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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1601
Jay A. Fishman Ltd
Troy,
Michigan
| $1.24B | -$16.2M | -1% | 4.79% | 119% | 83 | 8.43% | 7.8 |
|
1602
E-L Financial Corp
Toronto,
Ontario, Canada
| $1.24B | +$23.8M | +2% | 2.05% | 78.5% | 1 | 0% | 9.8 |
|
1603
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1.24B | +$55.9M | +5% | 0.77% | 81.6% | 2,393 | 16.05% | 1.5 |
|
1604
Covalis Capital
London,
United Kingdom
| $1.24B | -$535M | -30% | 9.02% | 41.4% | 138 | 61.59% | 0.4 |
|
1605
Atika Capital Management
New York
| $1.23B | -$288M | -19% | 0.98% | 834% | 127 | 67.72% | 0.6 |
|
1606
TD Capital Management
Memphis,
Tennessee
| $1.23B | +$7.1M | +0.6% | 0.22% | 44.1% | 808 | 1.86% | 2.8 |
|
1607
Continuum Advisory
Eagle,
Idaho
| $1.23B | -$7.78M | -0.6% | 1.31% | 84.2% | 2,089 | 10.96% | 1.1 |
|
|
CPRC
1608
Consolidated Portfolio Review Corp
Woodbury,
New York
| $1.23B | +$27.8M | +2% | 4.49% | 79.1% | 36 | 5.56% | 2.6 |
|
1609
Tweedy, Browne Co
Stamford,
Connecticut
| $1.23B | -$91.5M | -7% | 0.85% | 68% | 103 | 16.5% | 3.9 |
|
1610
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $1.23B | +$79.5M | +7% | 4.32% | 49.3% | 49 | 30.61% | 0.9 |
|
1611
Nemes Rush Group
Novi,
Michigan
| $1.22B | +$10.6M | +0.9% | 3.62% | 126% | 992 | 9.38% | 2 |
|
1612
Financial Synergies Wealth Advisors
Houston,
Texas
| $1.22B | +$39.5M | +3% | 0.07% | 79% | 126 | 12.7% | 3.3 |
|
|
MCI
1613
McDonald Capital Investors
Orinda,
California
| $1.22B | -$151M | -11% | 0.21% | 60.1% | 20 | 0% | 7.7 |
|
|
M
1614
MOTCO
San Antonio,
Texas
| $1.22B | +$47M | +4% | 3.26% | 71.9% | 932 | 14.59% | 3.9 |
|
1615
First Nebraska Trust
Lincoln,
Nebraska
| $1.22B | -$22.2M | -2% | 1.74% | 76.9% | 242 | 7.44% | 6.3 |
|
1616
Curated Wealth Partners
El Segundo,
California
| $1.22B | +$352M | +41% | 1.84% | 39.9% | 574 | 59.23% | 0.5 |
|
|
EC
1617
E20 Capital
Hong Kong,
| $1.21B | -$26M | -2% | 7.95% | – | 33 | 81.82% | 0.2 |
|
1618
Matrix Asset Advisors
White Plains,
New York
| $1.21B | -$16.3M | -1% | 1.58% | 84.9% | 107 | 7.48% | 5.7 |
|
1619
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $1.21B | +$7.15M | +0.6% | 1.9% | 74.2% | 192 | 15.1% | 5.1 |
|
1620
Godsey & Gibb Inc
Richmond,
Virginia
| $1.21B | -$6.55M | -0.5% | 0.43% | 87.5% | 642 | 45.02% | 1.6 |
|
1621
Petersen Hastings Wealth Advisors
Kennewick,
Washington
| $1.21B | +$20.8M | +2% | 1.33% | – | 89 | 4.49% | 0.7 |
|
1622
Kera Capital Partners
San Jose,
California
| $1.21B | +$170M | +16% | 1.92% | – | 744 | 21.91% | 0.9 |
|
1623
Moody National Bank Trust Division
Galveston,
Texas
| $1.21B | +$2.37M | +0.2% | 1.22% | 115% | 533 | 12.76% | 4.9 |
|
1624
Amica Mutual Insurance
Providence,
Rhode Island
| $1.21B | +$8.43M | +0.7% | 3.23% | 92.1% | 146 | 6.85% | 4.7 |
|
1625
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $1.21B | +$8.87M | +0.7% | 2.53% | 95.9% | 318 | 11.95% | 3.4 |
|