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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) |
|
|---|---|---|---|---|---|---|---|---|---|
676
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $583M | +$21.3M | +4% | 6.36% | 81.8% | 85 | 4.71% | 7.9 |
|
677
Tufton Capital Management
Hunt Valley,
Maryland
| $583M | -$12.6M | -2% | 1.72% | 96.1% | 134 | 7.46% | 8.1 |
|
|
SEP
678
Southland Equity Partners
Wildwood,
Missouri
| $583M | +$11.6M | +2% | 1.67% | 66.1% | 321 | 13.71% | 3.1 |
|
|
PWM
679
Praetorian Wealth Management
Carmel,
California
| $582M | +$2.65M | +0.5% | 0.23% | 60.4% | 87 | 8.05% | 2.4 |
|
680
Rezny Wealth Management
Fort Myers,
Florida
| $582M | +$3.49M | +0.6% | 1.61% | 99.6% | 39 | 17.95% | 2.3 |
|
681
Cambridge Advisors
Omaha,
Nebraska
| $581M | -$725K | -0.1% | 0.65% | 58.6% | 185 | 2.7% | 7 |
|
|
WC
682
Weil Company
San Diego,
California
| $580M | +$12.5M | +2% | 2.31% | 71.7% | 142 | 11.97% | 3.6 |
|
683
Intelligence Driven Advisers
Carlsbad,
California
| $579M | -$36.7M | -6% | 1.51% | 65.6% | 145 | 11.03% | 2.5 |
|
|
CFMC
684
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $579M | -$8.19M | -1% | 0.97% | 69.6% | 217 | 7.83% | 7 |
|
685
GoalVest Advisory
New York
| $578M | +$39.1M | +7% | 0.53% | 94.8% | 788 | 44.54% | 1.4 |
|
686
Solidarity Wealth
Lehi,
Utah
| $578M | +$3.81M | +0.7% | 2.94% | 85.9% | 102 | 18.63% | 2.5 |
|
687
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $577M | +$37M | +7% | 3.45% | – | 245 | 15.51% | 3.3 |
|
688
Halter Ferguson Financial
Carmel,
Indiana
| $577M | -$40.9M | -7% | 9.85% | 131% | 37 | 13.51% | 1.8 |
|
|
DI
689
DAGCO Inc
Westlake,
Ohio
| $576M | +$35.3M | +7% | 1.13% | 75% | 120 | 4.17% | 3.1 |
|
690
Columbia Asset Management
Ann Arbor,
Michigan
| $576M | +$691K | +0.1% | 4.28% | 94.1% | 176 | 9.09% | 7.2 |
|
691
Clarity Wealth Advisors
San Jose,
California
| $575M | +$8.11M | +1% | 1.68% | 94.1% | 120 | 5% | 3.6 |
|
692
Triumph Capital Management
Denver,
Colorado
| $573M | +$21.3M | +4% | 1.08% | 55.5% | 1,943 | 6.12% | 1 |
|
|
WWMSC
693
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $573M | +$32.3M | +6% | 1.57% | 36.4% | 298 | 20.81% | 3.6 |
|
694
Diversified Management
Milwaukee,
Wisconsin
| $573M | +$105M | +22% | 2.6% | – | 246 | 34.55% | 0.5 |
|
695
Lincoln Capital
Lincoln,
Nebraska
| $570M | +$8.31M | +1% | 1.14% | 67.1% | 143 | 7.69% | 6.1 |
|
696
Investors Research Corp
Atlanta,
Georgia
| $569M | +$10.2M | +2% | 1.74% | 62.1% | 846 | 11.47% | 4.6 |
|
697
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $568M | +$10.4M | +2% | 7.93% | 155% | 95 | 4.21% | 3.3 |
|
698
Insight Advisors
Newtown,
Pennsylvania
| $568M | +$1.16M | +0.2% | 2.36% | 74% | 259 | 14.67% | 3.9 |
|
699
Schoolcraft Capital
Boulder,
Colorado
| $568M | +$5.47M | +1% | 0.28% | 58.7% | 69 | 5.8% | 5.4 |
|
700
Single Point Partners
Boston,
Massachusetts
| $566M | -$2.06M | -0.4% | 1.28% | 56.4% | 109 | 17.43% | 2.1 |
|