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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) |
|
|---|---|---|---|---|---|---|---|---|---|
801
Sax Wealth Advisors
Parsippany,
New Jersey
| $3.5B | +$1.05B | +43% | 1.16% | 64.3% | 773 | 33.51% | 1.5 |
|
802
Joel Isaacson & Co
New York
| $3.5B | +$45.4M | +1% | 0.59% | 79.2% | 522 | 11.11% | 4.9 |
|
803
Swan Global Investments
Durango,
Colorado
| $3.5B | +$111M | +3% | 2.7% | 72.7% | 113 | 18.58% | 3 |
|
804
Meyer Handelman Company
Rye Brook,
New York
| $3.49B | -$40.4M | -1% | 3.94% | 97.4% | 284 | 7.04% | 6.9 |
|
805
Smartleaf Asset Management
Boston,
Massachusetts
| $3.49B | +$417M | +14% | 1.26% | 87.1% | 3,848 | 15.72% | 1.8 |
|
806
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $3.49B | +$328M | +10% | 1.55% | 94.7% | 1,038 | 18.59% | 2.8 |
|
807
DeepCurrents Investment Group
New York
| $3.49B | +$187M | +6% | 0.19% | 13.7% | 186 | 40.86% | 0.6 |
|
808
Profund Advisors
Bethesda,
Maryland
| $3.48B | -$153M | -4% | 3.6% | 258% | 1,225 | 14.37% | 6.2 |
|
809
Braun Stacey Associates
New York
| $3.48B | -$48.2M | -1% | 4.19% | 247% | 124 | 16.94% | 4.3 |
|
810
CoreCap Advisors
Southfield,
Michigan
| $3.48B | +$86.6M | +3% | 0.21% | 89.8% | 3,425 | 15.8% | 1.8 |
|
811
Y.D. More Investments
Ramat Gan,
Israel
| $3.47B | +$261M | +8% | 3.77% | 309% | 574 | 19.34% | 1.9 |
|
812
Level Four Advisory Services
Dallas,
Texas
| $3.46B | -$79.8M | -2% | 2.27% | 102% | 995 | 11.26% | 3.8 |
|
813
Senvest Management
New York
| $3.45B | +$45M | +1% | 0.41% | 114% | 60 | 23.33% | 3 |
|
814
Fisher Funds Management
Auckland,
New Zealand
| $3.44B | -$80.4M | -2% | 3.6% | – | 182 | 10.99% | 1.5 |
|
815
Simplicity Wealth
Summit,
New Jersey
| $3.43B | +$468M | +16% | 0.57% | 82.2% | 1,176 | 21.77% | 1.1 |
|
816
Donaldson Capital Management
Evansville,
Indiana
| $3.42B | -$77M | -2% | 0.33% | 81.4% | 341 | 14.96% | 4.5 |
|
817
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $3.42B | -$84.5M | -2% | 2.65% | 95% | 1,020 | 11.37% | 2.5 |
|
818
Close Asset Management
London,
United Kingdom
| $3.42B | -$341M | -9% | 2.84% | 122% | 282 | 11.35% | 4.3 |
|
819
Riverbridge Partners
Minneapolis,
Minnesota
| $3.41B | -$174M | -5% | 6.34% | 56.2% | 218 | 23.39% | 4.6 |
|
820
Narodna banka Slovenska
Bratislava,
| $3.39B | -$97.5M | -3% | 0.5% | – | 3 | 0% | 0.5 |
|
821
CWA Asset Management Group
Naples,
Florida
| $3.39B | +$109M | +3% | 3.17% | – | 782 | 12.79% | 2.8 |
|
822
Pallas Capital Advisors
Braintree,
Massachusetts
| $3.39B | +$137M | +4% | 3.32% | 89.1% | 1,110 | 18.65% | 1.9 |
|
823
F/M Investments
Washington,
District of Columbia
| $3.38B | +$1.41B | +72% | 1.39% | 107% | 469 | 29.64% | 1.3 |
|
824
MKP Capital Management
New York
| $3.38B | -$321M | -9% | 1.99% | 80.4% | 34 | 61.76% | 0.3 |
|
825
Tokio Marine Asset Management
Tokyo,
Japan
| $3.37B | +$143M | +4% | 5.13% | 142% | 647 | 24.57% | 6 |
|