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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, 2,069 funds (~23%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
876
Client 1st Advisory Group
Dunedin,
Florida
| $391M | +$7.25M | +2% | 1.37% | 64.5% | 151 | 9.27% | 3.3 |
|
877
Quantum Private Wealth
Tampa,
Florida
| $391M | +$375K | +0.1% | 5.76% | 240% | 176 | 9.66% | 3 |
|
878
Juncture Wealth Strategies
Scottsdale,
Arizona
| $390M | +$5.91M | +2% | 0.7% | 76.5% | 193 | 11.4% | 2.6 |
|
879
Patton Fund Management
Dallas,
Texas
| $389M | -$73.2M | -16% | 4.15% | 211% | 114 | 57.02% | 1.8 |
|
880
Windsor Capital Management
Phoenix,
Arizona
| $389M | +$4.15M | +1% | 0.94% | 49.1% | 133 | 5.26% | 6.6 |
|
881
Sensible Money
Scottsdale,
Arizona
| $389M | +$11.7M | +3% | 0.52% | 69.1% | 113 | 17.7% | 2.5 |
|
|
FP
882
Fiduciary Planning
Englewood,
Florida
| $389M | +$6.41M | +2% | 0.54% | 71.4% | 84 | 10.71% | 2.5 |
|
883
Trinity Financial Advisors
Columbus,
Ohio
| $388M | -$596K | -0.2% | 0.94% | 74.5% | 101 | 7.92% | 2.9 |
|
|
CIA
884
Cape Investment Advisory
Mcdonough,
Georgia
| $388M | +$14.3M | +4% | 1.63% | 72.5% | 1,541 | 10.25% | 0.6 |
|
885
Penobscot Wealth Management
Portland,
Maine
| $388M | +$13.9M | +4% | 0.49% | 56.7% | 121 | 4.13% | 2.5 |
|
886
Advanced Asset Management Advisors
Dublin,
Ohio
| $387M | +$7.37M | +2% | 2.92% | 93.6% | 89 | 5.62% | 5.4 |
|
887
Stolper & Co
Tulsa,
Oklahoma
| $387M | -$89K | -0% | 1.9% | 77.1% | 92 | 3.26% | 4.7 |
|
888
Colonial River Investments
Midlothian,
Virginia
| $387M | +$35.7M | +10% | 2.04% | 156% | 278 | 16.91% | 2.1 |
|
889
Cherrydale Wealth Management
Hoboken,
New Jersey
| $386M | +$3.71M | +1% | 1.21% | 80.8% | 87 | 9.2% | 2.6 |
|
890
Oak Family Advisors
Chicago,
Illinois
| $385M | -$6.44M | -2% | 3.29% | 81.9% | 124 | 23.39% | 2.7 |
|
891
Cornell Pochily Investment Advisors
Ithaca,
New York
| $384M | +$12.1M | +3% | 3.87% | 97% | 195 | 5.64% | 5.2 |
|
892
Vista Investment Partners
Oklahoma City,
Oklahoma
| $384M | -$13.6M | -3% | 3.51% | 112% | 187 | 19.25% | 1.8 |
|
893
Sara-Bay Financial
Sarasota,
Florida
| $384M | +$8.11M | +2% | 3.65% | 233% | 96 | 16.67% | 2.9 |
|
894
OFS Enterprise
Kearney,
Nebraska
| $382M | -$9.32M | -2% | 1.73% | – | 110 | 9.09% | 0.5 |
|
895
Keating Investment Counselors
Delray Beach,
Florida
| $382M | +$17.7M | +5% | 5.48% | 50% | 62 | 8.06% | 6.8 |
|
896
FC Advisory
West Chester,
Pennsylvania
| $382M | +$4.04M | +1% | 1.21% | 46.6% | 121 | 9.09% | 5.9 |
|
897
GFG Capital
Miami,
Florida
| $381M | +$17.9M | +5% | 7.4% | 152% | 105 | 20% | 2.9 |
|
898
Congress Park Capital
Saratoga Springs,
New York
| $381M | +$10.5M | +3% | 0.96% | 99.9% | 146 | 19.18% | 3.9 |
|
899
New Wave Wealth Advisors
Springdale,
Arkansas
| $380M | +$13M | +4% | 0.5% | – | 236 | 24.58% | 1.1 |
|
900
Luminvest Wealth Management
Scottsdale,
Arizona
| $380M | -$49.9M | -12% | 1.12% | 47.7% | 59 | 23.73% | 1.9 |
|