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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1326
Kepler Cheuvreux
Nyon,
| $1.65B | -$102M | -6% | 3.38% | – | 200 | 27% | 0.6 |
|
|
CPA
1327
Capital Performance Advisors
Walnut Creek,
California
| $1.65B | +$95M | +6% | 0.6% | 77.1% | 348 | 15.23% | 1.5 |
|
1328
Zions Bancorporation, National Association
Salt Lake City,
Utah
| $1.65B | -$25.1M | -2% | 0.69% | – | 1,807 | 15.72% | 0.9 |
|
1329
LGT Capital Partners
Pfaeffikon,
Switzerland
| $1.64B | -$332M | -17% | 4.74% | 80.4% | 40 | 5% | 3.7 |
|
1330
Ally Invest Advisors
Charlotte,
North Carolina
| $1.64B | -$13.5M | -0.8% | 1.59% | 45% | 75 | 1.33% | 4 |
|
1331
Trust Asset Management
Houston,
Texas
| $1.64B | +$33.2M | +2% | 3.22% | 104% | 239 | 6.69% | 4.7 |
|
1332
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $1.64B | -$5.87M | -0.4% | 3.01% | 97.9% | 54 | 9.26% | 3.7 |
|
1333
Cache Advisors
San Francisco,
California
| $1.63B | +$453M | +38% | 6.03% | – | 167 | 19.76% | 1 |
|
1334
Lutz Financial Services
Omaha,
Nebraska
| $1.63B | -$9.6M | -0.6% | 2.44% | 37.2% | 114 | 8.77% | 5.1 |
|
1335
Westpac Banking Corp
Sydney,
Australia
| $1.63B | +$7.76M | +0.5% | 6.04% | 150% | 550 | 18.91% | 7.3 |
|
1336
Appleton Partners
Boston,
Massachusetts
| $1.63B | -$3.03M | -0.2% | 1.48% | 110% | 278 | 4.32% | 6.9 |
|
1337
OneAscent Financial Services
Birmingham,
Alabama
| $1.63B | -$463M | -22% | 0.59% | 68.2% | 690 | 26.09% | 1.3 |
|
|
SL
1338
SWF LLC
Omaha,
Nebraska
| $1.63B | +$133M | +9% | 0.18% | 82.9% | 18 | 22.22% | 1.2 |
|
1339
IQ EQ Fund Management
Dublin 2,
Ireland
| $1.63B | +$58.2M | +4% | 9.48% | 139% | 309 | 9.71% | 3.6 |
|
1340
P/E Global LLC
Boston,
Massachusetts
| $1.63B | +$66.6M | +4% | 1.63% | 49% | 8 | 0% | 1.7 |
|
1341
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.62B | +$12.5M | +0.8% | 1.77% | 80.8% | 457 | 8.53% | 4.3 |
|
1342
Everhart Financial Group
Dublin,
Ohio
| $1.62B | +$60M | +4% | 1.54% | 123% | 522 | 13.03% | 2.3 |
|
1343
American Assets Investment Management
San Diego,
California
| $1.62B | -$30.1M | -2% | 0.9% | 520% | 148 | 8.78% | 7.8 |
|
1344
Falcon Wealth Planning
Ontario,
California
| $1.62B | +$36.8M | +2% | 1.5% | 56.4% | 277 | 15.16% | 2.4 |
|
1345
Vestor Capital
Chicago,
Illinois
| $1.62B | +$25M | +2% | 2.3% | 200% | 300 | 43.67% | 5 |
|
1346
Steelhead Partners
Seattle,
Washington
| $1.62B | +$214M | +15% | 0.18% | 0.58% | 31 | 12.9% | 0.5 |
|
1347
Asset Dedication LLC
San Francisco,
California
| $1.62B | +$27.1M | +2% | 0.07% | 71.9% | 1,328 | 17.7% | 3.7 |
|
1348
Gladius Capital Management
Chicago,
Illinois
| $1.61B | -$38.3M | -2% | 0.33% | 85% | 33 | 18.18% | 0.7 |
|
1349
Winthrop Advisory Group
Boston,
Massachusetts
| $1.61B | +$128M | +9% | 1.15% | 78.3% | 243 | 13.17% | 3.5 |
|
1350
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.61B | -$10.3M | -0.6% | 1.08% | 75.7% | 1,406 | 13.3% | 3.6 |
|