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
PNC
351
Park National Corp
Ohio
$3.2B +$165M +5% 305
CK
352
Cohen Klingenstein
New York
$3.19B +$195M +6% 206
SYBT
353
Stock Yards Bank & Trust
Kentucky
$3.19B +$196M +7% 399
PL
354
Plancorp LLC
Missouri
$3.19B +$301M +10% 403
FG
355
Foster Group
Iowa
$3.19B +$265M +9% 283
MC
356
Metropolis Capital
United Kingdom
$3.18B +$26.3M +0.8% 17
TYCC
357
Texas Yale Capital Corp
Florida
$3.18B +$125M +4% 492
MHC
358
Meyer Handelman Company
New York
$3.16B +$131M +4% 220
DCM
359
Donaldson Capital Management
Indiana
$3.16B +$435M +16% 237
BC
360
Burney Company
Virginia
$3.14B +$189M +6% 615
CFO
361
Callan Family Office
Pennsylvania
$3.14B -$31.5M -1% 958
EA
362
Emerald Advisers
Pennsylvania
$3.12B +$391M +14% 271
MB
363
MUFG Bank
Japan
$3.11B +$236M +8% 4
PA
364
Profund Advisors
Maryland
$3.08B +$299M +11% 1,097
RP
365
Reinhart Partners
Wisconsin
$3.08B +$148M +5% 76
EWA
366
Exencial Wealth Advisors
Oklahoma
$3.07B +$229M +8% 536
WS
367
Wedbush Securities
California
$3.06B +$200M +7% 1,277
BSA
368
Braun Stacey Associates
New York
$3.05B +$289M +10% 121
MMI
369
Matson Money Inc
Ohio
$3.04B +$151M +5% 9
SSM
370
Sound Shore Management
Connecticut
$3.03B +$91.4M +3% 41
CI
371
Conning Inc
Connecticut
$3.01B +$96.7M +3% 363
AIG
372
American International Group
New York
$2.99B -$1.38B -32% 3
SIC
373
Schwartz Investment Counsel
Michigan
$2.98B -$54.6M -2% 133
SW
374
SteelPeak Wealth
California
$2.98B +$412M +16% 609
CCM
375
Chilton Capital Management
Texas
$2.97B +$237M +9% 613