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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1251
Garde Capital
Seattle,
Washington
| $1.8B | -$430M | -19% | 2.33% | 67.6% | 262 | 22.52% | 5.4 |
|
1252
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $1.8B | +$35M | +2% | 1.58% | 65.8% | 309 | 13.27% | 1.5 |
|
1253
Roundview Capital
Princeton,
New Jersey
| $1.8B | -$30.2M | -2% | 2.25% | 86.4% | 367 | 12.53% | 6 |
|
1254
Sienna Gestion
Paris,
France
| $1.8B | +$90.5M | +5% | 4.57% | – | 179 | 2.79% | 1.1 |
|
1255
Black Creek Investment Management
Toronto,
Ontario, Canada
| $1.8B | +$13.8M | +0.8% | 3.3% | 15% | 28 | 10.71% | 4.3 |
|
|
AHT
1256
Amanah Holdings Trust
London,
| $1.79B | +$84.6M | +5% | 34.2% | – | 30 | 63.33% | 0.4 |
|
1257
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.79B | +$380M | +27% | 0.61% | 93% | 419 | 12.65% | 3.8 |
|
1258
Osborne Partners Capital Management
San Francisco,
California
| $1.78B | -$16.9M | -0.9% | 3.48% | 70.7% | 204 | 6.86% | 6.3 |
|
|
SFG
1259
Sather Financial Group
Victoria,
Texas
| $1.78B | +$38.8M | +2% | 6.37% | 82.3% | 132 | 15.15% | 3.5 |
|
1260
Hamilton Capital
Columbus,
Ohio
| $1.78B | -$239M | -12% | 1.63% | – | 169 | 14.2% | 3 |
|
1261
Strategy Capital
Los Altos,
California
| $1.77B | +$148M | +9% | 13% | 371% | 12 | 8.33% | 3.8 |
|
1262
Albion Financial Group
Salt Lake City,
Utah
| $1.77B | +$43.7M | +3% | 2.43% | 79.6% | 832 | 27.16% | 3.4 |
|
|
SCI
1263
S&CO Inc
Boston,
Massachusetts
| $1.77B | +$37.7M | +2% | 5.06% | 80% | 230 | 7.39% | 7.1 |
|
1264
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.77B | +$78.3M | +5% | 2.98% | 108% | 570 | 18.95% | 2 |
|
1265
PDS Planning
Dublin,
Ohio
| $1.77B | +$38.6M | +2% | 0.61% | 69.1% | 653 | 10.41% | 3.1 |
|
1266
Portman Square Capital
London,
United Kingdom
| $1.77B | -$344M | -16% | 0.49% | 25.4% | 113 | 39.82% | 0.9 |
|
1267
Beese Fulmer Investment Management
Canton,
Ohio
| $1.76B | +$32.1M | +2% | 2.75% | 124% | 435 | 25.98% | 5 |
|
1268
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $1.76B | +$76.8M | +5% | 4.45% | 134% | 595 | 14.45% | 2.5 |
|
1269
Valley Wealth Managers
Paramus,
New Jersey
| $1.76B | +$28.5M | +2% | 3.01% | 118% | 365 | 11.51% | 4.1 |
|
1270
DUMAC Inc
Durham,
North Carolina
| $1.75B | +$652M | +59% | 4.89% | – | 26 | 42.31% | 0.6 |
|
1271
Stephens Group Asset Management
Little Rock,
Arkansas
| $1.75B | -$18.9M | -1% | 1.73% | 51.4% | 26 | 0% | 7 |
|
1272
Financiere des Professionnels
Montreal,
Quebec, Canada
| $1.75B | -$23.9M | -1% | 2.55% | 91.8% | 422 | 38.63% | 0.9 |
|
1273
DDD Partners
Bellevue,
Washington
| $1.75B | +$146M | +9% | 10.5% | 85.9% | 182 | 19.78% | 2.4 |
|
1274
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.74B | +$120M | +7% | 0.97% | 106% | 534 | 21.54% | 3.9 |
|
1275
AMI Asset Management
Los Angeles,
California
| $1.74B | +$4.67M | +0.3% | 4.1% | 96.6% | 114 | 25.44% | 3.6 |
|