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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) |
|
|---|---|---|---|---|---|---|---|---|---|
826
Sand Hill Global Advisors
Palo Alto,
California
| $3.36B | +$43.3M | +1% | 0.04% | 66% | 229 | 10.04% | 4.6 |
|
827
KCM Investment Advisors
Greenbrae,
California
| $3.36B | -$5.99M | -0.2% | 2.55% | 97.1% | 424 | 8.73% | 7.3 |
|
828
Meridian Wealth Management
Lexington,
Kentucky
| $3.35B | +$109M | +3% | 2.3% | 129% | 861 | 13.36% | 1.6 |
|
829
RPOA Advisors
Plano,
Texas
| $3.35B | -$158M | -4% | 0.01% | 43.4% | 9 | 33.33% | 2.1 |
|
830
Ascent Group
Virginia Beach,
Virginia
| $3.34B | -$4.15M | -0.1% | 1.8% | 91.7% | 869 | 14.04% | 2.5 |
|
831
Karpus Investment Management
Pittsford,
New York
| $3.34B | -$141M | -4% | 2.73% | 29.6% | 261 | 15.33% | 2.1 |
|
|
BG
832
Bollard Group
Boston,
Massachusetts
| $3.32B | +$37.4M | +1% | 3.34% | 71.2% | 313 | 4.47% | 7.2 |
|
833
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $3.31B | -$1.29B | -28% | 7.46% | 44.4% | 118 | 14.41% | 6 |
|
834
Intact Investment Management
Montreal,
Quebec, Canada
| $3.31B | -$208M | -6% | 1.91% | 85.8% | 229 | 17.47% | 5.1 |
|
835
Focus Financial Network
Minneapolis,
Minnesota
| $3.3B | +$72.3M | +2% | 1.71% | 106% | 808 | 9.9% | 3.4 |
|
836
Adams Diversified Equity Fund
Baltimore,
Maryland
| $3.3B | +$27.2M | +0.8% | 4.2% | 165% | 112 | 18.75% | 3.3 |
|
837
Sprott Inc
Toronto,
Ontario, Canada
| $3.3B | +$145M | +5% | 8.79% | 254% | 291 | 21.31% | 3.2 |
|
838
Fulton Bank
Lancaster,
Pennsylvania
| $3.29B | +$16.2M | +0.5% | 1.33% | 48.1% | 726 | 10.33% | 5.2 |
|
839
BCV Asset Management
Winnipeg,
| $3.28B | -$32.7M | -1% | 0.9% | – | 124 | 14.52% | 0.6 |
|
840
Integrity Alliance
Urbandale,
Iowa
| $3.28B | +$78.8M | +2% | 0.36% | – | 1,059 | 27.67% | 0.9 |
|
841
Spire Wealth Management
Mclean,
Virginia
| $3.27B | -$37.1M | -1% | 2.11% | 112% | 2,327 | 10.31% | 3.5 |
|
842
Conning Inc
Hartford,
Connecticut
| $3.25B | -$84.3M | -3% | 1.06% | 65.1% | 339 | 5.6% | 8.6 |
|
843
VestGen Advisors
Inverness,
Illinois
| $3.25B | -$183M | -5% | 3.48% | – | 1,239 | 28.01% | 0.9 |
|
844
Harvest Fund Management
Beijing,
China
| $3.24B | +$221M | +7% | 3.23% | 304% | 483 | 10.14% | 2.9 |
|
845
ZWJ Investment Counsel
Atlanta,
Georgia
| $3.24B | +$143M | +5% | 2.66% | 128% | 317 | 14.51% | 4.7 |
|
|
HC
846
Henshaw Capital
Woburn,
Massachusetts
| $3.23B | +$156M | +5% | 2.96% | 138% | 162 | 35.19% | 5.1 |
|
847
Washington Trust
Westerly,
Rhode Island
| $3.23B | +$7.58M | +0.2% | 3.17% | 104% | 308 | 8.77% | 7.4 |
|
848
Provident Trust Company
Waukesha,
Wisconsin
| $3.22B | -$1.55B | -33% | 1.7% | 80.5% | 24 | 20.83% | 8.2 |
|
849
Anchor Capital Advisors
Boston,
Massachusetts
| $3.21B | -$344M | -10% | 2.39% | 62.3% | 260 | 10% | 5.8 |
|
850
Blue Whale Capital
London,
United Kingdom
| $3.21B | +$59.6M | +2% | 4.55% | 387% | 32 | 40.63% | 1.3 |
|