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
SP
551
Stairway Partners
Illinois
$1.88B +$120M +7% 18
MWA
552
Midland Wealth Advisors
Illinois
$1.87B +$59.5M +3% 181
SC
553
Syon Capital
California
$1.86B +$352M +23% 852
SWA
554
Sax Wealth Advisors
New Jersey
$1.86B +$204M +12% 454
SW
555
SVB Wealth
Massachusetts
$1.86B -$8.22M -0.4% 434
MLL
556
Moody Lynn & Lieberson
Massachusetts
$1.86B +$125M +7% 277
CTI
557
Community Trust & Investment
Kentucky
$1.86B +$128M +7% 143
SW
558
SoFi Wealth
California
$1.86B +$220M +13% 49
FM
559
Foster & Motley
Ohio
$1.86B +$124M +7% 402
SFG
560
Sather Financial Group
Texas
$1.84B +$138M +8% 123
RHJA
561
Rice Hall James & Associates
California
$1.83B -$23.2M -1% 261
TA
562
Tectonic Advisors
Texas
$1.83B +$111M +6% 360
SIS
563
Sound Income Strategies
Florida
$1.83B +$85.7M +5% 1,844
WIC
564
Willis Investment Counsel
Georgia
$1.83B +$120M +7% 130
MJRIC
565
Mogy Joel R Investment Counsel
California
$1.83B +$93.4M +5% 127
GI
566
GAMMA Investing
California
$1.81B +$232M +15% 3,979
NFA
567
Nationwide Fund Advisors
Ohio
$1.81B +$26.4M +1% 10
CCP
568
Cryder Capital Partners
United Kingdom
$1.81B +$35.2M +2% 11
FIB
569
First Interstate Bank
Montana
$1.81B +$109M +6% 204
CWM
570
Cornerstone Wealth Management
Missouri
$1.81B +$163M +10% 701
ABTD
571
Arvest Bank Trust Division
Oklahoma
$1.8B +$88.7M +5% 221
ST
572
Spinnaker Trust
Maine
$1.8B +$140M +8% 302
RL
573
Ruffer LLP
United Kingdom
$1.8B -$461M -20% 130
CWP
574
Cyndeo Wealth Partners
Florida
$1.8B +$112M +7% 500
ACM
575
Alta Capital Management
Utah
$1.8B +$39.3M +2% 102