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, 4,232 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
ZBNA
526
Zions Bancorporation, National Association
Utah
$2.02B +$161M +9% 883
BMCM
527
Bryn Mawr Capital Management
Pennsylvania
$2.02B +$188M +10% 458
HCMT
528
Highland Capital Management (Tennessee)
Tennessee
$2.01B +$159M +9% 456
DDPIC
529
Deroy & Devereaux Private Investment Counsel
Michigan
$2B +$153M +8% 182
MRG
530
Milestone Resources Group
British Virgin Islands
$1.99B +$75.8M +4% 13
EPM
531
Elm Partners Management
Pennsylvania
$1.99B +$269M +16% 150
AIP
532
AE Industrial Partners
Florida
$1.99B +$226M +13% 4
KA
533
Klingman & Associates
New York
$1.98B +$169M +9% 344
TA
534
TruWealth Advisors
Louisiana
$1.98B +$163M +9% 190
GIM
535
Generate Investment Management
New Zealand
$1.97B +$168M +9% 102
OPCM
536
Osborne Partners Capital Management
California
$1.97B +$89M +5% 216
B
537
Bpifrance
France
$1.97B -$121M -6% 3
AIM
538
Acropolis Investment Management
Missouri
$1.97B +$148M +8% 273
CPO
539
Cerity Partners OCIO
New York
$1.96B +$157M +9% 26
LI
540
Leeward Investments
Massachusetts
$1.96B +$78.4M +4% 147
LBC
541
Lowe Brockenbrough & Co
Virginia
$1.94B +$165M +9% 344
SSWM
542
Smith Salley Wealth Management
North Carolina
$1.94B +$215M +12% 272
EMFAT
543
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.94B +$295M +18% 250
SIC
544
Sigma Investment Counselors
Michigan
$1.93B +$110M +6% 202
PI
545
PFG Investments
New York
$1.93B +$221M +13% 1,178
CFM
546
Coronation Fund Managers
South Africa
$1.92B +$72.2M +4% 54
MCWS
547
McKinley Carter Wealth Services
West Virginia
$1.9B +$105M +6% 317
HA
548
Heartland Advisors
Wisconsin
$1.89B +$99.4M +6% 256
WWM
549
Western Wealth Management
Colorado
$1.89B +$211M +13% 789
GIM
550
Goelzer Investment Management
Indiana
$1.89B +$61.9M +3% 254