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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, 4,760 funds (~53%) 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
Confluence Investment Management
St. Louis,
Missouri
| $5.97B | -$433M | -7% | 1.67% | 37.7% | 310 | 11.61% | 4.7 |
|
252
Mount Yale Investment Advisors
Denver,
Colorado
| $5.96B | +$557M | +10% | 1.49% | 92.1% | 1,369 | 24.11% | 1.5 |
|
253
Lazard Frères Gestion
Paris,
France
| $5.95B | +$183M | +3% | 7.15% | 97.9% | 117 | 2.56% | 2.9 |
|
254
J.W. Cole Advisors
Tampa,
Florida
| $5.93B | +$108M | +2% | 2.09% | 95.5% | 1,712 | 13.26% | 1.4 |
|
255
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $5.9B | +$624M | +12% | 0.03% | 65.6% | 1,188 | 15.24% | 3.4 |
|
256
IFP Advisors
Tampa,
Florida
| $5.86B | +$322M | +6% | 1.54% | 80.6% | 5,445 | 9.75% | 3.9 |
|
257
Barings
Charlotte,
North Carolina
| $5.84B | +$204M | +4% | 0.62% | 61.5% | 205 | 20% | 3.6 |
|
258
Badgley Phelps Wealth Managers
Seattle,
Washington
| $5.8B | +$93.3M | +2% | 3.08% | 100% | 356 | 9.83% | 3.1 |
|
259
HUB Investment Partners
Austin,
Texas
| $5.8B | +$233M | +4% | 3.85% | 109% | 1,738 | 27.22% | 1.1 |
|
260
Country Trust Bank
Bloomington,
Illinois
| $5.78B | +$67.1M | +1% | 2.18% | 85.8% | 739 | 23.55% | 3.2 |
|
261
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $5.77B | -$685M | -11% | 5.39% | 101% | 91 | 18.68% | 3.4 |
|
262
Lingotto Investment Management
London,
United Kingdom
| $5.74B | +$1.08B | +23% | 10.8% | 362% | 41 | 26.83% | 2.3 |
|
263
Generali Asset Management
Trieste,
Italy
| $5.73B | +$202M | +4% | 4.65% | – | 540 | 9.26% | 1.5 |
|
264
Brighton Jones LLC
Seattle,
Washington
| $5.73B | +$348M | +6% | 5.16% | 114% | 1,551 | 18.7% | 0.7 |
|
265
Wedge Capital Management
Charlotte,
North Carolina
| $5.72B | -$338M | -6% | 3.09% | 150% | 519 | 14.26% | 3.8 |
|
266
Signature Estate & Investment Advisors
Los Angeles,
California
| $5.67B | +$112M | +2% | 2.75% | 84.4% | 701 | 9.27% | 2.6 |
|
267
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $5.66B | -$302M | -5% | 4.35% | 58% | 216 | 21.76% | 2.4 |
|
268
Evergreen Capital Management
Bellevue,
Washington
| $5.65B | -$49.6M | -0.9% | 0.95% | 82.9% | 1,605 | 13.71% | 3 |
|
269
Cassaday & Co Wealth Management
Mclean,
Virginia
| $5.65B | +$328M | +6% | 0.9% | 78.9% | 1,505 | 28.84% | 1.1 |
|
270
Japan Post Holdings
Tokyo,
Japan
| $5.64B | -$329M | -6% | 4.67% | 45.6% | 1 | 0% | 6.8 |
|
271
Central Trust Company
Jefferson City,
Missouri
| $5.6B | +$74.7M | +1% | 1.84% | 93.8% | 1,654 | 9.55% | 6.1 |
|
272
TD Private Client Wealth
New York
| $5.55B | +$108M | +2% | 0.29% | 61.6% | 1,862 | 13.96% | 3.6 |
|
273
Robeco Schweiz
Zurich,
Switzerland
| $5.55B | -$686M | -11% | 7.96% | 145% | 143 | 17.48% | 4.1 |
|
274
W.H. Reaves & Co
Jersey City,
New Jersey
| $5.54B | -$1.05B | -16% | 12.9% | 96.4% | 98 | 13.27% | 4.4 |
|
275
Todd Asset Management
Louisville,
Kentucky
| $5.51B | -$114M | -2% | 1.17% | 122% | 194 | 14.95% | 5.6 |
|