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, 3,998 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
BPWM
251
Badgley Phelps Wealth Managers
Washington
$4.75B +$238M +5% 304
OIAM
252
OFI Invest Asset Management
France
$4.75B +$716M +18% 336
MMA
253
Mizuho Markets Americas
New York
$4.74B +$1.71B +57% 186
AAS
254
Annex Advisory Services
Wisconsin
$4.7B +$544M +13% 349
WTC
255
WhitTier Trust Company
Nevada
$4.69B +$283M +6% 1,508
SEIA
256
Signature Estate & Investment Advisors
California
$4.69B +$347M +8% 619
GAM
257
Generali Asset Management
Italy
$4.68B +$292M +7% 525
FCBT
258
First Citizens Bank & Trust
North Carolina
$4.64B -$887M -16% 655
VDI
259
Vaughan David Investments
Illinois
$4.64B +$160M +4% 238
B
260
Bailard
California
$4.6B +$312M +7% 889
FC
261
Freemont Capital
Singapore
$4.58B -$303M -6% 14
CTB
262
Country Trust Bank
Illinois
$4.57B +$111M +2% 659
MA
263
Mutual Advisors
Nebraska
$4.54B +$536M +13% 1,348
AC
264
Apella Capital
Connecticut
$4.49B +$803M +22% 486
GRP
265
Global Retirement Partners
California
$4.47B +$432M +11% 4,030
RS
266
Robeco Schweiz
Switzerland
$4.45B +$115M +3% 135
TPCW
267
TD Private Client Wealth
New York
$4.44B +$369M +9% 1,574
OWM
268
Orgel Wealth Management
Wisconsin
$4.38B +$234M +6% 90
VFA
269
Valeo Financial Advisors
Indiana
$4.38B +$319M +8% 832
AC
270
Allstate Corporation
Illinois
$4.38B +$2.99B +216% 599
MOS
271
MGO One Seven
Ohio
$4.32B +$1.22B +40% 1,377
GAM
272
GuardCap Asset Management
United Kingdom
$4.31B -$782M -15% 27
SIG
273
Stonegate Investment Group
Alabama
$4.31B +$332M +8% 466
EAM
274
EULAV Asset Management
Florida
$4.3B +$43.3M +1% 165
WA
275
WestEnd Advisors
North Carolina
$4.28B +$243M +6% 412