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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, 108 funds (~1%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1 |
CAM
1
Congress Asset Management
Boston,
Massachusetts
| $15.4B | -$820M | -5% | 1.48% | 143% | 426 | 16.2% | 17.4 |
|
| 2 |
TSC
2
Two Seas Capital
Rye,
New York
| $8.68B | +$3.63B | +72% | 5.94% | 344% | 55 | 29.09% | 5 |
|
| 3 |
FWCM
3
Ferguson Wellman Capital Management
Portland,
Oregon
| $8.38B | +$191M | +2% | 4.02% | 118% | 462 | 11.04% | 22.5 |
|
| 4 |
EB
4
Eastern Bank
Boston,
Massachusetts
| $6.58B | +$47.8M | +0.7% | 2.67% | 102% | 1,145 | 12.66% | 9.9 |
|
| 5 |
CIM
5
Confluence Investment Management
St. Louis,
Missouri
| $5.97B | -$433M | -7% | 1.67% | 37.7% | 310 | 11.61% | 19 |
|
| 6 |
MPWT
6
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3.79B | -$78.7M | -2% | 3.43% | 90.4% | 2,544 | 10.73% | 17.4 |
|
| 7 |
CI
7
CX Institutional
Auburn,
Indiana
| $3.69B | +$227M | +7% | 0.93% | 62.9% | 1,755 | 15.61% | 8.2 |
|
| 8 |
PNC
8
Park National Corp
Newark,
Ohio
| $3.69B | +$115M | +3% | 2.98% | 92.7% | 378 | 20.9% | 28.9 |
|
| 9 |
ACM
9
Argent Capital Management
St Louis,
Missouri
| $3.14B | -$29M | -0.9% | 4.82% | 123% | 189 | 20.11% | 14.9 |
|
| 10 |
RT
10
Rockland Trust
Hanover,
Massachusetts
| $2.61B | +$64M | +3% | 4.21% | 61.5% | 334 | 9.28% | 23.7 |
|
| 11 |
SP
11
Stairway Partners
Chicago,
Illinois
| $2.12B | -$5.36M | -0.3% | 1.23% | 48.1% | 18 | 0% | 32.9 |
|
| 12 |
CAM
12
Cacti Asset Management
Atlanta,
Georgia
| $1.89B | -$100M | -5% | 1.79% | 171% | 79 | 3.8% | 38 |
|
| 13 |
LPT
13
Legacy Private Trust
Neenah,
Wisconsin
| $1.83B | +$22.3M | +1% | 1.19% | 71.1% | 276 | 5.07% | 24.8 |
|
| 14 |
RW
14
RVW Wealth
Los Angeles,
California
| $1.56B | +$39.1M | +3% | 1.15% | 65.8% | 190 | 6.32% | 14.7 |
|
| 15 |
NRS
15
Neville Rodie & Shaw
New York
| $1.48B | -$69.9M | -5% | 2.22% | 125% | 249 | 6.02% | 35.1 |
|
| 16 |
TF
16
Tompkins Financial
Ithaca,
New York
| $1.42B | -$9.08M | -0.6% | 2.08% | 84.4% | 578 | 8.65% | 22.5 |
|
| 17 |
FFBTD
17
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.39B | -$15.7M | -1% | 0.34% | 68.6% | 215 | 7.91% | 30.4 |
|
| 18 |
SFGP
18
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $1.36B | +$37.9M | +3% | 0.09% | – | 296 | 14.19% | 5.4 |
|
| 19 |
CA
19
CapWealth Advisors
Franklin,
Tennessee
| $1.32B | -$133M | -9% | 0.97% | 152% | 126 | 9.52% | 20.9 |
|
| 20 |
BSB
20
Bangor Savings Bank
Bangor,
Maine
| $1.31B | -$46.9M | -3% | 0.29% | 54.6% | 569 | 9.14% | 19.2 |
|
| 21 |
HWA
21
Heartwood Wealth Advisors
Richmond,
Virginia
| $1.27B | -$21.4M | -2% | 1.39% | 59.4% | 232 | 6.03% | 12.8 |
|
| 22 |
MNBTD
22
Moody National Bank Trust Division
Galveston,
Texas
| $1.21B | +$2.37M | +0.2% | 1.22% | 115% | 533 | 12.76% | 19.5 |
|
| 23 |
VCM
23
Versant Capital Management
Phoenix,
Arizona
| $1.17B | +$53.5M | +5% | 5.51% | 97.3% | 2,890 | 7.99% | 18.2 |
|
| 24 |
GA
24
GuoLine Advisory
Singapore
| $1.16B | +$88.1M | +8% | 12.5% | 112% | 23 | 0% | 9.9 |
|
| 25 |
PCA
25
Private Capital Advisors
Darien,
Connecticut
| $1.15B | +$11.7M | +1% | 3.12% | 132% | 85 | 18.82% | 23.2 |
|