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
JIC
401
Joel Isaacson & Co
New York
$2.77B +$312M +13% 456
HCM
402
Hollencrest Capital Management
California
$2.77B +$428M +18% 1,184
HP
403
Hosking Partners
United Kingdom
$2.76B +$253M +10% 121
SAM
404
Synergy Asset Management
Washington
$2.76B +$1.89B +216% 257
CWM
405
Calamos Wealth Management
Illinois
$2.76B +$409M +17% 449
HWAM
406
Hennion & Walsh Asset Management
New Jersey
$2.76B +$285M +11% 982
CA
407
CoreCap Advisors
Michigan
$2.75B +$268M +11% 2,961
GI
408
GLOBALT Investments
Georgia
$2.74B +$129M +5% 217
PAI
409
Pittenger & Anderson Inc
Nebraska
$2.73B -$8.25M -0.3% 479
PCA
410
Pallas Capital Advisors
Massachusetts
$2.72B +$93.4M +4% 964
MAMU
411
Marathon Asset Management (UK)
United Kingdom
$2.72B -$400M -13% 81
LMIM
412
Lockheed Martin Investment Management
Maryland
$2.72B -$20.7M -0.8% 120
BL
413
Balentine LLC
Georgia
$2.71B +$145M +6% 245
FTWA
414
Fifth Third Wealth Advisors
Ohio
$2.71B +$329M +14% 826
CAMG
415
CWA Asset Management Group
Florida
$2.7B +$334M +14% 722
ORIO
416
Old Republic International (ORI)
Illinois
$2.7B +$146M +6% 58
WPC
417
Wedmont Private Capital
Pennsylvania
$2.69B +$348M +15% 819
AIMU
418
Allianz Investment Management US
Minnesota
$2.68B +$367M +16% 65
KCM
419
Kedalion Capital Management
United Kingdom
$2.66B +$97.2M +4% 5
KF
420
Krilogy Financial
Missouri
$2.66B +$919M +53% 869
AWE
421
Avidian Wealth Enterprises
Texas
$2.65B +$195M +8% 603
FMC
422
First Merchants Corp
Indiana
$2.65B +$67.7M +3% 384
RG
423
Renaissance Group
Kentucky
$2.65B +$84.3M +3% 257
HCM
424
Howland Capital Management
Massachusetts
$2.62B +$170M +7% 280
BAM
425
Belpointe Asset Management
Nevada
$2.62B +$218M +9% 1,068