Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2025 Q4 are currently underway and will close on February 17th. As of this moment, 3,713 funds (~46%) 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
C
501
Certuity
Florida
$1.59B +$133M +9% 633
FBB
502
Fulton Breakefield Broenniman
Maryland
$1.58B +$36.1M +2% 217
HCMG
503
Howard Capital Management Group
California
$1.58B +$3.27M +0.2% 147
USAA
504
United Services Automobile Association
Texas
$1.58B +$149M +10% 21
FRA
505
Frank Rimerman Advisors
California
$1.58B +$18.7M +1% 653
PIMG
506
Patriot Investment Management Group
Tennessee
$1.58B +$44.3M +3% 251
DP
507
DDD Partners
Washington
$1.57B -$2.85M -0.2% 144
BWP
508
Baldwin Wealth Partners
Massachusetts
$1.56B +$28.6M +2% 252
VWM
509
Valley Wealth Managers
New Jersey
$1.56B +$47.9M +3% 375
RCW
510
Rheos Capital Works
Japan
$1.56B -$227M -13% 81
1WM
511
1900 Wealth Management
Texas
$1.56B +$84.2M +6% 251
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$1.55B +$64.5M +4% 755
PFM
513
Phillips Financial Management
Indiana
$1.55B +$35.9M +2% 327
NB
514
NBT Bank
New York
$1.55B +$13.4M +0.9% 873
BA
515
Bridgewater Advisors
New York
$1.54B +$101M +7% 470
FA
516
Fiduciary Alliance
South Carolina
$1.53B +$37.8M +3% 533
PIM
517
Plato Investment Management
Australia
$1.53B +$54.2M +4% 546
CPCM
518
Cardinal Point Capital Management
Ontario, Canada
$1.53B +$101M +7% 289
FTS
519
Fifth Third Securities
Ohio
$1.53B +$65.2M +4% 339
ADL
520
Asset Dedication LLC
California
$1.52B +$34.7M +2% 1,181
CST
521
Charles Schwab Trust
Nevada
$1.52B +$48.7M +3% 184
BFA
522
Beaumont Financial Advisors
Massachusetts
$1.52B +$22.5M +2% 419
AP
523
Appleton Partners
Massachusetts
$1.52B +$28M +2% 270
NPF
524
Norris Perne & French
Michigan
$1.52B +$71.1M +5% 172
SFG
525
Sage Financial Group
Pennsylvania
$1.51B +$40.9M +3% 108