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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 4,696 funds (~53%) 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)
Country Trust Bank
251
Country Trust Bank
Illinois
$5.78B +$67.1M +1% 2.18% 85.8% 739 23.55% 3.2
Montrusco Bolton Investments
252
Montrusco Bolton Investments
Quebec, Canada
$5.77B -$685M -11% 5.39% 101% 91 18.68% 3.4
Lingotto Investment Management
253
Lingotto Investment Management
United Kingdom
$5.74B +$1.08B +23% 10.8% 362% 41 26.83% 2.3
Generali Asset Management
254
Generali Asset Management
Italy
$5.73B +$202M +4% 4.65% – 540 9.26% 1.5
Brighton Jones LLC
255
Brighton Jones LLC
Washington
$5.73B +$348M +6% 5.16% 114% 1,551 18.7% 0.7
Wedge Capital Management
256
Wedge Capital Management
North Carolina
$5.72B -$338M -6% 3.09% 150% 519 14.26% 3.8
Signature Estate & Investment Advisors
257
Signature Estate & Investment Advisors
California
$5.67B +$112M +2% 2.75% 84.4% 701 9.27% 2.6
DePrince Race & Zollo Inc (DRZ)
258
DePrince Race & Zollo Inc (DRZ)
Florida
$5.66B -$302M -5% 4.35% 58% 216 21.76% 2.4
Evergreen Capital Management
259
Evergreen Capital Management
Washington
$5.65B -$49.6M -0.9% 0.95% 82.9% 1,605 13.71% 3
Cassaday & Co Wealth Management
260
Cassaday & Co Wealth Management
Virginia
$5.65B +$328M +6% 0.9% 78.9% 1,505 28.84% 1.1
Japan Post Holdings
261
Japan Post Holdings
Japan
$5.64B -$329M -6% 4.67% 45.6% 1 0% 6.8
Central Trust Company
262
Central Trust Company
Missouri
$5.6B +$74.7M +1% 1.84% 93.8% 1,654 9.55% 6.1
TD Private Client Wealth
263
TD Private Client Wealth
New York
$5.55B +$108M +2% 0.29% 61.6% 1,862 13.96% 3.6
Robeco Schweiz
264
Robeco Schweiz
Switzerland
$5.55B -$686M -11% 7.96% 145% 143 17.48% 4.1
W.H. Reaves & Co
265
W.H. Reaves & Co
New Jersey
$5.54B -$1.05B -16% 12.9% 96.4% 98 13.27% 4.4
Todd Asset Management
266
Todd Asset Management
Kentucky
$5.51B -$114M -2% 1.17% 122% 194 14.95% 5.6
Independent Financial Group
267
Independent Financial Group
California
$5.51B +$165M +3% 2.46% 149% 1,700 16.18% 2.7
Japan Science & Technology Agency
268
Japan Science & Technology Agency
Japan
$5.51B +$225M +4% 2.34% 16% 13 7.69% 2.1
Nicholas Company
269
Nicholas Company
Wisconsin
$5.45B -$14.1M -0.3% 5.62% 80.7% 205 7.8% 6.5
Millburn Ridgefield Corp
270
Millburn Ridgefield Corp
New York
$5.45B +$170M +3% 1.93% 56.6% 39 0% 8
Chicago Partners Investment Group
271
Chicago Partners Investment Group
Illinois
$5.45B +$450M +9% 0.9% 81.4% 1,854 20.55% 2.7
Antipodes Partners
272
Antipodes Partners
Australia
$5.43B -$24M -0.4% 0.43% 102% 162 29.63% 1.1
Mondrian Investment Partners
273
Mondrian Investment Partners
United Kingdom
$5.39B -$1.09B -17% 4.47% – 145 29.66% 3.3
Thompson Siegel & Walmsley
274
Thompson Siegel & Walmsley
Virginia
$5.37B -$200M -4% 1.58% 33.2% 480 16.04% 5.1
Veritas Asset Management
275
Veritas Asset Management
United Kingdom
$5.37B -$194M -3% 6.64% 43.3% 23 13.04% 4.3