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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, 7,143 funds (~80%) 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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 501 |
501
Altshuler Shaham
Tel Aviv,
Israel
| $7.05B | -$994M | -12% | 1.99% | 116% | 623 | 36.76% | 1 |
|
| 502 |
502
Gradient Investments
Arden Hills,
Minnesota
| $7B | -$248M | -3% | 1.18% | 67.6% | 490 | 15.31% | 3.7 |
|
| 503 |
503
Ritholtz Wealth Management
New York
| $6.96B | +$253M | +4% | 1.56% | 99.3% | 1,515 | 20.66% | 2.4 |
|
| 504 |
504
Quilter Plc
London,
United Kingdom
| $6.95B | +$303M | +5% | 7.94% | 136% | 135 | 8.89% | 4.7 |
|
| 505 |
505
Great Valley Advisor Group
Wilmington,
Delaware
| $6.91B | +$577M | +9% | 0.51% | 80.6% | 1,153 | 14.4% | 3.2 |
|
| 506 |
506
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| $6.9B | +$133M | +2% | 5.1% | 95.2% | 114 | 7.02% | 5.9 |
|
| 507 |
507
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| $6.87B | -$1.66B | -19% | 2.15% | 76.5% | 894 | 3.02% | 8.3 |
|
| 508 |
508
Mizuho Markets Americas
New York
| $6.82B | +$451M | +7% | 6.16% | 114% | 322 | 40.06% | 0.7 |
|
| 509 |
509
Cincinnati Insurance
Fairfield,
Ohio
| $6.81B | -$134M | -2% | 3.68% | 72% | 66 | 4.55% | 8.7 |
|
| 510 |
510
Cambridge Associates
Boston,
Massachusetts
| $6.78B | -$154M | -2% | 0.26% | 56.7% | 61 | 16.39% | 4.6 |
|
| 511 |
511
Crestwood Advisors Group
Boston,
Massachusetts
| $6.76B | +$19.1M | +0.3% | 1.9% | 91.9% | 964 | 13.28% | 2.9 |
|
| 512 |
512
Harbour Investments
Madison,
Wisconsin
| $6.75B | -$677M | -9% | 0.03% | 68.1% | 4,987 | 11.65% | 3 |
|
| 513 |
513
Findlay Park Partners
London,
United Kingdom
| $6.73B | -$674M | -9% | 2.16% | 78.9% | 51 | 9.8% | 4.4 |
|
| 514 |
514
First Citizens Bank & Trust
Raleigh,
North Carolina
| $6.73B | +$39.9M | +0.6% | 1.94% | 69% | 783 | 27.33% | 3.5 |
|
| 515 |
515
Sagespring Wealth Partners
Franklin,
Tennessee
| $6.71B | +$205M | +3% | 0.35% | – | 933 | 14.68% | 1.3 |
|
| 516 |
516
BOK Financial
Tulsa,
Oklahoma
| $6.69B | -$561M | -8% | 2.65% | 101% | 1,248 | 18.11% | 5.4 |
|
| 517 |
517
Diversify Wealth Management
Sandy,
Utah
| $6.69B | +$705M | +12% | 2.29% | – | 1,384 | 12.28% | 1 |
|
| 518 |
518
Diversify Advisory Services
Sandy,
Utah
| $6.69B | +$705M | +12% | 2.29% | – | 1,384 | 12.28% | 0.5 |
|
| 519 |
BHM
519
Briar Hall Management
Nashville,
Tennessee
| $6.64B | -$341M | -5% | 4.88% | 11.7% | 1 | 0% | 8.8 |
|
| 520 |
520
Regents of the University of California
Oakland,
California
| $6.64B | +$2.28B | +52% | 2.8% | 76.6% | 14 | 42.86% | 1 |
|
| 521 |
521
John W. Bristol & Co
New York
| $6.61B | -$151M | -2% | 6.25% | 98% | 66 | 16.67% | 6.4 |
|
| 522 |
522
Nippon Life Insurance
Tokyo,
Japan
| $6.6B | +$564M | +9% | 11.4% | 43.3% | 5 | 20% | 7.2 |
|
| 523 |
523
Eastern Bank
Boston,
Massachusetts
| $6.58B | +$47.8M | +0.7% | 2.67% | 102% | 1,145 | 12.66% | 2.5 |
|
| 524 |
524
Perpetual Ltd
Sydney, New South Wales,
Australia
| $6.57B | -$433M | -6% | 1.6% | 104% | 441 | 16.33% | 3.1 |
|
| 525 |
525
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| $6.56B | -$182M | -3% | 2.19% | 157% | 1,550 | 3.61% | 8.8 |
|