We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers

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)
Kanawha Capital Management
1376
Kanawha Capital Management
Virginia
$1.56B +$27.6M +2% 2.94% 74.5% 234 5.13% 8.1
Hollencrest Capital Management
1377
Hollencrest Capital Management
California
$1.56B +$28.4M +2% 3.16% 97.9% 1,364 20.31% 3.3
Shufro Rose & Co
1378
Shufro Rose & Co
New York
$1.56B -$181M -10% 0.04% 73.1% 321 53.58% 5.7
AEW Capital Management
1379
AEW Capital Management
Massachusetts
$1.56B -$114M -7% 5.74% 41.2% 40 7.5% 4.7
ACMI
1380
AEW CAPITAL MANAGEMENT INC
Massachusetts
$1.56B – – 5.74% – 38 – 0
RVW Wealth
1381
RVW Wealth
California
$1.56B +$39.1M +3% 1.14% 65.8% 190 6.32% 3.7
Beaird Harris Wealth Management
1382
Beaird Harris Wealth Management
Texas
$1.55B -$44.5M -3% 0.42% 45.2% 737 10.31% 2.5
Titleist Asset Management
1383
Titleist Asset Management
Texas
$1.55B +$63.2M +4% 2.28% 101% 452 14.16% 1.8
Smith, Moore & Co
1384
Smith, Moore & Co
Missouri
$1.55B +$5.04M +0.3% 0.75% 74.5% 613 8.97% 4.5
CFS Investment Advisory Services
1385
CFS Investment Advisory Services
New Jersey
$1.54B +$41.7M +3% 0.33% 59.7% 377 9.55% 2.3
Nixon Peabody Trust
1386
Nixon Peabody Trust
Massachusetts
$1.54B +$122M +9% 5.08% 101% 200 16% 3.1
New South Capital Management
1387
New South Capital Management
Tennessee
$1.53B -$746M -33% 0.07% 109% 51 7.84% 7.8
Moss Adams Wealth Advisors
1388
Moss Adams Wealth Advisors
Washington
$1.53B -$65.9M -4% 0.02% 79.6% 388 35.82% 1.6
Petredis Investment Advisors
1389
Petredis Investment Advisors
Pennsylvania
$1.53B +$48.8M +3% 3.77% 158% 119 5.88% 2.8
Gemmer Asset Management
1390
Gemmer Asset Management
California
$1.53B +$45M +3% 0.23% 96.8% 207 18.36% 5
Global Alpha Capital Management
1391
Global Alpha Capital Management
Quebec, Canada
$1.53B -$137M -8% 7.06% 81% 53 18.87% 3.7
MFF Capital Investments Ltd
1392
MFF Capital Investments Ltd
$1.53B -$117M -7% 0.75% – 26 26.92% 0.5
Smith Group Asset Management
1393
Smith Group Asset Management
Texas
$1.53B -$926M -38% 7.3% 222% 174 22.41% 2.8
Mosaic Family Wealth Partners
1394
Mosaic Family Wealth Partners
Missouri
$1.53B +$36.1M +2% 0.75% 74.6% 466 13.3% 1.7
Hackensack Meridian Health
1395
Hackensack Meridian Health
New Jersey
$1.52B +$42.1M +3% 1.86% 60.5% 7 0% 2.6
Mill Capital Management
1396
Mill Capital Management
North Carolina
$1.52B +$25.7M +2% 4.57% 119% 128 0% 3.8
Axxion S.A.
1397
Axxion S.A.
Luxembourg
$1.52B +$118M +8% 5.04% – 608 17.76% 0.2
MI
1398
MMCAP International
Cayman Islands
$1.52B +$341M +29% 1.69% 127% 356 24.44% 0.9
Corda Investment Management
1399
Corda Investment Management
Texas
$1.52B -$111M -7% 0.2% 85% 87 12.64% 5.7
Baldwin Wealth Partners
1400
Baldwin Wealth Partners
Massachusetts
$1.52B -$12M -0.8% 2.51% 94.5% 246 9.76% 6.5
54 55
56
57 58