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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)
Goelzer Investment Management
1076
Goelzer Investment Management
Indiana
$2.28B -$12.8M -0.6% 0.04% 97.2% 325 12.92% 6
Quintet Private Bank (Europe)
1077
Quintet Private Bank (Europe)
Luxembourg
$2.28B +$672M +42% 9.2% 111% 206 12.14% 3
Angeles Wealth Management
1078
Angeles Wealth Management
California
$2.27B +$81.4M +4% 2.65% 80.6% 669 15.99% 1.9
Signal Advisors Wealth
1079
Signal Advisors Wealth
Michigan
$2.27B +$292M +15% 2.29% 70.5% 745 21.34% 1.1
Strategic Financial Services
1080
Strategic Financial Services
New York
$2.27B -$12.1M -0.5% 1.68% 61.5% 166 14.46% 6.4
1ST Source Bank
1081
1ST Source Bank
Indiana
$2.27B +$64.2M +3% 1.41% 88.7% 304 8.22% 7.6
Alerus Financial
1082
Alerus Financial
North Dakota
$2.27B -$18.1M -0.8% 1.77% 107% 556 13.49% 2.3
Maj Invest Holding A/S
1083
Maj Invest Holding A/S
Denmark
$2.26B +$64.8M +3% 5.7% 106% 40 5% 4.1
Investment House LLC
1084
Investment House LLC
California
$2.25B +$41.2M +2% 3.39% 137% 237 21.52% 6.8
New Age Alpha Advisors
1085
New Age Alpha Advisors
New York
$2.25B -$115M -5% 0.43% 115% 1,102 25.23% 1
BNDES Participacoes SA
1086
BNDES Participacoes SA
Brazil
$2.25B -$112M -5% 4.73% – 1 0% 0.8
Lansdowne Partners (UK)
1087
Lansdowne Partners (UK)
United Kingdom
$2.24B -$186M -8% 6.87% 289% 28 14.29% 2.1
Sound Income Strategies
1088
Sound Income Strategies
Florida
$2.24B +$14.2M +0.6% 0.66% 31.4% 534 20.04% 4.4
Old Republic International (ORI)
1089
Old Republic International (ORI)
Illinois
$2.24B -$427M -16% 0.63% 53.8% 70 22.86% 7.4
Rehmann Capital Advisory Group
1090
Rehmann Capital Advisory Group
Michigan
$2.24B +$53.7M +2% 0.97% 71.8% 728 7.01% 4.5
GDS Wealth Management
1091
GDS Wealth Management
Texas
$2.24B +$136M +6% 3.3% 95.1% 275 23.27% 2.1
Osmosis Investment Management UK
1092
Osmosis Investment Management UK
United Kingdom
$2.23B +$79.1M +4% 4.58% – 475 11.37% 0.6
Dorsey & Whitney Trust
1093
Dorsey & Whitney Trust
South Dakota
$2.23B +$177M +9% 2.45% 98.1% 795 12.83% 5
ARS Investment Partners
1094
ARS Investment Partners
New York
$2.23B -$63.8M -3% 0.09% 266% 195 11.28% 3.9
Greenspring Advisors
1095
Greenspring Advisors
Maryland
$2.22B +$417M +23% 0.22% – 392 14.54% 1.3
Bank of Italy
1096
Bank of Italy
Italy
$2.22B +$20.5M +0.9% 2.24% 26.9% 8 0% 5.5
Creative Financial Designs
1097
Creative Financial Designs
Indiana
$2.22B +$116M +6% 0.94% 58.8% 2,454 11.41% 3.3
Dymon Asia Capital (Singapore)
1098
Dymon Asia Capital (Singapore)
Singapore
$2.21B -$178M -7% 1.96% 291% 312 68.59% 0.3
Oak Grove Capital
1099
Oak Grove Capital
New Hampshire
$2.21B +$108M +5% 2.11% 470% 120 15% 1.9
Advisornet Financial
1100
Advisornet Financial
Minnesota
$2.21B +$20.7M +0.9% 0.76% 71.2% 2,285 71.03% 6