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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
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
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, 1,584 funds (~18%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|
176
Gemmer Asset Management
Walnut Creek,
California
| $1.53B | +$45M | +3% | 0.23% | 96.8% | 207 | 18.36% | 5 |
|
177
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.52B | -$12M | -0.8% | 2.51% | 94.5% | 246 | 9.76% | 6.5 |
|
178
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.51B | +$13.4M | +0.9% | 3.33% | 94.2% | 163 | 3.68% | 7.2 |
|
179
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.5B | -$41.2M | -3% | 0.37% | 59.2% | 632 | 13.13% | 3.4 |
|
180
Neville Rodie & Shaw
New York
| $1.48B | -$69.9M | -5% | 2.22% | 125% | 249 | 6.02% | 8.8 |
|
181
Harbor Investment Advisory
Lutherville,
Maryland
| $1.47B | +$37M | +3% | 2.29% | 97.5% | 1,471 | 12.92% | 3.7 |
|
182
Cantor Fitzgerald Investment Advisors
New York
| $1.47B | -$15.6M | -1% | 2.16% | 68.3% | 187 | 6.42% | 4.4 |
|
183
UNICOM Systems
Las Vegas,
Nevada
| $1.46B | -$68.8M | -4% | 0.89% | – | 40 | 5% | 0.9 |
|
184
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $1.46B | +$83.9M | +6% | 4.93% | 145% | 240 | 9.58% | 3.6 |
|
|
TIA
185
Traphagen Investment Advisors
Oradell,
New Jersey
| $1.46B | +$60.5M | +4% | 2.48% | 65.8% | 236 | 10.59% | 3.5 |
|
186
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.44B | +$9.8M | +0.7% | 7.18% | 50.7% | 107 | 6.54% | 3 |
|
187
Summit Financial Strategies
Columbus,
Ohio
| $1.44B | +$17.6M | +1% | 1.64% | 59.4% | 180 | 12.22% | 4.5 |
|
188
AWM Capital
Phoenix,
Arizona
| $1.42B | +$172M | +14% | 0.23% | 51.1% | 129 | 6.98% | 2.7 |
|
189
Tompkins Financial
Ithaca,
New York
| $1.42B | -$9.08M | -0.6% | 2.08% | 84.4% | 578 | 8.65% | 5.6 |
|
190
Talbot Financial
Bellevue,
Washington
| $1.39B | +$30.8M | +2% | 6.53% | 118% | 72 | 8.33% | 2.8 |
|
191
KWMG LLC
Overland Park,
Kansas
| $1.39B | +$3.92M | +0.3% | 0.93% | 76.2% | 156 | 2.56% | 6.4 |
|
192
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.39B | -$15.7M | -1% | 0.34% | 68.6% | 215 | 7.91% | 7.6 |
|
193
Bank of Finland
Helsinki,
Finland
| $1.38B | -$162M | -11% | 2.75% | 66.7% | 4 | 0% | 4.3 |
|
194
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $1.37B | +$97M | +8% | 3.16% | 89.5% | 232 | 11.21% | 2.6 |
|
195
Clark Asset Management
Stratham,
New Hampshire
| $1.36B | +$88.9M | +7% | 0.11% | 51.8% | 319 | 14.11% | 1.6 |
|
196
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $1.36B | +$37.9M | +3% | 0.09% | – | 296 | 14.19% | 1.3 |
|
197
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.33B | -$25.7M | -2% | 0.91% | 60.7% | 276 | 11.96% | 3 |
|
198
J.M. Forbes & Co
Boston,
Massachusetts
| $1.33B | +$57.3M | +5% | 5.24% | 112% | 160 | 2.5% | 6.7 |
|
199
Fiduciary Alliance
Greenville,
South Carolina
| $1.33B | -$152M | -10% | 2.26% | 104% | 570 | 17.89% | 1.8 |
|
200
CapWealth Advisors
Franklin,
Tennessee
| $1.32B | -$133M | -9% | 0.97% | 152% | 126 | 9.52% | 5.2 |
|