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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, 421 funds (~5%) 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 |
FFA
2
Farther Finance Advisors
San Francisco,
California
| $14.2B | +$1.37B | +11% | 1.01% | 81.5% | 6,409 | 10.66% | 8.3 |
|
| 3 |
MSV
3
MN Services Vermogensbeheer
The Hague,
Netherlands
| $13.4B | +$19.5M | +0.1% | 2.51% | 149% | 443 | 3.61% | 22.1 |
|
| 4 |
AIM
4
Artemis Investment Management
Edinburgh,
United Kingdom
| $11.5B | +$232M | +2% | 6.89% | 279% | 229 | 19.65% | 6.2 |
|
| 5 |
TSC
5
Two Seas Capital
Rye,
New York
| $8.68B | +$3.63B | +72% | 5.94% | 344% | 55 | 29.09% | 5 |
|
| 6 |
FWCM
6
Ferguson Wellman Capital Management
Portland,
Oregon
| $8.38B | +$191M | +2% | 4.02% | 118% | 462 | 11.04% | 22.5 |
|
| 7 |
AC
7
Apella Capital
West Hartford,
Connecticut
| $7.88B | +$804M | +11% | 0.17% | 48.6% | 824 | 15.29% | 8.3 |
|
| 8 |
DLA
8
Douglas Lane & Associates
New York
| $7.46B | +$91.8M | +1% | 8.93% | 91.9% | 256 | 6.25% | 26.4 |
|
| 9 |
SC
9
Sapient Capital
Indianapolis,
Indiana
| $7.44B | -$204M | -3% | 0.57% | 212% | 418 | 11.48% | 8 |
|
| 10 |
BTCPP
10
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| $7.27B | +$482M | +7% | 2.35% | 119% | 92 | 5.43% | 12.4 |
|
| 11 |
GI
11
Gradient Investments
Arden Hills,
Minnesota
| $7B | -$248M | -3% | 1.18% | 67.6% | 490 | 15.31% | 14.6 |
|
| 12 |
EB
12
Eastern Bank
Boston,
Massachusetts
| $6.58B | +$47.8M | +0.7% | 2.67% | 102% | 1,145 | 12.66% | 9.9 |
|
| 13 |
CIM
13
Confluence Investment Management
St. Louis,
Missouri
| $5.97B | -$433M | -7% | 1.67% | 37.7% | 310 | 11.61% | 19 |
|
| 14 |
VFA
14
Valeo Financial Advisors
Carmel,
Indiana
| $4.74B | +$3.69M | +0.1% | 0.72% | 82.7% | 913 | 13.8% | 15.8 |
|
| 15 |
FAM
15
Fenimore Asset Management
Cobleskill,
New York
| $4.55B | -$275M | -6% | 1.71% | 54.8% | 95 | 5.26% | 27.1 |
|
| 16 |
ZCI
16
Zevenbergen Capital Investments
Edmonds,
Washington
| $4.37B | -$7.02M | -0.2% | 6.47% | 273% | 123 | 15.45% | 17.6 |
|
| 17 |
WPC
17
Wedmont Private Capital
West Chester,
Pennsylvania
| $4.18B | +$536M | +15% | 1.78% | 87.5% | 1,087 | 19.87% | 8.9 |
|
| 18 |
RP
18
Reinhart Partners
Mequon,
Wisconsin
| $4.11B | -$269M | -6% | 3.9% | 110% | 76 | 10.53% | 16.4 |
|
| 19 |
HCM
19
Hamlin Capital Management
New York
| $4.04B | -$410M | -9% | 4.41% | 67.9% | 31 | 12.9% | 19.1 |
|
| 20 |
SWM
20
SigFig Wealth Management
San Francisco,
California
| $4B | +$232M | +6% | 0.64% | 49.3% | 154 | 10.39% | 16.6 |
|
| 21 |
VVP
21
Venture Visionary Partners
Sylvania,
Ohio
| $3.82B | +$225M | +6% | 2.34% | 95.4% | 814 | 19.66% | 13.1 |
|
| 22 |
MPWT
22
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3.79B | -$78.7M | -2% | 3.43% | 90.4% | 2,544 | 10.73% | 17.4 |
|
| 23 |
CI
23
CX Institutional
Auburn,
Indiana
| $3.69B | +$227M | +7% | 0.93% | 62.9% | 1,755 | 15.61% | 8.2 |
|
| 24 |
PNC
24
Park National Corp
Newark,
Ohio
| $3.69B | +$115M | +3% | 2.98% | 92.7% | 378 | 20.9% | 28.9 |
|
| 25 |
AWE
25
Avidian Wealth Enterprises
Houston,
Texas
| $3.59B | -$27.6M | -0.8% | 0.86% | 71.7% | 814 | 16.71% | 11.7 |
|