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, 4,069 funds (~50%) 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
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$3.53B +$97.3M +3% 1,780
SFFS
327
Stonehage Fleming Financial Services
Jersey
$3.53B +$82.1M +2% 229
SCTC
328
Sanibel Captiva Trust Company
Florida
$3.51B +$259M +8% 412
LNC
329
Lincoln National Corp
Pennsylvania
$3.51B +$209M +6% 20
SIC
330
Salem Investment Counselors
North Carolina
$3.49B +$338M +11% 1,263
APP
331
Avantax Planning Partners
Iowa
$3.49B +$336M +11% 463
CCMIC
332
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$3.46B +$267M +8% 77
VBA
333
Van Berkom & Associates
Quebec, Canada
$3.46B +$97.8M +3% 68
ACA
334
Anchor Capital Advisors
Massachusetts
$3.46B +$48.6M +1% 246
DAS
335
Dynamic Advisor Solutions
Arizona
$3.45B +$208M +6% 959
AC
336
Addenda Capital
Quebec, Canada
$3.38B +$594M +21% 127
TH
337
TCTC Holdings
Texas
$3.37B +$259M +8% 656
HIMC
338
Heritage Investors Management Corp
Maryland
$3.35B +$182M +6% 257
AP
339
Americana Partners
Texas
$3.32B +$423M +15% 474
PCM
340
Peregrine Capital Management
Minnesota
$3.32B +$4.28M +0.1% 356
MWM
341
Moran Wealth Management
Florida
$3.32B +$89.3M +3% 542
HIMCH
342
Hartford Investment Management Co (HIMCO)
Connecticut
$3.31B +$172M +5% 506
IIM
343
Intact Investment Management
Quebec, Canada
$3.31B +$351M +12% 369
CI
344
CX Institutional
Indiana
$3.29B +$426M +15% 1,403
MHI
345
Miller Howard Investments
New York
$3.28B +$126M +4% 142
AL
346
Aspiriant LLC
California
$3.27B +$124M +4% 323
FI
347
Focused Investors
California
$3.27B +$211M +7% 23
SWM
348
SigFig Wealth Management
California
$3.23B +$212M +7% 140
AIIMS
349
Analyst IMS Investment Management Services
Israel
$3.22B +$288M +10% 129
YC
350
Yarbrough Capital
Tennessee
$3.21B +$411M +15% 171