors
Naples,
Florida
| $587M | +$57.7M | +11% | 2.22% | 72.1% | 4 | 0% | 4.6 |
|
674
West Paces Advisors
Atlanta,
Georgia
| $586M | -$9.6M | -2% | 0.94% | 57.7% | 794 | 16.5% | 2.1 |
|
675
Fortitude Family Office
Scottsdale,
Arizona
| $586M | +$69.7M | +13% | 0.79% | 81.1% | 2,780 | 23.24% | 1.2 |
|