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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)
MKP Capital Management
401
MKP Capital Management
New York
$3.38B -$321M -9% 1.99% 80.4% 34 61.76% 0.3
Tokio Marine Asset Management
402
Tokio Marine Asset Management
Japan
$3.37B +$143M +4% 5.13% 142% 647 24.57% 6
KCM Investment Advisors
403
KCM Investment Advisors
California
$3.36B -$5.99M -0.2% 2.55% 97.1% 424 8.73% 7.3
Meridian Wealth Management
404
Meridian Wealth Management
Kentucky
$3.35B +$109M +3% 2.3% 129% 861 13.36% 1.6
RPOA Advisors
405
RPOA Advisors
Texas
$3.35B -$158M -4% 0.01% 43.4% 9 33.33% 2.1
Ascent Group
406
Ascent Group
Virginia
$3.34B -$4.15M -0.1% 1.8% 91.7% 869 14.04% 2.5
Conestoga Capital Advisors
407
Conestoga Capital Advisors
Pennsylvania
$3.31B -$1.29B -28% 7.46% 44.4% 118 14.41% 6
Intact Investment Management
408
Intact Investment Management
Quebec, Canada
$3.31B -$208M -6% 1.91% 85.8% 229 17.47% 5.1
Focus Financial Network
409
Focus Financial Network
Minnesota
$3.3B +$72.3M +2% 1.71% 106% 808 9.9% 3.4
Adams Diversified Equity Fund
410
Adams Diversified Equity Fund
Maryland
$3.3B +$27.2M +0.8% 4.2% 165% 112 18.75% 3.3
Fulton Bank
411
Fulton Bank
Pennsylvania
$3.29B +$16.2M +0.5% 1.33% 48.1% 726 10.33% 5.2
BCV Asset Management
412
BCV Asset Management
$3.28B -$32.7M -1% 0.9% – 124 14.52% 0.6
Integrity Alliance
413
Integrity Alliance
Iowa
$3.28B +$78.8M +2% 0.36% – 1,060 27.83% 0.9
Spire Wealth Management
414
Spire Wealth Management
Virginia
$3.27B -$37.1M -1% 2.11% 112% 2,327 10.31% 3.5
Conning Inc
415
Conning Inc
Connecticut
$3.25B -$84.3M -3% 1.06% 65.1% 339 5.6% 8.6
VestGen Advisors
416
VestGen Advisors
Illinois
$3.25B -$183M -5% 3.48% – 1,239 28.01% 0.9
ZWJ Investment Counsel
417
ZWJ Investment Counsel
Georgia
$3.24B +$143M +5% 2.66% 128% 317 14.51% 4.7
HC
418
Henshaw Capital
Massachusetts
$3.23B +$156M +5% 2.96% 138% 162 35.19% 5.1
Washington Trust
419
Washington Trust
Rhode Island
$3.23B +$7.58M +0.2% 3.17% 104% 308 8.77% 7.4
Provident Trust Company
420
Provident Trust Company
Wisconsin
$3.22B -$1.55B -33% 1.7% 80.5% 24 20.83% 8.2
Anchor Capital Advisors
421
Anchor Capital Advisors
Massachusetts
$3.21B -$344M -10% 2.39% 62.3% 260 10% 5.8
Auto-Owners Insurance
422
Auto-Owners Insurance
Michigan
$3.2B -$1.23B -28% 0.46% 82.2% 97 21.65% 3.4
Sound Shore Management
423
Sound Shore Management
Connecticut
$3.2B -$50.1M -2% 0.23% 93.5% 45 22.22% 1.3
Chilton Capital Management
424
Chilton Capital Management
Texas
$3.18B +$14.2M +0.4% 2.74% 106% 656 21.04% 3.9
Clifford Swan Investment Counsel
425
Clifford Swan Investment Counsel
California
$3.14B +$21.8M +0.7% 4.15% 86.3% 363 10.19% 7.9