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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
32.8%
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, 7,143 funds (~80%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
551
Annex Advisory Services
Brookfield,
Wisconsin
| $6.11B | +$250M | +4% | 0.61% | 85.8% | 397 | 15.37% | 3.5 |
|
552
Atlantic Union Bankshares
Glen Allen,
Virginia
| $6.11B | +$121M | +2% | 2.48% | 85.7% | 1,980 | 18.03% | 1.7 |
|
553
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $6.09B | +$100M | +2% | 0.43% | 68.2% | 443 | 5.87% | 5.9 |
|
554
MGO One Seven
Beachwood,
Ohio
| $6.08B | +$20.7M | +0.3% | 1.73% | 98.8% | 1,668 | 14.15% | 2.7 |
|
555
Savvy Advisors Inc
New York
| $6.03B | +$1.32B | +28% | 1.47% | 86.1% | 1,506 | 21.45% | 1 |
|
556
Confluence Investment Management
St. Louis,
Missouri
| $5.97B | -$433M | -7% | 1.67% | 37.7% | 310 | 11.61% | 4.7 |
|
557
Mount Yale Investment Advisors
Denver,
Colorado
| $5.96B | +$557M | +10% | 1.49% | 92.1% | 1,369 | 24.11% | 1.5 |
|
558
Lazard Frères Gestion
Paris,
France
| $5.95B | +$183M | +3% | 7.15% | 97.9% | 117 | 2.56% | 2.9 |
|
559
J.W. Cole Advisors
Tampa,
Florida
| $5.93B | +$108M | +2% | 2.09% | 95.5% | 1,712 | 13.26% | 1.4 |
|
560
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $5.9B | +$624M | +12% | 0.03% | 65.6% | 1,188 | 15.24% | 3.4 |
|
561
IFP Advisors
Tampa,
Florida
| $5.86B | +$322M | +6% | 1.54% | 80.6% | 5,445 | 9.75% | 3.9 |
|
562
Barings
Charlotte,
North Carolina
| $5.84B | +$204M | +4% | 0.62% | 61.5% | 205 | 20% | 3.6 |
|
|
MA
563
Mutual Advisors
Omaha,
Nebraska
| $5.82B | +$507M | +10% | 0.79% | 74.8% | 1,517 | 14.7% | 3.6 |
|
564
Badgley Phelps Wealth Managers
Seattle,
Washington
| $5.8B | +$93.3M | +2% | 3.08% | 100% | 356 | 9.83% | 3.1 |
|
565
HUB Investment Partners
Austin,
Texas
| $5.8B | +$233M | +4% | 3.85% | 109% | 1,738 | 27.22% | 1.1 |
|
566
Choate Investment Advisors
Boston,
Massachusetts
| $5.8B | +$106M | +2% | 2.6% | 80.5% | 485 | 6.39% | 5.1 |
|
567
Douglass Winthrop Advisors
New York
| $5.79B | -$9.4M | -0.2% | 2.57% | 73.2% | 319 | 8.15% | 6.1 |
|
568
Country Trust Bank
Bloomington,
Illinois
| $5.78B | +$67.1M | +1% | 2.18% | 85.8% | 739 | 23.55% | 3.2 |
|
569
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $5.77B | -$685M | -11% | 5.39% | 101% | 91 | 18.68% | 3.4 |
|
570
Lingotto Investment Management
London,
United Kingdom
| $5.74B | +$1.08B | +23% | 10.8% | 362% | 41 | 26.83% | 2.3 |
|
571
South Dakota Investment Council
Sioux Falls,
South Dakota
| $5.73B | -$104M | -2% | 1.56% | 83% | 644 | 8.07% | 5.6 |
|
572
Generali Asset Management
Trieste,
Italy
| $5.73B | +$202M | +4% | 4.65% | – | 540 | 9.26% | 1.5 |
|
573
Brighton Jones LLC
Seattle,
Washington
| $5.73B | +$348M | +6% | 5.16% | 114% | 1,551 | 18.7% | 0.7 |
|
574
Wedge Capital Management
Charlotte,
North Carolina
| $5.72B | -$338M | -6% | 3.09% | 150% | 519 | 14.26% | 3.8 |
|
575
Folketrygdfondet
Oslo Norway,
Norway
| $5.71B | +$1.08B | +23% | 22.9% | 43.6% | 13 | 23.08% | 5 |
|