We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|
2401
Mission Creek Capital Partners
San Francisco,
California
| $688M | +$119M | +21% | 1.41% | 148% | 258 | 13.95% | 3.4 |
|
|
MTC
2402
Matrix Trust Company
Denver,
Colorado
| $688M | -$1.92M | -0.3% | 0.45% | 51.4% | 105 | 8.57% | 2.6 |
|
2403
PAX Financial Group
San Antonio,
Texas
| $687M | +$14.5M | +2% | 0% | 61.5% | 233 | 24.03% | 3.3 |
|
|
FBT
2404
First Bank & Trust
Brookings,
South Dakota
| $687M | +$6.98M | +1% | 1.11% | 85.6% | 289 | 10.73% | 3.9 |
|
|
AG
2405
Artal Group
Luxembourg
| $687M | -$245M | -26% | 26.5% | 154% | 3 | 33.33% | 5.5 |
|
2406
Golden Reserve Retirement
Dublin,
Ohio
| $686M | +$51M | +8% | 2.08% | – | 136 | 33.82% | 0.6 |
|
2407
San Luis Wealth Advisors
San Luis Obispo,
California
| $685M | +$20.8M | +3% | 1.58% | 65% | 203 | 16.26% | 1.8 |
|
2408
Decheng Capital
Menlo Park,
California
| $685M | -$46.7M | -6% | 2.75% | 496% | 14 | 21.43% | 2.3 |
|
2409
Atlas Legacy Advisors
Los Angeles,
California
| $685M | +$7.11M | +1% | 1.61% | – | 239 | 17.57% | 1.3 |
|
2410
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $684M | +$14.4M | +2% | 5.05% | 99.9% | 83 | 7.23% | 6.6 |
|
2411
Providence Capital Advisors
Charlotte,
North Carolina
| $684M | +$23.9M | +4% | 3.28% | 60% | 439 | 17.31% | 1.9 |
|
2412
Bell Investment Advisors
Oakland,
California
| $684M | +$3.52M | +0.5% | 0.98% | 45% | 2,003 | 12.58% | 3.5 |
|
2413
Atomic Invest
New York
| $683M | -$455M | -40% | 2.28% | – | 446 | 14.35% | 0.6 |
|
2414
Bellecapital
Zurich,
Switzerland
| $683M | +$57.5M | +9% | 8.62% | 152% | 161 | 42.24% | 2.9 |
|
2415
Citizens Business Bank
Ontario,
California
| $682M | +$18M | +3% | 4.49% | 120% | 141 | 7.8% | 5.1 |
|
2416
Bellwether Advisors
Lincoln,
Nebraska
| $682M | +$6.89M | +1% | 2.4% | 128% | 209 | 39.71% | 2.4 |
|
2417
ARP Global Capital
Dubai,
| $681M | +$450M | +194% | 16.1% | – | 46 | 69.57% | 0.2 |
|
2418
Wilsey Asset Management
San Diego,
California
| $681M | +$191K | +0% | 2.23% | 66.9% | 30 | 16.67% | 3.5 |
|
|
CNBTD
2419
Citizens National Bank Trust Department
Meridian,
Mississippi
| $680M | +$272K | +0% | 2.35% | 124% | 404 | 6.68% | 4.1 |
|
2420
Formidable Asset Management
Cincinnati,
Ohio
| $680M | +$50.9M | +8% | 2.65% | 62.2% | 433 | 17.55% | 3.3 |
|
2421
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $679M | +$13.1M | +2% | 5.19% | 102% | 373 | 12.6% | 2.2 |
|
2422
Presilium Private Wealth
Radnor,
Pennsylvania
| $679M | +$27.6M | +4% | 0.76% | 45.9% | 118 | 24.58% | 2.1 |
|
2423
Blume Capital Management
Berkeley,
California
| $678M | -$6.11M | -0.9% | 1.12% | 102% | 370 | 5.95% | 5.7 |
|
2424
Helix Partners Management
New York
| $677M | -$67.3M | -9% | 20.1% | – | 19 | 42.11% | 0.7 |
|
2425
Encompass Wealth Advisors
Portland,
Oregon
| $676M | +$348M | +106% | 1.21% | 68.7% | 122 | 13.93% | 3.6 |
|