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, 4,121 funds (~51%) 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
MMI
376
Matson Money Inc
Ohio
$3.04B +$151M +5% 9
SSM
377
Sound Shore Management
Connecticut
$3.03B +$91.4M +3% 41
CI
378
Conning Inc
Connecticut
$3.01B +$96.7M +3% 363
AIG
379
American International Group
New York
$2.99B -$1.38B -32% 3
SIC
380
Schwartz Investment Counsel
Michigan
$2.98B -$54.6M -2% 133
SW
381
SteelPeak Wealth
California
$2.98B +$412M +16% 609
CCM
382
Chilton Capital Management
Texas
$2.97B +$237M +9% 613
ADEF
383
Adams Diversified Equity Fund
Maryland
$2.97B +$179M +6% 111
DWP
384
Daymark Wealth Partners
Ohio
$2.95B +$317M +12% 622
MSL
385
Mackay Shields LLC
New York
$2.94B -$182M -6% 155
SWM
386
Spire Wealth Management
Virginia
$2.94B +$154M +6% 2,514
TIA
387
Tandem Investment Advisors
South Carolina
$2.93B +$73.6M +3% 81
MIHAS
388
Maj Invest Holding A/S
Denmark
$2.93B +$71M +2% 42
FNT
389
First National Trust
Pennsylvania
$2.92B +$245M +9% 418
VVP
390
Venture Visionary Partners
Ohio
$2.9B +$247M +9% 610
HAI
391
Hennessy Advisors Inc
California
$2.9B -$102M -3% 368
RPGK
392
Retirement Planning Group (Kansas)
Kansas
$2.88B +$529M +23% 417
CF
393
Covea Finance
France
$2.87B +$177M +7% 126
ACI
394
Alpha Cubed Investments
California
$2.87B +$232M +9% 316
FB
395
Fulton Bank
Pennsylvania
$2.86B +$154M +6% 697
ZIC
396
ZWJ Investment Counsel
Georgia
$2.83B +$141M +5% 256
AG
397
Ascent Group
Virginia
$2.83B +$260M +10% 799
JHP
398
James Hambro & Partners
United Kingdom
$2.81B +$286M +11% 55
TMAM
399
Tokio Marine Asset Management
Japan
$2.81B +$199M +8% 549
FFN
400
Focus Financial Network
Minnesota
$2.8B +$271M +11% 770