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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
26.9%
1-Year Est. Return
Jim Simons
Renaissance Technologies
32.8%
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, 7,143 funds (~80%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
2076
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $861M | +$34.9M | +4% | 3.25% | 86.4% | 141 | 2.84% | 8.8 |
|
2077
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $861M | +$8.61M | +1% | 0.03% | 61.6% | 210 | 11.43% | 2.6 |
|
2078
Fagan Associates
Troy,
New York
| $861M | +$47.9M | +6% | 6.16% | 127% | 142 | 5.63% | 5.1 |
|
2079
Concord Wealth Partners
Abingdon,
Virginia
| $860M | -$13.3M | -2% | 0.74% | 71.1% | 910 | 13.19% | 1.2 |
|
2080
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $860M | -$8.47M | -1% | 0.04% | 81.7% | 310 | 7.1% | 4.7 |
|
2081
Kavar Capital Partners Group
Leawood,
Kansas
| $860M | +$48.2M | +6% | 2.85% | 86.8% | 216 | 7.87% | 5 |
|
2082
Ellevest Inc
New York
| $860M | +$11.5M | +1% | 1.11% | 82.6% | 510 | 18.82% | 3.4 |
|
2083
Mirador Capital Partners
Pleasanton,
California
| $859M | +$42.4M | +5% | 8.95% | 120% | 240 | 15.83% | 4.1 |
|
2084
Castellan Group
Louisville,
Kentucky
| $859M | -$53.4M | -6% | 6.58% | 184% | 50 | 22% | 1.4 |
|
2085
Adams Natural Resources Fund
Baltimore,
Maryland
| $857M | +$94.5M | +12% | 15.7% | 50.6% | 52 | 5.77% | 8 |
|
2086
Cullen Investment Group
Lafayette,
Louisiana
| $857M | +$30.9M | +4% | 4.06% | 102% | 185 | 5.41% | 2.3 |
|
2087
Fiduciary Financial Group
San Rafael,
California
| $857M | -$25.8M | -3% | 1.8% | – | 414 | 14.73% | 1.4 |
|
2088
Premier Path Wealth Partners
Madison,
New Jersey
| $856M | -$13.2M | -2% | 2.68% | 98.8% | 412 | 11.65% | 2.2 |
|
2089
Mattern Capital Management
Lakewood,
Colorado
| $856M | -$859K | -0.1% | 1.22% | 39.8% | 172 | 6.98% | 4.1 |
|
2090
TrueMark Investments
Chicago,
Illinois
| $856M | +$57.6M | +7% | 1.27% | 87.7% | 210 | 23.33% | 0.9 |
|
2091
Affinity Capital Advisors
Berkeley,
California
| $856M | +$46.3M | +6% | 1.72% | 72.7% | 245 | 22.04% | 2.9 |
|
2092
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $855M | +$40.6M | +5% | 2.07% | 99.8% | 319 | 6.58% | 6.3 |
|
2093
Silverarc Capital Management
Boston,
Massachusetts
| $854M | -$108M | -11% | 4.04% | 2,371% | 91 | 42.86% | 0.9 |
|
2094
Intellus Advisors
Naples,
Florida
| $854M | +$30.3M | +4% | 3.43% | – | 172 | 33.14% | 1.2 |
|
2095
Sierra Summit Advisors
Incline Village,
Nevada
| $852M | -$43.6M | -5% | 0.62% | 302% | 231 | 44.59% | 1.3 |
|
2096
Hoey Investments
Coatesville,
Pennsylvania
| $851M | +$76.5M | +10% | 11.9% | 247% | 479 | 7.93% | 2.8 |
|
2097
Longbow Finance
Lutry,
Switzerland
| $850M | +$67.6M | +9% | 5.89% | 183% | 73 | 36.99% | 1.4 |
|
2098
Harbor Group
Bedford,
New Hampshire
| $849M | -$2.33M | -0.3% | 2.78% | 43% | 123 | 8.13% | 2.8 |
|
2099
Dillon & Associates
Jackson,
Michigan
| $849M | +$31.5M | +4% | 5.39% | 117% | 82 | 6.1% | 8.2 |
|
2100
Third View Private Wealth
Westport,
Connecticut
| $849M | +$34.5M | +4% | 4.49% | – | 309 | 17.15% | 0.6 |
|