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
ST
501
Sageworth Trust
Pennsylvania
$2.15B +$340M +19% 269
NONA
502
Ninety One North America
New York
$2.14B +$107M +5% 72
CI
503
Constellation Investments
Ohio
$2.14B -$22.3M -1% 20
OWP
504
Obermeyer Wealth Partners
Colorado
$2.13B +$126M +6% 302
FHC
505
First Horizon Corporation
Tennessee
$2.13B 1,419
IHL
506
Investment House LLC
California
$2.11B +$131M +7% 242
TCM
507
Tributary Capital Management
Nebraska
$2.11B +$980M +87% 169
HAG
508
HighPoint Advisor Group
Illinois
$2.1B +$217M +12% 728
BCMIO
509
Beacon Capital Management Inc (Ohio)
Ohio
$2.09B +$154M +8% 163
CAG
510
Csenge Advisory Group
Florida
$2.09B +$193M +10% 790
BRWA
511
B. Riley Wealth Advisors
Florida
$2.08B +$18.6M +0.9% 1,069
SWA
512
Stratos Wealth Advisors
Ohio
$2.08B +$185M +10% 717
BOI
513
Bank of Italy
Italy
$2.08B +$5.14M +0.2% 9
RAM
514
RWC Asset Management
United Kingdom
$2.07B +$170M +9% 197
IFA
515
Index Fund Advisors
California
$2.06B +$280M +16% 160
RAM
516
Readystate Asset Management
Illinois
$2.05B -$355M -15% 744
WPC
517
Waters Parkerson & Co
Louisiana
$2.05B +$46.8M +2% 189
HHGA
518
Halbert Hargrove Global Advisors
California
$2.04B +$141M +7% 735
HJGA
519
Hardman Johnston Global Advisors
Connecticut
$2.04B -$220M -10% 76
CWS
520
Confluence Wealth Services
Pennsylvania
$2.03B +$197M +11% 381
ML
521
McAdam LLC
Pennsylvania
$2.03B +$203M +11% 413
BW
522
BIP Wealth
Georgia
$2.02B +$401M +25% 327
CP
523
CenterBook Partners
Connecticut
$2.02B +$224M +12% 685
ZBNA
524
Zions Bancorporation, National Association
Utah
$2.02B +$161M +9% 883
BMCM
525
Bryn Mawr Capital Management
Pennsylvania
$2.02B +$188M +10% 458