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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, 5,013 funds (~56%) 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
Perigon Wealth Management
San Francisco,
California
| $6.5B | +$141M | +2% | 2.35% | 104% | 1,577 | 14.52% | 2.9 |
|
252
Mesirow Financial Investment Management
Chicago,
Illinois
| $6.47B | +$104M | +2% | 1.76% | 77.6% | 569 | 10.02% | 2.1 |
|
253
Cooke & Bieler
Philadelphia,
Pennsylvania
| $6.36B | -$2.29B | -26% | 4.43% | 34.6% | 104 | 7.69% | 5 |
|
254
Mission Wealth Management
Santa Barbara,
California
| $6.32B | -$1.86B | -23% | 2.56% | 92.1% | 1,084 | 28.14% | 4.1 |
|
255
Maryland State Retirement & Pension System
Baltimore,
Maryland
| $6.31B | +$477M | +8% | 1.58% | 126% | 1,533 | 9.39% | 3.3 |
|
256
Mizuho Securities USA
New York
| $6.3B | +$106M | +2% | 4% | 112% | 783 | 19.92% | 1.6 |
|
257
Danica Pension Livsforsikrings
Copenhagen V,
| $6.26B | -$2.32M | -0% | 4.35% | – | 211 | 13.27% | 1 |
|
258
AlphaCore Capital
La Jolla,
California
| $6.24B | +$799M | +15% | 1.8% | 91.5% | 1,807 | 22.8% | 1 |
|
259
Laurion Capital Management
New York
| $6.21B | +$2.32B | +59% | 0.39% | 180% | 602 | 61.13% | 0.5 |
|
260
Guinness Asset Management
London,
United Kingdom
| $6.21B | +$298M | +5% | 3.74% | 83.6% | 186 | 25.27% | 4.4 |
|
261
Catalyst Capital Advisors
Huntington,
New York
| $6.21B | +$178M | +3% | 1.72% | 65.7% | 381 | 19.95% | 4.2 |
|
|
WAM
262
WT Asset Management
Hong Kong
| $6.18B | +$1.13B | +22% | 13% | 2,732% | 58 | 74.14% | 0.2 |
|
263
TimesSquare Capital Management
New York
| $6.12B | -$683M | -10% | 1.91% | 134% | 168 | 12.5% | 3.1 |
|
264
Simplify Asset Management
Las Vegas,
Nevada
| $6.11B | -$1.08B | -15% | 0.47% | 48.4% | 154 | 33.77% | 1.4 |
|
265
Annex Advisory Services
Brookfield,
Wisconsin
| $6.11B | +$250M | +4% | 0.61% | 85.8% | 397 | 15.37% | 3.5 |
|
266
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $6.09B | +$100M | +2% | 0.43% | 68.2% | 443 | 5.87% | 5.9 |
|
267
MGO One Seven
Beachwood,
Ohio
| $6.08B | +$20.7M | +0.3% | 1.73% | 98.8% | 1,668 | 14.15% | 2.7 |
|
268
Confluence Investment Management
St. Louis,
Missouri
| $5.97B | -$433M | -7% | 1.67% | 37.7% | 310 | 11.61% | 4.7 |
|
269
Mount Yale Investment Advisors
Denver,
Colorado
| $5.96B | +$557M | +10% | 1.49% | 92.1% | 1,369 | 24.11% | 1.5 |
|
270
Lazard Frères Gestion
Paris,
France
| $5.95B | +$183M | +3% | 7.15% | 97.9% | 117 | 2.56% | 2.9 |
|
271
J.W. Cole Advisors
Tampa,
Florida
| $5.93B | +$108M | +2% | 2.09% | 95.5% | 1,712 | 13.26% | 1.4 |
|
272
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $5.9B | +$624M | +12% | 0.03% | 65.6% | 1,188 | 15.24% | 3.4 |
|
273
IFP Advisors
Tampa,
Florida
| $5.86B | +$322M | +6% | 1.54% | 80.6% | 5,445 | 9.75% | 3.9 |
|
274
Barings
Charlotte,
North Carolina
| $5.84B | +$204M | +4% | 0.62% | 61.5% | 205 | 20% | 3.6 |
|
275
Badgley Phelps Wealth Managers
Seattle,
Washington
| $5.8B | +$93.3M | +2% | 3.08% | 100% | 356 | 9.83% | 3.1 |
|