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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1251
McNaughton Wealth Management
San Diego,
California
| $286M | +$4.6M | +2% | 0.19% | 55.6% | 78 | 7.69% | 4 |
|
1252
Boyd Wealth Management
Sacramento,
California
| $286M | +$21.6M | +8% | 0.36% | 56.8% | 63 | 26.98% | 2.7 |
|
1253
Chris Bulman
Roseville,
California
| $285M | +$11.5M | +4% | 1.07% | – | 179 | 13.41% | 1.3 |
|
1254
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $285M | +$4.25M | +2% | 2.01% | 84.1% | 103 | 8.74% | 2.8 |
|
1255
Agate Pass Investment Management
Bainbridge Island,
Washington
| $285M | +$13.7M | +5% | 2.55% | 76% | 119 | 15.13% | 3.3 |
|
1256
Foronjy Financial
Santa Barbara,
California
| $285M | +$12.4M | +5% | 0.44% | – | 119 | 14.29% | 1 |
|
1257
Advantage Trust Company
Salina,
Kansas
| $285M | +$302K | +0.1% | 0.57% | 77.6% | 197 | 2.03% | 1.6 |
|
1258
Selby Wealth Management
Emeryville,
California
| $284M | +$2.2M | +0.8% | 0.9% | – | 88 | 7.95% | 0.7 |
|
1259
Towerpoint Wealth
Sacramento,
California
| $284M | -$4.84M | -2% | 0.43% | 67.7% | 120 | 10.83% | 3.9 |
|
1260
ShariaPortfolio
Lake Mary,
Florida
| $284M | +$1.49M | +0.5% | 1.74% | 254% | 47 | 29.79% | 1.2 |
|
1261
First Financial Corp
Terre Haute,
Indiana
| $284M | -$4.96M | -2% | 1.5% | 95.3% | 310 | 7.42% | 8.7 |
|
1262
NavPoint Financial
Prior Lake,
Minnesota
| $283M | +$13.4M | +5% | 1.39% | 58.5% | 76 | 3.95% | 2 |
|
1263
Red Spruce Capital
Berwyn,
Pennsylvania
| $283M | -$3.9M | -1% | 0.64% | 98.4% | 96 | 4.17% | 4.2 |
|
1264
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $282M | +$3.01M | +1% | 1.45% | 58.7% | 57 | 5.26% | 5.3 |
|
1265
Provident Wealth Management
Brentwood,
Tennessee
| $282M | -$106M | -27% | 1.02% | 61.1% | 165 | 27.27% | 3 |
|
1266
ANB Bank
Denver,
Colorado
| $282M | +$13.5M | +5% | 1.31% | – | 138 | 18.84% | 1.3 |
|
|
BIA
1267
Bigelow Investment Advisors
Portland,
Maine
| $281M | +$4.58M | +2% | 1.12% | 75.7% | 159 | 4.4% | 5.4 |
|
1268
EntreWealth
Austin,
Texas
| $281M | +$10.6M | +4% | 0.92% | – | 156 | 13.46% | 0.9 |
|
1269
Onyx Financial Advisors
Idaho Falls,
Idaho
| $280M | +$2.71M | +1% | 0.01% | 57.8% | 23 | 21.74% | 2.1 |
|
1270
Plan A Wealth
Lincoln,
Nebraska
| $280M | +$45M | +19% | 1.31% | – | 210 | 10.95% | 1.1 |
|
1271
Southern Michigan Bank & Trust
Coldwater,
Michigan
| $280M | -$1.57M | -0.6% | 0.26% | – | 451 | 12.86% | 0.5 |
|
1272
Quad-Cities Investment Group
Davenport,
Iowa
| $280M | +$1.48M | +0.5% | 0.58% | 67.3% | 222 | 9.91% | 4.2 |
|
1273
Searcy Financial Services
Overland Park,
Kansas
| $280M | -$18.5M | -6% | 0.96% | 60.2% | 28 | 14.29% | 3.5 |
|
1274
Invenio Wealth Partners
Coral Gables,
Florida
| $280M | +$411K | +0.1% | 0.15% | 55.5% | 94 | 12.77% | 2.1 |
|
1275
Financial Guidance Group
Palm Harbor,
Florida
| $279M | +$12.1M | +5% | 1.47% | 58.7% | 94 | 3.19% | 2.9 |
|