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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, 4,482 funds (~50%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
326
Atomi Financial Group
New York
| $3.91B | +$73.9M | +2% | 2.89% | 153% | 1,459 | 20.15% | 1.7 |
|
327
Sigma Planning Corp
Ann Arbor,
Michigan
| $3.88B | -$88.7M | -2% | 2.21% | 97.5% | 1,482 | 15.86% | 4.6 |
|
328
Venture Visionary Partners
Sylvania,
Ohio
| $3.82B | +$225M | +6% | 2.34% | 95.4% | 814 | 19.66% | 3.3 |
|
329
Channing Capital Management
Chicago,
Illinois
| $3.82B | -$527M | -12% | 8.22% | 70.3% | 117 | 17.09% | 2.7 |
|
330
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $3.81B | +$317M | +9% | 0.01% | 69.4% | 489 | 19.22% | 2.9 |
|
331
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3.79B | -$78.7M | -2% | 3.43% | 90.4% | 2,543 | 10.66% | 4.4 |
|
332
Avior Wealth Management
Omaha,
Nebraska
| $3.79B | -$13.4M | -0.4% | 0.2% | 71.4% | 845 | 13.85% | 5 |
|
333
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| $3.78B | +$208M | +6% | 2.54% | 114% | 1,174 | 24.53% | 1.5 |
|
334
Addenda Capital
Montreal,
Quebec, Canada
| $3.78B | +$100M | +3% | 3.59% | 100% | 134 | 6.72% | 6.6 |
|
335
Amazon.com Inc
Seattle,
Washington
| $3.77B | -$649M | -15% | 13.3% | 19% | 6 | 0% | 2.2 |
|
336
Miller Howard Investments
Kingston,
New York
| $3.72B | -$50.1M | -1% | 0.53% | 72.2% | 169 | 16.57% | 4.6 |
|
337
Check Capital Management
Costa Mesa,
California
| $3.7B | -$3.82B | -51% | 4.53% | 56.5% | 53 | 67.92% | 7 |
|
338
Quadrant Capital Group
Cincinnati,
Ohio
| $3.7B | +$46.6M | +1% | 3.17% | 118% | 1,299 | 10.01% | 8.1 |
|
339
CX Institutional
Auburn,
Indiana
| $3.69B | +$227M | +7% | 0.93% | 62.9% | 1,755 | 15.61% | 2.1 |
|
340
BIP Wealth
Atlanta,
Georgia
| $3.69B | +$166M | +5% | 0.41% | 51.8% | 596 | 12.08% | 1.5 |
|
341
Park National Corp
Newark,
Ohio
| $3.69B | +$115M | +3% | 2.98% | 92.7% | 378 | 20.9% | 7.2 |
|
342
Foster Group
West Des Moines,
Iowa
| $3.68B | -$80.2M | -2% | 0.4% | 54.4% | 337 | 11.87% | 2.8 |
|
343
Krilogy Financial
St. Louis,
Missouri
| $3.66B | +$280M | +8% | 0.56% | 79% | 1,198 | 20.2% | 1.6 |
|
344
Hyperion Asset Management
Brisbane,
Australia
| $3.66B | -$116M | -3% | 2.32% | 151% | 20 | 0% | 4.8 |
|
345
Burney Company
Reston,
Virginia
| $3.66B | -$52.4M | -1% | 1.22% | 129% | 665 | 17.44% | 5.6 |
|
346
MASECO Private Wealth
London,
| $3.65B | +$96.5M | +3% | 0.89% | – | 698 | 61.89% | 0.3 |
|
347
Moran Wealth Management
Naples,
Florida
| $3.64B | -$29.4M | -0.8% | 1.03% | 111% | 549 | 19.49% | 1.6 |
|
348
Private Management Group
Irvine,
California
| $3.63B | -$165M | -4% | 2.45% | 51.3% | 328 | 6.71% | 3.8 |
|
349
Metropolis Capital
Amersham,
United Kingdom
| $3.63B | +$181M | +5% | 6.68% | 61.7% | 16 | 0% | 4.4 |
|
350
Avidian Wealth Enterprises
Houston,
Texas
| $3.59B | -$27.6M | -0.8% | 0.86% | 71.7% | 814 | 16.71% | 2.9 |
|