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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) |
|
|---|---|---|---|---|---|---|---|---|---|
776
Hyperion Asset Management
Brisbane,
Australia
| $3.66B | -$116M | -3% | 2.32% | 151% | 20 | 0% | 4.8 |
|
777
Burney Company
Reston,
Virginia
| $3.66B | -$52.4M | -1% | 1.22% | 129% | 665 | 17.44% | 5.6 |
|
778
MASECO Private Wealth
London,
| $3.65B | +$96.5M | +3% | 0.89% | – | 698 | 61.89% | 0.3 |
|
779
Emerald Advisers
Leola,
Pennsylvania
| $3.64B | -$606M | -14% | 8.47% | 452% | 252 | 17.06% | 2.6 |
|
780
Moran Wealth Management
Naples,
Florida
| $3.64B | -$29.4M | -0.8% | 1.03% | 111% | 549 | 19.49% | 1.6 |
|
781
Private Management Group
Irvine,
California
| $3.63B | -$165M | -4% | 2.45% | 51.3% | 328 | 6.71% | 3.8 |
|
782
Metropolis Capital
Amersham,
United Kingdom
| $3.63B | +$181M | +5% | 6.68% | 61.7% | 16 | 0% | 4.4 |
|
783
Belpointe Asset Management
Reno,
Nevada
| $3.63B | +$565M | +18% | 1.65% | 88.6% | 1,273 | 21.68% | 2.8 |
|
784
First National Bank of Omaha
Omaha,
Nebraska
| $3.61B | +$58.9M | +2% | 2.09% | 80.1% | 537 | 9.12% | 4.5 |
|
785
Geneva Capital Management
Milwaukee,
Wisconsin
| $3.59B | -$773M | -18% | 5% | 58.1% | 139 | 17.27% | 5.8 |
|
786
Avidian Wealth Enterprises
Houston,
Texas
| $3.59B | -$27.6M | -0.8% | 0.86% | 71.7% | 814 | 16.71% | 2.9 |
|
|
YC
787
Yarbrough Capital
Franklin,
Tennessee
| $3.58B | +$241M | +7% | 8.56% | 183% | 92 | 16.3% | 3.1 |
|
788
Zhang Financial
Portage,
Michigan
| $3.58B | +$158M | +5% | 0.73% | 75.8% | 420 | 9.76% | 3.7 |
|
789
Matson Money Inc
Mason,
Ohio
| $3.57B | -$15.3M | -0.4% | 0.91% | 36.2% | 9 | 0% | 6.7 |
|
790
MIRAE ASSET SECURITIES (USA) INC.
New York
| $3.57B | -$9.08M | -0.3% | 1.84% | – | 172 | 63.37% | 0.6 |
|
791
Elm Partners Management
Philadelphia,
Pennsylvania
| $3.56B | +$204M | +6% | 0.38% | 51.4% | 182 | 17.03% | 2.1 |
|
792
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $3.54B | +$26.1M | +0.7% | 4.17% | 148% | 503 | 2.39% | 10.3 |
|
793
Argent Trust Co
Nashville,
Tennessee
| $3.54B | +$72.7M | +2% | 2.78% | 96.9% | 807 | 9.54% | 5 |
|
794
SNS Financial Group
Minneapolis,
Minnesota
| $3.53B | +$383M | +12% | 1.21% | 60.1% | 533 | 19.32% | 2.5 |
|
795
Heritage Investors Management Corp
Bethesda,
Maryland
| $3.52B | -$89.5M | -2% | 4.06% | 114% | 262 | 5.34% | 8 |
|
796
Dynamic Advisor Solutions
Phoenix,
Arizona
| $3.52B | -$6.09M | -0.2% | 0.77% | 70.9% | 1,122 | 15.15% | 3.1 |
|
797
Helikon Investments
London,
United Kingdom
| $3.52B | +$171M | +5% | 3.27% | 272% | 21 | 23.81% | 1.3 |
|
798
Calamos Wealth Management
Naperville,
Illinois
| $3.51B | +$193M | +6% | 3.67% | 119% | 505 | 13.66% | 3.2 |
|
|
CK
799
Cohen Klingenstein
New York
| $3.51B | +$12.8M | +0.4% | 2.67% | 99.1% | 208 | 1.44% | 9.5 |
|
800
Fideuram - Intesa Sanpaolo Private Banking
Turin,
| $3.5B | +$173M | +5% | 8.14% | – | 524 | 30.53% | 0.6 |
|