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
VIP
701
Vantage Investment Partners
Missouri
$1.46B +$89.7M +7% 67
CA
702
CapWealth Advisors
Tennessee
$1.46B +$447M +44% 124
HR
703
Howe & Rusling
New York
$1.46B +$105M +8% 492
CCA
704
Checchi Capital Advisers
California
$1.46B +$21.1M +1% 590
BCM
705
BTC Capital Management
Iowa
$1.45B +$224M +18% 216
PP
706
PDS Planning
Ohio
$1.45B +$104M +8% 562
KCM
707
Kanawha Capital Management
Virginia
$1.45B +$96.3M +7% 224
NPF
708
Norris Perne & French
Michigan
$1.44B +$8.03M +0.6% 165
RIM
709
Ranger Investment Management
Texas
$1.43B +$2.38M +0.2% 81
CPCM
710
Cardinal Point Capital Management
Ontario, Canada
$1.43B +$167M +13% 281
NL
711
NWAM LLC
Washington
$1.42B +$193M +16% 591
CIM
712
Corda Investment Management
Texas
$1.42B +$62.3M +5% 81
AAG
713
Armstrong Advisory Group
Massachusetts
$1.42B +$97.4M +7% 994
CHAM
714
Clear Harbor Asset Management
Connecticut
$1.42B +$89M +7% 437
TCA
715
Transcend Capital Advisors
New Jersey
$1.42B +$128M +10% 724
SIMG
716
Sonora Investment Management Group
Arizona
$1.41B +$64.3M +5% 323
AFCM
717
Applied Finance Capital Management
Puerto Rico
$1.41B -$56.1M -4% 331
KCM
718
Kathmere Capital Management
Pennsylvania
$1.41B +$109M +8% 552
PWP
719
Private Wealth Partners
California
$1.4B +$120M +9% 173
RI
720
RWWM Inc
California
$1.4B +$190M +16% 33
AC
721
Avestar Capital
New York
$1.4B +$29.2M +2% 471
SIM
722
Seilern Investment Management
United Kingdom
$1.38B -$132M -9% 22
NRS
723
Neville Rodie & Shaw
New York
$1.38B +$35.6M +3% 259
CWM
724
Cahaba Wealth Management
Georgia
$1.38B +$94.3M +7% 164
LDB
725
Lee, Danner & Bass
Tennessee
$1.37B +$88.8M +7% 234