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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)
Chesley Taft & Associates
1001
Chesley Taft & Associates
Illinois
$2.56B -$9.45M -0.4% 2.91% 93.1% 382 7.85% 6.5
Visionary Wealth Advisors
1002
Visionary Wealth Advisors
Illinois
$2.55B +$21.7M +0.9% 1.52% 75.4% 716 10.89% 3.1
BPI
1003
BFC Planning, Inc.
Iowa
$2.55B +$94.2M +4% 3.3% – 3,655 11.52% 1.4
North Dakota State Investment Board
1004
North Dakota State Investment Board
North Dakota
$2.55B +$87.7M +4% 3.58% – 850 7.41% 0.7
Empirical Finance
1005
Empirical Finance
Pennsylvania
$2.54B +$135M +6% 4.08% 138% 536 7.84% 4.7
Csenge Advisory Group
1006
Csenge Advisory Group
Florida
$2.53B +$67.9M +3% 0.66% 72.3% 827 15.96% 3.2
FORA Capital
1007
FORA Capital
Florida
$2.53B +$1.08B +74% 2.1% 177% 747 71.22% 0.2
Obermeyer Wealth Partners
1008
Obermeyer Wealth Partners
Colorado
$2.51B +$68.4M +3% 3.19% 91.3% 315 8.57% 4.2
Smithfield Trust
1009
Smithfield Trust
Pennsylvania
$2.51B +$8.01M +0.3% 0.58% 56.1% 1,112 7.82% 7.3
MUFG Securities Americas
1010
MUFG Securities Americas
New York
$2.51B +$562M +29% 4.87% – 508 1.97% 1.7
Nippon Life Global Investors Americas
1011
Nippon Life Global Investors Americas
New York
$2.51B -$6.29M -0.3% 5.11% 190% 114 20.18% 3.3
BLS Capital Fondsmaeglerselskab
1012
BLS Capital Fondsmaeglerselskab
Denmark
$2.51B -$90.6M -3% 1.16% 9.44% 12 8.33% 5.6
Sepio Capital
1013
Sepio Capital
Utah
$2.5B +$515M +26% 5.79% 92% 363 20.94% 4.4
BSN Capital Partners
1014
BSN Capital Partners
United Kingdom
$2.5B +$285M +13% 8.76% 183% 34 70.59% 0.3
Acropolis Investment Management
1015
Acropolis Investment Management
Missouri
$2.49B -$47.5M -2% 1.52% 51% 401 9.73% 4.9
Pine Valley Investments
1016
Pine Valley Investments
New Jersey
$2.49B -$47.6M -2% 1.43% 103% 641 8.11% 2.4
TCI Wealth Advisors
1017
TCI Wealth Advisors
Arizona
$2.49B +$174M +8% 0.55% 68.2% 308 16.88% 5.8
Cambiar Investors
1018
Cambiar Investors
Colorado
$2.48B +$178M +8% 0.92% 61.1% 199 30.65% 2.8
SouthState Corp
1019
SouthState Corp
Florida
$2.48B +$84.2M +4% 4.01% 90.3% 1,455 14.71% 3.2
General Atlantic
1020
General Atlantic
New York
$2.48B -$426M -15% 5.9% 157% 13 15.38% 2.9
Delta Accumulation LLC
1021
Delta Accumulation LLC
California
$2.47B -$31.2M -1% 8.98% 135% 177 24.86% 0.8
Waratah Capital Advisors
1022
Waratah Capital Advisors
Ontario, Canada
$2.47B -$473M -16% 4.59% 204% 175 71.43% 0.8
Paralel Advisors
1023
Paralel Advisors
Colorado
$2.47B -$124M -5% 1.79% 73.3% 130 7.69% 1.7
H&F Corporate Investors X
1024
H&F Corporate Investors X
California
$2.46B -$336M -12% 12% – 1 0% 0.8
Global X Japan
1025
Global X Japan
Japan
$2.46B -$261M -10% 4% 151% 418 13.64% 1.6