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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) |
|
|---|---|---|---|---|---|---|---|---|---|
251
AWM Capital
Phoenix,
Arizona
| $1.42B | +$172M | +14% | 0.23% | 51.1% | 129 | 6.98% | 2.7 |
|
252
Tompkins Financial
Ithaca,
New York
| $1.42B | -$9.08M | -0.6% | 2.08% | 84.4% | 578 | 8.65% | 5.6 |
|
253
Weatherly Asset Management
Del Mar,
California
| $1.42B | +$11.5M | +0.8% | 2.77% | 116% | 198 | 10.1% | 7.9 |
|
254
Talbot Financial
Bellevue,
Washington
| $1.39B | +$30.8M | +2% | 6.53% | 118% | 72 | 8.33% | 2.8 |
|
255
KWMG LLC
Overland Park,
Kansas
| $1.39B | +$3.92M | +0.3% | 0.93% | 76.2% | 156 | 2.56% | 6.4 |
|
256
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.39B | -$15.7M | -1% | 0.34% | 68.6% | 215 | 7.91% | 7.6 |
|
257
Bank of Finland
Helsinki,
Finland
| $1.38B | -$162M | -11% | 2.75% | 66.7% | 4 | 0% | 4.3 |
|
258
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $1.37B | +$97M | +8% | 3.16% | 89.5% | 232 | 11.21% | 2.6 |
|
259
Clark Asset Management
Stratham,
New Hampshire
| $1.36B | +$88.9M | +7% | 0.11% | 51.8% | 319 | 14.11% | 1.6 |
|
260
QV Investors
Calgary,
Alberta, Canada
| $1.36B | +$63.1M | +5% | 1.27% | 68.3% | 72 | 6.94% | 4.4 |
|
261
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $1.36B | +$37.9M | +3% | 0.09% | – | 296 | 14.19% | 1.3 |
|
|
AT
262
Arlington Trust
Birmingham,
Alabama
| $1.33B | +$148M | +13% | 3.01% | 65% | 999 | 18.32% | 1.1 |
|
263
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.33B | -$25.7M | -2% | 0.91% | 60.7% | 276 | 11.96% | 3 |
|
264
J.M. Forbes & Co
Boston,
Massachusetts
| $1.33B | +$57.3M | +5% | 5.24% | 112% | 160 | 2.5% | 6.7 |
|
265
Norden Group
Provo,
Utah
| $1.33B | +$108M | +9% | 3.77% | 104% | 758 | 18.73% | 1.6 |
|
266
Fiduciary Alliance
Greenville,
South Carolina
| $1.33B | -$152M | -10% | 2.26% | 104% | 570 | 17.89% | 1.8 |
|
267
CapWealth Advisors
Franklin,
Tennessee
| $1.32B | -$133M | -9% | 0.97% | 152% | 126 | 9.52% | 5.2 |
|
268
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.32B | +$54.2M | +4% | 6.53% | 118% | 118 | 5.08% | 3.8 |
|
269
Bangor Savings Bank
Bangor,
Maine
| $1.31B | -$46.9M | -3% | 0.29% | 54.6% | 569 | 9.14% | 4.8 |
|
270
Hengehold Capital Management
Cincinnati,
Ohio
| $1.31B | +$22.7M | +2% | 0.74% | 54.5% | 245 | 12.24% | 4.8 |
|
271
Phillips Financial Management
Fort Wayne,
Indiana
| $1.31B | -$57.5M | -4% | 0.99% | 45.6% | 300 | 9% | 4.8 |
|
272
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $1.3B | +$10M | +0.8% | 0.22% | 56.9% | 216 | 11.57% | 2.4 |
|
273
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.29B | -$26.5M | -2% | 0.46% | 75.3% | 234 | 9.4% | 7.3 |
|
274
CGN Advisors
Manhattan,
Kansas
| $1.29B | -$77.7M | -6% | 0.25% | 48.9% | 331 | 12.99% | 3.6 |
|
275
Private Trust Company
Cleveland,
Ohio
| $1.27B | +$22.8M | +2% | 1.17% | 87.7% | 2,949 | 13.97% | 3.3 |
|