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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)
Associated Banc-Corp
326
Associated Banc-Corp
Wisconsin
$4.24B +$30.1M +0.7% 3.99% 102% 396 14.39% 7.9
Adventist Health System Sunbelt Healthcare Corp
327
Adventist Health System Sunbelt Healthcare Corp
Florida
$4.23B +$1.11B +36% 1.85% 31.5% 22 31.82% 2.5
Fund Evaluation Group
328
Fund Evaluation Group
Ohio
$4.22B +$518M +14% 1.03% 58.7% 95 25.26% 2.1
Troy Asset Management
329
Troy Asset Management
United Kingdom
$4.2B +$618M +17% 5.06% 66.6% 32 9.38% 4.4
Wedmont Private Capital
330
Wedmont Private Capital
Pennsylvania
$4.18B +$536M +15% 1.78% 87.5% 1,087 19.87% 2.2
Busey Bank
331
Busey Bank
Illinois
$4.17B +$46.4M +1% 4.35% 108% 406 9.11% 6.3
Farmers & Merchants Investments Inc
332
Farmers & Merchants Investments Inc
Nebraska
$4.16B +$32M +0.8% 1.24% 86.6% 1,827 6.95% 5.7
Robertson Stephens Wealth Management
333
Robertson Stephens Wealth Management
California
$4.14B +$81.6M +2% 0.72% 109% 694 14.99% 3
Reinhart Partners
334
Reinhart Partners
Wisconsin
$4.11B -$269M -6% 3.9% 110% 76 10.53% 4.1
Larson Financial Group
335
Larson Financial Group
Missouri
$4.11B +$301M +8% 1.36% 89.7% 4,063 12.06% 2.5
Aspiriant LLC
336
Aspiriant LLC
California
$4.08B +$32.7M +0.8% 0.12% 52.7% 460 21.3% 4.2
SteelPeak Wealth
337
SteelPeak Wealth
California
$4.07B +$205M +5% 2.35% 140% 789 26.87% 2
Sanibel Captiva Trust Company
338
Sanibel Captiva Trust Company
Florida
$4.04B +$19.8M +0.5% 2.16% 99.6% 480 8.96% 2.1
Hamlin Capital Management
339
Hamlin Capital Management
New York
$4.04B -$410M -9% 4.41% 67.9% 31 12.9% 4.8
K5 Global Advisor
340
K5 Global Advisor
Florida
$4.02B -$2.56B -39% 11.7% – 4 50% 0.2
Salem Investment Counselors
341
Salem Investment Counselors
North Carolina
$4.01B -$18.9M -0.5% 3.97% 181% 1,245 67.15% 6.8
RPGK
342
Retirement Planning Group (Kansas)
Kansas
$4.01B +$76.1M +2% 0.6% 54.7% 561 8.38% 2.3
SigFig Wealth Management
343
SigFig Wealth Management
California
$4B +$232M +6% 0.64% 49.3% 154 10.39% 4.1
New Mexico Educational Retirement Board
344
New Mexico Educational Retirement Board
New Mexico
$4B +$17.5M +0.4% 3.41% 140% 922 3.15% 8.4
Avantax Planning Partners
345
Avantax Planning Partners
Iowa
$3.96B -$53.2M -1% 0.46% 55.9% 478 11.92% 4.9
C WorldWide Group
346
C WorldWide Group
Denmark
$3.96B -$191M -5% 2.45% 73.4% 101 8.91% 4.6
Wedbush Securities
347
Wedbush Securities
California
$3.95B +$76.3M +2% 3.42% 114% 1,409 14.27% 4.6
ARGA Investment Management
348
ARGA Investment Management
Connecticut
$3.94B +$17.2M +0.4% 5.47% 93.6% 141 24.82% 1.7
Arbejdsmarkedets Tillaegspension
349
Arbejdsmarkedets Tillaegspension
$3.93B -$666M -14% 3.32% – 182 19.78% 0.6
Gerber Kawasaki Wealth & Investment Management
350
Gerber Kawasaki Wealth & Investment Management
California
$3.93B +$185M +5% 0.97% 102% 424 18.63% 3.1