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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
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, 4,660 funds (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
2176
GFG Capital
Miami,
Florida
| $381M | +$17.9M | +5% | 7.4% | 152% | 105 | 20% | 2.9 |
|
2177
Congress Park Capital
Saratoga Springs,
New York
| $381M | +$10.5M | +3% | 0.96% | 99.9% | 146 | 19.18% | 3.9 |
|
|
SFMG
2178
Sage Financial Management Group
Mclean,
Virginia
| $381M | +$16.8M | +5% | 0.63% | 51.6% | 64 | 9.38% | 2 |
|
2179
New Wave Wealth Advisors
Springdale,
Arkansas
| $380M | +$13M | +4% | 0.5% | – | 236 | 24.58% | 1.1 |
|
2180
Luminvest Wealth Management
Scottsdale,
Arizona
| $380M | -$49.9M | -12% | 1.12% | 47.7% | 59 | 23.73% | 1.9 |
|
2181
Kings Path Partners
Sugar Land,
Texas
| $380M | +$4.33M | +1% | 0.86% | – | 393 | 14.5% | 1.4 |
|
2182
Corundum Group
Colorado Springs,
Colorado
| $380M | +$42.9M | +13% | 0.89% | 89.5% | 126 | 14.29% | 4.8 |
|
2183
Websterrogers Financial Advisors
Florence,
South Carolina
| $379M | -$10.9M | -3% | 0.74% | 46% | 107 | 10.28% | 3 |
|
2184
Boyd Watterson Asset Management
Cleveland,
Ohio
| $379M | +$8.12M | +2% | 5.21% | 116% | 400 | 5.5% | 5.2 |
|
2185
Davis Rea
Toronto,
Ontario, Canada
| $379M | +$28.6M | +8% | 10.3% | 66.9% | 46 | 13.04% | 3.9 |
|
|
AB
2186
Atlas Brown
Louisville,
Kentucky
| $379M | +$6.68M | +2% | 3.03% | 115% | 244 | 6.15% | 6.8 |
|
2187
Flynn Zito Capital Management
Garden City,
New York
| $379M | +$11.1M | +3% | 1.51% | 109% | 178 | 8.99% | 2.2 |
|
2188
Courage Miller Partners
Norfolk,
Virginia
| $379M | -$136K | -0% | 0.99% | 43.5% | 95 | 9.47% | 8 |
|
2189
CJM Wealth Advisers
Falls Church,
Virginia
| $379M | -$2.03M | -0.5% | 0.2% | 76.8% | 85 | 9.41% | 3.1 |
|
2190
Cora Capital Advisors
Marlton,
New Jersey
| $379M | +$22.3M | +6% | 2.81% | 80.3% | 158 | 13.92% | 2.1 |
|
2191
Northcape Wealth Management
Williamsville,
New York
| $378M | -$2.76M | -0.7% | 1.62% | 74% | 150 | 8.67% | 3.2 |
|
2192
Westbourne Investment Advisors
Annapolis,
Maryland
| $378M | +$15.6M | +4% | 8.24% | 107% | 126 | 6.35% | 3.8 |
|
2193
Wheelhouse Advisory Group
St. Louis,
Missouri
| $378M | +$23.8M | +7% | 1.04% | 67.9% | 59 | 11.86% | 1.8 |
|
|
MS
2194
Madden Securities
Dallas,
Texas
| $378M | +$18.1M | +5% | 4.42% | 108% | 344 | 65.99% | 1 |
|
2195
United Wealth Management
Charlottesville,
Virginia
| $378M | -$66.5M | -15% | 1.17% | – | 25 | 12% | 1.6 |
|
2196
RWC Asset Advisors
Miami,
Florida
| $377M | -$72.2M | -16% | 9.04% | 267% | 17 | 23.53% | 2.4 |
|
2197
Cypress Capital
Franklin,
Tennessee
| $377M | +$7.41M | +2% | 0.72% | 43.6% | 127 | 18.9% | 2.6 |
|
2198
Seneca Financial Advisors
Rochester,
New York
| $377M | -$7.85M | -2% | 1.41% | 50.9% | 69 | 13.04% | 3.7 |
|
|
FAP
2199
Financial Advisory Partners
Winter Park,
Florida
| $377M | -$5.61M | -1% | 0.85% | 52.9% | 75 | 1.33% | 3.3 |
|
2200
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $377M | -$12.3M | -3% | 3.02% | 101% | 152 | 17.11% | 6 |
|