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
CNAM
726
Campbell Newman Asset Management
Wisconsin
$1.37B +$113M +9% 107
YIA
727
YHB Investment Advisors
Connecticut
$1.37B +$72.1M +6% 311
NPT
728
Nixon Peabody Trust
Massachusetts
$1.37B +$74.6M +6% 155
WTB
729
Washington Trust Bank
Washington
$1.36B +$177M +15% 210
AAIM
730
American Assets Investment Management
California
$1.36B +$117M +9% 145
BFS
731
Baskin Financial Services
Ontario, Canada
$1.36B +$38M +3% 52
APCM
732
Alaska Permanent Capital Management
Alaska
$1.36B +$69M +5% 45
HR
733
Hardy Reed
Mississippi
$1.36B +$110M +9% 261
NCM
734
Narwhal Capital Management
Georgia
$1.35B +$105M +8% 170
MCM
735
Mill Capital Management
North Carolina
$1.35B +$73.5M +6% 123
CIAS
736
CFS Investment Advisory Services
New Jersey
$1.35B +$125M +10% 349
LWM
737
Lyell Wealth Management
California
$1.35B +$80.2M +6% 224
WC
738
Waterloo Capital
Texas
$1.34B +$107M +9% 501
SBWIC
739
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.34B +$41M +3% 161
LGWM
740
Litman Gregory Wealth Management
California
$1.34B +$72.6M +6% 150
SOS
741
Silver Oak Securities
Tennessee
$1.34B +$133M +11% 832
FFW
742
Fusion Family Wealth
New York
$1.33B +$152M +13% 49
PWMAG
743
Pinnacle Wealth Management Advisory Group
New Jersey
$1.33B +$128M +11% 413
YL
744
YCG LLC
Texas
$1.33B +$37.8M +3% 38
CCIA
745
Campbell & Co Investment Adviser
Maryland
$1.32B -$263M -17% 1,434
CBA
746
Coastal Bridge Advisors
Connecticut
$1.32B +$115M +10% 488
GIC
747
Generali Investments CEE
Czech Republic
$1.31B +$97.7M +8% 400
NCM
748
Novare Capital Management
North Carolina
$1.31B +$82.6M +7% 206
WA
749
WBH Advisory
Maryland
$1.31B +$136M +12% 353
VC
750
Vicus Capital
Pennsylvania
$1.31B +$106M +9% 300