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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, 2,091 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) |
|
|---|---|---|---|---|---|---|---|---|---|
901
Colonial River Investments
Midlothian,
Virginia
| $387M | +$35.7M | +10% | 2.04% | 156% | 278 | 16.91% | 2.1 |
|
902
Cherrydale Wealth Management
Hoboken,
New Jersey
| $386M | +$3.71M | +1% | 1.21% | 80.8% | 87 | 9.2% | 2.6 |
|
903
Oak Family Advisors
Chicago,
Illinois
| $385M | -$6.44M | -2% | 3.29% | 81.9% | 124 | 23.39% | 2.7 |
|
904
Cornell Pochily Investment Advisors
Ithaca,
New York
| $384M | +$12.1M | +3% | 3.87% | 97% | 195 | 5.64% | 5.2 |
|
905
Vista Investment Partners
Oklahoma City,
Oklahoma
| $384M | -$13.6M | -3% | 3.51% | 112% | 187 | 19.25% | 1.8 |
|
906
Sara-Bay Financial
Sarasota,
Florida
| $384M | +$8.11M | +2% | 3.65% | 233% | 96 | 16.67% | 2.9 |
|
907
OFS Enterprise
Kearney,
Nebraska
| $382M | -$9.32M | -2% | 1.73% | – | 110 | 9.09% | 0.5 |
|
908
Keating Investment Counselors
Delray Beach,
Florida
| $382M | +$17.7M | +5% | 5.48% | 50% | 62 | 8.06% | 6.8 |
|
909
FC Advisory
West Chester,
Pennsylvania
| $382M | +$4.04M | +1% | 1.21% | 46.6% | 121 | 9.09% | 5.9 |
|
910
GFG Capital
Miami,
Florida
| $381M | +$17.9M | +5% | 7.4% | 152% | 105 | 20% | 2.9 |
|
911
Congress Park Capital
Saratoga Springs,
New York
| $381M | +$10.5M | +3% | 0.96% | 99.9% | 146 | 19.18% | 3.9 |
|
912
New Wave Wealth Advisors
Springdale,
Arkansas
| $380M | +$13M | +4% | 0.5% | – | 236 | 24.58% | 1.1 |
|
913
Luminvest Wealth Management
Scottsdale,
Arizona
| $380M | -$49.9M | -12% | 1.12% | 47.7% | 59 | 23.73% | 1.9 |
|
914
Kings Path Partners
Sugar Land,
Texas
| $380M | +$4.33M | +1% | 0.86% | – | 393 | 14.5% | 1.4 |
|
915
Davis Rea
Toronto,
Ontario, Canada
| $379M | +$28.6M | +8% | 10.3% | 66.9% | 46 | 13.04% | 3.9 |
|
|
AB
916
Atlas Brown
Louisville,
Kentucky
| $379M | +$6.68M | +2% | 3.03% | 115% | 244 | 6.15% | 6.8 |
|
917
Courage Miller Partners
Norfolk,
Virginia
| $379M | -$136K | -0% | 0.99% | 43.5% | 95 | 9.47% | 8 |
|
918
Westbourne Investment Advisors
Annapolis,
Maryland
| $378M | +$15.6M | +4% | 8.24% | 107% | 126 | 6.35% | 3.8 |
|
919
Wheelhouse Advisory Group
St. Louis,
Missouri
| $378M | +$23.8M | +7% | 1.04% | 67.9% | 59 | 11.86% | 1.8 |
|
920
Cypress Capital
Franklin,
Tennessee
| $377M | +$7.41M | +2% | 0.72% | 43.6% | 127 | 18.9% | 2.6 |
|
921
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $377M | -$12.3M | -3% | 3.02% | 101% | 152 | 17.11% | 6 |
|
922
Narus Financial Partners
Salt Lake City,
Utah
| $377M | -$12.4M | -3% | 2.18% | 85.3% | 184 | 10.33% | 4.1 |
|
923
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $377M | +$2.35M | +0.6% | 3.93% | 106% | 44 | 0% | 5.1 |
|
924
Capital Planning
Bellevue,
Washington
| $376M | +$32.7M | +10% | 2.56% | 81.2% | 93 | 15.05% | 3.6 |
|
925
Sweeney & Michel
Chico,
California
| $376M | -$5.05M | -1% | 1.51% | – | 172 | 8.14% | 2.3 |
|