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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) |
|
|---|---|---|---|---|---|---|---|---|---|
201
Bangor Savings Bank
Bangor,
Maine
| $1.31B | -$46.9M | -3% | 0.29% | 54.6% | 569 | 9.14% | 4.8 |
|
202
Hengehold Capital Management
Cincinnati,
Ohio
| $1.31B | +$22.7M | +2% | 0.74% | 54.5% | 245 | 12.24% | 4.8 |
|
203
Phillips Financial Management
Fort Wayne,
Indiana
| $1.31B | -$57.5M | -4% | 0.99% | 45.6% | 300 | 9% | 4.8 |
|
204
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $1.3B | +$10M | +0.8% | 0.22% | 56.9% | 216 | 11.57% | 2.4 |
|
205
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.29B | -$26.5M | -2% | 0.46% | 75.3% | 234 | 9.4% | 7.3 |
|
206
Alaska Permanent Fund
Juneau,
Alaska
| $1.28B | -$233M | -15% | 1.84% | 69.2% | 14 | 28.57% | 3.6 |
|
207
Kintegral Advisory
New York
| $1.27B | +$34.9M | +3% | 5.15% | 143% | 238 | 3.78% | 5.9 |
|
208
Heartwood Wealth Advisors
Richmond,
Virginia
| $1.27B | -$21.4M | -2% | 1.39% | 59.4% | 232 | 6.03% | 3.2 |
|
209
HCR Wealth Advisors
Los Angeles,
California
| $1.27B | +$149M | +13% | 3.52% | 107% | 276 | 9.42% | 4.4 |
|
210
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.26B | +$7.5M | +0.6% | 0.36% | 76.8% | 196 | 4.59% | 5.5 |
|
211
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $1.26B | +$19.2M | +2% | 3.74% | 149% | 569 | 7.73% | 2.5 |
|
212
Cooper Financial Group
Irvine,
California
| $1.26B | +$49.4M | +4% | 2.08% | 87.2% | 484 | 13.84% | 2.8 |
|
213
Northside Capital Management
Hood River,
Oregon
| $1.25B | +$32.2M | +3% | 1.84% | 99.6% | 195 | 10.77% | 4 |
|
|
TCOT
214
Trust Company of Toledo
Holland,
Ohio
| $1.25B | +$44.1M | +4% | 4.5% | 109% | 890 | 14.61% | 3.2 |
|
215
Woodstock Corp
Boston,
Massachusetts
| $1.24B | +$40.5M | +3% | 5.42% | 115% | 169 | 8.88% | 8.7 |
|
216
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.24B | -$29.7M | -2% | 1.76% | 69.1% | 58 | 6.9% | 5.8 |
|
217
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $1.22B | +$343M | +39% | 13.5% | 172% | 112 | 17.86% | 3.3 |
|
218
Financial Synergies Wealth Advisors
Houston,
Texas
| $1.22B | +$39.5M | +3% | 0.07% | 79% | 126 | 12.7% | 3.3 |
|
219
Curated Wealth Partners
El Segundo,
California
| $1.22B | +$352M | +41% | 1.84% | 39.9% | 574 | 59.23% | 0.5 |
|
220
Matrix Asset Advisors
White Plains,
New York
| $1.21B | -$16.3M | -1% | 1.58% | 84.9% | 107 | 7.48% | 5.7 |
|
221
Godsey & Gibb Inc
Richmond,
Virginia
| $1.21B | -$6.55M | -0.5% | 0.43% | 87.5% | 642 | 45.02% | 1.6 |
|
222
Moody National Bank Trust Division
Galveston,
Texas
| $1.21B | +$2.37M | +0.2% | 1.22% | 115% | 533 | 12.76% | 4.9 |
|
223
Formuepleje A/S
Aarhus C,
Denmark
| $1.21B | -$72.9M | -6% | 3.42% | 92.1% | 135 | 32.59% | 1.2 |
|
|
AIC
224
Ayalon Insurance Company
Ramat Gan,
Israel
| $1.2B | +$389M | +48% | 1.99% | 99.6% | 70 | 5.71% | 5.2 |
|
225
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $1.2B | +$51.8M | +5% | 0.37% | 53.4% | 188 | 19.15% | 1.9 |
|