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
FSA
601
Franklin Street Advisors
North Carolina
$1.74B +$122M +8% 182
BP
602
BBR Partners
New York
$1.73B +$128M +8% 276
OC
603
Oakworth Capital
Alabama
$1.73B +$179M +12% 866
SW
604
Simplicity Wealth
New Jersey
$1.73B -$675M -28% 746
PCA
605
Prosperity Capital Advisors
Ohio
$1.72B +$192M +13% 431
PWP
606
Principle Wealth Partners
Connecticut
$1.72B +$122M +8% 370
RCA
607
Resonant Capital Advisors
Wisconsin
$1.72B +$150M +10% 459
SGI
608
Summit Global Investments
Utah
$1.71B +$16.3M +1% 559
AP
609
Atwood & Palmer
Missouri
$1.7B +$103M +6% 540
PP
610
Patten & Patten
Tennessee
$1.7B +$156M +10% 353
LI
611
LMCG Investments
Massachusetts
$1.7B +$106M +7% 232
LWMT
612
Legacy Wealth Management (Tennessee)
Tennessee
$1.7B +$90.6M +6% 31
CGL
613
Clarius Group LLC
Washington
$1.69B -$26.5M -2% 489
CCB
614
Country Club Bank
Missouri
$1.69B +$97.6M +6% 327
PA
615
Procyon Advisors
Connecticut
$1.69B +$630M +60% 521
TF
616
Trek Financial
Arizona
$1.68B +$187M +13% 499
TWA
617
TCI Wealth Advisors
Arizona
$1.68B +$217M +15% 273
EFS
618
Essex Financial Services
Connecticut
$1.67B +$147M +10% 769
LPT
619
Legacy Private Trust
Wisconsin
$1.67B +$123M +8% 259
BFG
620
Berger Financial Group
Minnesota
$1.67B +$129M +8% 447
SWM
621
Segment Wealth Management
Texas
$1.67B +$93M +6% 300
ECM
622
Everence Capital Management
Indiana
$1.67B +$115M +7% 860
BHWM
623
Bar Harbor Wealth Management
New Hampshire
$1.67B +$103M +7% 264
R
624
Rebalance
California
$1.66B +$186M +13% 105
AFG
625
Albion Financial Group
Utah
$1.66B +$125M +8% 670