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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1551
Phillips Financial Management
Fort Wayne,
Indiana
| $1.31B | -$57.5M | -4% | 0.99% | 45.6% | 300 | 9% | 4.8 |
|
1552
Fortis Capital Advisors
Prairie Village,
Kansas
| $1.3B | +$414M | +47% | 3.28% | 142% | 525 | 33.33% | 1 |
|
1553
SP Asset Management
Cupertino,
California
| $1.3B | +$54.9M | +4% | 9.45% | 112% | 149 | 13.42% | 4.6 |
|
1554
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $1.3B | +$10M | +0.8% | 0.22% | 56.9% | 216 | 11.57% | 2.4 |
|
1555
Zweig-DiMenna Associates
New York
| $1.3B | +$197M | +18% | 2.33% | 555% | 102 | 44.12% | 1.5 |
|
1556
CCM Investment Advisers
Columbia,
South Carolina
| $1.3B | +$5.1M | +0.4% | 1.95% | 176% | 90 | 3.33% | 4.9 |
|
1557
High Ground Investment Management
London,
United Kingdom
| $1.3B | +$157M | +14% | 6.17% | 11.1% | 8 | 25% | 1.7 |
|
1558
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.29B | -$26.5M | -2% | 0.46% | 75.3% | 234 | 9.4% | 7.3 |
|
1559
IBEX Wealth Advisors
Bedminster,
New Jersey
| $1.29B | +$16.7M | +1% | 4.99% | 234% | 240 | 23.33% | 1.1 |
|
1560
CGN Advisors
Manhattan,
Kansas
| $1.29B | -$77.7M | -6% | 0.25% | 48.9% | 331 | 12.99% | 3.6 |
|
1561
Boussard & Gavaudan Gestion SAS
Paris,
France
| $1.29B | -$701M | -35% | 0.71% | – | 149 | 57.72% | 0.1 |
|
1562
State of Wyoming
Cheyenne,
Wyoming
| $1.29B | +$300M | +30% | 0.13% | 135% | 2,190 | 37.31% | 1.5 |
|
|
JPC
1563
Jabodon PT Co
Reno,
Nevada
| $1.29B | +$270M | +26% | 0.07% | 66.6% | 9 | 11.11% | 1 |
|
1564
Fiduciary Group
Savannah,
Georgia
| $1.29B | +$13.4M | +1% | 2.38% | 76.2% | 314 | 6.05% | 6.5 |
|
1565
Waycross Partners
Louisville,
Kentucky
| $1.29B | +$113M | +10% | 2.61% | 98.4% | 94 | 60.64% | 2 |
|
1566
Cornerstone Advisory
Hunt Valley,
Maryland
| $1.29B | +$80.3M | +7% | 1.28% | 60.6% | 298 | 12.08% | 4.6 |
|
1567
Monograph Wealth Advisors
Manhattan Beach,
California
| $1.29B | +$67.5M | +6% | 0.81% | 74.8% | 172 | 24.42% | 2.4 |
|
1568
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $1.28B | +$27.6M | +2% | 0.02% | 66.1% | 146 | 15.07% | 2.5 |
|
1569
First Business Financial Services
Madison,
Wisconsin
| $1.28B | -$9.06M | -0.7% | 0.29% | 80.9% | 215 | 10.23% | 4.6 |
|
1570
Payden & Rygel
Los Angeles,
California
| $1.28B | -$25.5M | -2% | 4.4% | 113% | 140 | 14.29% | 4.4 |
|
1571
Private Trust Company
Cleveland,
Ohio
| $1.27B | +$22.8M | +2% | 1.17% | 87.7% | 2,949 | 13.97% | 3.3 |
|
1572
Hill Investment Group Partners
St. Louis,
Missouri
| $1.27B | +$293M | +30% | 0.04% | 54.5% | 67 | 10.45% | 2.5 |
|
1573
Ledyard National Bank
| $1.27B | +$23.7M | +2% | 2.96% | 80.7% | 269 | 13.38% | 6.9 |
|
1574
Wealth Architects
Mountain View,
California
| $1.27B | +$3.67M | +0.3% | 0.95% | 85.1% | 271 | 12.18% | 5.3 |
|
1575
Alaska Permanent Fund
Juneau,
Alaska
| $1.27B | -$241M | -16% | 1.86% | 69.2% | 14 | 42.86% | 4.4 |
|