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, 4,228 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
LW
476
Linscomb Wealth
Texas
$2.32B +$146M +7% 319
JC
477
JB Capital
Connecticut
$2.32B +$256M +12% 263
BBA
478
BLB&B Advisors
Pennsylvania
$2.32B +$176M +8% 283
CAAS
479
Capital Asset Advisory Services
Michigan
$2.32B +$178M +8% 294
BB
480
Bell Bank
North Dakota
$2.31B +$164M +8% 211
SCP
481
Seizert Capital Partners
Michigan
$2.31B +$33.1M +1% 187
ACM
482
Advance Capital Management
Michigan
$2.3B +$98M +4% 180
FHA
483
Flagship Harbor Advisors
Massachusetts
$2.3B +$187M +9% 838
TCOV
484
Trust Company of Vermont
Vermont
$2.3B +$174M +8% 1,195
SB
485
Strategic Blueprint
Georgia
$2.29B +$255M +13% 749
MASUI
486
MIRAE ASSET SECURITIES (USA) INC.
New York
$2.28B +$15M +0.7% 149
SGI
487
Swan Global Investments
Colorado
$2.26B +$101M +5% 83
PHAM
488
Pacific Heights Asset Management
California
$2.26B +$380M +20% 79
CPCPP
489
Canada Post Corporation Pension Plan
Canada
$2.26B +$555M +33% 502
SCM
490
Steele Capital Management
Iowa
$2.25B +$171M +8% 83
ST
491
Smithfield Trust
Pennsylvania
$2.24B +$120M +6% 1,075
SQA
492
Simon Quick Advisors
New Jersey
$2.21B +$235M +12% 412
CI
493
Cambiar Investors
Colorado
$2.2B -$179M -8% 152
NSCM
494
New South Capital Management
Tennessee
$2.19B +$128M +6% 59
SAI
495
Savvy Advisors Inc
New York
$2.18B +$677M +45% 854
SC
496
SouthState Corp
Florida
$2.17B -$116M -5% 1,645
MMLI
497
Massachusetts Mutual Life Insurance
Massachusetts
$2.17B +$633M +41% 2
TC
498
Trilogy Capital
California
$2.16B +$107M +5% 379
VWM
499
Venturi Wealth Management
Texas
$2.15B +$130M +6% 609
MAS
500
Meeder Advisory Services
Ohio
$2.15B +$220M +11% 663