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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, 2,368 funds (~27%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
801
WealthBridge Capital Management
Westerville,
Ohio
| $515M | +$11.5M | +2% | 1.08% | 89.4% | 259 | 12.74% | 3.9 |
|
802
Peddock Capital Advisors
Braintree,
Massachusetts
| $514M | +$13.4M | +3% | 3.14% | 113% | 173 | 8.09% | 6.7 |
|
803
USA Financial Formulas
Ada,
Michigan
| $514M | -$31.9M | -6% | 2% | 104% | 545 | 52.11% | 0.9 |
|
804
Weaver Consulting Group
Huntington Beach,
California
| $514M | +$26.5M | +5% | 0.85% | 56.4% | 318 | 10.69% | 3.5 |
|
805
Standpoint Asset Management
Scottsdale,
Arizona
| $514M | +$37.1M | +8% | 1.22% | 71.9% | 8 | 0% | 3.8 |
|
|
CH
806
Canton Hathaway
Providence,
Rhode Island
| $513M | -$9.08M | -2% | 1.21% | 87.8% | 484 | 44.42% | 2.3 |
|
807
Herold Advisors
New York
| $512M | +$6.26M | +1% | 3.08% | 90.2% | 283 | 8.48% | 3.4 |
|
808
Churchill Financial Advisors
Louisville,
Kentucky
| $511M | -$8.89M | -2% | 0.38% | – | 132 | 9.09% | 0.7 |
|
809
Baker Tilly Wealth Management
Madison,
Wisconsin
| $510M | +$39.6M | +8% | 3.51% | 96.9% | 310 | 15.48% | 3.1 |
|
810
Plan Group Financial
Oklahoma City,
Oklahoma
| $510M | +$24.1M | +5% | 1.18% | 63.4% | 269 | 22.68% | 1.6 |
|
811
Marion Wealth Management
Monroeville,
Pennsylvania
| $508M | +$16.6M | +3% | 2.09% | 51.7% | 166 | 7.83% | 2.8 |
|
|
DI
812
DDFG Inc
Thousand Oaks,
California
| $508M | +$4.25M | +0.8% | 0.08% | 56.3% | 93 | 6.45% | 2.8 |
|
813
Detalus Advisors
St. Louis,
Missouri
| $507M | -$5.68M | -1% | 0.64% | 75.7% | 199 | 9.55% | 3.3 |
|
814
Founders Grove Wealth Partners
Richmond,
Virginia
| $507M | +$6.18M | +1% | 1.21% | – | 203 | 15.27% | 1.2 |
|
815
Richard P. Slaughter Associates
Austin,
Texas
| $506M | -$4.04M | -0.8% | 0.46% | 55.7% | 118 | 13.56% | 2.7 |
|
816
Friday Financial
Dubuque,
Iowa
| $506M | +$132M | +35% | 0.09% | – | 123 | 15.45% | 1.2 |
|
817
Cypress Asset Management
Houston,
Texas
| $506M | -$7.92M | -2% | 2.09% | 141% | 110 | 5.45% | 7.6 |
|
818
Shulman DeMeo Asset Management
Lake Success,
New York
| $505M | -$29.6M | -6% | 1.45% | 79.3% | 150 | 6.67% | 3.4 |
|
819
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $505M | +$2.54M | +0.5% | 0.15% | 81.9% | 107 | 12.15% | 4.2 |
|
820
Towneley Capital Management
Laguna Hills,
California
| $505M | -$4.79M | -0.9% | 0.13% | 50.2% | 46 | 2.17% | 2.1 |
|
821
Benedict Financial Advisors
Atlanta,
Georgia
| $504M | -$10.9M | -2% | 2.16% | 72.4% | 144 | 6.94% | 6.8 |
|
822
Parisi Gray Wealth Management
Mendham,
New Jersey
| $504M | +$16.7M | +3% | 5.25% | 137% | 165 | 18.18% | 4.2 |
|
|
FNBOMD
823
First National Bank of Mount Dora
Mount Dora,
Florida
| $503M | +$3.9M | +0.8% | 3.52% | 96.2% | 134 | 10.45% | 6.3 |
|
824
Essex Savings Bank
Essex,
Connecticut
| $503M | +$40.1M | +9% | 4.93% | 95.2% | 337 | 11.28% | 4.3 |
|
825
Whitener Capital Management
Rocky Mount,
North Carolina
| $501M | +$25.9M | +5% | 2.97% | 113% | 195 | 9.74% | 4.8 |
|