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
AI
576
Accredited Investors
Minnesota
$1.79B +$102M +6% 272
AAM
577
AMI Asset Management
California
$1.79B +$41M +2% 94
UF
578
Univest Financial
Pennsylvania
$1.79B +$121M +7% 272
RCW
579
Rheos Capital Works
Japan
$1.79B +$48.7M +3% 81
RMA
580
Roffman Miller Associates
Pennsylvania
$1.79B +$111M +7% 80
QPBE
581
Quintet Private Bank (Europe)
Luxembourg
$1.78B +$56.6M +3% 231
SH
582
Spear Holdings
United Arab Emirates
$1.78B +$413M +30% 23
LOIM
583
Liberty One Investment Management
Illinois
$1.78B +$790M +80% 155
EAM
584
Evanson Asset Management
California
$1.77B +$164M +10% 344
RIL
585
Rothschild Investment LLC
Illinois
$1.77B +$176M +11% 3,274
3AM
586
3EDGE Asset Management
Florida
$1.77B +$163M +10% 107
AF
587
Advisornet Financial
Minnesota
$1.77B +$216M +14% 2,322
GD
588
Grandfield & Dodd
New York
$1.76B +$55.2M +3% 215
NIM
589
NXG Investment Management
Texas
$1.76B +$116M +7% 64
PCM
590
Parsons Capital Management
Rhode Island
$1.76B +$131M +8% 468
MAM
591
Meeder Asset Management
Ohio
$1.75B +$126M +8% 977
JPG
592
Jordan Park Group
California
$1.75B +$212M +14% 74
KOCAA
593
Knights of Columbus Asset Advisors
Connecticut
$1.75B +$95.8M +6% 418
CC
594
Courier Capital
New York
$1.75B +$98.3M +6% 399
SMA
595
Sage Mountain Advisors
Georgia
$1.75B +$208M +14% 575
TCM
596
Traynor Capital Management
Pennsylvania
$1.74B +$332M +24% 354
CAM
597
Cidel Asset Management
Ontario, Canada
$1.74B +$77.1M +5% 380
GIA
598
Guyasuta Investment Advisors
Pennsylvania
$1.74B +$106M +7% 269
FDP
599
Financiere des Professionnels
Quebec, Canada
$1.74B +$80.7M +5% 449
VCA
600
Verdence Capital Advisors
Maryland
$1.74B +$272M +19% 742