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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, 421 funds (~5%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 51 |
TF
51
Tompkins Financial
Ithaca,
New York
| $1.42B | -$9.08M | -0.6% | 2.08% | 84.4% | 578 | 8.65% | 22.5 |
|
| 52 |
KL
52
KWMG LLC
Overland Park,
Kansas
| $1.39B | +$3.92M | +0.3% | 0.93% | 76.2% | 156 | 2.56% | 25.5 |
|
| 53 |
FFBTD
53
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.39B | -$15.7M | -1% | 0.34% | 68.6% | 215 | 7.91% | 30.4 |
|
| 54 |
BOF
54
Bank of Finland
Helsinki,
Finland
| $1.38B | -$162M | -11% | 2.75% | 66.7% | 4 | 0% | 17.3 |
|
| 55 |
SFGP
55
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $1.36B | +$37.9M | +3% | 0.09% | – | 296 | 14.19% | 5.4 |
|
| 56 |
GGS
56
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.33B | -$25.7M | -2% | 0.91% | 60.7% | 276 | 11.96% | 12.1 |
|
| 57 |
CA
57
CapWealth Advisors
Franklin,
Tennessee
| $1.32B | -$133M | -9% | 0.97% | 152% | 126 | 9.52% | 20.9 |
|
| 58 |
BSB
58
Bangor Savings Bank
Bangor,
Maine
| $1.31B | -$46.9M | -3% | 0.29% | 54.6% | 569 | 9.14% | 19.2 |
|
| 59 |
HWA
59
Heartwood Wealth Advisors
Richmond,
Virginia
| $1.27B | -$21.4M | -2% | 1.39% | 59.4% | 232 | 6.03% | 12.8 |
|
| 60 |
CFG
60
Cooper Financial Group
Irvine,
California
| $1.26B | +$49.4M | +4% | 2.08% | 87.2% | 484 | 13.84% | 11.2 |
|
| 61 |
MNBTD
61
Moody National Bank Trust Division
Galveston,
Texas
| $1.21B | +$2.37M | +0.2% | 1.22% | 115% | 533 | 12.76% | 19.5 |
|
| 62 |
AIC
62
Ayalon Insurance Company
Ramat Gan,
Israel
| $1.2B | +$389M | +48% | 1.99% | 99.6% | 70 | 5.71% | 20.7 |
|
| 63 |
VCM
63
Versant Capital Management
Phoenix,
Arizona
| $1.17B | +$53.5M | +5% | 5.51% | 97.3% | 2,890 | 7.99% | 18.2 |
|
| 64 |
GA
64
GuoLine Advisory
Singapore
| $1.16B | +$88.1M | +8% | 12.5% | 112% | 23 | 0% | 9.9 |
|
| 65 |
JC
65
Jacobs & Co
San Francisco,
California
| $1.16B | -$9.1M | -0.8% | 3.46% | 105% | 139 | 8.63% | 31.6 |
|
| 66 |
PCA
66
Private Capital Advisors
Darien,
Connecticut
| $1.15B | +$11.7M | +1% | 3.12% | 132% | 85 | 18.82% | 23.2 |
|
| 67 |
CNBT
67
Canandaigua National Bank & Trust
Canandaigua,
New York
| $1.15B | -$33.9M | -3% | 1.31% | – | 325 | 10.77% | 24.8 |
|
| 68 |
TC
68
Trust Company
Manhattan,
Kansas
| $1.15B | +$41.1M | +4% | 0.6% | 40.6% | 947 | 7.6% | 10.8 |
|
| 69 |
HHAA
69
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $1.12B | +$85.6M | +8% | 11% | 70% | 65 | 7.69% | 32.8 |
|
| 70 |
GWWM
70
Great Waters Wealth Management
Shoreview,
Minnesota
| $1.11B | +$32.7M | +3% | 1.7% | 49% | 133 | 6.02% | 10.8 |
|
| 71 |
ANBT
71
American National Bank & Trust
Wichita Falls,
Texas
| $1.09B | -$78.7M | -7% | 1.62% | 102% | 651 | 8.14% | 14.6 |
|
| 72 |
CT
72
Coastline Trust
Providence,
Rhode Island
| $1.07B | -$55.7M | -5% | 4.83% | 106% | 410 | 16.34% | 23.5 |
|
| 73 |
GLLW
73
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $1.07B | -$3.37M | -0.3% | 0.97% | 47.7% | 208 | 8.17% | 21 |
|
| 74 |
TC
74
Tetrad Corporation
Omaha,
Nebraska
| $1.04B | -$7.83M | -0.7% | 0.74% | 45.6% | 3 | 0% | 53 |
|
| 75 |
IWS
75
Insight Wealth Strategies
San Ramon,
California
| $1.01B | -$13.5M | -1% | 0.3% | 83.5% | 206 | 16.99% | 10.9 |
|