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

Live Disclosures

Portfolio disclosures for 2025 Q3 are currently underway and will close on November 14th. As of this moment, 3,997 funds (~49%) 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
ZCI
226
Zevenbergen Capital Investments
Washington
$5.14B +$18.7M +0.4% 109
RWM
227
Ritholtz Wealth Management
New York
$5.14B +$614M +14% 1,126
TMC
228
Toyota Motor Corp
Japan
$5.13B +$1.36B +36% 5
SWP
229
Sagespring Wealth Partners
Tennessee
$5.11B +$467M +10% 768
CFC
230
Cincinnati Financial Corp
Ohio
$5.05B +$333M +7% 55
FMWA
231
Forvis Mazars Wealth Advisors
Missouri
$5.04B +$400M +9% 414
BPCE
232
Bank Pictet & Cie (Europe)
Germany
$5.01B +$332M +7% 207
DT
233
Diversified Trust
Tennessee
$5.01B +$500M +11% 1,073
FAM
234
Fenimore Asset Management
New York
$4.99B -$22.9M -0.5% 94
DRZID
235
DePrince Race & Zollo Inc (DRZ)
Florida
$4.98B +$171M +4% 204
KCM
236
Kornitzer Capital Management
Kansas
$4.98B +$13.2M +0.3% 534
DACG
237
Donor Advised Charitable Giving
California
$4.96B +$79.1M +2% 41
MSU
238
Mizuho Securities USA
New York
$4.93B +$251M +5% 789
PWM
239
Perigon Wealth Management
California
$4.9B +$619M +14% 1,245
MWM
240
Mission Wealth Management
California
$4.89B +$305M +7% 701
AAIS
241
ABN AMRO Investment Solutions
$4.88B -$110M -2% 465
WIA
242
World Investment Advisors
California
$4.88B +$483M +11% 1,273
RA
243
RFG Advisory
Alabama
$4.84B +$581M +14% 1,034
FWI
244
Facet Wealth Inc
Maryland
$4.83B +$433M +10% 217
CA
245
Commerzbank Aktiengesellschaft
Germany
$4.81B +$451M +10% 366
CCM
246
Copeland Capital Management
Pennsylvania
$4.8B -$61M -1% 310
CTC
247
Central Trust Company
Missouri
$4.78B +$450M +10% 1,537
EIC
248
Equity Investment Corp
Georgia
$4.77B +$206M +5% 66
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$4.76B +$195M +4% 1,510
BPWM
250
Badgley Phelps Wealth Managers
Washington
$4.75B +$238M +5% 304