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
AWA
626
Aaron Wealth Advisors
Illinois
$1.66B +$676M +69% 663
KWA
627
Kingswood Wealth Advisors
California
$1.65B +$386M +31% 858
AHC
628
Adell Harriman & Carpenter
Texas
$1.65B +$139M +9% 180
JSAM
629
J. Safra Asset Management
New York
$1.65B +$210M +15% 505
JCM
630
Jacobi Capital Management
Pennsylvania
$1.64B +$136M +9% 616
AAM
631
Alpine Associates Management
Florida
$1.64B -$227M -12% 98
BOF
632
Bank of Finland
Finland
$1.63B +$103M +7% 4
SCI
633
S&CO Inc
Massachusetts
$1.63B +$74M +5% 230
MA
634
MCF Advisors
Kentucky
$1.63B +$120M +8% 1,013
RFP
635
Root Financial Partners
California
$1.62B +$588M +57% 2,301
MCC
636
Money Concepts Capital
Florida
$1.62B +$126M +8% 498
GH
637
GAM Holding
Switzerland
$1.62B +$196M +14% 314
IL
638
Investure LLC
Virginia
$1.62B +$305M +23% 16
SAM
639
Smartleaf Asset Management
Massachusetts
$1.62B +$481M +42% 3,081
WJA
640
Willis Johnson & Associates
Texas
$1.61B +$143M +10% 195
FVWA
641
Foster Victor Wealth Advisors
South Carolina
$1.61B +$132M +9% 229
JCM
642
Janney Capital Management
Pennsylvania
$1.61B +$56.2M +4% 255
NFG
643
Nations Financial Group
Iowa
$1.61B +$151M +10% 741
PPW
644
Parcion Private Wealth
Washington
$1.6B +$203M +14% 375
FFA
645
Fragasso Financial Advisors
Pennsylvania
$1.6B +$119M +8% 291
GAI
646
General American Investors
New York
$1.6B +$109M +7% 68
PMFA
647
Plante Moran Financial Advisors
Michigan
$1.59B +$169M +12% 878
FAB
648
First American Bank
Illinois
$1.59B +$133M +9% 184
WGAM
649
Wilkinson Global Asset Management
New York
$1.59B -$662K -0% 73
BFPW
650
BOK Financial Private Wealth
Colorado
$1.59B +$89.8M +6% 433