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, 4,221 funds (~52%) 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
PCM
451
Patient Capital Management
Maryland
$2.5B +$282M +13% 42
NIM
452
Northeast Investment Management
Massachusetts
$2.48B +$142M +6% 188
WPW
453
Waldron Private Wealth
Pennsylvania
$2.47B +$175M +8% 323
BWL
454
Bogart Wealth LLC
Virginia
$2.47B +$126M +5% 1,603
ACI
455
Amazon.com Inc
Washington
$2.46B +$30.7M +1% 9
CCM
456
Chickasaw Capital Management
Tennessee
$2.45B -$72M -3% 96
RT
457
Rockland Trust
Massachusetts
$2.44B +$387M +19% 315
CPC
458
Cookson Peirce & Co
Pennsylvania
$2.44B +$166M +7% 359
BCM
459
Brown Capital Management
Maryland
$2.43B -$1.01B -29% 87
OPAM
460
Ocean Park Asset Management
California
$2.43B -$393M -14% 121
SIM
461
Stratos Investment Management
Ohio
$2.42B +$239M +11% 386
AI
462
Alphabet Inc
California
$2.41B +$273M +13% 38
CIP
463
Cornerstone Investment Partners
Georgia
$2.39B +$127M +6% 258
GIA
464
GHP Investment Advisors
Colorado
$2.38B +$123M +5% 990
BIAS
465
Beacon Investment Advisory Services
New Jersey
$2.38B +$111M +5% 256
LIM
466
Leavell Investment Management
Alabama
$2.37B +$141M +6% 612
NLGIA
467
Nippon Life Global Investors Americas
New York
$2.37B +$95.7M +4% 120
BHIA
468
Birch Hill Investment Advisors
Massachusetts
$2.37B +$115M +5% 203
SL
469
Summitry LLC
California
$2.37B +$158M +7% 230
CTA
470
Chesley Taft & Associates
Illinois
$2.36B +$120M +5% 356
DIA
471
Davidson Investment Advisors
Montana
$2.36B +$132M +6% 125
CDDEC
472
Caisse Des Depots Et Consignations
France
$2.35B -$34.3M -1% 234
BAM
473
Berkshire Asset Management
Pennsylvania
$2.35B +$148M +7% 309
LW
474
Linscomb Wealth
Texas
$2.32B +$146M +7% 319
JC
475
JB Capital
Connecticut
$2.32B +$256M +12% 263