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
GWM
676
GDS Wealth Management
Texas
$1.51B +$144M +11% 191
AIP
677
ARS Investment Partners
New York
$1.51B +$144M +10% 217
VWM
678
Valley Wealth Managers
New Jersey
$1.51B +$122M +9% 335
WIC
679
Woodmont Investment Counsel
Tennessee
$1.51B -$4.58M -0.3% 285
WIM
680
WealthPlan Investment Management
Nebraska
$1.51B +$135M +10% 369
MPM
681
Meritage Portfolio Management
Kansas
$1.5B -$78.4M -5% 346
SB
682
Simmons Bank
Arkansas
$1.5B +$97.7M +7% 340
BFA
683
Beaumont Financial Advisors
Massachusetts
$1.5B +$113M +8% 404
FA
684
Fiduciary Alliance
South Carolina
$1.49B +$152M +11% 513
KFP
685
KMG Fiduciary Partners
Ohio
$1.49B +$140M +10% 300
AP
686
Appleton Partners
Massachusetts
$1.49B +$76.8M +5% 262
DE
687
Diversified Enterprises
Delaware
$1.48B +$145M +11% 334
SGAM
688
Stephens Group Asset Management
Arkansas
$1.48B +$93.8M +7% 32
KHLMVGHM
689
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.48B +$102M +7% 62
CWG
690
Cornerstone Wealth Group
North Carolina
$1.48B +$148M +11% 363
PIM
691
Plato Investment Management
Australia
$1.48B +$146M +11% 546
FWP
692
FAS Wealth Partners
Kansas
$1.48B +$125M +9% 478
IEFM
693
IQ EQ Fund Management
Ireland
$1.48B +$351M +31% 330
1WM
694
1900 Wealth Management
Texas
$1.47B +$153M +12% 236
CST
695
Charles Schwab Trust
Nevada
$1.47B +$140M +11% 182
CFIA
696
Cantor Fitzgerald Investment Advisors
New York
$1.47B +$56.2M +4% 194
FFS
697
Founders Financial Securities
Maryland
$1.47B +$154M +12% 536
TSAM
698
Trinity Street Asset Management
United Kingdom
$1.47B +$9.65M +0.7% 21
SIM
699
SSI Investment Management
California
$1.47B +$48.2M +3% 272
FTS
700
Fifth Third Securities
Ohio
$1.46B +$133M +10% 329