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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1426
Harbor Investment Advisory
Lutherville,
Maryland
| $1.47B | +$37M | +3% | 2.29% | 97.5% | 1,470 | 12.79% | 3.7 |
|
|
OHIF
1427
Oriental Harbor Investment Fund
Hong Kong
| $1.47B | -$181M | -11% | 2.04% | – | 15 | 26.67% | 0.8 |
|
1428
NBC Securities
Birmingham,
Alabama
| $1.47B | -$8.38M | -0.6% | 0.35% | 93.1% | 2,588 | 10.66% | 1.8 |
|
1429
NBT Bank
Norwich,
New York
| $1.47B | -$43.6M | -3% | 2.36% | 77% | 1,078 | 47.87% | 4.9 |
|
1430
GuardCap Asset Management
London,
United Kingdom
| $1.47B | +$58.7M | +4% | 15.3% | 39.2% | 20 | 15% | 6 |
|
1431
BOK Financial Private Wealth
Denver,
Colorado
| $1.46B | -$485M | -25% | 0.59% | 68.8% | 796 | 47.74% | 4.2 |
|
1432
Gilead Sciences
Foster City,
California
| $1.46B | -$185M | -11% | 11% | – | 5 | 0% | 1.8 |
|
1433
UNICOM Systems
Las Vegas,
Nevada
| $1.46B | -$68.8M | -4% | 0.89% | – | 40 | 5% | 0.9 |
|
1434
Shapiro Capital Management
Atlanta,
Georgia
| $1.46B | -$187M | -11% | 4.75% | 45.3% | 53 | 9.43% | 3.1 |
|
1435
ProVise Management Group
Clearwater,
Florida
| $1.46B | -$30.9M | -2% | 1.73% | 74.6% | 290 | 19.66% | 7.8 |
|
1436
Weitz Investment Management
Omaha,
Nebraska
| $1.46B | +$16.2M | +1% | 4.53% | 44.8% | 52 | 11.54% | 6.1 |
|
1437
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $1.46B | +$83.9M | +6% | 4.93% | 145% | 240 | 9.58% | 3.6 |
|
1438
Traphagen Investment Advisors
Oradell,
New Jersey
| $1.46B | +$60.5M | +4% | 2.48% | 65.8% | 236 | 10.59% | 3.5 |
|
1439
Passaic Partners
Newark,
New Jersey
| $1.46B | +$102M | +8% | 0.03% | 60.1% | 18 | 5.56% | 1.8 |
|
1440
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $1.46B | +$79M | +6% | 1.54% | 40.2% | 219 | 11.42% | 3.6 |
|
1441
United Asset Strategies
Garden City,
New York
| $1.46B | +$42.7M | +3% | 4.98% | 111% | 278 | 10.79% | 4.4 |
|
1442
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $1.46B | +$92.5M | +7% | 0.16% | 58% | 237 | 16.46% | 2.6 |
|
1443
Blue Grotto Capital
Atlanta,
Georgia
| $1.46B | +$257M | +21% | 1.4% | 296% | 36 | 41.67% | 0.7 |
|
1444
SVB Wealth
Boston,
Massachusetts
| $1.45B | -$133M | -8% | 3.26% | 177% | 396 | 12.37% | 1.4 |
|
1445
One Day In July LLC
Burlington,
Vermont
| $1.45B | +$14.5M | +1% | 1.34% | 48.2% | 172 | 9.3% | 3.4 |
|
1446
Sovran Advisors
San Diego,
California
| $1.45B | +$110M | +8% | 1.53% | – | 678 | 15.93% | 1.2 |
|
1447
North of South Capital
London,
United Kingdom
| $1.45B | +$92.7M | +7% | 1.68% | – | 31 | 22.58% | 1.2 |
|
1448
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.45B | +$13.7M | +1% | 2.88% | 90.7% | 900 | 15.33% | 3.4 |
|
1449
Emerald Investment Advisers
Leola,
Pennsylvania
| $1.45B | -$53.5M | -4% | 1.45% | – | 300 | 19.67% | 0.4 |
|
1450
Cardiff Park Advisors
Carlsbad,
California
| $1.45B | +$156M | +12% | 3.48% | 99.7% | 411 | 17.03% | 3.2 |
|