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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.

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Motley Fool Asset Management
976
Motley Fool Asset Management
Virginia
$2.64B +$51.3M +2% 6.31% 135% 273 15.02% 3.4
Senator Investment Group
977
Senator Investment Group
New York
$2.64B -$98.9M -4% 6.26% 220% 75 36% 0.9
Fidelity National Financial
978
Fidelity National Financial
Florida
$2.64B -$526M -17% 15.6% 21.4% 31 3.23% 1.4
PFG Investments
979
PFG Investments
New York
$2.64B +$56M +2% 1.73% 119% 1,392 13.22% 2
Westwood Global Investments
980
Westwood Global Investments
Massachusetts
$2.63B -$212M -7% 2.66% 121% 11 0% 4.4
Simon Quick Advisors
981
Simon Quick Advisors
New Jersey
$2.63B +$152M +6% 1.27% 77.8% 488 20.49% 2.9
Mason Investment Advisory Services
982
Mason Investment Advisory Services
Virginia
$2.63B -$3.88M -0.1% 0.19% 79.2% 90 11.11% 4
Logan Capital Management
983
Logan Capital Management
Pennsylvania
$2.62B -$63.7M -2% 0.57% 144% 464 6.25% 0.2
Berkshire Asset Management
984
Berkshire Asset Management
Pennsylvania
$2.62B +$75.5M +3% 3.58% 83.7% 286 9.09% 5.2
First Horizon Corporation
985
First Horizon Corporation
Tennessee
$2.62B +$24.5M +0.9% 2.02% – 1,602 10.17% 4.6
TP
986
Theleme Partners
United Kingdom
$2.62B +$938M +56% 89.5% 183% 10 10% 1.9
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
987
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$2.62B -$63.5M -2% 2.83% – 20 55% 0.9
Rockland Trust
988
Rockland Trust
Massachusetts
$2.61B +$64M +3% 4.21% 61.5% 334 9.28% 5.9
Constellation Investments
989
Constellation Investments
Ohio
$2.61B -$571M -18% 0.74% – 20 15% 2.2
Atlas FRM
990
Atlas FRM
Connecticut
$2.61B +$272M +12% 11.3% 10.9% 29 27.59% 1
Trilogy Capital
991
Trilogy Capital
California
$2.61B +$29M +1% 0.56% 57.6% 433 12.47% 2.8
Kingswood Wealth Advisors
992
Kingswood Wealth Advisors
California
$2.6B +$125M +5% 2.15% 134% 1,120 19.73% 1.6
Oribel Capital Management
993
Oribel Capital Management
New York
$2.6B -$696M -21% 5.58% 365% 229 77.29% 0.2
Coronation Fund Managers
994
Coronation Fund Managers
South Africa
$2.59B -$23.6M -0.9% 0.79% 50.5% 58 32.76% 2.6
Centaurus Financial
995
Centaurus Financial
California
$2.59B +$4.77M +0.2% 0.11% 89.6% 1,191 12.93% 3.4
SoFi Wealth
996
SoFi Wealth
California
$2.59B +$102M +4% 0.17% 67.9% 62 17.74% 1.7
Winton Group
997
Winton Group
United Kingdom
$2.58B -$510M -17% 0.35% 127% 1,603 60.82% 0.6
Capital Counsel
998
Capital Counsel
New York
$2.57B +$13.3M +0.5% 9.27% 114% 60 8.33% 7.1
B. Riley Wealth Advisors
999
B. Riley Wealth Advisors
Florida
$2.57B +$701M +38% 3.38% 118% 1,163 27.52% 4.2
Element Capital Management
1000
Element Capital Management
New York
$2.57B -$636M -20% 0.85% 58.3% 91 81.32% 0.5