We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|
1026
Affinity Asset Advisors
New York
| $2.46B | +$245M | +11% | 3.97% | 1,354% | 145 | 38.62% | 1 |
|
1027
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $2.45B | -$392M | -14% | 8.28% | 443% | 213 | 21.13% | 2 |
|
1028
Sun Life Financial
Toronto,
Ontario, Canada
| $2.45B | +$498M | +25% | 2.11% | 77.5% | 152 | 72.37% | 1.2 |
|
1029
Leonteq Securities AG
Zurich,
Switzerland
| $2.44B | -$469M | -16% | 6.61% | 102% | 1,390 | 15.83% | 2.9 |
|
1030
Axxcess Wealth Management
Carlsbad,
California
| $2.44B | -$3.84B | -61% | 1.31% | 81.2% | 1,275 | 40.39% | 1.2 |
|
1031
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $2.43B | -$127M | -5% | 7.04% | 1.3% | 39 | 7.69% | 4.2 |
|
1032
Birch Hill Investment Advisors
Boston,
Massachusetts
| $2.43B | -$38.9M | -2% | 0.88% | 80.1% | 223 | 7.17% | 6.8 |
|
1033
Smith Salley Wealth Management
Greensboro,
North Carolina
| $2.42B | +$118M | +5% | 3.23% | 121% | 291 | 11.34% | 5.3 |
|
1034
Shaolin Capital Management
Miami,
Florida
| $2.42B | +$320M | +15% | 2.03% | 81.9% | 692 | 34.39% | 0.6 |
|
1035
Focused Investors
Los Angeles,
California
| $2.41B | -$551M | -19% | 0.41% | 59.9% | 23 | 4.35% | 8.2 |
|
1036
Klingman & Associates
New York
| $2.41B | +$56.5M | +2% | 0.01% | 64.9% | 442 | 25.11% | 3.5 |
|
1037
Stratos Investment Management
Beachwood,
Ohio
| $2.4B | -$366M | -13% | 0.84% | 64.6% | 391 | 21.48% | 3 |
|
1038
Davidson Investment Advisors
Great Falls,
Montana
| $2.39B | -$51.7M | -2% | 2.24% | 79% | 127 | 7.09% | 5.6 |
|
|
CWM
1039
Cornerstone Wealth Management
St. Peters,
Missouri
| $2.38B | +$54.7M | +2% | 0.96% | 77.5% | 788 | 9.9% | 4.2 |
|
1040
Equitable Trust
Nashville,
Tennessee
| $2.38B | -$18.8M | -0.8% | 3.18% | 109% | 465 | 7.31% | 3.8 |
|
1041
Catterton Management Company
Greenwich,
Connecticut
| $2.38B | -$1.96B | -45% | 23.3% | 13.2% | 3 | 0% | 2.4 |
|
1042
Kovack Advisors
Ft. Lauderdale,
Florida
| $2.38B | +$295M | +14% | 3.05% | 131% | 1,228 | 21.82% | 2.5 |
|
1043
Insigneo Advisory Services
Miami,
Florida
| $2.37B | -$295M | -11% | 4.31% | 136% | 963 | 15.37% | 1.7 |
|
1044
Inspire Investing
Meridian,
Idaho
| $2.37B | -$60.6M | -2% | 3.13% | 107% | 1,430 | 21.75% | 2.4 |
|
1045
Blackhill Capital
Morristown,
New Jersey
| $2.37B | -$37.6M | -2% | 0.63% | 173% | 47 | 4.26% | 11.4 |
|
1046
Hills Bank & Trust
North Liberty,
Iowa
| $2.37B | +$16.6M | +0.7% | 0.03% | 58% | 412 | 13.11% | 5 |
|
1047
Index Fund Advisors
Irvine,
California
| $2.37B | -$154M | -6% | 1.33% | 60.2% | 140 | 10% | 2.6 |
|
1048
Procyon Advisors
Shelton,
Connecticut
| $2.36B | +$47.1M | +2% | 1.56% | 92.3% | 652 | 19.79% | 2.8 |
|
1049
Meiji Yasuda Asset Management
Tokyo,
Japan
| $2.36B | +$136M | +6% | 2.94% | 108% | 653 | 15.93% | 5.7 |
|
1050
Lindsell Train
London,
United Kingdom
| $2.36B | -$272M | -10% | 1.33% | 48.9% | 28 | 0% | 6.9 |
|