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

Live Disclosures

Portfolio disclosures for 2025 Q4 are currently underway and will close on February 17th. As of this moment, 3,587 funds (~44%) 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
EWA
276
Exencial Wealth Advisors
Oklahoma
$3.16B +$89.5M +3% 567
DCM
277
Donaldson Capital Management
Indiana
$3.14B -$13.9M -0.4% 244
FI
278
Focused Investors
California
$3.14B -$127M -4% 23
DWP
279
Daymark Wealth Partners
Ohio
$3.14B +$193M +7% 634
MC
280
Metropolis Capital
United Kingdom
$3.13B -$49.6M -2% 16
DAS
281
Dynamic Advisor Solutions
Arizona
$3.12B -$329M -10% 1,009
SAI
282
Savvy Advisors Inc
New York
$3.1B +$920M +42% 1,067
BSA
283
Braun Stacey Associates
New York
$3.09B +$32.7M +1% 116
Members Trust
284
Members Trust
Florida
$3.07B +$24.9M +0.8% 152
RPGK
285
Retirement Planning Group (Kansas)
Kansas
$3.04B +$164M +6% 438
SW
286
SteelPeak Wealth
California
$3.04B +$65M +2% 617
CF
287
Covea Finance
France
$3.03B +$165M +6% 133
PCA
288
Pallas Capital Advisors
Massachusetts
$3.03B +$310M +11% 972
JIC
289
Joel Isaacson & Co
New York
$3.03B +$257M +9% 478
SWM
290
Spire Wealth Management
Virginia
$2.99B +$47.8M +2% 2,506
HP
291
Hosking Partners
United Kingdom
$2.94B +$180M +7% 117
KF
292
Krilogy Financial
Missouri
$2.94B +$278M +10% 989
HCC
293
Hirtle Callaghan & Co
Pennsylvania
$2.94B +$92.3M +3% 112
AG
294
Ascent Group
Virginia
$2.93B +$98M +3% 797
ACI
295
Alpha Cubed Investments
California
$2.92B +$53.7M +2% 319
TMAM
296
Tokio Marine Asset Management
Japan
$2.9B +$92.3M +3% 544
HWAM
297
Hennion & Walsh Asset Management
New Jersey
$2.9B +$137M +5% 1,008
FB
298
Fulton Bank
Pennsylvania
$2.89B +$32.4M +1% 709
CWM
299
Calamos Wealth Management
Illinois
$2.89B +$125M +5% 491
WPC
300
Wedmont Private Capital
Pennsylvania
$2.88B +$186M +7% 849