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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) |
|
|---|---|---|---|---|---|---|---|---|---|
901
Capital Asset Advisory Services
Williamston,
Michigan
| $2.94B | +$174M | +6% | 0.45% | 56.8% | 409 | 21.03% | 3.7 |
|
902
Welch Group
Birmingham,
Alabama
| $2.93B | +$4.67M | +0.2% | 0.52% | 79.5% | 349 | 12.89% | 4.9 |
|
903
JB Capital
Wethersfield,
Connecticut
| $2.93B | +$40.2M | +1% | 0.41% | 83.8% | 292 | 11.99% | 2.7 |
|
904
Giverny Capital
Montreal,
Quebec, Canada
| $2.92B | -$56.5M | -2% | 3.89% | 84% | 54 | 11.11% | 5.2 |
|
905
GLOBALT Investments
Atlanta,
Georgia
| $2.9B | -$60.6M | -2% | 0.32% | 76.3% | 219 | 5.94% | 2.2 |
|
906
First Foundation Advisors
Irvine,
California
| $2.9B | +$118M | +4% | 7.24% | 89.2% | 375 | 8.27% | 5.5 |
|
907
Champlain Investment Partners
Burlington,
Vermont
| $2.9B | -$993M | -26% | 6.78% | 66.2% | 137 | 11.68% | 3.3 |
|
908
BIT Capital
Berlin,
Germany
| $2.89B | -$488M | -14% | 2.9% | 1,240% | 139 | 58.27% | 0.9 |
|
909
First National Trust
Hermitage,
Pennsylvania
| $2.88B | -$61.1M | -2% | 2.21% | 92.7% | 414 | 11.11% | 6.8 |
|
910
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $2.88B | -$6.82M | -0.2% | 1.06% | 76.6% | 367 | 10.08% | 5.5 |
|
911
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $2.88B | -$52.9M | -2% | 1.1% | 81.5% | 238 | 18.91% | 2.8 |
|
|
WBG
912
Wharton Business Group
Malvern,
Pennsylvania
| $2.87B | -$118M | -4% | 0.98% | 75.8% | 147 | 7.48% | 5.3 |
|
913
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.87B | -$143M | -5% | 1.44% | 85.6% | 151 | 14.57% | 5 |
|
914
James Hambro & Partners
London,
United Kingdom
| $2.87B | +$104M | +4% | 7.36% | 97% | 76 | 21.05% | 3.6 |
|
915
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $2.87B | -$145M | -5% | 3.81% | 28.6% | 260 | 21.54% | 4.7 |
|
916
Canada Post Corporation Pension Plan
Toronto,
Canada
| $2.86B | -$3.61M | -0.1% | 5.45% | – | 496 | 2.22% | 1.3 |
|
917
CBIZ Investment Advisory Services
Independence,
Ohio
| $2.86B | +$127M | +5% | 1.04% | 53.1% | 496 | 52.82% | 1.6 |
|
918
Leavell Investment Management
Mobile,
Alabama
| $2.86B | +$126M | +5% | 1.68% | 92% | 671 | 9.09% | 5.7 |
|
919
HighPoint Advisor Group
Downers Grove,
Illinois
| $2.86B | +$22.8M | +0.8% | 0.63% | 110% | 738 | 11.65% | 3 |
|
920
Howland Capital Management
Boston,
Massachusetts
| $2.86B | +$86M | +3% | 4.38% | 84.1% | 294 | 8.16% | 6.3 |
|
921
Trajan Wealth
Scottsdale,
Arizona
| $2.85B | +$197M | +7% | 3.99% | – | 174 | 19.54% | 1.8 |
|
922
Klingenstein Fields & Co
New York
| $2.84B | -$21.6M | -0.8% | 2.79% | 107% | 203 | 8.37% | 7.1 |
|
923
Glenorchy Capital
Boorolite,
Australia
| $2.82B | +$103M | +4% | 10.5% | 176% | 67 | 7.46% | 2.1 |
|
924
Hosking Partners
London,
United Kingdom
| $2.81B | -$195M | -6% | 1.96% | 195% | 105 | 9.52% | 6.7 |
|
925
MCF Advisors
Covington,
Kentucky
| $2.81B | +$10.5M | +0.4% | 0.08% | 55.2% | 1,408 | 70.31% | 3.4 |
|